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  2. MIKE SWANN MD, LLC DBA SWANN DERMATOLOGY
Sponsor portfolio

MIKE SWANN MD, LLC DBA SWANN DERMATOLOGY

EIN 26-4790522-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$3.0M assets
Welfare
0
Participants
83
3850 S. NATIONAL AVE., SUITE 705 - SPRINGFIELD, MO 65807417-888-0858
Plans on this EIN
2 filings
#001401k-$2.1M - 38 part#002CashBalance-$996K - 45 part

Retirement portfolio analytics

2 plans aggregated / $3.0M assets / 83 participants

Assets by plan

Share of aggregate retirement assets

67%top
  • PROFIT SHARING PLAN (#001)67%
  • CASH BALANCE PLAN (#002)33%
Total $3.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)45
  • PROFIT SHARING PLAN (#001)38
Total 83Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MIKE SWANN MD, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$2.1M
Participants38
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MIKE SWANN MD, LLC CASH BALANCE PLAN

CashBalance

Assets$996K
Participants45
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MIKE SWANN MD, LLC 401(K) PROFIT SHARING PLAN401k$2.1M382024
002MIKE SWANN MD, LLC CASH BALANCE PLANCashBalance$996K452025
Retirement plans
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