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401k Sponsoring company profile

SMALL AND PIERS, LLP has sponsored the creation of one or more 401k plans.

Company Name:SMALL AND PIERS, LLP
Employer identification number (EIN):861188510
NAIC Classification:621210
NAIC Description:Offices of Dentists

The following addresses have been detected on the 401k submissions:

USA Location Address
110 JUNIPER ST, STE 300
MORGANTON
NC
286553528
Date first seen: 2022-07-25
Date last seen: 2024-10-15
USA Location Address
382 10TH AVENUE DR NE
HICKORY
NC
28601
Date first seen: 2007-01-01
Date last seen: 2024-08-31

Plan Sponsor Events

Sponsoring Company Events

DateDescription
2022-10-07861188510 Change of name detected from DAVID C. SMALL, D.D.S., M.S., P.A. to SMALL AND PIERS, LLP
2022-07-25861188510 Change of name detected from DAVID C. SMALL, DDS, MS, PA to SMALL AND PIERS, LLP
2022-07-25861188510 Change of plan name detected from DAVID C. SMALL, DDS, MS, PA 401(K) PROFIT SHARING PLAN to SMALL AND PIERS, LLP 401(K) PROFIT SHARING PLAN for plan ID 002

SMALL AND PIERS, LLP 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
002SMALL AND PIERS, LLP 401(K) PROFIT SHARING PLAN2021-01-01 2002-01-01
003SMALL & PIERS ORTHODONTICS CASH BALANCE PLAN & TRUST2021-01-01 2020-01-01

401k Contributions

Contributions made to the plan for the plan year by employer(s) and employees. Schedule SB Part 4 Question 18. This is signed by an actuary:

DateType of contributionContribution
2023-08-11Employer Contributions $ 1,900
2023-08-11Employee Contributions $ 1,900
2023-07-11Employer Contributions $ 13,200
2023-07-11Employee Contributions $ 13,200
2023-06-12Employer Contributions $ 79,200
2023-06-12Employee Contributions $ 79,200
2022-12-09Employer Contributions $ 13,200
2022-12-09Employee Contributions $ 13,200
2022-11-11Employer Contributions $ 13,200
2022-11-11Employee Contributions $ 13,200
2022-10-11Employer Contributions $ 13,200
2022-10-11Employee Contributions $ 13,200
2022-09-09Employer Contributions $ 13,200
2022-09-09Employee Contributions $ 13,200
2022-08-11Employer Contributions $ 13,200
2022-08-11Employee Contributions $ 13,200
2022-07-11Employer Contributions $ 13,200
2022-07-11Employee Contributions $ 13,200
2022-06-10Employer Contributions $ 13,200
2022-06-10Employee Contributions $ 13,200
2022-06-07Employer Contributions $ 8,000
2022-06-07Employee Contributions $ 8,000
2022-05-24Employer Contributions $ 3,500
2022-05-24Employee Contributions $ 3,500
2022-05-11Employer Contributions $ 1,700
2022-05-11Employee Contributions $ 1,700
2022-04-13Employer Contributions $ 41,383
2022-04-13Employee Contributions $ 41,383
2021-09-15Employer Contributions $ 148,953
2021-09-15Employee Contributions $ 148,953

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