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| Company Name: | BERNHARDT AND SMITH ORTHODONTICS, P.C. |
| Employer identification number (EIN): | 208402651 |
| NAIC Classification: | 621210 |
| NAIC Description: | Offices of Dentists |
The following addresses have been detected on the 401k submissions:
| USA Mailing Address | ||||||
|---|---|---|---|---|---|---|
| ||||||
| Date first seen: 2007-01-01 | ||||||
| Date last seen: 2025-09-30 | ||||||
| USA Location Address | ||||||
|---|---|---|---|---|---|---|
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| Date first seen: 2007-01-01 | ||||||
| Date last seen: 2025-09-30 | ||||||
| USA Mailing Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2007-01-01 | |||||
| Date last seen: 2025-12-04 | |||||
| 401k Sponsor USA Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2007-01-01 | |||||
| Date last seen: 2025-10-10 | |||||
| Date | Description |
|---|---|
| 2021-07-09 | 208402651 Change of name detected from BERNHARDT & SMITH ORTHODONTICS, PC to BERNHARDT AND SMITH ORTHODONTICS, P.C. |
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 001 | BERNHARDT & SMITH ORTHODONTICS, PC 401(K) PLAN | 2014-01-01 | 2007-01-11 |
| 002 | BERNHARDT & SMITH ORTHODONTICS, PC CASH BALANCE PLAN | 2018-01-01 | 2015-01-01 |
| Date | Type of contribution | Contribution | Number of participants/employees | Average contribution per participant | |
|---|---|---|---|---|---|
| 2023-03-27 | Employer Contributions | $ 65,419 | 15 | $ 4,361 | |
| 2023-03-27 | Employee Contributions | $ 65,419 | 15 | $ 4,361 | |
| 2022-04-11 | Employer Contributions | $ 15,000 | 15 | $ 1,000 | |
| 2022-04-11 | Employee Contributions | $ 15,000 | 15 | $ 1,000 | |
| 2020-03-11 | Employer Contributions | $ 50,000 | 18 | $ 2,778 | |
| 2020-03-11 | Employee Contributions | $ 50,000 | 18 | $ 2,778 | |
| 2019-08-14 | Employer Contributions | $ 10,000 | 19 | $ 526 | |
| 2019-08-14 | Employee Contributions | $ 10,000 | 19 | $ 526 | |
| 2019-07-01 | Employer Contributions | $ 40,000 | 19 | $ 2,105 | |
| 2019-07-01 | Employee Contributions | $ 40,000 | 19 | $ 2,105 | |
| 2019-03-14 | Employer Contributions | $ 50,000 | 19 | $ 2,632 | |
| 2019-03-14 | Employee Contributions | $ 50,000 | 19 | $ 2,632 | |
| 2018-08-13 | Employer Contributions | $ 50,000 | 17 | $ 2,941 | |
| 2018-08-13 | Employee Contributions | $ 50,000 | 17 | $ 2,941 |
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