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401k Sponsoring company profile

BRIEN V. HARVEY, D.D.S., M.S., P.L.L.C. has sponsored the creation of one or more 401k plans.

Company Name:BRIEN V. HARVEY, D.D.S., M.S., P.L.L.C.
Employer identification number (EIN):862053013
NAIC Classification:621210
NAIC Description:Offices of Dentists

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

USA Location Address
899 N. WILMOT ROAD, SUITE E-2
TUCSON
AZ
85711
Date first seen: 2007-01-01
Date last seen: 2024-10-06

Plan Sponsor Events

Sponsoring Company Events

DateDescription
2022-10-12862053013 Change of name detected from BRIEN V. HARVEY, D.D.S., M.S. to BRIEN V. HARVEY, D.D.S., M.S., P.L.L.C.
2022-09-23862053013 Change of name detected from BRIEN V. HARVEY, D.D.S., M.S. to BRIEN V. HARVEY, D.D.S., M.S., P.L.L.C.

BRIEN V. HARVEY, D.D.S., M.S., P.L.L.C. 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
002BRIEN V. HARVEY, D.D.S., M.S. CASH BALANCE PLAN2021-01-01 2012-01-01
001BRIEN V. HARVEY, D.D.S., M.S. PROFIT SHARING AND SALARY DEFERRAL PLAN2021-01-01 1995-01-01

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
2023-05-09Employer Contributions $ 34,204
2023-05-09Employee Contributions $ 34,204
2023-04-28Employer Contributions $ 22,000
2023-04-28Employee Contributions $ 22,000
2023-03-31Employer Contributions $ 22,000
2023-03-31Employee Contributions $ 22,000
2023-03-13Employer Contributions $ 22,000
2023-03-13Employee Contributions $ 22,000
2023-02-28Employer Contributions $ 5,000
2023-02-28Employee Contributions $ 5,000
2023-02-14Employer Contributions $ 22,000
2023-02-14Employee Contributions $ 22,000
2023-01-31Employer Contributions $ 5,000
2023-01-31Employee Contributions $ 5,000
2023-01-03Employer Contributions $ 5,000
2023-01-03Employee Contributions $ 5,000
2022-11-30Employer Contributions $ 5,000
2022-11-30Employee Contributions $ 5,000
2022-10-31Employer Contributions $ 5,000
2022-10-31Employee Contributions $ 5,000
2022-09-30Employer Contributions $ 5,000
2022-09-30Employee Contributions $ 5,000
2022-09-13Employer Contributions $ 8,104
2022-09-13Employee Contributions $ 8,104
2022-05-02Employer Contributions $ 22,000
2022-05-02Employee Contributions $ 22,000
2022-04-01Employer Contributions $ 22,000
2022-04-01Employee Contributions $ 22,000
2022-03-08Employer Contributions $ 22,000
2022-03-08Employee Contributions $ 22,000
2022-02-01Employer Contributions $ 22,000
2022-02-01Employee Contributions $ 22,000
2021-11-01Employer Contributions $ 22,000
2021-11-01Employee Contributions $ 22,000
2021-10-01Employer Contributions $ 22,000
2021-10-01Employee Contributions $ 22,000

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