Civic Intelligence

Gregory T. Swartz, D.D.S.

Plan context: Gregory T. Swartz, D.D.S. Profit Sharing Plan

EIN 43-1235439 • Oak Ridge, NC • 15 filings • 1 plans

8122 Chestershire Rd.Oak Ridge, NC 27310
Current Snapshot

Latest Year

2015

2015 Participants

2

2015 Assets

$755,557

2015 Contributions

$62,335

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$867,542$433,771$0200220102015YearValue
$755,557Latest year 2015

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

840200120082015YearValue
2Latest year 2015

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
201512$755,557$0-
Gregory T. Swartz, D.D.S. Profit Sharing Plan-2$755,557--
201413$754,997$0-
Gregory T. Swartz, D.D.S. Profit Sharing Plan-3$754,997--
201317$862,841$62,335$8,905iApproximate average salary by contribution assumption: employee only about $222,625 at 4% or $148,417 at 6%; with 50% employer match about $148,417 at 4% or $98,944 at 6%; with 100% employer match about $111,313 at 4% or $74,208 at 6%.
Gregory T. Swartz, D.D.S. Profit Sharing Plan-7$862,841$62,335$8,905iApproximate average salary by contribution assumption: employee only about $222,625 at 4% or $148,417 at 6%; with 50% employer match about $148,417 at 4% or $98,944 at 6%; with 100% employer match about $111,313 at 4% or $74,208 at 6%.
201218$867,542$73,576$9,197iApproximate average salary by contribution assumption: employee only about $229,925 at 4% or $153,283 at 6%; with 50% employer match about $153,283 at 4% or $102,189 at 6%; with 100% employer match about $114,963 at 4% or $76,642 at 6%.
Gregory T. Swartz, D.D.S. Profit Sharing Plan-8$867,542$73,576$9,197iApproximate average salary by contribution assumption: employee only about $229,925 at 4% or $153,283 at 6%; with 50% employer match about $153,283 at 4% or $102,189 at 6%; with 100% employer match about $114,963 at 4% or $76,642 at 6%.
201117$771,618$71,304$10,186iApproximate average salary by contribution assumption: employee only about $254,657 at 4% or $169,771 at 6%; with 50% employer match about $169,771 at 4% or $113,181 at 6%; with 100% employer match about $127,329 at 4% or $84,886 at 6%.
Gregory T. Swartz, D.D.S. Profit Sharing Plan-7$771,618$71,304$10,186iApproximate average salary by contribution assumption: employee only about $254,657 at 4% or $169,771 at 6%; with 50% employer match about $169,771 at 4% or $113,181 at 6%; with 100% employer match about $127,329 at 4% or $84,886 at 6%.
201017$706,904$67,190$9,599iApproximate average salary by contribution assumption: employee only about $239,964 at 4% or $159,976 at 6%; with 50% employer match about $159,976 at 4% or $106,651 at 6%; with 100% employer match about $119,982 at 4% or $79,988 at 6%.
Gregory T. Swartz, D.D.S. Profit Sharing Plan-7$706,904$67,190$9,599iApproximate average salary by contribution assumption: employee only about $239,964 at 4% or $159,976 at 6%; with 50% employer match about $159,976 at 4% or $106,651 at 6%; with 100% employer match about $119,982 at 4% or $79,988 at 6%.
200917$620,044$62,851$8,979iApproximate average salary by contribution assumption: employee only about $224,468 at 4% or $149,645 at 6%; with 50% employer match about $149,645 at 4% or $99,763 at 6%; with 100% employer match about $112,234 at 4% or $74,823 at 6%.
Gregory T. Swartz, D.D.S. Profit Sharing Plan-7$620,044$62,851$8,979iApproximate average salary by contribution assumption: employee only about $224,468 at 4% or $149,645 at 6%; with 50% employer match about $149,645 at 4% or $99,763 at 6%; with 100% employer match about $112,234 at 4% or $74,823 at 6%.
200816$0$0-
Gregory T. Swartz, D.D.S. Profit Sharing Plan-6---
200717$0$0-
Gregory T. Swartz, D.D.S. Profit Sharing Plan-7---
200617$415,818$66,658$9,523iApproximate average salary by contribution assumption: employee only about $238,064 at 4% or $158,710 at 6%; with 50% employer match about $158,710 at 4% or $105,806 at 6%; with 100% employer match about $119,032 at 4% or $79,355 at 6%.
Gregory T. Swartz, D.D.S. Profit Sharing Plan-7$415,818$66,658$9,523iApproximate average salary by contribution assumption: employee only about $238,064 at 4% or $158,710 at 6%; with 50% employer match about $158,710 at 4% or $105,806 at 6%; with 100% employer match about $119,032 at 4% or $79,355 at 6%.
200515$318,510$58,645$11,729iApproximate average salary by contribution assumption: employee only about $293,225 at 4% or $195,483 at 6%; with 50% employer match about $195,483 at 4% or $130,322 at 6%; with 100% employer match about $146,613 at 4% or $97,742 at 6%.
Gregory T. Swartz, D.D.S. Profit Sharing Plan-5$318,510$58,645$11,729iApproximate average salary by contribution assumption: employee only about $293,225 at 4% or $195,483 at 6%; with 50% employer match about $195,483 at 4% or $130,322 at 6%; with 100% employer match about $146,613 at 4% or $97,742 at 6%.
200415$258,973$59,221$11,844iApproximate average salary by contribution assumption: employee only about $296,105 at 4% or $197,403 at 6%; with 50% employer match about $197,403 at 4% or $131,602 at 6%; with 100% employer match about $148,053 at 4% or $98,702 at 6%.
Gregory T. Swartz, D.D.S. Profit Sharing Plan-5$258,973$59,221$11,844iApproximate average salary by contribution assumption: employee only about $296,105 at 4% or $197,403 at 6%; with 50% employer match about $197,403 at 4% or $131,602 at 6%; with 100% employer match about $148,053 at 4% or $98,702 at 6%.
200317$181,392$61,769$8,824iApproximate average salary by contribution assumption: employee only about $220,604 at 4% or $147,069 at 6%; with 50% employer match about $147,069 at 4% or $98,046 at 6%; with 100% employer match about $110,302 at 4% or $73,535 at 6%.
Gregory T. Swartz, D.D.S. Profit Sharing Plan-7$181,392$61,769$8,824iApproximate average salary by contribution assumption: employee only about $220,604 at 4% or $147,069 at 6%; with 50% employer match about $147,069 at 4% or $98,046 at 6%; with 100% employer match about $110,302 at 4% or $73,535 at 6%.
200217$96,890$58,980$8,426iApproximate average salary by contribution assumption: employee only about $210,643 at 4% or $140,429 at 6%; with 50% employer match about $140,429 at 4% or $93,619 at 6%; with 100% employer match about $105,321 at 4% or $70,214 at 6%.
Gregory T. Swartz, D.D.S. Profit Sharing Plan-7$96,890$58,980$8,426iApproximate average salary by contribution assumption: employee only about $210,643 at 4% or $140,429 at 6%; with 50% employer match about $140,429 at 4% or $93,619 at 6%; with 100% employer match about $105,321 at 4% or $70,214 at 6%.
200116$0$0-
Gregory T. Swartz, D.D.S. Profit Sharing Plan-6---