2023 Form 5500 filing — Basel Refai, M.D., P.C. New Comparability 401(K) Psp

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240923114725NAL0004127139004) for Basel Refai, M.D., P.C. New Comparability 401(K) Psp, reported by Basel Refai M.D. P.C. under EIN 63-1263961 and plan number 001. It reports 20 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240923114725NAL0004127139004
Filing year
2023
Form type
2
Plan sponsor
Basel Refai M.D. P.C.
EIN
63-1263961
Plan number
001
Location
Alexander City, AL
Participants
20
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$1,738,650
Net assets (EOY)
$1,738,650
Employer contributions
$63,837
Participant contributions
$61,307
Total income / additions
$326,560
Benefits paid
$2,774
Administrative expenses
$501
Total expenses
$3,275
Net increase / (decrease)
$323,285
Schedule source
Schedule I

Related Form 5500 pages