Civic Intelligence

David & Rebecca Swett, Dds, P. C.

Plan context: David & Rebecca Swett, Dds, P. C. 401(K) Profit Sharing Plan

EIN 54-1783085 • Charlottesville, VA • 17 filings • 3 plans

900 B Rio East CourtCharlottesville, VA 22901
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$3,363,268

2024 Contributions

$145,314

Historical Graphs

Total Assets Over Time

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

$3,363,268$1,681,634$0200820162024YearValue
$3,363,268Latest year 2024

Participants Over Time

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

1790200820162024YearValue
14Latest year 2024

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
2024114$3,363,268$145,314$10,380iApproximate average salary by contribution assumption: employee only about $259,489 at 4% or $172,993 at 6%; with 50% employer match about $172,993 at 4% or $115,329 at 6%; with 100% employer match about $129,745 at 4% or $86,496 at 6%.
David & Rebecca Swett, Dds, P. C. 401(K) Profit Sharing Plan-14$3,363,268$145,314$10,380iApproximate average salary by contribution assumption: employee only about $259,489 at 4% or $172,993 at 6%; with 50% employer match about $172,993 at 4% or $115,329 at 6%; with 100% employer match about $129,745 at 4% or $86,496 at 6%.
2023113$2,883,061$146,345$11,257iApproximate average salary by contribution assumption: employee only about $281,433 at 4% or $187,622 at 6%; with 50% employer match about $187,622 at 4% or $125,081 at 6%; with 100% employer match about $140,716 at 4% or $93,811 at 6%.
David & Rebecca Swett, Dds, P. C. 401(K) Profit Sharing Plan-13$2,883,061$146,345$11,257iApproximate average salary by contribution assumption: employee only about $281,433 at 4% or $187,622 at 6%; with 50% employer match about $187,622 at 4% or $125,081 at 6%; with 100% employer match about $140,716 at 4% or $93,811 at 6%.
2022113$2,372,724$99,153$7,627iApproximate average salary by contribution assumption: employee only about $190,679 at 4% or $127,119 at 6%; with 50% employer match about $127,119 at 4% or $84,746 at 6%; with 100% employer match about $95,339 at 4% or $63,560 at 6%.
David & Rebecca Swett, Dds, P. C. 401(K) Profit Sharing Plan-13$2,372,724$99,153$7,627iApproximate average salary by contribution assumption: employee only about $190,679 at 4% or $127,119 at 6%; with 50% employer match about $127,119 at 4% or $84,746 at 6%; with 100% employer match about $95,339 at 4% or $63,560 at 6%.
2021113$2,753,156$138,653$10,666iApproximate average salary by contribution assumption: employee only about $266,640 at 4% or $177,760 at 6%; with 50% employer match about $177,760 at 4% or $118,507 at 6%; with 100% employer match about $133,320 at 4% or $88,880 at 6%.
David & Rebecca Swett, Dds, P. C. 401(K) Profit Sharing Plan-13$2,753,156$138,653$10,666iApproximate average salary by contribution assumption: employee only about $266,640 at 4% or $177,760 at 6%; with 50% employer match about $177,760 at 4% or $118,507 at 6%; with 100% employer match about $133,320 at 4% or $88,880 at 6%.
2020113$2,314,746$97,484$7,499iApproximate average salary by contribution assumption: employee only about $187,469 at 4% or $124,979 at 6%; with 50% employer match about $124,979 at 4% or $83,320 at 6%; with 100% employer match about $93,735 at 4% or $62,490 at 6%.
David & Rebecca Swett, Dds, P. C. 401(K) Profit Sharing Plan-13$2,314,746$97,484$7,499iApproximate average salary by contribution assumption: employee only about $187,469 at 4% or $124,979 at 6%; with 50% employer match about $124,979 at 4% or $83,320 at 6%; with 100% employer match about $93,735 at 4% or $62,490 at 6%.
2019114$2,079,530$122,775$8,770iApproximate average salary by contribution assumption: employee only about $219,241 at 4% or $146,161 at 6%; with 50% employer match about $146,161 at 4% or $97,440 at 6%; with 100% employer match about $109,621 at 4% or $73,080 at 6%.
David & Rebecca Swett, Dds, P. C. 401(K) Profit Sharing Plan-14$2,079,530$122,775$8,770iApproximate average salary by contribution assumption: employee only about $219,241 at 4% or $146,161 at 6%; with 50% employer match about $146,161 at 4% or $97,440 at 6%; with 100% employer match about $109,621 at 4% or $73,080 at 6%.
2018117$1,652,773$118,149$6,950iApproximate average salary by contribution assumption: employee only about $173,749 at 4% or $115,832 at 6%; with 50% employer match about $115,832 at 4% or $77,222 at 6%; with 100% employer match about $86,874 at 4% or $57,916 at 6%.
David & Rebecca Swett, Dds, P. C. 401(K) Profit Sharing Plan-17$1,652,773$118,149$6,950iApproximate average salary by contribution assumption: employee only about $173,749 at 4% or $115,832 at 6%; with 50% employer match about $115,832 at 4% or $77,222 at 6%; with 100% employer match about $86,874 at 4% or $57,916 at 6%.
2017117$1,690,590$144,652$8,509iApproximate average salary by contribution assumption: employee only about $212,724 at 4% or $141,816 at 6%; with 50% employer match about $141,816 at 4% or $94,544 at 6%; with 100% employer match about $106,362 at 4% or $70,908 at 6%.
David & Rebecca Swett, Dds, P. C. 401(K) Profit Sharing Plan-17$1,690,590$144,652$8,509iApproximate average salary by contribution assumption: employee only about $212,724 at 4% or $141,816 at 6%; with 50% employer match about $141,816 at 4% or $94,544 at 6%; with 100% employer match about $106,362 at 4% or $70,908 at 6%.
2016116$1,300,994$93,139$5,821iApproximate average salary by contribution assumption: employee only about $145,530 at 4% or $97,020 at 6%; with 50% employer match about $97,020 at 4% or $64,680 at 6%; with 100% employer match about $72,765 at 4% or $48,510 at 6%.
David & Rebecca Swett, Dds, P. C. 401(K) Profit Sharing Plan-16$1,300,994$93,139$5,821iApproximate average salary by contribution assumption: employee only about $145,530 at 4% or $97,020 at 6%; with 50% employer match about $97,020 at 4% or $64,680 at 6%; with 100% employer match about $72,765 at 4% or $48,510 at 6%.
2015116$1,139,528$85,129$5,321iApproximate average salary by contribution assumption: employee only about $133,014 at 4% or $88,676 at 6%; with 50% employer match about $88,676 at 4% or $59,117 at 6%; with 100% employer match about $66,507 at 4% or $44,338 at 6%.
David & Rebecca Swett, Dds, P. C. 401(K) Profit Sharing Plan-16$1,139,528$85,129$5,321iApproximate average salary by contribution assumption: employee only about $133,014 at 4% or $88,676 at 6%; with 50% employer match about $88,676 at 4% or $59,117 at 6%; with 100% employer match about $66,507 at 4% or $44,338 at 6%.
2014116$1,074,711$72,525$4,533iApproximate average salary by contribution assumption: employee only about $113,320 at 4% or $75,547 at 6%; with 50% employer match about $75,547 at 4% or $50,365 at 6%; with 100% employer match about $56,660 at 4% or $37,773 at 6%.
David & Rebecca Swett, Dds, P. C. 401(K) Profit Sharing Plan-16$1,074,711$72,525$4,533iApproximate average salary by contribution assumption: employee only about $113,320 at 4% or $75,547 at 6%; with 50% employer match about $75,547 at 4% or $50,365 at 6%; with 100% employer match about $56,660 at 4% or $37,773 at 6%.
2013113$963,847$91,125$7,010iApproximate average salary by contribution assumption: employee only about $175,240 at 4% or $116,827 at 6%; with 50% employer match about $116,827 at 4% or $77,885 at 6%; with 100% employer match about $87,620 at 4% or $58,413 at 6%.
David & Rebecca Swett, Dds, P. C. 401(K) Profit Sharing Plan-13$963,847$91,125$7,010iApproximate average salary by contribution assumption: employee only about $175,240 at 4% or $116,827 at 6%; with 50% employer match about $116,827 at 4% or $77,885 at 6%; with 100% employer match about $87,620 at 4% or $58,413 at 6%.
2012112$720,837$91,578$7,632iApproximate average salary by contribution assumption: employee only about $190,788 at 4% or $127,192 at 6%; with 50% employer match about $127,192 at 4% or $84,794 at 6%; with 100% employer match about $95,394 at 4% or $63,596 at 6%.
David & Rebecca Swett, Dds, P. C. 401(K) Profit Sharing Plan-12$720,837$91,578$7,632iApproximate average salary by contribution assumption: employee only about $190,788 at 4% or $127,192 at 6%; with 50% employer match about $127,192 at 4% or $84,794 at 6%; with 100% employer match about $95,394 at 4% or $63,596 at 6%.
2011112$551,209$110,464$9,205iApproximate average salary by contribution assumption: employee only about $230,133 at 4% or $153,422 at 6%; with 50% employer match about $153,422 at 4% or $102,281 at 6%; with 100% employer match about $115,067 at 4% or $76,711 at 6%.
David & Rebecca Swett, Dds, P. C. 401(K) Profit Sharing Plan-12$551,209$110,464$9,205iApproximate average salary by contribution assumption: employee only about $230,133 at 4% or $153,422 at 6%; with 50% employer match about $153,422 at 4% or $102,281 at 6%; with 100% employer match about $115,067 at 4% or $76,711 at 6%.
2010112$471,542$136,178$11,348iApproximate average salary by contribution assumption: employee only about $283,704 at 4% or $189,136 at 6%; with 50% employer match about $189,136 at 4% or $126,091 at 6%; with 100% employer match about $141,852 at 4% or $94,568 at 6%.
David & Rebecca Swett, Dds, P. C. 401(K) Profit Sharing Plan-12$471,542$136,178$11,348iApproximate average salary by contribution assumption: employee only about $283,704 at 4% or $189,136 at 6%; with 50% employer match about $189,136 at 4% or $126,091 at 6%; with 100% employer match about $141,852 at 4% or $94,568 at 6%.
200918$290,193$99,210$12,401iApproximate average salary by contribution assumption: employee only about $310,031 at 4% or $206,688 at 6%; with 50% employer match about $206,688 at 4% or $137,792 at 6%; with 100% employer match about $155,016 at 4% or $103,344 at 6%.
David & Rebecca Swett, Dds, P. C. 401(K) Profit Sharing Plan-8$290,193$99,210$12,401iApproximate average salary by contribution assumption: employee only about $310,031 at 4% or $206,688 at 6%; with 50% employer match about $206,688 at 4% or $137,792 at 6%; with 100% employer match about $155,016 at 4% or $103,344 at 6%.
2008112$130,993$159,979$13,332iApproximate average salary by contribution assumption: employee only about $333,290 at 4% or $222,193 at 6%; with 50% employer match about $222,193 at 4% or $148,129 at 6%; with 100% employer match about $166,645 at 4% or $111,097 at 6%.
David & Rebecca Swett, Dds, P. C. 401(K) Profit Sharing Plan-12$130,993$159,979$13,332iApproximate average salary by contribution assumption: employee only about $333,290 at 4% or $222,193 at 6%; with 50% employer match about $222,193 at 4% or $148,129 at 6%; with 100% employer match about $166,645 at 4% or $111,097 at 6%.