Swords & Phelps, D.D.S. PC.
Plan context: Swords & Phelps, D.D.S. PC. Profit Sharing Plan
EIN 58-1673317 • Canton, GA • 26 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
23
2024 Assets
$6,038,558
2024 Contributions
$190,000
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 23 | $6,038,558 | $190,000 | $8,261iApproximate average salary by contribution assumption: employee only about $206,522 at 4% or $137,681 at 6%; with 50% employer match about $137,681 at 4% or $91,787 at 6%; with 100% employer match about $103,261 at 4% or $68,841 at 6%. |
| Swords & Phelps, D.D.S. PC. Profit Sharing Plan | - | 23 | $6,038,558 | $190,000 | $8,261iApproximate average salary by contribution assumption: employee only about $206,522 at 4% or $137,681 at 6%; with 50% employer match about $137,681 at 4% or $91,787 at 6%; with 100% employer match about $103,261 at 4% or $68,841 at 6%. |
| 2023 | 1 | 23 | $5,559,594 | $150,000 | $6,522iApproximate average salary by contribution assumption: employee only about $163,043 at 4% or $108,696 at 6%; with 50% employer match about $108,696 at 4% or $72,464 at 6%; with 100% employer match about $81,522 at 4% or $54,348 at 6%. |
| Swords & Phelps, D.D.S. PC. Profit Sharing Plan | - | 23 | $5,559,594 | $150,000 | $6,522iApproximate average salary by contribution assumption: employee only about $163,043 at 4% or $108,696 at 6%; with 50% employer match about $108,696 at 4% or $72,464 at 6%; with 100% employer match about $81,522 at 4% or $54,348 at 6%. |
| 2022 | 1 | 17 | $4,786,581 | $150,000 | $8,824iApproximate average salary by contribution assumption: employee only about $220,588 at 4% or $147,059 at 6%; with 50% employer match about $147,059 at 4% or $98,039 at 6%; with 100% employer match about $110,294 at 4% or $73,529 at 6%. |
| Swords & Phelps, D.D.S. PC. Profit Sharing Plan | - | 17 | $4,786,581 | $150,000 | $8,824iApproximate average salary by contribution assumption: employee only about $220,588 at 4% or $147,059 at 6%; with 50% employer match about $147,059 at 4% or $98,039 at 6%; with 100% employer match about $110,294 at 4% or $73,529 at 6%. |
| 2021 | 1 | 22 | $6,169,858 | $157,500 | $7,159iApproximate average salary by contribution assumption: employee only about $178,977 at 4% or $119,318 at 6%; with 50% employer match about $119,318 at 4% or $79,545 at 6%; with 100% employer match about $89,489 at 4% or $59,659 at 6%. |
| Swords & Phelps, D.D.S. PC. Profit Sharing Plan | - | 22 | $6,169,858 | $157,500 | $7,159iApproximate average salary by contribution assumption: employee only about $178,977 at 4% or $119,318 at 6%; with 50% employer match about $119,318 at 4% or $79,545 at 6%; with 100% employer match about $89,489 at 4% or $59,659 at 6%. |
| 2020 | 1 | 21 | $5,370,737 | $155,000 | $7,381iApproximate average salary by contribution assumption: employee only about $184,524 at 4% or $123,016 at 6%; with 50% employer match about $123,016 at 4% or $82,011 at 6%; with 100% employer match about $92,262 at 4% or $61,508 at 6%. |
| Swords & Phelps, D.D.S. PC. Profit Sharing Plan | - | 21 | $5,370,737 | $155,000 | $7,381iApproximate average salary by contribution assumption: employee only about $184,524 at 4% or $123,016 at 6%; with 50% employer match about $123,016 at 4% or $82,011 at 6%; with 100% employer match about $92,262 at 4% or $61,508 at 6%. |
| 2019 | 1 | 20 | $4,526,446 | $155,000 | $7,750iApproximate average salary by contribution assumption: employee only about $193,750 at 4% or $129,167 at 6%; with 50% employer match about $129,167 at 4% or $86,111 at 6%; with 100% employer match about $96,875 at 4% or $64,583 at 6%. |
| Swords & Phelps, D.D.S. PC. Profit Sharing Plan | - | 20 | $4,526,446 | $155,000 | $7,750iApproximate average salary by contribution assumption: employee only about $193,750 at 4% or $129,167 at 6%; with 50% employer match about $129,167 at 4% or $86,111 at 6%; with 100% employer match about $96,875 at 4% or $64,583 at 6%. |
| 2018 | 1 | 18 | $3,625,669 | $155,000 | $8,611iApproximate average salary by contribution assumption: employee only about $215,278 at 4% or $143,519 at 6%; with 50% employer match about $143,519 at 4% or $95,679 at 6%; with 100% employer match about $107,639 at 4% or $71,759 at 6%. |
| Swords & Phelps, D.D.S. PC. Profit Sharing Plan | - | 18 | $3,625,669 | $155,000 | $8,611iApproximate average salary by contribution assumption: employee only about $215,278 at 4% or $143,519 at 6%; with 50% employer match about $143,519 at 4% or $95,679 at 6%; with 100% employer match about $107,639 at 4% or $71,759 at 6%. |
| 2017 | 1 | 17 | $3,825,071 | $153,500 | $9,029iApproximate average salary by contribution assumption: employee only about $225,735 at 4% or $150,490 at 6%; with 50% employer match about $150,490 at 4% or $100,327 at 6%; with 100% employer match about $112,868 at 4% or $75,245 at 6%. |
| Swords & Phelps, D.D.S. PC. Profit Sharing Plan | - | 17 | $3,825,071 | $153,500 | $9,029iApproximate average salary by contribution assumption: employee only about $225,735 at 4% or $150,490 at 6%; with 50% employer match about $150,490 at 4% or $100,327 at 6%; with 100% employer match about $112,868 at 4% or $75,245 at 6%. |
| 2016 | 1 | 16 | $3,255,722 | $150,000 | $9,375iApproximate average salary by contribution assumption: employee only about $234,375 at 4% or $156,250 at 6%; with 50% employer match about $156,250 at 4% or $104,167 at 6%; with 100% employer match about $117,188 at 4% or $78,125 at 6%. |
| Swords & Phelps, D.D.S. PC. Profit Sharing Plan | - | 16 | $3,255,722 | $150,000 | $9,375iApproximate average salary by contribution assumption: employee only about $234,375 at 4% or $156,250 at 6%; with 50% employer match about $156,250 at 4% or $104,167 at 6%; with 100% employer match about $117,188 at 4% or $78,125 at 6%. |
| 2015 | 1 | 15 | $2,914,627 | $150,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| Swords & Phelps, D.D.S. PC. Profit Sharing Plan | - | 15 | $2,914,627 | $150,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| 2014 | 1 | 16 | $2,914,123 | $150,000 | $9,375iApproximate average salary by contribution assumption: employee only about $234,375 at 4% or $156,250 at 6%; with 50% employer match about $156,250 at 4% or $104,167 at 6%; with 100% employer match about $117,188 at 4% or $78,125 at 6%. |
| Swords & Phelps, D.D.S. PC. Profit Sharing Plan | - | 16 | $2,914,123 | $150,000 | $9,375iApproximate average salary by contribution assumption: employee only about $234,375 at 4% or $156,250 at 6%; with 50% employer match about $156,250 at 4% or $104,167 at 6%; with 100% employer match about $117,188 at 4% or $78,125 at 6%. |
| 2013 | 1 | 13 | $3,033,604 | $150,000 | $11,538iApproximate average salary by contribution assumption: employee only about $288,462 at 4% or $192,308 at 6%; with 50% employer match about $192,308 at 4% or $128,205 at 6%; with 100% employer match about $144,231 at 4% or $96,154 at 6%. |
| Swords & Phelps, D.D.S. PC. Profit Sharing Plan | - | 13 | $3,033,604 | $150,000 | $11,538iApproximate average salary by contribution assumption: employee only about $288,462 at 4% or $192,308 at 6%; with 50% employer match about $192,308 at 4% or $128,205 at 6%; with 100% employer match about $144,231 at 4% or $96,154 at 6%. |
| 2012 | 1 | 15 | $2,455,975 | $150,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| Swords & Phelps, D.D.S. PC. Profit Sharing Plan | - | 15 | $2,455,975 | $150,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| 2011 | 1 | 14 | $2,052,236 | $150,000 | $10,714iApproximate average salary by contribution assumption: employee only about $267,857 at 4% or $178,571 at 6%; with 50% employer match about $178,571 at 4% or $119,048 at 6%; with 100% employer match about $133,929 at 4% or $89,286 at 6%. |
| Swords & Phelps, D.D.S. PC. Profit Sharing Plan | - | 14 | $2,052,236 | $150,000 | $10,714iApproximate average salary by contribution assumption: employee only about $267,857 at 4% or $178,571 at 6%; with 50% employer match about $178,571 at 4% or $119,048 at 6%; with 100% employer match about $133,929 at 4% or $89,286 at 6%. |
| 2010 | 1 | 13 | $1,933,408 | $150,000 | $11,538iApproximate average salary by contribution assumption: employee only about $288,462 at 4% or $192,308 at 6%; with 50% employer match about $192,308 at 4% or $128,205 at 6%; with 100% employer match about $144,231 at 4% or $96,154 at 6%. |
| Swords & Phelps, D.D.S. PC. Profit Sharing Plan | - | 13 | $1,933,408 | $150,000 | $11,538iApproximate average salary by contribution assumption: employee only about $288,462 at 4% or $192,308 at 6%; with 50% employer match about $192,308 at 4% or $128,205 at 6%; with 100% employer match about $144,231 at 4% or $96,154 at 6%. |
| 2009 | 1 | 13 | $1,657,131 | $155,000 | $11,923iApproximate average salary by contribution assumption: employee only about $298,077 at 4% or $198,718 at 6%; with 50% employer match about $198,718 at 4% or $132,479 at 6%; with 100% employer match about $149,038 at 4% or $99,359 at 6%. |
| Swords & Phelps, D.D.S. PC. Profit Sharing Plan | - | 13 | $1,657,131 | $155,000 | $11,923iApproximate average salary by contribution assumption: employee only about $298,077 at 4% or $198,718 at 6%; with 50% employer match about $198,718 at 4% or $132,479 at 6%; with 100% employer match about $149,038 at 4% or $99,359 at 6%. |
| 2008 | 1 | 13 | $1,260,460 | $150,000 | $11,538iApproximate average salary by contribution assumption: employee only about $288,462 at 4% or $192,308 at 6%; with 50% employer match about $192,308 at 4% or $128,205 at 6%; with 100% employer match about $144,231 at 4% or $96,154 at 6%. |
| Swords & Phelps, D.D.S. PC. Profit Sharing Plan | - | 13 | $1,260,460 | $150,000 | $11,538iApproximate average salary by contribution assumption: employee only about $288,462 at 4% or $192,308 at 6%; with 50% employer match about $192,308 at 4% or $128,205 at 6%; with 100% employer match about $144,231 at 4% or $96,154 at 6%. |
| 2007 | 1 | 13 | $1,696,159 | $152,387 | $11,722iApproximate average salary by contribution assumption: employee only about $293,052 at 4% or $195,368 at 6%; with 50% employer match about $195,368 at 4% or $130,245 at 6%; with 100% employer match about $146,526 at 4% or $97,684 at 6%. |
| Swords & Phelps, D.D.S. PC. Profit Sharing Plan | - | 13 | $1,696,159 | $152,387 | $11,722iApproximate average salary by contribution assumption: employee only about $293,052 at 4% or $195,368 at 6%; with 50% employer match about $195,368 at 4% or $130,245 at 6%; with 100% employer match about $146,526 at 4% or $97,684 at 6%. |
| 2006 | 1 | 12 | $1,579,101 | $139,135 | $11,595iApproximate average salary by contribution assumption: employee only about $289,865 at 4% or $193,243 at 6%; with 50% employer match about $193,243 at 4% or $128,829 at 6%; with 100% employer match about $144,932 at 4% or $96,622 at 6%. |
| Swords & Phelps, D.D.S. PC. Profit Sharing Plan | - | 12 | $1,579,101 | $139,135 | $11,595iApproximate average salary by contribution assumption: employee only about $289,865 at 4% or $193,243 at 6%; with 50% employer match about $193,243 at 4% or $128,829 at 6%; with 100% employer match about $144,932 at 4% or $96,622 at 6%. |
| 2005 | 1 | 13 | $1,177,984 | $121,760 | $9,366iApproximate average salary by contribution assumption: employee only about $234,154 at 4% or $156,103 at 6%; with 50% employer match about $156,103 at 4% or $104,068 at 6%; with 100% employer match about $117,077 at 4% or $78,051 at 6%. |
| Swords & Phelps, D.D.S. PC. Profit Sharing Plan | - | 13 | $1,177,984 | $121,760 | $9,366iApproximate average salary by contribution assumption: employee only about $234,154 at 4% or $156,103 at 6%; with 50% employer match about $156,103 at 4% or $104,068 at 6%; with 100% employer match about $117,077 at 4% or $78,051 at 6%. |
| 2004 | 1 | 12 | $974,061 | $122,780 | $10,232iApproximate average salary by contribution assumption: employee only about $255,792 at 4% or $170,528 at 6%; with 50% employer match about $170,528 at 4% or $113,685 at 6%; with 100% employer match about $127,896 at 4% or $85,264 at 6%. |
| Swords & Phelps, D.D.S. PC. Profit Sharing Plan | - | 12 | $974,061 | $122,780 | $10,232iApproximate average salary by contribution assumption: employee only about $255,792 at 4% or $170,528 at 6%; with 50% employer match about $170,528 at 4% or $113,685 at 6%; with 100% employer match about $127,896 at 4% or $85,264 at 6%. |
| 2003 | 1 | 11 | $776,333 | $115,792 | $10,527iApproximate average salary by contribution assumption: employee only about $263,164 at 4% or $175,442 at 6%; with 50% employer match about $175,442 at 4% or $116,962 at 6%; with 100% employer match about $131,582 at 4% or $87,721 at 6%. |
| Swords & Phelps, D.D.S. PC. Profit Sharing Plan | - | 11 | $776,333 | $115,792 | $10,527iApproximate average salary by contribution assumption: employee only about $263,164 at 4% or $175,442 at 6%; with 50% employer match about $175,442 at 4% or $116,962 at 6%; with 100% employer match about $131,582 at 4% or $87,721 at 6%. |
| 2002 | 1 | 9 | $533,029 | $108,994 | $12,110iApproximate average salary by contribution assumption: employee only about $302,761 at 4% or $201,841 at 6%; with 50% employer match about $201,841 at 4% or $134,560 at 6%; with 100% employer match about $151,381 at 4% or $100,920 at 6%. |
| Swords & Phelps, D.D.S. PC. Profit Sharing Plan | - | 9 | $533,029 | $108,994 | $12,110iApproximate average salary by contribution assumption: employee only about $302,761 at 4% or $201,841 at 6%; with 50% employer match about $201,841 at 4% or $134,560 at 6%; with 100% employer match about $151,381 at 4% or $100,920 at 6%. |
| 2001 | 1 | 10 | $563,501 | $70,724 | $7,072iApproximate average salary by contribution assumption: employee only about $176,810 at 4% or $117,873 at 6%; with 50% employer match about $117,873 at 4% or $78,582 at 6%; with 100% employer match about $88,405 at 4% or $58,937 at 6%. |
| Swords & Phelps, D.D.S. PC. Profit Sharing Plan | - | 10 | $563,501 | $70,724 | $7,072iApproximate average salary by contribution assumption: employee only about $176,810 at 4% or $117,873 at 6%; with 50% employer match about $117,873 at 4% or $78,582 at 6%; with 100% employer match about $88,405 at 4% or $58,937 at 6%. |
| 2000 | 1 | 9 | $597,464 | $56,118 | $6,235iApproximate average salary by contribution assumption: employee only about $155,883 at 4% or $103,922 at 6%; with 50% employer match about $103,922 at 4% or $69,281 at 6%; with 100% employer match about $77,942 at 4% or $51,961 at 6%. |
| Swords & Phelps, D.D.S. PC. Profit Sharing Plan | - | 9 | $597,464 | $56,118 | $6,235iApproximate average salary by contribution assumption: employee only about $155,883 at 4% or $103,922 at 6%; with 50% employer match about $103,922 at 4% or $69,281 at 6%; with 100% employer match about $77,942 at 4% or $51,961 at 6%. |
| 1999 | 1 | 10 | $582,729 | $60,000 | $6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%. |
| Swords & Phelps, D.D.S. PC. Profit Sharing Plan | - | 10 | $582,729 | $60,000 | $6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%. |