How big is Swords & Phelps, D.D.S., P.C.'s plan?

Swords & Phelps, D.D.S., P.C.'s plan reported $6.0M in assets and 21 participants for 2024.

Original filing (PDF)20250623084333NAL0003619939001

Swords & Phelps, D.D.S., P.C.

Name: Swords & Phelps, D.D.S., P.C. — Swords & Phelps, Form 5500 (2024)
Creator: Swords & Phelps, D.D.S., P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Swords & Phelps, D.D.S., P.C. Profit Sharing Plan

Defined-contribution retirement plan · Swords & Phelps, D.D.S., P.C.'s Swords & Phelps, D.D.S., P.C. Profit Sharing Plan held $6.0M in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.0M

Net assets (EOY)

$6.0M

Plan identifiers

Swords & Phelps, D.D.S., P.C.'s EIN is 58-1673317.

EIN 58-1673317

Plan number 001

Plan year 2024

ACK ID 20250623084333NAL0003619939001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Swords & Phelps, D.D.S., P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Swords & Phelps, D.D.S., P.C.'s plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SWORDS & PHELPS, D.D.S., P.C..

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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