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401k Sponsoring company profile

CHARLES H. SURLES, DDS, PA has sponsored the creation of one or more 401k plans.

Company Name:CHARLES H. SURLES, DDS, PA
Employer identification number (EIN):872769929
NAIC Classification:621210
NAIC Description:Offices of Dentists

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

USA Location Address
404 LINDSAY STREET
HIGH POINT
NC
27262
Date first seen: 2007-01-01
Date last seen: 2024-09-30

Plan Sponsor Events

Sponsoring Company Events

DateDescription
2023-05-30872769929 Change of name detected from CHARLES H. SURLES, D.D.S. to CHARLES H. SURLES, DDS, PA
2023-01-23872769929 Change of name detected from CHARLES H. SURLES, DDS to CHARLES H. SURLES, DDS, PA
2023-01-23872769929 Change of plan name detected from CHARLES H. SURLES, DDS 401(K) PROFIT SHARING PLAN AND TRUST to CHARLES H. SURLES, DDS, PA 401(K) PROFIT SHARING PLAN AND TRUST for plan ID 001

CHARLES H. SURLES, DDS, PA 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
001CHARLES H. SURLES, DDS, PA 401(K) PROFIT SHARING PLAN AND TRUST2022-01-01 1995-01-01
002CHARLES H. SURLES, D.D.S. CASH BALANCE PENSION PLAN2022-01-01 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
2023-01-19Employer Contributions $ 9,200
2023-01-19Employee Contributions $ 9,200
2022-12-15Employer Contributions $ 8,700
2022-12-15Employee Contributions $ 8,700
2022-11-30Employer Contributions $ 8,700
2022-11-30Employee Contributions $ 8,700
2022-11-15Employer Contributions $ 8,700
2022-11-15Employee Contributions $ 8,700
2022-11-08Employer Contributions $ 8,700
2022-11-08Employee Contributions $ 8,700
2022-11-01Employer Contributions $ 8,700
2022-11-01Employee Contributions $ 8,700
2022-10-18Employer Contributions $ 8,700
2022-10-18Employee Contributions $ 8,700
2022-10-07Employer Contributions $ 8,700
2022-10-07Employee Contributions $ 8,700
2022-09-27Employer Contributions $ 8,700
2022-09-27Employee Contributions $ 8,700
2022-09-12Employer Contributions $ 8,700
2022-09-12Employee Contributions $ 8,700
2022-09-06Employer Contributions $ 8,700
2022-09-06Employee Contributions $ 8,700
2022-08-30Employer Contributions $ 8,700
2022-08-30Employee Contributions $ 8,700
2022-08-25Employer Contributions $ 8,700
2022-08-25Employee Contributions $ 8,700
2022-08-12Employer Contributions $ 8,700
2022-08-12Employee Contributions $ 8,700
2022-07-26Employer Contributions $ 8,700
2022-07-26Employee Contributions $ 8,700
2022-07-13Employer Contributions $ 8,700
2022-07-13Employee Contributions $ 8,700
2022-07-01Employer Contributions $ 8,700
2022-07-01Employee Contributions $ 8,700
2022-06-21Employer Contributions $ 8,700
2022-06-21Employee Contributions $ 8,700
2022-06-06Employer Contributions $ 8,700
2022-06-06Employee Contributions $ 8,700
2022-05-19Employer Contributions $ 8,700
2022-05-19Employee Contributions $ 8,700
2022-05-11Employer Contributions $ 8,700
2022-05-11Employee Contributions $ 8,700
2022-05-05Employer Contributions $ 8,700
2022-05-05Employee Contributions $ 8,700
2022-04-27Employer Contributions $ 8,700
2022-04-27Employee Contributions $ 8,700
2022-01-19Employer Contributions $ 8,700
2022-01-19Employee Contributions $ 8,700

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