Original filing (PDF)20251010123949NAL0018552962001

JAMES S. SWANSON, D.D.S.

Name: JAMES S. SWANSON, D.D.S. — JAMES S. SWANSON, D.D.S. 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: JAMES S. SWANSON, D.D.S.

Form 5500-SF

FILING_RECEIVED

JAMES S. SWANSON, D.D.S. 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

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 JAMES S. SWANSON, D.D.S..

Plan sponsor

Name

JAMES S. SWANSON, D.D.S.

EIN

91-1492440

Address

4115 UNIVERSITY WAY NE STE #117 · SEATTLE, WA · 98105

Phone

(206) 633-1048

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

2F · ERISA section 404(c)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

CENTRE PLACE DENTAL PC

CENTRE PLACE DENTAL 401K PS PLAN

$2.1M · 7 participants

RODRIGUEZ DENTAL OFFICE, P.C.

RODRIGUEZ DENTAL OFFICE, P.C. 401(K) PLAN

$2.1M · 8 participants

DESERT SUN SMILES LLC

DESERT SUN SMILES LLC 401(K) PLAN

$2.1M · 9 participants

JOSHUA STERN, D.D.S.

JOSHUA STERN, D.D.S. PROFIT SHARING PLAN

$2.1M · 5 participants

DOUGLAS G. GENNINGER, D.D.S., P.A.

DOUGLAS G. GENNINGER, D.D.S., P.A. CASH BALANCE PLAN