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ELYSE S. RAFAL, M.D., P.C. RETIREMENT PLAN 401k Plan overview

Plan NameELYSE S. RAFAL, M.D., P.C. RETIREMENT PLAN
Plan identification number 001

ELYSE S. RAFAL, M.D., P.C. RETIREMENT PLAN Benefits

401k Plan TypeDefined 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ELYSE S. RAFAL, M.D., P.C. has sponsored the creation of one or more 401k plans.

Company Name:ELYSE S. RAFAL, M.D., P.C.
Employer identification number (EIN):113555219
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about ELYSE S. RAFAL, M.D., P.C.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 2000-07-11
Company Identification Number: 2530127
Legal Registered Office Address: 2500 ROUTE 347, BLDG 22A
Suffolk
STONY BROOK
United States of America (USA)
11790

More information about ELYSE S. RAFAL, M.D., P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ELYSE S. RAFAL, M.D., P.C. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01ELYSE S. RAFAL, M.D.2013-05-29 ELYSE S. RAFAL, M.D.2013-05-29
0012011-01-01ELYSE S. RAFAL, M.D.2012-04-11 ELYSE S. RAFAL, M.D.2012-04-11
0012009-01-01ELYSE RAFAL M D

Financial Data on ELYSE S. RAFAL, M.D., P.C. RETIREMENT PLAN

Measure Date Value
2025 : ELYSE S. RAFAL, M.D., P.C. RETIREMENT PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-09-190
Total liabilities as of the beginning of the plan year2025-09-190
Total expenses incurred by plan in this plan year2025-09-193149
Net assets as of the end of the plan year2025-09-193507270
Total assets as of the beginning of the plan year2025-09-192920584
Value of plan covered by a fidelity bond2025-09-19500000
Participant contributions to plan in this plan year2025-09-1923000
Other income to plan in this plan year2025-09-19511664
Plan net income in this plan year2025-09-19586686
Net assets as of the end of the plan year2025-09-193507270
Net assets as of the beginning of the plan year2025-09-192920584
Employer contributions to plan in this plan year2025-09-1955171
Fees paid to broker by Benefit Provider2025-09-1912520
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-19883
2024 : ELYSE S. RAFAL, M.D., P.C. RETIREMENT PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-020
Total liabilities as of the end of the plan year2024-10-020
Total liabilities as of the beginning of the plan year2024-10-020
Total expenses incurred by plan in this plan year2024-10-0259662
Net assets as of the end of the plan year2024-10-022920584
Total assets as of the beginning of the plan year2024-10-022459941
Value of plan covered by a fidelity bond2024-10-02500000
Participant contributions to plan in this plan year2024-10-0230000
Other expenses paid from plan in this plan year2024-10-020
Other contributions to plan in this plan year2024-10-020
Other income to plan in this plan year2024-10-02446015
Plan net income in this plan year2024-10-02460643
Net assets as of the end of the plan year2024-10-022920584
Net assets as of the beginning of the plan year2024-10-022459941
Employer contributions to plan in this plan year2024-10-0244290
Fees paid to broker by Benefit Provider2024-10-0210229
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-02375
2022 : ELYSE S. RAFAL, M.D., P.C. RETIREMENT PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-120
Total liabilities as of the end of the plan year2022-10-120
Total liabilities as of the beginning of the plan year2022-10-120
Total expenses incurred by plan in this plan year2022-10-120
Net assets as of the end of the plan year2022-10-122941192
Total assets as of the beginning of the plan year2022-10-122363963
Value of plan covered by a fidelity bond2022-10-12500000
Participant contributions to plan in this plan year2022-10-1226415
Value of participant loans at end of plan year2022-10-121012
Other expenses paid from plan in this plan year2022-10-120
Other contributions to plan in this plan year2022-10-120
Other income to plan in this plan year2022-10-12507411
Plan net income in this plan year2022-10-12577229
Net assets as of the end of the plan year2022-10-122941192
Net assets as of the beginning of the plan year2022-10-122363963
Employer contributions to plan in this plan year2022-10-1243403
Fees paid to broker by Benefit Provider2022-10-1210283
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-120
2010 : ELYSE S. RAFAL, M.D., P.C. RETIREMENT PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$133,931
Expenses. Total of all expenses incurred2010-12-31$6,532
Benefits paid (including direct rollovers)2010-12-31$6,302
Total plan assets at end of year2010-12-31$560,567
Total plan assets at beginning of year2010-12-31$433,168
Value of fidelity bond covering the plan2010-12-31$50,000
Total contributions received or receivable from participants2010-12-31$19,020
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$69,814
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$127,399
Net plan assets at end of year (total assets less liabilities)2010-12-31$560,567
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$433,168
Total contributions received or receivable from employer(s)2010-12-31$45,097
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$230
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : ELYSE S. RAFAL, M.D., P.C. RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ELYSE S. RAFAL, M.D., P.C. RETIREMENT PLAN

2009: ELYSE S. RAFAL, M.D., P.C. RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHL201
Policy instance 1

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