2023 Form 5500 filing — James G. Rafael Dds 401(K) Profit Sharing Plan
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 20241014115505NAL0044394528001) for James G. Rafael Dds 401(K) Profit Sharing Plan, reported by James G. Rafael Dds under EIN 56-1955069 and plan number 002. It reports 5 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241014115505NAL0044394528001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- James G. Rafael Dds
- EIN
- 56-1955069
- Plan number
- 002
- Location
- Burlington, NC
- Participants
- 5
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,874,806
- Net assets (EOY)
- $1,874,806
- Employer contributions
- $6,304
- Participant contributions
- $21,696
- Total income / additions
- $206,927
- Administrative expenses
- $74,781
- Total expenses
- $74,781
- Net increase / (decrease)
- $132,146
- Schedule source
- Schedule I