James G. Rafael Dds 401(K) Profit Sharing Plan — Form 5500 plan (James G. Rafael Dds)
Plain-English plan 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, James G. Rafael Dds 401(K) Profit Sharing Plan is a benefit plan reported by James G. Rafael Dds under EIN 56-1955069 and plan number 002. The latest loaded filing year is 2023. The filing reports 5 participants and $1,874,806 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- James G. Rafael Dds
- EIN
- 56-1955069
- Plan number
- 002
- Plan type
- 2
- Location
- Burlington, NC
- Latest filing year
- 2023
- Participants
- 5
- End-of-year plan assets
- $1,874,806
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5 | I | 20241014115505NAL0044394528001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,874,806
- Net assets (EOY)
- $1,874,806
- Net assets (BOY)
- $1,742,660
Income & contributions
- Employer contributions
- $6,304
- Participant contributions
- $21,696
- Total income / additions
- $206,927
Expenses & distributions
- Administrative expenses
- $74,781
- Total expenses
- $74,781
- Net increase / (decrease)
- $132,146
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.