James R. Davies, Dds, PLLC

Cary, NC

North Carolina

Registered In

04/08/2019

Incorp. Date

Company Summary

James R. Davies, Dds, PLLC at 351 Wellesley Trade Ln STE 201, Cary, Nc 27519 lists Davies, James R. of Cary, NC.

Davies, James R. Registered Agent

351 WELLESLEY TRADE LN STE 201, CARY, NC 27519

351 WELLESLEY TRADE LN STE 201, CARY, NC 27519 (Mailing) View Map

Form 5500

150 Wellesely Trade Lane, Ste. 100, Cary, Nc 27519 (919) 367-6203 EIN:83-4440905 Plan Admin:Nicole Penke

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameJAMES R. DAVIES, DDS, PLLC 401(K) PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$347,660 / $386,991	2022	JAMES R. DAVIES, DDS, PLLC 401(K) PLAN - Plan #001	7 / 7	$347,660 / $386,991
2022	Plan NameJAMES R. DAVIES, DDS, PLLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY7 / 5 Assets BOY/EOY$104,476 / $213,446	2022	JAMES R. DAVIES, DDS, PLLC CASH BALANCE PLAN - Plan #002	7 / 5	$104,476 / $213,446
2021	Plan NameJAMES R. DAVIES, DDS, PLLC 401(K) PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$249,057 / $347,660	2021	JAMES R. DAVIES, DDS, PLLC 401(K) PLAN - Plan #001	7 / 7	$249,057 / $347,660
2021	Plan NameJAMES R. DAVIES, DDS, PLLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY7 / 7 Assets BOY/EOY$0 / $104,476	2021	JAMES R. DAVIES, DDS, PLLC CASH BALANCE PLAN - Plan #002	7 / 7	$0 / $104,476

Benefit & Retirement Plans based on Form 5500.

PPP Loans

351 Wellesley Trade Lane Suite 201, Cary, NC 27519 Industry:Offices of Dentists

Loan Date	Approved	Forgiven	Lender	Jobs
04/29/2020	Approved$62,400 Forgiven$63,166 LenderFirst-Citizens Bank & Trust Company Jobs9	04/29/2020	$62,400	$63,166	First-Citizens Bank & Trust Company	9

PPP Loans based on Paycheck Protection Program.

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The following government agencies have contributed data:

North Carolina Secretary of State U.S. Department of Labor U.S. Small Business Administration

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