Small and Piers, LLP

Form 5500

SMALL AND PIERS, LLP

110 Juniper St, STE 300, Morganton, Nc 28655 (828) 433-1242 EIN:86-1188510 Plan Admin:Christian Piers

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameSMALL AND PIERS, LLP 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY25 / 25 Assets BOY/EOY$2,516,373 / $3,111,243	2023	SMALL AND PIERS, LLP 401(K) PROFIT SHARING PLAN - Plan #002	25 / 25	$2,516,373 / $3,111,243
2022	Plan NameSMALL AND PIERS, LLP 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY29 / 25 Assets BOY/EOY$2,672,879 / $2,516,373	2022	SMALL AND PIERS, LLP 401(K) PROFIT SHARING PLAN - Plan #002	29 / 25	$2,672,879 / $2,516,373
2022	Plan NameSMALL & PIERS ORTHODONTICS CASH BALANCE PLAN & TRUST Plan #003 Participants BOY/EOY22 / 22 Assets BOY/EOY$402,349 / $546,583	2022	SMALL & PIERS ORTHODONTICS CASH BALANCE PLAN & TRUST - Plan #003	22 / 22	$402,349 / $546,583
2021	Plan NameSMALL AND PIERS, LLP 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY24 / 28 Assets BOY/EOY$2,324,655 / $2,672,879	2021	SMALL AND PIERS, LLP 401(K) PROFIT SHARING PLAN - Plan #002	24 / 28	$2,324,655 / $2,672,879
2021	Plan NameSMALL & PIERS ORTHODONTICS CASH BALANCE PLAN & TRUST Plan #003 Participants BOY/EOY24 / 21 Assets BOY/EOY$176,147 / $402,349	2021	SMALL & PIERS ORTHODONTICS CASH BALANCE PLAN & TRUST - Plan #003	24 / 21	$176,147 / $402,349