Charles H. Surles, D.D.S.
Plan context: Charles H. Surles, D.D.S. Profit Sharing Plan
EIN 56-1657290 • High Point, NC • 24 filings • 4 plans
Current Snapshot
Latest Year
2021
2021 Participants
9
2021 Assets
$4,509,575
2021 Contributions
$645,415
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2021 | 2 | 9 | $4,509,575 | $645,415 | $71,713iApproximate average salary by contribution assumption: employee only about $1,792,819 at 4% or $1,195,213 at 6%; with 50% employer match about $1,195,213 at 4% or $796,809 at 6%; with 100% employer match about $896,410 at 4% or $597,606 at 6%. |
| Charles H. Surles, D.D.S. Profit Sharing Plan | - | 9 | $4,402,204 | $537,415 | $59,713iApproximate average salary by contribution assumption: employee only about $1,492,819 at 4% or $995,213 at 6%; with 50% employer match about $995,213 at 4% or $663,475 at 6%; with 100% employer match about $746,410 at 4% or $497,606 at 6%. |
| CHARLES H. SURLES, D.D.S. CASH BALANCE PENSION PLAN | - | 8 | $107,371 | $108,000 | $13,500iApproximate average salary by contribution assumption: employee only about $337,500 at 4% or $225,000 at 6%; with 50% employer match about $225,000 at 4% or $150,000 at 6%; with 100% employer match about $168,750 at 4% or $112,500 at 6%. |
| 2020 | 1 | 9 | $3,420,419 | $120,805 | $13,423iApproximate average salary by contribution assumption: employee only about $335,569 at 4% or $223,713 at 6%; with 50% employer match about $223,713 at 4% or $149,142 at 6%; with 100% employer match about $167,785 at 4% or $111,856 at 6%. |
| Charles H. Surles, D.D.S. Profit Sharing Plan | - | 9 | $3,420,419 | $120,805 | $13,423iApproximate average salary by contribution assumption: employee only about $335,569 at 4% or $223,713 at 6%; with 50% employer match about $223,713 at 4% or $149,142 at 6%; with 100% employer match about $167,785 at 4% or $111,856 at 6%. |
| 2019 | 1 | 9 | $2,657,879 | $109,519 | $12,169iApproximate average salary by contribution assumption: employee only about $304,219 at 4% or $202,813 at 6%; with 50% employer match about $202,813 at 4% or $135,209 at 6%; with 100% employer match about $152,110 at 4% or $101,406 at 6%. |
| Charles H. Surles, D.D.S. Profit Sharing Plan | - | 9 | $2,657,879 | $109,519 | $12,169iApproximate average salary by contribution assumption: employee only about $304,219 at 4% or $202,813 at 6%; with 50% employer match about $202,813 at 4% or $135,209 at 6%; with 100% employer match about $152,110 at 4% or $101,406 at 6%. |
| 2018 | 1 | 8 | $2,175,369 | $100,348 | $12,544iApproximate average salary by contribution assumption: employee only about $313,588 at 4% or $209,058 at 6%; with 50% employer match about $209,058 at 4% or $139,372 at 6%; with 100% employer match about $156,794 at 4% or $104,529 at 6%. |
| Charles H. Surles, D.D.S. Profit Sharing Plan | - | 8 | $2,175,369 | $100,348 | $12,544iApproximate average salary by contribution assumption: employee only about $313,588 at 4% or $209,058 at 6%; with 50% employer match about $209,058 at 4% or $139,372 at 6%; with 100% employer match about $156,794 at 4% or $104,529 at 6%. |
| 2017 | 1 | 8 | $2,247,326 | $97,384 | $12,173iApproximate average salary by contribution assumption: employee only about $304,325 at 4% or $202,883 at 6%; with 50% employer match about $202,883 at 4% or $135,256 at 6%; with 100% employer match about $152,163 at 4% or $101,442 at 6%. |
| Charles H. Surles, D.D.S. Profit Sharing Plan | - | 8 | $2,247,326 | $97,384 | $12,173iApproximate average salary by contribution assumption: employee only about $304,325 at 4% or $202,883 at 6%; with 50% employer match about $202,883 at 4% or $135,256 at 6%; with 100% employer match about $152,163 at 4% or $101,442 at 6%. |
| 2016 | 1 | 9 | $1,835,789 | $88,954 | $9,884iApproximate average salary by contribution assumption: employee only about $247,094 at 4% or $164,730 at 6%; with 50% employer match about $164,730 at 4% or $109,820 at 6%; with 100% employer match about $123,547 at 4% or $82,365 at 6%. |
| Charles H. Surles, D.D.S. Profit Sharing Plan | - | 9 | $1,835,789 | $88,954 | $9,884iApproximate average salary by contribution assumption: employee only about $247,094 at 4% or $164,730 at 6%; with 50% employer match about $164,730 at 4% or $109,820 at 6%; with 100% employer match about $123,547 at 4% or $82,365 at 6%. |
| 2015 | 1 | 8 | $1,604,597 | $92,731 | $11,591iApproximate average salary by contribution assumption: employee only about $289,784 at 4% or $193,190 at 6%; with 50% employer match about $193,190 at 4% or $128,793 at 6%; with 100% employer match about $144,892 at 4% or $96,595 at 6%. |
| Charles H. Surles, D.D.S. Profit Sharing Plan | - | 8 | $1,604,597 | $92,731 | $11,591iApproximate average salary by contribution assumption: employee only about $289,784 at 4% or $193,190 at 6%; with 50% employer match about $193,190 at 4% or $128,793 at 6%; with 100% employer match about $144,892 at 4% or $96,595 at 6%. |
| 2014 | 1 | 8 | $1,553,860 | $92,285 | $11,536iApproximate average salary by contribution assumption: employee only about $288,391 at 4% or $192,260 at 6%; with 50% employer match about $192,260 at 4% or $128,174 at 6%; with 100% employer match about $144,195 at 4% or $96,130 at 6%. |
| Charles H. Surles, D.D.S. Profit Sharing Plan | - | 8 | $1,553,860 | $92,285 | $11,536iApproximate average salary by contribution assumption: employee only about $288,391 at 4% or $192,260 at 6%; with 50% employer match about $192,260 at 4% or $128,174 at 6%; with 100% employer match about $144,195 at 4% or $96,130 at 6%. |
| 2013 | 1 | 8 | $1,377,621 | $89,818 | $11,227iApproximate average salary by contribution assumption: employee only about $280,681 at 4% or $187,121 at 6%; with 50% employer match about $187,121 at 4% or $124,747 at 6%; with 100% employer match about $140,341 at 4% or $93,560 at 6%. |
| Charles H. Surles, D.D.S. Profit Sharing Plan | - | 8 | $1,377,621 | $89,818 | $11,227iApproximate average salary by contribution assumption: employee only about $280,681 at 4% or $187,121 at 6%; with 50% employer match about $187,121 at 4% or $124,747 at 6%; with 100% employer match about $140,341 at 4% or $93,560 at 6%. |
| 2012 | 1 | 7 | $1,131,665 | $87,401 | $12,486iApproximate average salary by contribution assumption: employee only about $312,146 at 4% or $208,098 at 6%; with 50% employer match about $208,098 at 4% or $138,732 at 6%; with 100% employer match about $156,073 at 4% or $104,049 at 6%. |
| Charles H. Surles, D.D.S. Profit Sharing Plan | - | 7 | $1,131,665 | $87,401 | $12,486iApproximate average salary by contribution assumption: employee only about $312,146 at 4% or $208,098 at 6%; with 50% employer match about $208,098 at 4% or $138,732 at 6%; with 100% employer match about $156,073 at 4% or $104,049 at 6%. |
| 2011 | 1 | 8 | $923,548 | $86,517 | $10,815iApproximate average salary by contribution assumption: employee only about $270,366 at 4% or $180,244 at 6%; with 50% employer match about $180,244 at 4% or $120,163 at 6%; with 100% employer match about $135,183 at 4% or $90,122 at 6%. |
| Charles H. Surles, D.D.S. Profit Sharing Plan | - | 8 | $923,548 | $86,517 | $10,815iApproximate average salary by contribution assumption: employee only about $270,366 at 4% or $180,244 at 6%; with 50% employer match about $180,244 at 4% or $120,163 at 6%; with 100% employer match about $135,183 at 4% or $90,122 at 6%. |
| 2010 | 1 | 8 | $871,035 | $88,113 | $11,014iApproximate average salary by contribution assumption: employee only about $275,353 at 4% or $183,569 at 6%; with 50% employer match about $183,569 at 4% or $122,379 at 6%; with 100% employer match about $137,677 at 4% or $91,784 at 6%. |
| Charles H. Surles, D.D.S. Profit Sharing Plan | - | 8 | $871,035 | $88,113 | $11,014iApproximate average salary by contribution assumption: employee only about $275,353 at 4% or $183,569 at 6%; with 50% employer match about $183,569 at 4% or $122,379 at 6%; with 100% employer match about $137,677 at 4% or $91,784 at 6%. |
| 2009 | 1 | 7 | $683,488 | $82,988 | $11,855iApproximate average salary by contribution assumption: employee only about $296,386 at 4% or $197,590 at 6%; with 50% employer match about $197,590 at 4% or $131,727 at 6%; with 100% employer match about $148,193 at 4% or $98,795 at 6%. |
| Charles H. Surles, D.D.S. Profit Sharing Plan | - | 7 | $683,488 | $82,988 | $11,855iApproximate average salary by contribution assumption: employee only about $296,386 at 4% or $197,590 at 6%; with 50% employer match about $197,590 at 4% or $131,727 at 6%; with 100% employer match about $148,193 at 4% or $98,795 at 6%. |
| 2008 | 1 | 7 | $624,867 | $83,683 | $11,955iApproximate average salary by contribution assumption: employee only about $298,868 at 4% or $199,245 at 6%; with 50% employer match about $199,245 at 4% or $132,830 at 6%; with 100% employer match about $149,434 at 4% or $99,623 at 6%. |
| Charles H. Surles, D.D.S. Profit Sharing Plan | - | 7 | $624,867 | $83,683 | $11,955iApproximate average salary by contribution assumption: employee only about $298,868 at 4% or $199,245 at 6%; with 50% employer match about $199,245 at 4% or $132,830 at 6%; with 100% employer match about $149,434 at 4% or $99,623 at 6%. |
| 2007 | 1 | 6 | $0 | $0 | - |
| Charles H. Surles, D.D.S. Profit Sharing Plan | - | 6 | - | - | - |
| 2006 | 1 | 5 | $743,722 | $71,735 | $14,347iApproximate average salary by contribution assumption: employee only about $358,675 at 4% or $239,117 at 6%; with 50% employer match about $239,117 at 4% or $159,411 at 6%; with 100% employer match about $179,338 at 4% or $119,558 at 6%. |
| Charles H. Surles, D.D.S. Profit Sharing Plan | - | 5 | $743,722 | $71,735 | $14,347iApproximate average salary by contribution assumption: employee only about $358,675 at 4% or $239,117 at 6%; with 50% employer match about $239,117 at 4% or $159,411 at 6%; with 100% employer match about $179,338 at 4% or $119,558 at 6%. |
| 2005 | 1 | 0 | $705,366 | $72,717 | - |
| Charles H. Surles, D.D.S. Profit Sharing Plan | - | 0 | $705,366 | $72,717 | - |
| 2004 | 1 | 6 | $596,186 | $66,601 | $11,100iApproximate average salary by contribution assumption: employee only about $277,504 at 4% or $185,003 at 6%; with 50% employer match about $185,003 at 4% or $123,335 at 6%; with 100% employer match about $138,752 at 4% or $92,501 at 6%. |
| Charles H. Surles, D.D.S. Profit Sharing Plan | - | 6 | $596,186 | $66,601 | $11,100iApproximate average salary by contribution assumption: employee only about $277,504 at 4% or $185,003 at 6%; with 50% employer match about $185,003 at 4% or $123,335 at 6%; with 100% employer match about $138,752 at 4% or $92,501 at 6%. |
| 2003 | 1 | 6 | $477,225 | $65,092 | $10,849iApproximate average salary by contribution assumption: employee only about $271,217 at 4% or $180,811 at 6%; with 50% employer match about $180,811 at 4% or $120,541 at 6%; with 100% employer match about $135,608 at 4% or $90,406 at 6%. |
| Charles H. Surles, D.D.S. Profit Sharing Plan | - | 6 | $477,225 | $65,092 | $10,849iApproximate average salary by contribution assumption: employee only about $271,217 at 4% or $180,811 at 6%; with 50% employer match about $180,811 at 4% or $120,541 at 6%; with 100% employer match about $135,608 at 4% or $90,406 at 6%. |
| 2002 | 1 | 6 | $310,177 | $64,022 | $10,670iApproximate average salary by contribution assumption: employee only about $266,758 at 4% or $177,839 at 6%; with 50% employer match about $177,839 at 4% or $118,559 at 6%; with 100% employer match about $133,379 at 4% or $88,919 at 6%. |
| Charles H. Surles, D.D.S. Profit Sharing Plan | - | 6 | $310,177 | $64,022 | $10,670iApproximate average salary by contribution assumption: employee only about $266,758 at 4% or $177,839 at 6%; with 50% employer match about $177,839 at 4% or $118,559 at 6%; with 100% employer match about $133,379 at 4% or $88,919 at 6%. |
| 2001 | 1 | 6 | $267,264 | $46,371 | $7,729iApproximate average salary by contribution assumption: employee only about $193,213 at 4% or $128,808 at 6%; with 50% employer match about $128,808 at 4% or $85,872 at 6%; with 100% employer match about $96,606 at 4% or $64,404 at 6%. |
| Charles H. Surles, D.D.S. Profit Sharing Plan | - | 6 | $267,264 | $46,371 | $7,729iApproximate average salary by contribution assumption: employee only about $193,213 at 4% or $128,808 at 6%; with 50% employer match about $128,808 at 4% or $85,872 at 6%; with 100% employer match about $96,606 at 4% or $64,404 at 6%. |
| 2000 | 1 | 6 | $0 | $0 | - |
| Charles H. Surles, D.D.S. Profit Sharing Plan | - | 6 | - | - | - |
| 1999 | 1 | 6 | $207,194 | $38,999 | $6,500iApproximate average salary by contribution assumption: employee only about $162,496 at 4% or $108,331 at 6%; with 50% employer match about $108,331 at 4% or $72,220 at 6%; with 100% employer match about $81,248 at 4% or $54,165 at 6%. |
| Charles H. Surles, D.D.S. Profit Sharing Plan | - | 6 | $207,194 | $38,999 | $6,500iApproximate average salary by contribution assumption: employee only about $162,496 at 4% or $108,331 at 6%; with 50% employer match about $108,331 at 4% or $72,220 at 6%; with 100% employer match about $81,248 at 4% or $54,165 at 6%. |