Civic Intelligence

Stanley a. Small, D.D.S. and Herber

Plan context: Small, Shapiro & Stein Retirement Trust

EIN 13-3031555 • White Plains, NY • 33 filings • 6 plans

4 Cromwell PlaceWhite Plains, NY 10601
Current Snapshot

Latest Year

2022

2022 Participants

22

2022 Assets

$10,665,482

2022 Contributions

$225,044

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$12,989,509$6,494,755$0199920112021YearValue
$10,665,482Latest year 2021

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

26130199920112021YearValue
22Latest year 2021

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202210$0$0-
Small, Shapiro & Stein Retirement Trust-0$0$0-
2021222$10,665,482$225,044$10,229iApproximate average salary by contribution assumption: employee only about $255,732 at 4% or $170,488 at 6%; with 50% employer match about $170,488 at 4% or $113,659 at 6%; with 100% employer match about $127,866 at 4% or $85,244 at 6%.
Small, Shapiro & Stein Retirement Trust-22$10,665,482$225,044$10,229iApproximate average salary by contribution assumption: employee only about $255,732 at 4% or $170,488 at 6%; with 50% employer match about $170,488 at 4% or $113,659 at 6%; with 100% employer match about $127,866 at 4% or $85,244 at 6%.
Westchester Implant and Oral Surgery Group Defined Benefit Plan-0$0$0-
2020221$12,989,509$910,930$43,378iApproximate average salary by contribution assumption: employee only about $1,084,440 at 4% or $722,960 at 6%; with 50% employer match about $722,960 at 4% or $481,974 at 6%; with 100% employer match about $542,220 at 4% or $361,480 at 6%.
Small, Shapiro & Stein Retirement Trust-21$8,596,834$210,817$10,039iApproximate average salary by contribution assumption: employee only about $250,973 at 4% or $167,315 at 6%; with 50% employer match about $167,315 at 4% or $111,543 at 6%; with 100% employer match about $125,486 at 4% or $83,658 at 6%.
Westchester Implant and Oral Surgery Group Defined Benefit Plan-20$4,392,675$700,113$35,006iApproximate average salary by contribution assumption: employee only about $875,141 at 4% or $583,428 at 6%; with 50% employer match about $583,428 at 4% or $388,952 at 6%; with 100% employer match about $437,571 at 4% or $291,714 at 6%.
2019222$10,100,881$1,417,575$64,435iApproximate average salary by contribution assumption: employee only about $1,610,881 at 4% or $1,073,920 at 6%; with 50% employer match about $1,073,920 at 4% or $715,947 at 6%; with 100% employer match about $805,440 at 4% or $536,960 at 6%.
Small, Shapiro & Stein Retirement Trust-22$6,598,265$213,898$9,723iApproximate average salary by contribution assumption: employee only about $243,066 at 4% or $162,044 at 6%; with 50% employer match about $162,044 at 4% or $108,029 at 6%; with 100% employer match about $121,533 at 4% or $81,022 at 6%.
Westchester Implant and Oral Surgery Group Defined Benefit Plan-21$3,502,616$1,203,677$57,318iApproximate average salary by contribution assumption: employee only about $1,432,949 at 4% or $955,299 at 6%; with 50% employer match about $955,299 at 4% or $636,866 at 6%; with 100% employer match about $716,474 at 4% or $477,650 at 6%.
2018221$7,140,779$753,711$35,891iApproximate average salary by contribution assumption: employee only about $897,275 at 4% or $598,183 at 6%; with 50% employer match about $598,183 at 4% or $398,789 at 6%; with 100% employer match about $448,638 at 4% or $299,092 at 6%.
Small, Shapiro & Stein Retirement Trust-21$4,814,372$194,576$9,266iApproximate average salary by contribution assumption: employee only about $231,638 at 4% or $154,425 at 6%; with 50% employer match about $154,425 at 4% or $102,950 at 6%; with 100% employer match about $115,819 at 4% or $77,213 at 6%.
Westchester Implant and Oral Surgery Group Defined Benefit Plan-20$2,326,407$559,135$27,957iApproximate average salary by contribution assumption: employee only about $698,919 at 4% or $465,946 at 6%; with 50% employer match about $465,946 at 4% or $310,631 at 6%; with 100% employer match about $349,459 at 4% or $232,973 at 6%.
2017220$7,295,344$636,576$31,829iApproximate average salary by contribution assumption: employee only about $795,720 at 4% or $530,480 at 6%; with 50% employer match about $530,480 at 4% or $353,653 at 6%; with 100% employer match about $397,860 at 4% or $265,240 at 6%.
Small, Shapiro & Stein Retirement Trust-20$5,343,572$216,576$10,829iApproximate average salary by contribution assumption: employee only about $270,720 at 4% or $180,480 at 6%; with 50% employer match about $180,480 at 4% or $120,320 at 6%; with 100% employer match about $135,360 at 4% or $90,240 at 6%.
Westchester Implant and Oral Surgery Group Defined Benefit Plan-18$1,951,772$420,000$23,333iApproximate average salary by contribution assumption: employee only about $583,333 at 4% or $388,889 at 6%; with 50% employer match about $388,889 at 4% or $259,259 at 6%; with 100% employer match about $291,667 at 4% or $194,444 at 6%.
2016219$5,642,158$593,408$31,232iApproximate average salary by contribution assumption: employee only about $780,800 at 4% or $520,533 at 6%; with 50% employer match about $520,533 at 4% or $347,022 at 6%; with 100% employer match about $390,400 at 4% or $260,267 at 6%.
Small, Shapiro & Stein Retirement Trust-19$4,310,594$193,408$10,179iApproximate average salary by contribution assumption: employee only about $254,484 at 4% or $169,656 at 6%; with 50% employer match about $169,656 at 4% or $113,104 at 6%; with 100% employer match about $127,242 at 4% or $84,828 at 6%.
Westchester Implant and Oral Surgery Group Defined Benefit Plan-16$1,331,564$400,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
2015220$4,735,885$538,619$26,931iApproximate average salary by contribution assumption: employee only about $673,274 at 4% or $448,849 at 6%; with 50% employer match about $448,849 at 4% or $299,233 at 6%; with 100% employer match about $336,637 at 4% or $224,425 at 6%.
Small, Shapiro & Stein Retirement Trust-20$3,909,090$221,619$11,081iApproximate average salary by contribution assumption: employee only about $277,024 at 4% or $184,683 at 6%; with 50% employer match about $184,683 at 4% or $123,122 at 6%; with 100% employer match about $138,512 at 4% or $92,341 at 6%.
Westchester Implant and Oral Surgery Group Defined Benefit Plan-16$826,795$317,000$19,813iApproximate average salary by contribution assumption: employee only about $495,313 at 4% or $330,208 at 6%; with 50% employer match about $330,208 at 4% or $220,139 at 6%; with 100% employer match about $247,656 at 4% or $165,104 at 6%.
2014220$4,090,695$529,507$26,475iApproximate average salary by contribution assumption: employee only about $661,884 at 4% or $441,256 at 6%; with 50% employer match about $441,256 at 4% or $294,171 at 6%; with 100% employer match about $330,942 at 4% or $220,628 at 6%.
Small, Shapiro & Stein Retirement Trust-20$3,557,312$268,824$13,441iApproximate average salary by contribution assumption: employee only about $336,030 at 4% or $224,020 at 6%; with 50% employer match about $224,020 at 4% or $149,347 at 6%; with 100% employer match about $168,015 at 4% or $112,010 at 6%.
Westchester Implant and Oral Surgery Group Defined Benefit Plan-16$533,383$260,683$16,293iApproximate average salary by contribution assumption: employee only about $407,317 at 4% or $271,545 at 6%; with 50% employer match about $271,545 at 4% or $181,030 at 6%; with 100% employer match about $203,659 at 4% or $135,772 at 6%.
2013219$3,316,081$487,019$25,633iApproximate average salary by contribution assumption: employee only about $640,814 at 4% or $427,210 at 6%; with 50% employer match about $427,210 at 4% or $284,806 at 6%; with 100% employer match about $320,407 at 4% or $213,605 at 6%.
Small, Shapiro & Stein Retirement Trust-19$3,066,081$237,019$12,475iApproximate average salary by contribution assumption: employee only about $311,867 at 4% or $207,911 at 6%; with 50% employer match about $207,911 at 4% or $138,608 at 6%; with 100% employer match about $155,934 at 4% or $103,956 at 6%.
Westchester Implant and Oral Surgery Group Defined Benefit Plan-17$250,000$250,000$14,706iApproximate average salary by contribution assumption: employee only about $367,647 at 4% or $245,098 at 6%; with 50% employer match about $245,098 at 4% or $163,399 at 6%; with 100% employer match about $183,824 at 4% or $122,549 at 6%.
2012118$2,391,812$229,600$12,756iApproximate average salary by contribution assumption: employee only about $318,889 at 4% or $212,593 at 6%; with 50% employer match about $212,593 at 4% or $141,728 at 6%; with 100% employer match about $159,444 at 4% or $106,296 at 6%.
Small, Shapiro & Stein Retirement Trust-18$2,391,812$229,600$12,756iApproximate average salary by contribution assumption: employee only about $318,889 at 4% or $212,593 at 6%; with 50% employer match about $212,593 at 4% or $141,728 at 6%; with 100% employer match about $159,444 at 4% or $106,296 at 6%.
2011120$1,892,869$220,963$11,048iApproximate average salary by contribution assumption: employee only about $276,204 at 4% or $184,136 at 6%; with 50% employer match about $184,136 at 4% or $122,757 at 6%; with 100% employer match about $138,102 at 4% or $92,068 at 6%.
Small, Shapiro & Stein Retirement Trust-20$1,892,869$220,963$11,048iApproximate average salary by contribution assumption: employee only about $276,204 at 4% or $184,136 at 6%; with 50% employer match about $184,136 at 4% or $122,757 at 6%; with 100% employer match about $138,102 at 4% or $92,068 at 6%.
2010122$1,892,887$243,973$11,090iApproximate average salary by contribution assumption: employee only about $277,242 at 4% or $184,828 at 6%; with 50% employer match about $184,828 at 4% or $123,219 at 6%; with 100% employer match about $138,621 at 4% or $92,414 at 6%.
Small, Shapiro & Stein Retirement Trust-22$1,892,887$243,973$11,090iApproximate average salary by contribution assumption: employee only about $277,242 at 4% or $184,828 at 6%; with 50% employer match about $184,828 at 4% or $123,219 at 6%; with 100% employer match about $138,621 at 4% or $92,414 at 6%.
2009126$1,504,883$268,531$10,328iApproximate average salary by contribution assumption: employee only about $258,203 at 4% or $172,135 at 6%; with 50% employer match about $172,135 at 4% or $114,757 at 6%; with 100% employer match about $129,101 at 4% or $86,068 at 6%.
Small, Shapiro & Stein Retirement Trust-26$1,504,883$268,531$10,328iApproximate average salary by contribution assumption: employee only about $258,203 at 4% or $172,135 at 6%; with 50% employer match about $172,135 at 4% or $114,757 at 6%; with 100% employer match about $129,101 at 4% or $86,068 at 6%.
2008114$3,123,897$246,732$17,624iApproximate average salary by contribution assumption: employee only about $440,593 at 4% or $293,729 at 6%; with 50% employer match about $293,729 at 4% or $195,819 at 6%; with 100% employer match about $220,296 at 4% or $146,864 at 6%.
Small, Shapiro & Stein Retirement Trust-14$3,123,897$246,732$17,624iApproximate average salary by contribution assumption: employee only about $440,593 at 4% or $293,729 at 6%; with 50% employer match about $293,729 at 4% or $195,819 at 6%; with 100% employer match about $220,296 at 4% or $146,864 at 6%.
2007114$4,190,300$209,831$14,988iApproximate average salary by contribution assumption: employee only about $374,698 at 4% or $249,799 at 6%; with 50% employer match about $249,799 at 4% or $166,533 at 6%; with 100% employer match about $187,349 at 4% or $124,899 at 6%.
Small, Shapiro & Stein Retirement Trust-14$4,190,300$209,831$14,988iApproximate average salary by contribution assumption: employee only about $374,698 at 4% or $249,799 at 6%; with 50% employer match about $249,799 at 4% or $166,533 at 6%; with 100% employer match about $187,349 at 4% or $124,899 at 6%.
2006115$3,657,102$204,021$13,601iApproximate average salary by contribution assumption: employee only about $340,035 at 4% or $226,690 at 6%; with 50% employer match about $226,690 at 4% or $151,127 at 6%; with 100% employer match about $170,018 at 4% or $113,345 at 6%.
Small, Shapiro & Stein Retirement Trust-15$3,657,102$204,021$13,601iApproximate average salary by contribution assumption: employee only about $340,035 at 4% or $226,690 at 6%; with 50% employer match about $226,690 at 4% or $151,127 at 6%; with 100% employer match about $170,018 at 4% or $113,345 at 6%.
2005115$3,250,002$170,751$11,383iApproximate average salary by contribution assumption: employee only about $284,585 at 4% or $189,723 at 6%; with 50% employer match about $189,723 at 4% or $126,482 at 6%; with 100% employer match about $142,293 at 4% or $94,862 at 6%.
Small, Shapiro & Stein Retirement Trust-15$3,250,002$170,751$11,383iApproximate average salary by contribution assumption: employee only about $284,585 at 4% or $189,723 at 6%; with 50% employer match about $189,723 at 4% or $126,482 at 6%; with 100% employer match about $142,293 at 4% or $94,862 at 6%.
2004112$4,387,299$187,685$15,640iApproximate average salary by contribution assumption: employee only about $391,010 at 4% or $260,674 at 6%; with 50% employer match about $260,674 at 4% or $173,782 at 6%; with 100% employer match about $195,505 at 4% or $130,337 at 6%.
Small, Shapiro & Stein Retirement Trust-12$4,387,299$187,685$15,640iApproximate average salary by contribution assumption: employee only about $391,010 at 4% or $260,674 at 6%; with 50% employer match about $260,674 at 4% or $173,782 at 6%; with 100% employer match about $195,505 at 4% or $130,337 at 6%.
2003113$3,873,412$179,766$13,828iApproximate average salary by contribution assumption: employee only about $345,704 at 4% or $230,469 at 6%; with 50% employer match about $230,469 at 4% or $153,646 at 6%; with 100% employer match about $172,852 at 4% or $115,235 at 6%.
Small, Shapiro & Stein Retirement Trust-13$3,873,412$179,766$13,828iApproximate average salary by contribution assumption: employee only about $345,704 at 4% or $230,469 at 6%; with 50% employer match about $230,469 at 4% or $153,646 at 6%; with 100% employer match about $172,852 at 4% or $115,235 at 6%.
2002118$3,082,905$175,370$9,743iApproximate average salary by contribution assumption: employee only about $243,569 at 4% or $162,380 at 6%; with 50% employer match about $162,380 at 4% or $108,253 at 6%; with 100% employer match about $121,785 at 4% or $81,190 at 6%.
Small, Shapiro & Stein Retirement Trust-18$3,082,905$175,370$9,743iApproximate average salary by contribution assumption: employee only about $243,569 at 4% or $162,380 at 6%; with 50% employer match about $162,380 at 4% or $108,253 at 6%; with 100% employer match about $121,785 at 4% or $81,190 at 6%.
200110$0$0-
Small, Shapiro & Stein Retirement Trust-0---
2000112$0$0-
Small, Shapiro & Stein Retirement Trust-12---
1999111$7,806,119$45,365$4,124iApproximate average salary by contribution assumption: employee only about $103,102 at 4% or $68,735 at 6%; with 50% employer match about $68,735 at 4% or $45,823 at 6%; with 100% employer match about $51,551 at 4% or $34,367 at 6%.
Small, Shapiro & Stein Retirement Trust-11$7,806,119$45,365$4,124iApproximate average salary by contribution assumption: employee only about $103,102 at 4% or $68,735 at 6%; with 50% employer match about $68,735 at 4% or $45,823 at 6%; with 100% employer match about $51,551 at 4% or $34,367 at 6%.