How big is Dr Frederick R Swain's plan?

Dr Frederick R Swain's plan reported $30K in assets and 4 participants for 2024.

Original filing (PDF)20250611092545NAL0015808001001

Dr Frederick R Swain

Name: Dr Frederick R Swain — Dr Frederick R Swain Profit, Form 5500 (2024)
Creator: Dr Frederick R Swain
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dr Frederick R Swain Profit Sharing Plan

401(k) retirement plan · Dr Frederick R Swain's Dr Frederick R Swain Profit Sharing Plan held $30K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$30K

Net assets (EOY)

$30K

People on this filing

Frederick Swain signed Dr Frederick R Swain's 2024 Form 5500 as plan administrator.

Frederick Swain — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Dr Frederick R Swain's EIN is 35-6219058.

EIN 35-6219058

Plan number 001

Plan year 2024

ACK ID 20250611092545NAL0015808001001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Dr Frederick R Swain from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Dr Frederick R Swain's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DR FREDERICK R SWAIN.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

DR FREDERICK R SWAIN

EIN

all filings

Address

4010 DUPONT CIRCLE · STE 529 · LOUISVILLE, KY · 40207

Phone

(502) 897-3239

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator