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401k Sponsoring company profile

JAMES R. DAVIES, DDS, PLLC has sponsored the creation of one or more 401k plans.

Company Name:JAMES R. DAVIES, DDS, PLLC
Employer identification number (EIN):834440905
NAIC Classification:621210
NAIC Description:Offices of Dentists

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

USA Location Address
150 WELLESELY TRADE LANE, STE. 100
CARY
NC
27519
Date first seen: 2007-01-01
Date last seen: 2024-09-30

JAMES R. DAVIES, DDS, PLLC 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
001JAMES R. DAVIES, DDS, PLLC 401(K) PLAN2021-01-01 2019-01-01
002JAMES R. DAVIES, DDS, PLLC CASH BALANCE PLAN2021-01-01 2021-01-01

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
2023-08-31Employer Contributions $ 28,877
2023-08-31Employee Contributions $ 28,877
2023-01-24Employer Contributions $ 80,000
2023-01-24Employee Contributions $ 80,000
2022-09-13Employer Contributions $ 104,476
2022-09-13Employee Contributions $ 104,476

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