| Plan Name | SWAPP ORTHODONTICS 401(K) PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | SWAPP ORTHODONTICS, PLLC |
| Employer identification number (EIN): | 814267829 |
| NAIC Classification: | 621210 |
| NAIC Description: | Offices of Dentists |
Additional information about SWAPP ORTHODONTICS, PLLC
| Jurisdiction of Incorporation: | Texas Secretary of State |
| Incorporation Date: | 2016-10-24 |
| Company Identification Number: | 0802569063 |
| Legal Registered Office Address: |
800 MATLOCK RD MANSFIELD United States of America (USA) 76063 |
More information about SWAPP ORTHODONTICS, PLLC
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | AARON SWAPP | 2024-06-24 | ||
| 001 | 2022-01-01 | AARON SWAPP | 2023-07-24 | ||
| 001 | 2021-01-01 | AARON SWAPP | 2022-07-27 | ||
| 001 | 2020-01-01 | AARON V SWAPP, DMD, MS | 2021-07-12 | ||
| 001 | 2019-01-01 | AARON V SWAPP, DMD, MS | 2020-10-14 | ||
| 001 | 2018-01-01 | AARON V SWAPP, DMD, MS | 2019-07-25 | ||
| 001 | 2017-01-01 | AARON V SWAPP, DMD, MS | 2018-10-11 |
| Measure | Date | Value |
|---|---|---|
| 2025 : SWAPP ORTHODONTICS 401(K) PROFIT SHARING PLAN 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-08-01 | 4269 |
| Net assets as of the end of the plan year | 2025-08-01 | 893584 |
| Total assets as of the beginning of the plan year | 2025-08-01 | 714938 |
| Value of plan covered by a fidelity bond | 2025-08-01 | 90000 |
| Participant contributions to plan in this plan year | 2025-08-01 | 46684 |
| Other income to plan in this plan year | 2025-08-01 | 85272 |
| Plan net income in this plan year | 2025-08-01 | 178646 |
| Net assets as of the end of the plan year | 2025-08-01 | 893584 |
| Net assets as of the beginning of the plan year | 2025-08-01 | 714938 |
| Value of contributions failed to transmitted timely | 2025-08-01 | 9067 |
| Employer contributions to plan in this plan year | 2025-08-01 | 50959 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-08-01 | 3552 |
| 2024 : SWAPP ORTHODONTICS 401(K) PROFIT SHARING PLAN 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-06-24 | 5119 |
| Net assets as of the end of the plan year | 2024-06-24 | 714938 |
| Total assets as of the beginning of the plan year | 2024-06-24 | 523373 |
| Value of plan covered by a fidelity bond | 2024-06-24 | 60000 |
| Participant contributions to plan in this plan year | 2024-06-24 | 46279 |
| Other income to plan in this plan year | 2024-06-24 | 98651 |
| Plan net income in this plan year | 2024-06-24 | 191565 |
| Net assets as of the end of the plan year | 2024-06-24 | 714938 |
| Net assets as of the beginning of the plan year | 2024-06-24 | 523373 |
| Employer contributions to plan in this plan year | 2024-06-24 | 51754 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-24 | 3108 |