Max D. Swancutt, Jr., D.D.S. Inc.
Plan context: Max D. Swancutt Jr., D.D.S. Inc. Cash Balance Plan
EIN 95-3803767 • Newport Beach, CA • 43 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
7
2024 Assets
$2,956,208
2024 Contributions
$249,236
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 | 2 | 0 | $0 | $0 | - |
| Max D. Swancutt, Jr., D.D.S. Inc. Employees 401K Retirement Savings Plan | - | 0 | $0 | $0 | - |
| Max D. Swancutt Jr., D.D.S. Inc. Cash Balance Plan | - | 0 | $0 | $0 | - |
| 2023 | 2 | 7 | $2,956,208 | $249,236 | $35,605iApproximate average salary by contribution assumption: employee only about $890,129 at 4% or $593,419 at 6%; with 50% employer match about $593,419 at 4% or $395,613 at 6%; with 100% employer match about $445,064 at 4% or $296,710 at 6%. |
| Max D. Swancutt Jr., D.D.S. Inc. Cash Balance Plan | - | 7 | $2,851,373 | $249,236 | $35,605iApproximate average salary by contribution assumption: employee only about $890,129 at 4% or $593,419 at 6%; with 50% employer match about $593,419 at 4% or $395,613 at 6%; with 100% employer match about $445,064 at 4% or $296,710 at 6%. |
| Max D. Swancutt, Jr., D.D.S. Inc. Employees 401K Retirement Savings Plan | - | 3 | $104,835 | $0 | - |
| 2022 | 2 | 10 | $5,143,249 | $199,724 | $19,972iApproximate average salary by contribution assumption: employee only about $499,310 at 4% or $332,873 at 6%; with 50% employer match about $332,873 at 4% or $221,916 at 6%; with 100% employer match about $249,655 at 4% or $166,437 at 6%. |
| Max D. Swancutt, Jr., D.D.S. Inc. Employees 401K Retirement Savings Plan | - | 10 | $2,795,309 | $67,224 | $6,722iApproximate average salary by contribution assumption: employee only about $168,060 at 4% or $112,040 at 6%; with 50% employer match about $112,040 at 4% or $74,693 at 6%; with 100% employer match about $84,030 at 4% or $56,020 at 6%. |
| Max D. Swancutt Jr., D.D.S. Inc. Cash Balance Plan | - | 6 | $2,347,940 | $132,500 | $22,083iApproximate average salary by contribution assumption: employee only about $552,083 at 4% or $368,056 at 6%; with 50% employer match about $368,056 at 4% or $245,370 at 6%; with 100% employer match about $276,042 at 4% or $184,028 at 6%. |
| 2021 | 2 | 11 | $6,307,028 | $283,713 | $25,792iApproximate average salary by contribution assumption: employee only about $644,802 at 4% or $429,868 at 6%; with 50% employer match about $429,868 at 4% or $286,579 at 6%; with 100% employer match about $322,401 at 4% or $214,934 at 6%. |
| Max D. Swancutt, Jr., D.D.S. Inc. Employees 401K Retirement Savings Plan | - | 11 | $3,743,883 | $104,103 | $9,464iApproximate average salary by contribution assumption: employee only about $236,598 at 4% or $157,732 at 6%; with 50% employer match about $157,732 at 4% or $105,155 at 6%; with 100% employer match about $118,299 at 4% or $78,866 at 6%. |
| Max D. Swancutt Jr., D.D.S. Inc. Cash Balance Plan | - | 5 | $2,563,145 | $179,610 | $35,922iApproximate average salary by contribution assumption: employee only about $898,050 at 4% or $598,700 at 6%; with 50% employer match about $598,700 at 4% or $399,133 at 6%; with 100% employer match about $449,025 at 4% or $299,350 at 6%. |
| 2020 | 2 | 10 | $5,603,009 | $251,587 | $25,159iApproximate average salary by contribution assumption: employee only about $628,968 at 4% or $419,312 at 6%; with 50% employer match about $419,312 at 4% or $279,541 at 6%; with 100% employer match about $314,484 at 4% or $209,656 at 6%. |
| Max D. Swancutt, Jr., D.D.S. Inc. Employees 401K Retirement Savings Plan | - | 10 | $3,391,955 | $87,155 | $8,716iApproximate average salary by contribution assumption: employee only about $217,888 at 4% or $145,258 at 6%; with 50% employer match about $145,258 at 4% or $96,839 at 6%; with 100% employer match about $108,944 at 4% or $72,629 at 6%. |
| Max D. Swancutt Jr., D.D.S. Inc. Cash Balance Plan | - | 5 | $2,211,054 | $164,432 | $32,886iApproximate average salary by contribution assumption: employee only about $822,160 at 4% or $548,107 at 6%; with 50% employer match about $548,107 at 4% or $365,404 at 6%; with 100% employer match about $411,080 at 4% or $274,053 at 6%. |
| 2019 | 2 | 10 | $5,059,899 | $97,068 | $9,707iApproximate average salary by contribution assumption: employee only about $242,670 at 4% or $161,780 at 6%; with 50% employer match about $161,780 at 4% or $107,853 at 6%; with 100% employer match about $121,335 at 4% or $80,890 at 6%. |
| Max D. Swancutt, Jr., D.D.S. Inc. Employees 401K Retirement Savings Plan | - | 10 | $3,039,395 | $97,068 | $9,707iApproximate average salary by contribution assumption: employee only about $242,670 at 4% or $161,780 at 6%; with 50% employer match about $161,780 at 4% or $107,853 at 6%; with 100% employer match about $121,335 at 4% or $80,890 at 6%. |
| Max D. Swancutt Jr., D.D.S. Inc. Cash Balance Plan | - | 5 | $2,020,504 | - | - |
| 2018 | 2 | 10 | $4,297,233 | $207,884 | $20,788iApproximate average salary by contribution assumption: employee only about $519,710 at 4% or $346,473 at 6%; with 50% employer match about $346,473 at 4% or $230,982 at 6%; with 100% employer match about $259,855 at 4% or $173,237 at 6%. |
| Max D. Swancutt, Jr., D.D.S. Inc. Employees 401K Retirement Savings Plan | - | 10 | $2,500,885 | $45,884 | $4,588iApproximate average salary by contribution assumption: employee only about $114,710 at 4% or $76,473 at 6%; with 50% employer match about $76,473 at 4% or $50,982 at 6%; with 100% employer match about $57,355 at 4% or $38,237 at 6%. |
| Max D. Swancutt Jr., D.D.S. Inc. Cash Balance Plan | - | 2 | $1,796,348 | $162,000 | $81,000iApproximate average salary by contribution assumption: employee only about $2,025,000 at 4% or $1,350,000 at 6%; with 50% employer match about $1,350,000 at 4% or $900,000 at 6%; with 100% employer match about $1,012,500 at 4% or $675,000 at 6%. |
| 2017 | 2 | 9 | $4,527,394 | $85,587 | $9,510iApproximate average salary by contribution assumption: employee only about $237,742 at 4% or $158,494 at 6%; with 50% employer match about $158,494 at 4% or $105,663 at 6%; with 100% employer match about $118,871 at 4% or $79,247 at 6%. |
| Max D. Swancutt, Jr., D.D.S. Inc. Employees 401K Retirement Savings Plan | - | 9 | $2,726,955 | $85,587 | $9,510iApproximate average salary by contribution assumption: employee only about $237,742 at 4% or $158,494 at 6%; with 50% employer match about $158,494 at 4% or $105,663 at 6%; with 100% employer match about $118,871 at 4% or $79,247 at 6%. |
| Max D. Swancutt Jr., D.D.S. Inc. Cash Balance Plan | - | 3 | $1,800,439 | - | - |
| 2016 | 2 | 8 | $3,856,925 | $88,337 | $11,042iApproximate average salary by contribution assumption: employee only about $276,053 at 4% or $184,035 at 6%; with 50% employer match about $184,035 at 4% or $122,690 at 6%; with 100% employer match about $138,027 at 4% or $92,018 at 6%. |
| Max D. Swancutt, Jr., D.D.S. Inc. Employees 401K Retirement Savings Plan | - | 8 | $2,292,399 | $47,784 | $5,973iApproximate average salary by contribution assumption: employee only about $149,325 at 4% or $99,550 at 6%; with 50% employer match about $99,550 at 4% or $66,367 at 6%; with 100% employer match about $74,663 at 4% or $49,775 at 6%. |
| Max D. Swancutt Jr., D.D.S. Inc. Cash Balance Plan | - | 3 | $1,564,526 | $40,553 | $13,518iApproximate average salary by contribution assumption: employee only about $337,942 at 4% or $225,294 at 6%; with 50% employer match about $225,294 at 4% or $150,196 at 6%; with 100% employer match about $168,971 at 4% or $112,647 at 6%. |
| 2015 | 2 | 8 | $3,558,752 | $73,953 | $9,244iApproximate average salary by contribution assumption: employee only about $231,103 at 4% or $154,069 at 6%; with 50% employer match about $154,069 at 4% or $102,713 at 6%; with 100% employer match about $115,552 at 4% or $77,034 at 6%. |
| Max D. Swancutt, Jr., D.D.S. Inc. Employees 401K Retirement Savings Plan | - | 8 | $2,101,491 | $44,377 | $5,547iApproximate average salary by contribution assumption: employee only about $138,678 at 4% or $92,452 at 6%; with 50% employer match about $92,452 at 4% or $61,635 at 6%; with 100% employer match about $69,339 at 4% or $46,226 at 6%. |
| Max D. Swancutt Jr., D.D.S. Inc. Cash Balance Plan | - | 3 | $1,457,261 | $29,576 | $9,859iApproximate average salary by contribution assumption: employee only about $246,467 at 4% or $164,311 at 6%; with 50% employer match about $164,311 at 4% or $109,541 at 6%; with 100% employer match about $123,233 at 4% or $82,156 at 6%. |
| 2014 | 2 | 8 | $3,722,194 | $183,797 | $22,975iApproximate average salary by contribution assumption: employee only about $574,366 at 4% or $382,910 at 6%; with 50% employer match about $382,910 at 4% or $255,274 at 6%; with 100% employer match about $287,183 at 4% or $191,455 at 6%. |
| Max D. Swancutt, Jr., D.D.S. Inc. Employees 401K Retirement Savings Plan | - | 8 | $2,179,724 | $65,823 | $8,228iApproximate average salary by contribution assumption: employee only about $205,697 at 4% or $137,131 at 6%; with 50% employer match about $137,131 at 4% or $91,421 at 6%; with 100% employer match about $102,848 at 4% or $68,566 at 6%. |
| Max D. Swancutt Jr., D.D.S. Inc. Cash Balance Plan | - | 3 | $1,542,470 | $117,974 | $39,325iApproximate average salary by contribution assumption: employee only about $983,117 at 4% or $655,411 at 6%; with 50% employer match about $655,411 at 4% or $436,941 at 6%; with 100% employer match about $491,558 at 4% or $327,706 at 6%. |
| 2013 | 2 | 8 | $3,459,458 | $178,944 | $22,368iApproximate average salary by contribution assumption: employee only about $559,200 at 4% or $372,800 at 6%; with 50% employer match about $372,800 at 4% or $248,533 at 6%; with 100% employer match about $279,600 at 4% or $186,400 at 6%. |
| Max D. Swancutt, Jr., D.D.S. Inc. Employees 401K Retirement Savings Plan | - | 8 | $2,029,060 | $17,417 | $2,177iApproximate average salary by contribution assumption: employee only about $54,428 at 4% or $36,285 at 6%; with 50% employer match about $36,285 at 4% or $24,190 at 6%; with 100% employer match about $27,214 at 4% or $18,143 at 6%. |
| Max D. Swancutt Jr., D.D.S. Inc. Cash Balance Plan | - | 3 | $1,430,398 | $161,527 | $53,842iApproximate average salary by contribution assumption: employee only about $1,346,058 at 4% or $897,372 at 6%; with 50% employer match about $897,372 at 4% or $598,248 at 6%; with 100% employer match about $673,029 at 4% or $448,686 at 6%. |
| 2012 | 2 | 8 | $2,835,807 | $164,752 | $20,594iApproximate average salary by contribution assumption: employee only about $514,850 at 4% or $343,233 at 6%; with 50% employer match about $343,233 at 4% or $228,822 at 6%; with 100% employer match about $257,425 at 4% or $171,617 at 6%. |
| Max D. Swancutt, Jr., D.D.S. Inc. Employees 401K Retirement Savings Plan | - | 8 | $1,758,210 | $22,726 | $2,841iApproximate average salary by contribution assumption: employee only about $71,019 at 4% or $47,346 at 6%; with 50% employer match about $47,346 at 4% or $31,564 at 6%; with 100% employer match about $35,509 at 4% or $23,673 at 6%. |
| Max D. Swancutt Jr., D.D.S. Inc. Cash Balance Plan | - | 3 | $1,077,597 | $142,026 | $47,342iApproximate average salary by contribution assumption: employee only about $1,183,550 at 4% or $789,033 at 6%; with 50% employer match about $789,033 at 4% or $526,022 at 6%; with 100% employer match about $591,775 at 4% or $394,517 at 6%. |
| 2011 | 2 | 8 | $2,432,364 | $206,652 | $25,832iApproximate average salary by contribution assumption: employee only about $645,788 at 4% or $430,525 at 6%; with 50% employer match about $430,525 at 4% or $287,017 at 6%; with 100% employer match about $322,894 at 4% or $215,263 at 6%. |
| Max D. Swancutt, Jr., D.D.S. Inc. Employees 401K Retirement Savings Plan | - | 8 | $1,591,989 | $35,613 | $4,452iApproximate average salary by contribution assumption: employee only about $111,291 at 4% or $74,194 at 6%; with 50% employer match about $74,194 at 4% or $49,463 at 6%; with 100% employer match about $55,645 at 4% or $37,097 at 6%. |
| Max D. Swancutt Jr., D.D.S. Inc. Cash Balance Plan | - | 3 | $840,375 | $171,039 | $57,013iApproximate average salary by contribution assumption: employee only about $1,425,325 at 4% or $950,217 at 6%; with 50% employer match about $950,217 at 4% or $633,478 at 6%; with 100% employer match about $712,663 at 4% or $475,108 at 6%. |
| 2010 | 2 | 8 | $2,357,097 | $214,363 | $26,795iApproximate average salary by contribution assumption: employee only about $669,884 at 4% or $446,590 at 6%; with 50% employer match about $446,590 at 4% or $297,726 at 6%; with 100% employer match about $334,942 at 4% or $223,295 at 6%. |
| Max D. Swancutt, Jr., D.D.S. Inc. Employees 401K Retirement Savings Plan | - | 8 | $1,625,329 | $39,743 | $4,968iApproximate average salary by contribution assumption: employee only about $124,197 at 4% or $82,798 at 6%; with 50% employer match about $82,798 at 4% or $55,199 at 6%; with 100% employer match about $62,098 at 4% or $41,399 at 6%. |
| Max D. Swancutt Jr., D.D.S. Inc. Cash Balance Plan | - | 3 | $731,768 | $174,620 | $58,207iApproximate average salary by contribution assumption: employee only about $1,455,167 at 4% or $970,111 at 6%; with 50% employer match about $970,111 at 4% or $646,741 at 6%; with 100% employer match about $727,583 at 4% or $485,056 at 6%. |
| 2009 | 2 | 7 | $2,065,747 | $178,263 | $25,466iApproximate average salary by contribution assumption: employee only about $636,654 at 4% or $424,436 at 6%; with 50% employer match about $424,436 at 4% or $282,957 at 6%; with 100% employer match about $318,327 at 4% or $212,218 at 6%. |
| Max D. Swancutt, Jr., D.D.S. Inc. Employees 401K Retirement Savings Plan | - | 7 | $1,498,399 | $53,570 | $7,653iApproximate average salary by contribution assumption: employee only about $191,321 at 4% or $127,548 at 6%; with 50% employer match about $127,548 at 4% or $85,032 at 6%; with 100% employer match about $95,661 at 4% or $63,774 at 6%. |
| Max D. Swancutt Jr., D.D.S. Inc. Cash Balance Plan | - | 3 | $567,348 | $124,693 | $41,564iApproximate average salary by contribution assumption: employee only about $1,039,108 at 4% or $692,739 at 6%; with 50% employer match about $692,739 at 4% or $461,826 at 6%; with 100% employer match about $519,554 at 4% or $346,369 at 6%. |
| 2008 | 2 | 8 | $1,613,610 | $207,204 | $25,901iApproximate average salary by contribution assumption: employee only about $647,513 at 4% or $431,675 at 6%; with 50% employer match about $431,675 at 4% or $287,783 at 6%; with 100% employer match about $323,756 at 4% or $215,838 at 6%. |
| Max D. Swancutt, Jr., D.D.S. Inc. Employees 401K Retirement Savings Plan | - | 8 | $1,271,321 | $88,134 | $11,017iApproximate average salary by contribution assumption: employee only about $275,419 at 4% or $183,613 at 6%; with 50% employer match about $183,613 at 4% or $122,408 at 6%; with 100% employer match about $137,709 at 4% or $91,806 at 6%. |
| Max D. Swancutt Jr., D.D.S. Inc. Cash Balance Plan | - | 2 | $342,289 | $119,070 | $59,535iApproximate average salary by contribution assumption: employee only about $1,488,375 at 4% or $992,250 at 6%; with 50% employer match about $992,250 at 4% or $661,500 at 6%; with 100% employer match about $744,188 at 4% or $496,125 at 6%. |
| 2007 | 2 | 8 | $0 | $0 | - |
| Max D. Swancutt Jr., D.D.S. Inc. Cash Balance Plan | - | 2 | - | - | - |
| Max D. Swancutt, Jr., D.D.S. Inc. Employees 401K Retirement Savings Plan | - | 8 | - | - | - |
| 2006 | 1 | 8 | $1,524,887 | $57,567 | $7,196iApproximate average salary by contribution assumption: employee only about $179,897 at 4% or $119,931 at 6%; with 50% employer match about $119,931 at 4% or $79,954 at 6%; with 100% employer match about $89,948 at 4% or $59,966 at 6%. |
| Max D. Swancutt, Jr., D.D.S. Inc. Employees 401K Retirement Savings Plan | - | 8 | $1,524,887 | $57,567 | $7,196iApproximate average salary by contribution assumption: employee only about $179,897 at 4% or $119,931 at 6%; with 50% employer match about $119,931 at 4% or $79,954 at 6%; with 100% employer match about $89,948 at 4% or $59,966 at 6%. |
| 2005 | 1 | 8 | $1,322,932 | $87,691 | $10,961iApproximate average salary by contribution assumption: employee only about $274,034 at 4% or $182,690 at 6%; with 50% employer match about $182,690 at 4% or $121,793 at 6%; with 100% employer match about $137,017 at 4% or $91,345 at 6%. |
| Max D. Swancutt, Jr., D.D.S. Inc. Employees 401K Retirement Savings Plan | - | 8 | $1,322,932 | $87,691 | $10,961iApproximate average salary by contribution assumption: employee only about $274,034 at 4% or $182,690 at 6%; with 50% employer match about $182,690 at 4% or $121,793 at 6%; with 100% employer match about $137,017 at 4% or $91,345 at 6%. |
| 2004 | 1 | 7 | $1,141,664 | $78,916 | $11,274iApproximate average salary by contribution assumption: employee only about $281,843 at 4% or $187,895 at 6%; with 50% employer match about $187,895 at 4% or $125,263 at 6%; with 100% employer match about $140,921 at 4% or $93,948 at 6%. |
| Max D. Swancutt, Jr., D.D.S. Inc. Employees 401K Retirement Savings Plan | - | 7 | $1,141,664 | $78,916 | $11,274iApproximate average salary by contribution assumption: employee only about $281,843 at 4% or $187,895 at 6%; with 50% employer match about $187,895 at 4% or $125,263 at 6%; with 100% employer match about $140,921 at 4% or $93,948 at 6%. |
| 2003 | 1 | 8 | $959,381 | $78,812 | $9,852iApproximate average salary by contribution assumption: employee only about $246,288 at 4% or $164,192 at 6%; with 50% employer match about $164,192 at 4% or $109,461 at 6%; with 100% employer match about $123,144 at 4% or $82,096 at 6%. |
| Max D. Swancutt, Jr., D.D.S. Inc. Employees 401K Retirement Savings Plan | - | 8 | $959,381 | $78,812 | $9,852iApproximate average salary by contribution assumption: employee only about $246,288 at 4% or $164,192 at 6%; with 50% employer match about $164,192 at 4% or $109,461 at 6%; with 100% employer match about $123,144 at 4% or $82,096 at 6%. |
| 2002 | 1 | 6 | $738,730 | $68,259 | $11,377iApproximate average salary by contribution assumption: employee only about $284,413 at 4% or $189,608 at 6%; with 50% employer match about $189,608 at 4% or $126,406 at 6%; with 100% employer match about $142,206 at 4% or $94,804 at 6%. |
| Max D. Swancutt, Jr., D.D.S. Inc. Employees 401K Retirement Savings Plan | - | 6 | $738,730 | $68,259 | $11,377iApproximate average salary by contribution assumption: employee only about $284,413 at 4% or $189,608 at 6%; with 50% employer match about $189,608 at 4% or $126,406 at 6%; with 100% employer match about $142,206 at 4% or $94,804 at 6%. |
| 2001 | 1 | 8 | $0 | $0 | - |
| Max D. Swancutt, Jr., D.D.S. Inc. Employees 401K Retirement Savings Plan | - | 8 | - | - | - |
| 2000 | 1 | 7 | $0 | $0 | - |
| Max D. Swancutt, Jr., D.D.S. Inc. Employees 401K Retirement Savings Plan | - | 7 | - | - | - |