· 2022–2024 · DOL EFAST2

Robert L. Swenson — Robert L. Swenson DDS Inc., Form 5500 (2023)

Original filing (PDF)20240904114527NAL0019662801001

Robert L. Swenson

Form 5500-SF

FILING_RECEIVED

Robert L. Swenson DDS Inc. Profit Sharing Plan

401(k) retirement plan · Robert L. Swenson's Robert L. Swenson DDS Inc. Profit Sharing Plan filed a Form 5500 for plan year 2023.

Active participants

0

Accounts w/ balance

0

Plan assets (EOY)

$0

Net assets (EOY)

$0

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROBERT L. SWENSON.

Plan sponsor

Name

ROBERT L. SWENSON

EIN

47-2672427all filings

Address

13422 NEWPORT AVE · TUSTIN, CA · 927803746

Phone

(714) 730-5600

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-05-31

Filed

2024-09-04

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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