Basel Refai, M.D., P.C. New Comparability 401(K) Psp — Form 5500 plan (Basel Refai M.D. P.C.)
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, Basel Refai, M.D., P.C. New Comparability 401(K) Psp is a benefit plan reported by Basel Refai M.D. P.C. under EIN 63-1263961 and plan number 001. The latest loaded filing year is 2023. The filing reports 20 participants and $1,738,650 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Basel Refai M.D. P.C.
- EIN
- 63-1263961
- Plan number
- 001
- Plan type
- 2
- Location
- Alexander City, AL
- Latest filing year
- 2023
- Participants
- 20
- End-of-year plan assets
- $1,738,650
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 20 | I | 20240923114725NAL0004127139004 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,738,650
- Net assets (EOY)
- $1,738,650
- Net assets (BOY)
- $1,415,365
Income & contributions
- Employer contributions
- $63,837
- Participant contributions
- $61,307
- Total income / additions
- $326,560
Expenses & distributions
- Benefits paid
- $2,774
- Administrative expenses
- $501
- Total expenses
- $3,275
- Net increase / (decrease)
- $323,285
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.