Original filing (PDF)20230718131059NAL0000446387001

SWEARINGEN SMILES, LLC

Name: SWEARINGEN SMILES, LLC — SWEARINGEN SMILES, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2022)
Creator: SWEARINGEN SMILES, LLC

Form 5500-SF

FILING_RECEIVED

SWEARINGEN SMILES, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SWEARINGEN SMILES, LLC.

Plan sponsor

Name

SWEARINGEN SMILES, LLC

EIN

83-3225153

Address

48959 CALCUTTA SMITH-FERRY ROAD · EAST LIVERPOOL, OH · 439209637

Phone

(330) 385-4126

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-07-18

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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