401k Plan data: ROBERT RAPHAEL, P.C. PROFIT SHARING PLAN plan

ROBERT RAPHAEL, P.C. PROFIT SHARING PLAN 401k Plan overview

Plan Name	ROBERT RAPHAEL, P.C. PROFIT SHARING PLAN
Plan identification number	001

ROBERT RAPHAEL, P.C. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ROBERT RAPHAEL, P.C. has sponsored the creation of one or more 401k plans.

Company Name: ROBERT RAPHAEL, P.C.

Employer identification number (EIN): 251387887

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT RAPHAEL, P.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 CHARLOTTE NIELSEN 2023-06-06
001 2021-01-01 CHARLOTTE NIELSEN 2022-07-19
001 2020-01-01 CHARLOTTE NIELSEN 2021-07-27
001 2019-01-01 CHARLOTTE NIELSEN 2020-07-30
001 2018-01-01 CHARLOTTE NIELSEN 2019-07-23
001 2017-01-01 CHARLOTTE NIELSEN 2018-07-31
001 2016-01-01 CHARLOTTE NIELSEN 2017-07-28
001 2015-01-01 CHARLOTTE NIELSEN
001 2014-01-01 CHARLOTTE NIELSEN
001 2014-01-01 CHARLOTTE NIELSEN
001 2013-01-01 CHARLOTTE NIELSEN
001 2012-01-01 CHARLOTTE NIELSEN
001 2011-01-01 CHARLOTTE NIELSEN CHARLOTTE NIELSEN 2012-08-28
001 2009-01-01 ROBERT RAPHAEL

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	CHARLOTTE NIELSEN	2023-06-06
001	2021-01-01	CHARLOTTE NIELSEN	2022-07-19
001	2020-01-01	CHARLOTTE NIELSEN	2021-07-27
001	2019-01-01	CHARLOTTE NIELSEN	2020-07-30
001	2018-01-01	CHARLOTTE NIELSEN	2019-07-23
001	2017-01-01	CHARLOTTE NIELSEN	2018-07-31
001	2016-01-01	CHARLOTTE NIELSEN	2017-07-28
001	2015-01-01	CHARLOTTE NIELSEN
001	2014-01-01	CHARLOTTE NIELSEN
001	2014-01-01	CHARLOTTE NIELSEN
001	2013-01-01	CHARLOTTE NIELSEN
001	2012-01-01	CHARLOTTE NIELSEN
001	2011-01-01	CHARLOTTE NIELSEN		CHARLOTTE NIELSEN	2012-08-28
001	2009-01-01	ROBERT RAPHAEL

Plan Statistics for ROBERT RAPHAEL, P.C. PROFIT SHARING PLAN

401k plan membership statisitcs for ROBERT RAPHAEL, P.C. PROFIT SHARING PLAN

Measure Date Value
2015: ROBERT RAPHAEL, P.C. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 19
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 3
Total of all active and inactive participants 2015-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 23
Number of participants with account balances 2015-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: ROBERT RAPHAEL, P.C. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 16
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 4
Total of all active and inactive participants 2014-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 21
Number of participants with account balances 2014-01-01 21
2013: ROBERT RAPHAEL, P.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 17
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 4
Total of all active and inactive participants 2013-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 21
Number of participants with account balances 2013-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: ROBERT RAPHAEL, P.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 16
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 4
Total of all active and inactive participants 2012-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 20
Number of participants with account balances 2012-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: ROBERT RAPHAEL, P.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 17
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 3
Total of all active and inactive participants 2011-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 20
Number of participants with account balances 2011-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: ROBERT RAPHAEL, P.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 19
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 20
Total participants 2009-01-01 20
Number of participants with account balances 2009-01-01 20

Measure	Date	Value
2015: ROBERT RAPHAEL, P.C. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	19
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	3
Total of all active and inactive participants	2015-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	23
Number of participants with account balances	2015-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: ROBERT RAPHAEL, P.C. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	16
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	4
Total of all active and inactive participants	2014-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	21
Number of participants with account balances	2014-01-01	21
2013: ROBERT RAPHAEL, P.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	17
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	4
Total of all active and inactive participants	2013-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	21
Number of participants with account balances	2013-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: ROBERT RAPHAEL, P.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	16
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	4
Total of all active and inactive participants	2012-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	20
Number of participants with account balances	2012-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: ROBERT RAPHAEL, P.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	17
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	3
Total of all active and inactive participants	2011-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	20
Number of participants with account balances	2011-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: ROBERT RAPHAEL, P.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	19
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	20
Total participants	2009-01-01	20
Number of participants with account balances	2009-01-01	20

Financial Data on ROBERT RAPHAEL, P.C. PROFIT SHARING PLAN

Measure	Date	Value
2015 : ROBERT RAPHAEL, P.C. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$160,612
Expenses. Total of all expenses incurred	2015-12-31	$7,657
Benefits paid (including direct rollovers)	2015-12-31	$5,856
Total plan assets at end of year	2015-12-31	$2,950,310
Total plan assets at beginning of year	2015-12-31	$2,797,355
Value of fidelity bond covering the plan	2015-12-31	$300,000
Total contributions received or receivable from participants	2015-12-31	$92,515
Other income received	2015-12-31	$-52,966
Net income (gross income less expenses)	2015-12-31	$152,955
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,950,310
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,797,355
Total contributions received or receivable from employer(s)	2015-12-31	$121,063
Value of certain deemed distributions of participant loans	2015-12-31	$1,801
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : ROBERT RAPHAEL, P.C. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$330,001
Expenses. Total of all expenses incurred	2014-12-31	$21,229
Benefits paid (including direct rollovers)	2014-12-31	$21,229
Total plan assets at end of year	2014-12-31	$2,797,355
Total plan assets at beginning of year	2014-12-31	$2,488,583
Value of fidelity bond covering the plan	2014-12-31	$2,000,000
Total contributions received or receivable from participants	2014-12-31	$76,513
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$135,393
Net income (gross income less expenses)	2014-12-31	$308,772
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,797,355
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,488,583
Assets. Value of participant loans	2014-12-31	$1,755
Total contributions received or receivable from employer(s)	2014-12-31	$118,095
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0
2013 : ROBERT RAPHAEL, P.C. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$457,396
Expenses. Total of all expenses incurred	2013-12-31	$0
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$2,488,583
Total plan assets at beginning of year	2013-12-31	$2,031,187
Value of fidelity bond covering the plan	2013-12-31	$2,000,000
Total contributions received or receivable from participants	2013-12-31	$77,621
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$305,345
Net income (gross income less expenses)	2013-12-31	$457,396
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,488,583
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,031,187
Assets. Value of participant loans	2013-12-31	$2,217
Total contributions received or receivable from employer(s)	2013-12-31	$74,430
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
2012 : ROBERT RAPHAEL, P.C. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$350,786
Expenses. Total of all expenses incurred	2012-12-31	$33,205
Benefits paid (including direct rollovers)	2012-12-31	$33,205
Total plan assets at end of year	2012-12-31	$2,031,187
Total plan assets at beginning of year	2012-12-31	$1,713,606
Value of fidelity bond covering the plan	2012-12-31	$2,000,000
Total contributions received or receivable from participants	2012-12-31	$73,668
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$204,455
Net income (gross income less expenses)	2012-12-31	$317,581
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,031,187
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,713,606
Assets. Value of participant loans	2012-12-31	$2,885
Total contributions received or receivable from employer(s)	2012-12-31	$72,663
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0
2011 : ROBERT RAPHAEL, P.C. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$181,775
Expenses. Total of all expenses incurred	2011-12-31	$57
Benefits paid (including direct rollovers)	2011-12-31	$57
Total plan assets at end of year	2011-12-31	$1,713,606
Total plan assets at beginning of year	2011-12-31	$1,531,889
Value of fidelity bond covering the plan	2011-12-31	$300,000
Total contributions received or receivable from participants	2011-12-31	$63,543
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$47,726
Net income (gross income less expenses)	2011-12-31	$181,718
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,713,606
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,531,889
Assets. Value of participant loans	2011-12-31	$3,500
Total contributions received or receivable from employer(s)	2011-12-31	$70,506
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$0
Amount contributed by the employer to the plan for this plan year	2011-12-31	$0
2010 : ROBERT RAPHAEL, P.C. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$351,896
Expenses. Total of all expenses incurred	2010-12-31	$1,664,710
Benefits paid (including direct rollovers)	2010-12-31	$1,664,153
Total plan assets at end of year	2010-12-31	$1,531,889
Total plan assets at beginning of year	2010-12-31	$2,844,703
Value of fidelity bond covering the plan	2010-12-31	$300,000
Total contributions received or receivable from participants	2010-12-31	$58,708
Expenses. Other expenses not covered elsewhere	2010-12-31	$557
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$227,044
Net income (gross income less expenses)	2010-12-31	$-1,312,814
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,531,889
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,844,703
Assets. Value of participant loans	2010-12-31	$0
Total contributions received or receivable from employer(s)	2010-12-31	$66,144
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	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

Form 5500 Responses for ROBERT RAPHAEL, P.C. PROFIT SHARING PLAN

2015: ROBERT RAPHAEL, P.C. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ROBERT RAPHAEL, P.C. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ROBERT RAPHAEL, P.C. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ROBERT RAPHAEL, P.C. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ROBERT RAPHAEL, P.C. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: ROBERT RAPHAEL, P.C. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ROBERT RAPHAEL, P.C.
Employer identification number (EIN):	251387887
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers