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401k Sponsoring company profile

CHARLES W. MONTEITH, M.D., P.A. has sponsored the creation of one or more 401k plans.

Company Name:CHARLES W. MONTEITH, M.D., P.A.
Employer identification number (EIN):462184431
NAIC Classification:621498
NAIC Description:All Other Outpatient Care Centers

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

USA Location Address
3613 HAWORTH DRIVE
RALEIGH
NC
27609
Date first seen: 2007-01-01
Date last seen: 2024-08-31

CHARLES W. MONTEITH, M.D., P.A. 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
001CHARLES W. MONTEITH, M.D., P.A. DBA A PERSONAL CHOICE 401(K) RETIREMENT PLAN2016-01-01 2016-01-01
002CHARLES W. MONTEITH, M.D., P. A. DBA A PERSONAL CHOICE CASH BALANCE PLAN2016-01-01 2016-01-01

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
2023-04-12Employer Contributions $ 48,833
2023-04-12Employee Contributions $ 48,833
2022-12-07Employer Contributions $ 120,000
2022-12-07Employee Contributions $ 120,000
2021-09-08Employer Contributions $ 40,000
2021-09-08Employee Contributions $ 40,000
2021-06-28Employer Contributions $ 40,000
2021-06-28Employee Contributions $ 40,000
2021-04-12Employer Contributions $ 40,000
2021-04-12Employee Contributions $ 40,000
2020-02-28Employer Contributions $ 40,066
2020-02-28Employee Contributions $ 40,066
2019-12-11Employer Contributions $ 40,000
2019-12-11Employee Contributions $ 40,000
2019-06-18Employer Contributions $ 40,000
2019-06-18Employee Contributions $ 40,000
2019-04-23Employer Contributions $ 40,000
2019-04-23Employee Contributions $ 40,000
2019-03-14Employer Contributions $ 38,739
2019-03-14Employee Contributions $ 38,739
2018-12-14Employer Contributions $ 120,000
2018-12-14Employee Contributions $ 120,000
2018-04-06Employer Contributions $ 24,594
2018-04-06Employee Contributions $ 24,594
2017-12-11Employer Contributions $ 120,000
2017-12-11Employee Contributions $ 120,000
2017-09-14Employer Contributions $ 10,752
2017-09-14Employee Contributions $ 10,752
2017-02-23Employer Contributions $ 150,000
2017-02-23Employee Contributions $ 150,000

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