Civic Intelligence

Neal P. Swann, D.D.S. Inc.

Plan context: Neal P. Swann, D.D.S. Inc. Defined Benefit Plan

EIN 94-2680232 • Milpitas, CA • 14 filings • 5 plans

464 E. Calaveras Blvd., Suite B-3Milpitas, CA 95035
Current Snapshot

Latest Year

2012

2012 Participants

2

2012 Assets

$4,720,440

2012 Contributions

$200,000

Historical Graphs

Total Assets Over Time

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

$4,720,440$2,360,220$0199920102012YearValue
$4,720,440Latest year 2012

Participants Over Time

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

950199920042012YearValue
2Latest year 2012

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
201252$4,720,440$200,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
Neal P. Swann, D.D.S. Inc. Defined Benefit Plan-0$1,124,814--
Neal P. Swann, D.D.S. Inc. Defined Benefit Plan-0$1,074,197$75,000-
Neal P. Swann, D.D.S. Inc. Defined Benefit Plan-0$952,884$50,000-
Neal P. Swann, D.D.S. Inc. Defined Benefit Plan-0$859,997$75,000-
Neal P. Swann, D.D.S. Inc. Defined Benefit Plan-2$708,548$0-
201119$1,098,540$0-
Neal P. Swann, D.D.S. Inc. Defined Benefit Plan-9$1,098,540$0-
201019$1,129,415$0-
Neal P. Swann, D.D.S. Inc. Defined Benefit Plan-9$1,129,415$0-
200919$1,125,222$0-
Neal P. Swann, D.D.S. Inc. Defined Benefit Plan-9$1,125,222$0-
200418$0$0-
Neal P. Swann, D.D.S. Inc. Defined Benefit Plan-8---
200316$0$0-
Neal P. Swann, D.D.S. Inc. Defined Benefit Plan-6---
200216$0$0-
Neal P. Swann, D.D.S. Inc. Defined Benefit Plan-6---
200116$0$0-
Neal P. Swann, D.D.S. Inc. Defined Benefit Plan-6---
200014$0$0-
Neal P. Swann, D.D.S. Inc. Defined Benefit Plan-4---
199914$598,740$3,502$876iApproximate average salary by contribution assumption: employee only about $21,888 at 4% or $14,592 at 6%; with 50% employer match about $14,592 at 4% or $9,728 at 6%; with 100% employer match about $10,944 at 4% or $7,296 at 6%.
Neal P. Swann, D.D.S. Inc. Defined Benefit Plan-4$598,740$3,502$876iApproximate average salary by contribution assumption: employee only about $21,888 at 4% or $14,592 at 6%; with 50% employer match about $14,592 at 4% or $9,728 at 6%; with 100% employer match about $10,944 at 4% or $7,296 at 6%.