RAPHAEL & ASSOCIATES has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RAPHAEL & ASSOCIATES 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : RAPHAEL & ASSOCIATES 401(K) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-06-01 | 381526 |
| Net assets as of the end of the plan year | 2025-06-01 | 7703605 |
| Total assets as of the beginning of the plan year | 2025-06-01 | 6341390 |
| Value of plan covered by a fidelity bond | 2025-06-01 | 500000 |
| Participant contributions to plan in this plan year | 2025-06-01 | 480714 |
| Value of participant loans at end of plan year | 2025-06-01 | 27800 |
| Other income to plan in this plan year | 2025-06-01 | 1084440 |
| Plan net income in this plan year | 2025-06-01 | 1362215 |
| Net assets as of the end of the plan year | 2025-06-01 | 7703605 |
| Net assets as of the beginning of the plan year | 2025-06-01 | 6341390 |
| Employer contributions to plan in this plan year | 2025-06-01 | 178587 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-01 | 18550 |
| 2024 : RAPHAEL & ASSOCIATES 401(K) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-06-14 | 267865 |
| Net assets as of the end of the plan year | 2024-06-14 | 6341390 |
| Total assets as of the beginning of the plan year | 2024-06-14 | 4857337 |
| Value of plan covered by a fidelity bond | 2024-06-14 | 486000 |
| Participant contributions to plan in this plan year | 2024-06-14 | 487737 |
| Value of participant loans at end of plan year | 2024-06-14 | 24896 |
| Other income to plan in this plan year | 2024-06-14 | 1079096 |
| Plan net income in this plan year | 2024-06-14 | 1484053 |
| Net assets as of the end of the plan year | 2024-06-14 | 6341390 |
| Net assets as of the beginning of the plan year | 2024-06-14 | 4857337 |
| Employer contributions to plan in this plan year | 2024-06-14 | 185085 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-14 | 16928 |
| 2010 : RAPHAEL & ASSOCIATES 401(K) PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $374,243 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $8,872 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $8,872 |
| Total plan assets at end of year | 2010-12-31 | $1,311,197 |
| Total plan assets at beginning of year | 2010-12-31 | $945,826 |
| Value of fidelity bond covering the plan | 2010-12-31 | $60,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $143,510 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $128,722 |
| Net income (gross income less expenses) | 2010-12-31 | $365,371 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,311,197 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $945,826 |
| Assets. Value of participant loans | 2010-12-31 | $7,372 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $102,011 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2010-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $0 |
| 2009 : RAPHAEL & ASSOCIATES 401(K) PLAN 2009 401k financial data |
|---|
| Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |
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