Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MONICA B SWOPE D.D.S. INC
EIN 31-1664871Health Care and Social AssistanceLatest filing 2025
Plans
3
Retirement
2
$9.1M assets
Welfare
1
Participants
35
772 WAYCROSS - CINCINNATI, OH 45240513-742-2322
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $9.1M assets / 31 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
KINGDOM FAMILY DENTISTRY PROFIT SHARING PLAN
401k
Assets$8.4M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
KINGDOM FAMILY DENTISTRY CASH BALANCE PLAN
CashBalance
Assets$736K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
KINGDOM FAMILY DENTISTRY LLC SOCA BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | KINGDOM FAMILY DENTISTRY PROFIT SHARING PLAN | 401k | $8.4M | 19 | 2025 | |
| 003 | KINGDOM FAMILY DENTISTRY CASH BALANCE PLAN | CashBalance | $736K | 12 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | KINGDOM FAMILY DENTISTRY LLC SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans