Original filing (PDF)20250822111941NAL0008943616001

DENTISTRY ON SWANN, PLLC

Name: DENTISTRY ON SWANN, PLLC — DENTISTRY ON SWANN, PLLC RETIREMENT PLAN & TRUST., Form 5500 (2024)
Creator: DENTISTRY ON SWANN, PLLC

Form 5500-SF

FILING_RECEIVED

DENTISTRY ON SWANN, PLLC RETIREMENT PLAN & TRUST.

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DENTISTRY ON SWANN, PLLC.

Plan sponsor

Name

DENTISTRY ON SWANN, PLLC

EIN

59-2102553

Address

3612 W. SWANN AVE. · TAMPA, FL · 33609

Phone

(813) 879-6370

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-22

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

MARTIN A. RUBE, DDS

MARTIN A. RUBE, DDS PROFIT SHARING PLAN

$2.7M · 4 participants

MICHAEL J. SCOLES, DMD ISSAQUAH LLC

MICHAEL J. SCOLES, DMD 401(K) PLAN

$2.7M · 16 participants

GABRIEL M. YEUNG D.D.S. INC.

GABRIEL YEUNG DDS PROFIT SHARING PLAN

$2.7M · 4 participants

ELIZABETH R. FASSLER DDS PC

ELIZABETH R. FASSLER D.D.S., P.C. 401(K) PROFIT SHARING PLAN

$2.7M · 7 participants

MICHAEL E. WEHRLE, D.D.S., INC.

MICHAEL E. WEHRLE, D.D.S., INC. 401(K) PROFIT SHARING PLAN & TRUST