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JAMES G. RAFAEL DDS 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameJAMES G. RAFAEL DDS 401(K) PROFIT SHARING PLAN
Plan identification number 002

JAMES G. RAFAEL DDS 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
    SELECT distinct(Description) AS Description FROM 401k_benefit_codes LEFT JOIN 401k_benefit_code_description ON BenefitCode=Code COLLATE utf8_unicode_ci WHERE EIN='561955069' AND PlanID='002'

401k Sponsoring company profile

JAMES G. RAFAEL DDS has sponsored the creation of one or more 401k plans.

Company Name:JAMES G. RAFAEL DDS
Employer identification number (EIN):561955069
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES G. RAFAEL DDS 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022024-01-01JAMES RAFAEL
0022023-01-01
0022023-01-01JAMES RAFAEL
0022022-01-01
0022022-01-01JAMES G. RAFAEL, DDS
0022021-01-01JAMES G. RAFAEL, DDS2023-03-10 JAMES G. RAFAEL, DDS2023-03-10
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01JAMES RAFAEL2018-05-17 JAMES RAFAEL2018-05-17
0022016-01-01JAMES RAFAEL2018-01-08 JAMES RAFAEL2018-01-08
0022015-01-01JAMES RAFAEL JAMES RAFAEL2017-03-15
0022014-01-01JAMES RAFAEL JAMES RAFAEL2015-10-15
0022013-01-01JAMES G RAFAEL DDS JAMES G RAFAEL DDS2014-10-14
0022012-01-01JAMES G RAFAEL JAMES G RAFAEL2013-10-03
0022011-01-01JAMES RAFAEL JAMES RAFAEL2012-10-10
0022009-01-01JAMES G RAFAEL JAMES G RAFAEL2010-10-13

Financial Data on JAMES G. RAFAEL DDS 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : JAMES G. RAFAEL DDS 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources2023-12-31$206,927
Expenses. Total of all expenses incurred2023-12-31$74,781
Total plan assets at end of year2023-12-31$1,874,806
Total plan assets at beginning of year2023-12-31$1,742,660
Value of fidelity bond covering the plan2023-12-31$500,000
Total contributions received or receivable from participants2023-12-31$21,696
Other income received2023-12-31$178,927
Net income (gross income less expenses)2023-12-31$132,146
Net plan assets at end of year (total assets less liabilities)2023-12-31$1,874,806
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$1,742,660
Assets. Value of real-estate (other than employer real property)2023-12-31$1,708,300
Total contributions received or receivable from employer(s)2023-12-31$6,304
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$74,781
2022 : JAMES G. RAFAEL DDS 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$436,898
Expenses. Total of all expenses incurred2022-12-31$247,736
Benefits paid (including direct rollovers)2022-12-31$179,082
Total plan assets at end of year2022-12-31$1,742,660
Total plan assets at beginning of year2022-12-31$1,553,498
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$7,027
Expenses. Other expenses not covered elsewhere2022-12-31$68,654
Other income received2022-12-31$412,898
Net income (gross income less expenses)2022-12-31$189,162
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,742,660
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,553,498
Assets. Value of real-estate (other than employer real property)2022-12-31$1,608,200
Total contributions received or receivable from employer(s)2022-12-31$16,973
2021 : JAMES G. RAFAEL DDS 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$138,834
Expenses. Total of all expenses incurred2021-12-31$100,094
Total plan assets at end of year2021-12-31$1,553,498
Total plan assets at beginning of year2021-12-31$1,514,758
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$21,534
Assets. Value of loans (other than to participants)2021-12-31$75,496
Other income received2021-12-31$100,834
Net income (gross income less expenses)2021-12-31$38,740
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,553,498
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,514,758
Assets. Value of assets in partnership/joint-venture interests2021-12-31$3,040
Assets. Value of real-estate (other than employer real property)2021-12-31$980,000
Total contributions received or receivable from employer(s)2021-12-31$16,466
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$100,094
2020 : JAMES G. RAFAEL DDS 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$370,142
Expenses. Total of all expenses incurred2020-12-31$63,480
Total plan assets at end of year2020-12-31$1,514,758
Total plan assets at beginning of year2020-12-31$1,208,096
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$37,383
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$63,480
Other income received2020-12-31$304,142
Net income (gross income less expenses)2020-12-31$306,662
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,514,758
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,208,096
Assets. Value of assets in partnership/joint-venture interests2020-12-31$3,040
Assets. Value of real-estate (other than employer real property)2020-12-31$980,000
Total contributions received or receivable from employer(s)2020-12-31$28,617
2019 : JAMES G. RAFAEL DDS 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$110,521
Expenses. Total of all expenses incurred2019-12-31$73,037
Total plan assets at end of year2019-12-31$1,208,096
Total plan assets at beginning of year2019-12-31$1,170,612
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$34,956
Assets. Value of loans (other than to participants)2019-12-31$60,520
Expenses. Other expenses not covered elsewhere2019-12-31$17,824
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$44,521
Net income (gross income less expenses)2019-12-31$37,484
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,208,096
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,170,612
Assets. Value of participant loans2019-12-31$6,736
Assets. Value of assets in partnership/joint-venture interests2019-12-31$5,581
Assets. Value of real-estate (other than employer real property)2019-12-31$670,681
Total contributions received or receivable from employer(s)2019-12-31$31,044
Value of corrective distributions2019-12-31$55,213
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$0
2018 : JAMES G. RAFAEL DDS 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$168,431
Expenses. Total of all expenses incurred2018-12-31$123,075
Benefits paid (including direct rollovers)2018-12-31$51,727
Total plan assets at end of year2018-12-31$1,170,612
Total plan assets at beginning of year2018-12-31$1,125,256
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$35,633
Expenses. Other expenses not covered elsewhere2018-12-31$71,348
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$104,708
Net income (gross income less expenses)2018-12-31$45,356
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,170,612
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,125,256
Assets. Value of participant loans2018-12-31$13,000
Assets. Value of assets in partnership/joint-venture interests2018-12-31$12,666
Assets. Value of real-estate (other than employer real property)2018-12-31$690,941
Total contributions received or receivable from employer(s)2018-12-31$28,090
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
2015 : JAMES G. RAFAEL DDS 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$153,180
Expenses. Total of all expenses incurred2015-12-31$5,825
Total plan assets at end of year2015-12-31$866,303
Total plan assets at beginning of year2015-12-31$718,948
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$34,214
Expenses. Other expenses not covered elsewhere2015-12-31$5,825
Other income received2015-12-31$88,555
Net income (gross income less expenses)2015-12-31$147,355
Net plan assets at end of year (total assets less liabilities)2015-12-31$866,303
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$718,948
Assets. Value of assets in partnership/joint-venture interests2015-12-31$151,008
Assets. Value of real-estate (other than employer real property)2015-12-31$362,749
Total contributions received or receivable from employer(s)2015-12-31$30,411
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
2014 : JAMES G. RAFAEL DDS 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$131,328
Expenses. Total of all expenses incurred2014-12-31$42,430
Total plan assets at end of year2014-12-31$718,948
Total plan assets at beginning of year2014-12-31$630,050
Value of fidelity bond covering the plan2014-12-31$1,000,000
Total contributions received or receivable from participants2014-12-31$28,363
Expenses. Other expenses not covered elsewhere2014-12-31$42,430
Other income received2014-12-31$76,204
Net income (gross income less expenses)2014-12-31$88,898
Net plan assets at end of year (total assets less liabilities)2014-12-31$718,948
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$630,050
Assets. Value of assets in partnership/joint-venture interests2014-12-31$158,639
Assets. Value of real-estate (other than employer real property)2014-12-31$362,749
Total contributions received or receivable from employer(s)2014-12-31$26,761
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : JAMES G. RAFAEL DDS 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$135,820
Expenses. Total of all expenses incurred2013-12-31$121,658
Benefits paid (including direct rollovers)2013-12-31$101,979
Total plan assets at end of year2013-12-31$733,368
Total plan assets at beginning of year2013-12-31$719,206
Value of fidelity bond covering the plan2013-12-31$1,000,000
Assets. Value of tangible personal property2013-12-31$5,655
Total contributions received or receivable from participants2013-12-31$21,829
Assets. Value of loans (other than to participants)2013-12-31$78,000
Other income received2013-12-31$92,271
Net income (gross income less expenses)2013-12-31$14,162
Net plan assets at end of year (total assets less liabilities)2013-12-31$733,368
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$719,206
Assets. Value of assets in partnership/joint-venture interests2013-12-31$170,000
Assets. Value of real-estate (other than employer real property)2013-12-31$427,000
Total contributions received or receivable from employer(s)2013-12-31$21,720
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$19,679
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$101,979
2012 : JAMES G. RAFAEL DDS 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$76,627
Expenses. Total of all expenses incurred2012-12-31$11,436
Benefits paid (including direct rollovers)2012-12-31$1,765
Total plan assets at end of year2012-12-31$719,206
Total plan assets at beginning of year2012-12-31$654,015
Value of fidelity bond covering the plan2012-12-31$25,000
Total contributions received or receivable from participants2012-12-31$19,763
Assets. Value of loans (other than to participants)2012-12-31$299,036
Expenses. Other expenses not covered elsewhere2012-12-31$9,671
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$37,781
Net income (gross income less expenses)2012-12-31$65,191
Net plan assets at end of year (total assets less liabilities)2012-12-31$719,206
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$654,015
Assets. Value of assets in partnership/joint-venture interests2012-12-31$170,000
Assets. Value of real-estate (other than employer real property)2012-12-31$149,000
Total contributions received or receivable from employer(s)2012-12-31$19,083
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
2011 : JAMES G. RAFAEL DDS 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$82,449
Expenses. Total of all expenses incurred2011-12-31$9,822
Benefits paid (including direct rollovers)2011-12-31$4,848
Total plan assets at end of year2011-12-31$654,015
Total plan assets at beginning of year2011-12-31$581,388
Value of fidelity bond covering the plan2011-12-31$200,000
Total contributions received or receivable from participants2011-12-31$14,364
Assets. Value of loans (other than to participants)2011-12-31$219,796
Expenses. Other expenses not covered elsewhere2011-12-31$4,957
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$46,317
Net income (gross income less expenses)2011-12-31$72,627
Net plan assets at end of year (total assets less liabilities)2011-12-31$654,015
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$581,388
Assets. Value of assets in partnership/joint-venture interests2011-12-31$157,104
Assets. Value of real-estate (other than employer real property)2011-12-31$209,617
Total contributions received or receivable from employer(s)2011-12-31$21,768
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$17
2010 : JAMES G. RAFAEL DDS 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$106,146
Expenses. Total of all expenses incurred2010-12-31$19,280
Benefits paid (including direct rollovers)2010-12-31$15,806
Total plan assets at end of year2010-12-31$581,388
Total plan assets at beginning of year2010-12-31$494,522
Value of fidelity bond covering the plan2010-12-31$200,000
Total contributions received or receivable from participants2010-12-31$18,835
Assets. Value of loans (other than to participants)2010-12-31$243,813
Expenses. Other expenses not covered elsewhere2010-12-31$3,474
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$62,124
Net income (gross income less expenses)2010-12-31$86,866
Net plan assets at end of year (total assets less liabilities)2010-12-31$581,388
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$494,522
Assets. Value of assets in partnership/joint-venture interests2010-12-31$65,753
Assets. Value of real-estate (other than employer real property)2010-12-31$134,449
Total contributions received or receivable from employer(s)2010-12-31$25,187
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

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