Original filing (PDF)20250822085314NAL0004960657001

CHARLES H. SURLES, DDS, PA

Name: CHARLES H. SURLES, DDS, PA — CHARLES H. SURLES, DDS, PA 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: CHARLES H. SURLES, DDS, PA

Form 5500-SF

FILING_RECEIVED

CHARLES H. SURLES, DDS, PA 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHARLES H. SURLES, DDS, PA.

Plan sponsor

Name

CHARLES H. SURLES, DDS, PA

EIN

87-2769929

Address

404 LINDSAY STREET · HIGH POINT, NC · 27262

Phone

(336) 882-9820

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-22

Pension benefit codes

3D · Pre-approved plan (master / prototype / VS)

2A · Age/service weighted or new comparability

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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