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MAX D. SWANCUTT, JR., D.D.S., INC. EMPLOYEES 401K RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameMAX D. SWANCUTT, JR., D.D.S., INC. EMPLOYEES 401K RETIREMENT SAVINGS PLAN
Plan identification number 001

MAX D. SWANCUTT, JR., D.D.S., INC. EMPLOYEES 401K RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MAX D. SWANCUTT, JR., D.D.S., INC. has sponsored the creation of one or more 401k plans.

Company Name:MAX D. SWANCUTT, JR., D.D.S., INC.
Employer identification number (EIN):953803767
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MAX D. SWANCUTT, JR., D.D.S., INC. EMPLOYEES 401K RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01MAX D. SWANCUTT, JR.2021-10-15
0012019-01-01MAX D. SWANCUTT, JR.2020-10-14
0012018-01-01MAX D. SWANCUTT, JR.2019-10-14
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01MAX D. SWANCUTT, JR.
0012013-01-01MAX D. SWANCUTT, JR.
0012012-01-01MAX D. SWANCUTT, JR.
0012011-01-01MAX D. SWANCUTT, JR.
0012010-01-01MAX D. SWANCUTT, JR.
0012009-01-01RICHARD GREEN

Financial Data on MAX D. SWANCUTT, JR., D.D.S., INC. EMPLOYEES 401K RETIREMENT SAVINGS PLAN

Measure Date Value
2025 : MAX D. SWANCUTT, JR., D.D.S., INC. EMPLOYEES 401K RETIREMENT SAVINGS PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-04-230
Total liabilities as of the beginning of the plan year2025-04-230
Total expenses incurred by plan in this plan year2025-04-23111113
Net assets as of the end of the plan year2025-04-230
Total assets as of the beginning of the plan year2025-04-23104835
Value of plan covered by a fidelity bond2025-04-23277520
Participant contributions to plan in this plan year2025-04-230
Other contributions to plan in this plan year2025-04-230
Other income to plan in this plan year2025-04-236278
Plan net income in this plan year2025-04-23-104835
Net assets as of the end of the plan year2025-04-230
Net assets as of the beginning of the plan year2025-04-23104835
Employer contributions to plan in this plan year2025-04-230
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-23650
2024 : MAX D. SWANCUTT, JR., D.D.S., INC. EMPLOYEES 401K RETIREMENT SAVINGS PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-04-240
Total liabilities as of the beginning of the plan year2024-04-2420116
Total expenses incurred by plan in this plan year2024-04-242792288
Net assets as of the end of the plan year2024-04-24104835
Total assets as of the beginning of the plan year2024-04-242795309
Value of plan covered by a fidelity bond2024-04-24277520
Participant contributions to plan in this plan year2024-04-240
Value of participant loans at end of plan year2024-04-240
Other expenses paid from plan in this plan year2024-04-240
Other contributions to plan in this plan year2024-04-240
Other income to plan in this plan year2024-04-24121930
Plan net income in this plan year2024-04-24-2670358
Net assets as of the end of the plan year2024-04-24104835
Net assets as of the beginning of the plan year2024-04-242775193
Employer contributions to plan in this plan year2024-04-240
Fees paid to broker by Benefit Provider2024-04-245959
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-244829
2022 : MAX D. SWANCUTT, JR., D.D.S., INC. EMPLOYEES 401K RETIREMENT SAVINGS PLAN 2022 401k financial data
Total liabilities as of the end of the plan year2022-10-177123
Total liabilities as of the beginning of the plan year2022-10-170
Total expenses incurred by plan in this plan year2022-10-1716315
Net assets as of the end of the plan year2022-10-173743883
Total assets as of the beginning of the plan year2022-10-173391955
Value of plan covered by a fidelity bond2022-10-17339195
Participant contributions to plan in this plan year2022-10-1763180
Value of participant loans at end of plan year2022-10-174435
Other income to plan in this plan year2022-10-17257017
Plan net income in this plan year2022-10-17344805
Net assets as of the end of the plan year2022-10-173736760
Net assets as of the beginning of the plan year2022-10-173391955
Employer contributions to plan in this plan year2022-10-1740923
Fees paid to broker by Benefit Provider2022-10-179191
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-1716315
2020 : MAX D. SWANCUTT, JR., D.D.S., INC. EMPLOYEES 401K RETIREMENT SAVINGS PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$349,990
Expenses. Total of all expenses incurred2020-12-31$0
Benefits paid (including direct rollovers)2020-12-31$0
Total plan assets at end of year2020-12-31$3,389,385
Total plan assets at beginning of year2020-12-31$3,039,395
Value of fidelity bond covering the plan2020-12-31$50,000
Total contributions received or receivable from participants2020-12-31$60,857
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$262,835
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$349,990
Net plan assets at end of year (total assets less liabilities)2020-12-31$3,389,385
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$3,039,395
Assets. Value of participant loans2020-12-31$11,687
Total contributions received or receivable from employer(s)2020-12-31$26,298
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$0
2019 : MAX D. SWANCUTT, JR., D.D.S., INC. EMPLOYEES 401K RETIREMENT SAVINGS PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$557,793
Expenses. Total of all expenses incurred2019-12-31$19,283
Benefits paid (including direct rollovers)2019-12-31$0
Total plan assets at end of year2019-12-31$3,039,395
Total plan assets at beginning of year2019-12-31$2,500,885
Value of fidelity bond covering the plan2019-12-31$50,000
Total contributions received or receivable from participants2019-12-31$61,500
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$460,725
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$538,510
Net plan assets at end of year (total assets less liabilities)2019-12-31$3,039,395
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,500,885
Assets. Value of participant loans2019-12-31$19,900
Total contributions received or receivable from employer(s)2019-12-31$35,568
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$19,283
2018 : MAX D. SWANCUTT, JR., D.D.S., INC. EMPLOYEES 401K RETIREMENT SAVINGS PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-167,628
Expenses. Total of all expenses incurred2018-12-31$58,442
Benefits paid (including direct rollovers)2018-12-31$35,572
Total plan assets at end of year2018-12-31$2,500,885
Total plan assets at beginning of year2018-12-31$2,726,955
Value of fidelity bond covering the plan2018-12-31$50,000
Total contributions received or receivable from participants2018-12-31$7,940
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-213,512
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-226,070
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,500,885
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,726,955
Assets. Value of participant loans2018-12-31$27,108
Total contributions received or receivable from employer(s)2018-12-31$37,944
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$22,870
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : MAX D. SWANCUTT, JR., D.D.S., INC. EMPLOYEES 401K RETIREMENT SAVINGS PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$455,696
Expenses. Total of all expenses incurred2017-12-31$21,140
Total plan assets at end of year2017-12-31$2,726,955
Total plan assets at beginning of year2017-12-31$2,292,399
Value of fidelity bond covering the plan2017-12-31$50,000
Total contributions received or receivable from participants2017-12-31$13,370
Expenses. Other expenses not covered elsewhere2017-12-31$21,140
Other income received2017-12-31$370,109
Net income (gross income less expenses)2017-12-31$434,556
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,726,955
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,292,399
Assets. Value of participant loans2017-12-31$25,153
Total contributions received or receivable from employer(s)2017-12-31$72,217
2016 : MAX D. SWANCUTT, JR., D.D.S., INC. EMPLOYEES 401K RETIREMENT SAVINGS PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$209,979
Expenses. Total of all expenses incurred2016-12-31$19,071
Total plan assets at end of year2016-12-31$2,292,399
Total plan assets at beginning of year2016-12-31$2,101,491
Value of fidelity bond covering the plan2016-12-31$50,000
Total contributions received or receivable from participants2016-12-31$12,336
Expenses. Other expenses not covered elsewhere2016-12-31$19,071
Other income received2016-12-31$162,195
Net income (gross income less expenses)2016-12-31$190,908
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,292,399
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,101,491
Assets. Value of participant loans2016-12-31$35,071
Total contributions received or receivable from employer(s)2016-12-31$35,448
2015 : MAX D. SWANCUTT, JR., D.D.S., INC. EMPLOYEES 401K RETIREMENT SAVINGS PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$-68,137
Expenses. Total of all expenses incurred2015-12-31$10,096
Benefits paid (including direct rollovers)2015-12-31$10,096
Total plan assets at end of year2015-12-31$2,101,491
Total plan assets at beginning of year2015-12-31$2,179,724
Value of fidelity bond covering the plan2015-12-31$50,000
Total contributions received or receivable from participants2015-12-31$7,953
Other income received2015-12-31$-112,514
Net income (gross income less expenses)2015-12-31$-78,233
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,101,491
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,179,724
Assets. Value of participant loans2015-12-31$17,402
Total contributions received or receivable from employer(s)2015-12-31$36,424
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : MAX D. SWANCUTT, JR., D.D.S., INC. EMPLOYEES 401K RETIREMENT SAVINGS PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$170,851
Expenses. Total of all expenses incurred2014-12-31$20,187
Total plan assets at end of year2014-12-31$2,179,724
Total plan assets at beginning of year2014-12-31$2,029,060
Value of fidelity bond covering the plan2014-12-31$50,000
Total contributions received or receivable from participants2014-12-31$7,797
Expenses. Other expenses not covered elsewhere2014-12-31$20,187
Other income received2014-12-31$105,028
Net income (gross income less expenses)2014-12-31$150,664
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,179,724
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,029,060
Assets. Value of participant loans2014-12-31$27,447
Total contributions received or receivable from employer(s)2014-12-31$58,026
2013 : MAX D. SWANCUTT, JR., D.D.S., INC. EMPLOYEES 401K RETIREMENT SAVINGS PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$278,629
Expenses. Total of all expenses incurred2013-12-31$7,779
Total plan assets at end of year2013-12-31$2,029,060
Total plan assets at beginning of year2013-12-31$1,758,210
Value of fidelity bond covering the plan2013-12-31$50,000
Total contributions received or receivable from participants2013-12-31$4,621
Expenses. Other expenses not covered elsewhere2013-12-31$7,779
Other income received2013-12-31$261,212
Net income (gross income less expenses)2013-12-31$270,850
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,029,060
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,758,210
Assets. Value of participant loans2013-12-31$34,212
Total contributions received or receivable from employer(s)2013-12-31$12,796
2012 : MAX D. SWANCUTT, JR., D.D.S., INC. EMPLOYEES 401K RETIREMENT SAVINGS PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$188
Total income from all sources2012-12-31$179,297
Expenses. Total of all expenses incurred2012-12-31$12,888
Total plan assets at end of year2012-12-31$1,758,210
Total plan assets at beginning of year2012-12-31$1,591,989
Value of fidelity bond covering the plan2012-12-31$50,000
Total contributions received or receivable from participants2012-12-31$4,752
Expenses. Other expenses not covered elsewhere2012-12-31$12,888
Other income received2012-12-31$156,571
Net income (gross income less expenses)2012-12-31$166,409
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,758,210
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,591,801
Assets. Value of participant loans2012-12-31$16,225
Total contributions received or receivable from employer(s)2012-12-31$17,974
2011 : MAX D. SWANCUTT, JR., D.D.S., INC. EMPLOYEES 401K RETIREMENT SAVINGS PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$188
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$-21,319
Expenses. Total of all expenses incurred2011-12-31$12,209
Total plan assets at end of year2011-12-31$1,591,989
Total plan assets at beginning of year2011-12-31$1,625,329
Value of fidelity bond covering the plan2011-12-31$50,000
Total contributions received or receivable from participants2011-12-31$4,962
Expenses. Other expenses not covered elsewhere2011-12-31$12,209
Other income received2011-12-31$-56,932
Net income (gross income less expenses)2011-12-31$-33,528
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,591,801
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,625,329
Assets. Value of participant loans2011-12-31$19,171
Total contributions received or receivable from employer(s)2011-12-31$30,651
2010 : MAX D. SWANCUTT, JR., D.D.S., INC. EMPLOYEES 401K RETIREMENT SAVINGS PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$140,243
Expenses. Total of all expenses incurred2010-12-31$13,313
Total plan assets at end of year2010-12-31$1,625,329
Total plan assets at beginning of year2010-12-31$1,498,399
Value of fidelity bond covering the plan2010-12-31$100,000
Total contributions received or receivable from participants2010-12-31$5,052
Expenses. Other expenses not covered elsewhere2010-12-31$13,313
Other income received2010-12-31$100,500
Net income (gross income less expenses)2010-12-31$126,930
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,625,329
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,498,399
Total contributions received or receivable from employer(s)2010-12-31$34,691

Form 5500 Responses for MAX D. SWANCUTT, JR., D.D.S., INC. EMPLOYEES 401K RETIREMENT SAVINGS PLAN

2020: MAX D. SWANCUTT, JR., D.D.S., INC. EMPLOYEES 401K RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MAX D. SWANCUTT, JR., D.D.S., INC. EMPLOYEES 401K RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MAX D. SWANCUTT, JR., D.D.S., INC. EMPLOYEES 401K RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MAX D. SWANCUTT, JR., D.D.S., INC. EMPLOYEES 401K RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MAX D. SWANCUTT, JR., D.D.S., INC. EMPLOYEES 401K RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MAX D. SWANCUTT, JR., D.D.S., INC. EMPLOYEES 401K RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MAX D. SWANCUTT, JR., D.D.S., INC. EMPLOYEES 401K RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MAX D. SWANCUTT, JR., D.D.S., INC. EMPLOYEES 401K RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MAX D. SWANCUTT, JR., D.D.S., INC. EMPLOYEES 401K RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MAX D. SWANCUTT, JR., D.D.S., INC. EMPLOYEES 401K RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MAX D. SWANCUTT, JR., D.D.S., INC. EMPLOYEES 401K RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MAX D. SWANCUTT, JR., D.D.S., INC. EMPLOYEES 401K RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number81E671
Policy instance 1

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