Eric P. Swinson, DMD PC
Plan context: Eric P. Swinson DMD PC Cash Balance Plan
EIN 81-3649259 • Fayetteville, GA • 7 filings • 2 plans
Current Snapshot
Latest Year
2021
2021 Participants
1
2021 Assets
$1,586,844
2021 Contributions
$110,000
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 |
|---|---|---|---|---|---|
| 2021 | 2 | 1 | $1,586,844 | $110,000 | $110,000iApproximate average salary by contribution assumption: employee only about $2,750,000 at 4% or $1,833,333 at 6%; with 50% employer match about $1,833,333 at 4% or $1,222,222 at 6%; with 100% employer match about $1,375,000 at 4% or $916,667 at 6%. |
| Eric P. Swinson DMD PC Cash Balance Plan | - | 1 | $1,586,844 | $110,000 | $110,000iApproximate average salary by contribution assumption: employee only about $2,750,000 at 4% or $1,833,333 at 6%; with 50% employer match about $1,833,333 at 4% or $1,222,222 at 6%; with 100% employer match about $1,375,000 at 4% or $916,667 at 6%. |
| Eric P. Swinson DMD PC Cash Balance Plan | - | 0 | $0 | $0 | - |
| 2020 | 1 | 9 | $1,420,537 | $439,000 | $48,778iApproximate average salary by contribution assumption: employee only about $1,219,444 at 4% or $812,963 at 6%; with 50% employer match about $812,963 at 4% or $541,975 at 6%; with 100% employer match about $609,722 at 4% or $406,481 at 6%. |
| Eric P. Swinson DMD PC Cash Balance Plan | - | 9 | $1,420,537 | $439,000 | $48,778iApproximate average salary by contribution assumption: employee only about $1,219,444 at 4% or $812,963 at 6%; with 50% employer match about $812,963 at 4% or $541,975 at 6%; with 100% employer match about $609,722 at 4% or $406,481 at 6%. |
| 2019 | 1 | 9 | $902,822 | $250,000 | $27,778iApproximate average salary by contribution assumption: employee only about $694,444 at 4% or $462,963 at 6%; with 50% employer match about $462,963 at 4% or $308,642 at 6%; with 100% employer match about $347,222 at 4% or $231,481 at 6%. |
| Eric P. Swinson DMD PC Cash Balance Plan | - | 9 | $902,822 | $250,000 | $27,778iApproximate average salary by contribution assumption: employee only about $694,444 at 4% or $462,963 at 6%; with 50% employer match about $462,963 at 4% or $308,642 at 6%; with 100% employer match about $347,222 at 4% or $231,481 at 6%. |
| 2018 | 1 | 9 | $593,416 | $250,000 | $27,778iApproximate average salary by contribution assumption: employee only about $694,444 at 4% or $462,963 at 6%; with 50% employer match about $462,963 at 4% or $308,642 at 6%; with 100% employer match about $347,222 at 4% or $231,481 at 6%. |
| Eric P. Swinson DMD PC Cash Balance Plan | - | 9 | $593,416 | $250,000 | $27,778iApproximate average salary by contribution assumption: employee only about $694,444 at 4% or $462,963 at 6%; with 50% employer match about $462,963 at 4% or $308,642 at 6%; with 100% employer match about $347,222 at 4% or $231,481 at 6%. |
| 2017 | 1 | 9 | $365,507 | $254,000 | $28,222iApproximate average salary by contribution assumption: employee only about $705,556 at 4% or $470,370 at 6%; with 50% employer match about $470,370 at 4% or $313,580 at 6%; with 100% employer match about $352,778 at 4% or $235,185 at 6%. |
| Eric P. Swinson DMD PC Cash Balance Plan | - | 9 | $365,507 | $254,000 | $28,222iApproximate average salary by contribution assumption: employee only about $705,556 at 4% or $470,370 at 6%; with 50% employer match about $470,370 at 4% or $313,580 at 6%; with 100% employer match about $352,778 at 4% or $235,185 at 6%. |
| 2016 | 1 | 8 | $99,799 | $100,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| Eric P. Swinson DMD PC Cash Balance Plan | - | 8 | $99,799 | $100,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |