Civic Intelligence

Charles H. Surles, Dds, Pa

Plan context: Charles H. Surles, Dds, Pa 401(K) Profit Sharing Plan and Trust

EIN 87-2769929 • High Point, NC • 7 filings • 2 plans

404 Lindsay StreetHigh Point, NC 27262
Current Snapshot

Latest Year

2025

2025 Participants

11

2025 Assets

$5,210,420

2025 Contributions

$134,383

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$5,224,676$2,612,338$0202220242025YearValue
$5,210,420Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1160202220242025YearValue
11Latest year 2025

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025111$5,210,420$134,383$12,217iApproximate average salary by contribution assumption: employee only about $305,416 at 4% or $203,611 at 6%; with 50% employer match about $203,611 at 4% or $135,740 at 6%; with 100% employer match about $152,708 at 4% or $101,805 at 6%.
Charles H. Surles, Dds, Pa 401(K) Profit Sharing Plan and Trust-11$5,210,420$134,383$12,217iApproximate average salary by contribution assumption: employee only about $305,416 at 4% or $203,611 at 6%; with 50% employer match about $203,611 at 4% or $135,740 at 6%; with 100% employer match about $152,708 at 4% or $101,805 at 6%.
2024210$5,224,676$343,654$34,365iApproximate average salary by contribution assumption: employee only about $859,135 at 4% or $572,757 at 6%; with 50% employer match about $572,757 at 4% or $381,838 at 6%; with 100% employer match about $429,568 at 4% or $286,378 at 6%.
Charles H. Surles, Dds, Pa 401(K) Profit Sharing Plan and Trust-10$4,398,967$124,054$12,405iApproximate average salary by contribution assumption: employee only about $310,135 at 4% or $206,757 at 6%; with 50% employer match about $206,757 at 4% or $137,838 at 6%; with 100% employer match about $155,068 at 4% or $103,378 at 6%.
CHARLES H. SURLES, D.D.S. CASH BALANCE PENSION PLAN-8$825,709$219,600$27,450iApproximate average salary by contribution assumption: employee only about $686,250 at 4% or $457,500 at 6%; with 50% employer match about $457,500 at 4% or $305,000 at 6%; with 100% employer match about $343,125 at 4% or $228,750 at 6%.
202329$4,626,371$361,414$40,157iApproximate average salary by contribution assumption: employee only about $1,003,928 at 4% or $669,285 at 6%; with 50% employer match about $669,285 at 4% or $446,190 at 6%; with 100% employer match about $501,964 at 4% or $334,643 at 6%.
Charles H. Surles, Dds, Pa 401(K) Profit Sharing Plan and Trust-9$4,062,366$140,214$15,579iApproximate average salary by contribution assumption: employee only about $389,483 at 4% or $259,656 at 6%; with 50% employer match about $259,656 at 4% or $173,104 at 6%; with 100% employer match about $194,742 at 4% or $129,828 at 6%.
CHARLES H. SURLES, D.D.S. CASH BALANCE PENSION PLAN-9$564,005$221,200$24,578iApproximate average salary by contribution assumption: employee only about $614,444 at 4% or $409,630 at 6%; with 50% employer match about $409,630 at 4% or $273,086 at 6%; with 100% employer match about $307,222 at 4% or $204,815 at 6%.
202229$3,932,091$340,385$37,821iApproximate average salary by contribution assumption: employee only about $945,514 at 4% or $630,343 at 6%; with 50% employer match about $630,343 at 4% or $420,228 at 6%; with 100% employer match about $472,757 at 4% or $315,171 at 6%.
Charles H. Surles, Dds, Pa 401(K) Profit Sharing Plan and Trust-9$3,615,959$122,385$13,598iApproximate average salary by contribution assumption: employee only about $339,958 at 4% or $226,639 at 6%; with 50% employer match about $226,639 at 4% or $151,093 at 6%; with 100% employer match about $169,979 at 4% or $113,319 at 6%.
CHARLES H. SURLES, D.D.S. CASH BALANCE PENSION PLAN-7$316,132$218,000$31,143iApproximate average salary by contribution assumption: employee only about $778,571 at 4% or $519,048 at 6%; with 50% employer match about $519,048 at 4% or $346,032 at 6%; with 100% employer match about $389,286 at 4% or $259,524 at 6%.