| Plan Name | ELYSE S. RAFAL, M.D., P.C. RETIREMENT PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| 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.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | ||||
| 001 | 2022-01-01 | ||||
| 001 | 2021-01-01 | ||||
| 001 | 2020-01-01 | ||||
| 001 | 2019-01-01 | ||||
| 001 | 2018-01-01 | ||||
| 001 | 2017-01-01 | ||||
| 001 | 2016-01-01 | ||||
| 001 | 2015-01-01 | ||||
| 001 | 2014-01-01 | ||||
| 001 | 2013-01-01 | ||||
| 001 | 2012-01-01 | ELYSE S. RAFAL, M.D. | 2013-05-29 | ELYSE S. RAFAL, M.D. | 2013-05-29 |
| 001 | 2011-01-01 | ELYSE S. RAFAL, M.D. | 2012-04-11 | ELYSE S. RAFAL, M.D. | 2012-04-11 |
| 001 | 2009-01-01 | ELYSE RAFAL M D |
| 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 year | 2025-09-19 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-09-19 | 0 |
| Total expenses incurred by plan in this plan year | 2025-09-19 | 3149 |
| Net assets as of the end of the plan year | 2025-09-19 | 3507270 |
| Total assets as of the beginning of the plan year | 2025-09-19 | 2920584 |
| Value of plan covered by a fidelity bond | 2025-09-19 | 500000 |
| Participant contributions to plan in this plan year | 2025-09-19 | 23000 |
| Other income to plan in this plan year | 2025-09-19 | 511664 |
| Plan net income in this plan year | 2025-09-19 | 586686 |
| Net assets as of the end of the plan year | 2025-09-19 | 3507270 |
| Net assets as of the beginning of the plan year | 2025-09-19 | 2920584 |
| Employer contributions to plan in this plan year | 2025-09-19 | 55171 |
| Fees paid to broker by Benefit Provider | 2025-09-19 | 12520 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-19 | 883 |
| 2024 : ELYSE S. RAFAL, M.D., P.C. RETIREMENT PLAN 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-10-02 | 0 |
| Total liabilities as of the end of the plan year | 2024-10-02 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-10-02 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-02 | 59662 |
| Net assets as of the end of the plan year | 2024-10-02 | 2920584 |
| Total assets as of the beginning of the plan year | 2024-10-02 | 2459941 |
| Value of plan covered by a fidelity bond | 2024-10-02 | 500000 |
| Participant contributions to plan in this plan year | 2024-10-02 | 30000 |
| Other expenses paid from plan in this plan year | 2024-10-02 | 0 |
| Other contributions to plan in this plan year | 2024-10-02 | 0 |
| Other income to plan in this plan year | 2024-10-02 | 446015 |
| Plan net income in this plan year | 2024-10-02 | 460643 |
| Net assets as of the end of the plan year | 2024-10-02 | 2920584 |
| Net assets as of the beginning of the plan year | 2024-10-02 | 2459941 |
| Employer contributions to plan in this plan year | 2024-10-02 | 44290 |
| Fees paid to broker by Benefit Provider | 2024-10-02 | 10229 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-02 | 375 |
| 2022 : ELYSE S. RAFAL, M.D., P.C. RETIREMENT PLAN 2022 401k financial data | ||
| Total transfers to/from plan in this plan year | 2022-10-12 | 0 |
| Total liabilities as of the end of the plan year | 2022-10-12 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-10-12 | 0 |
| Total expenses incurred by plan in this plan year | 2022-10-12 | 0 |
| Net assets as of the end of the plan year | 2022-10-12 | 2941192 |
| Total assets as of the beginning of the plan year | 2022-10-12 | 2363963 |
| Value of plan covered by a fidelity bond | 2022-10-12 | 500000 |
| Participant contributions to plan in this plan year | 2022-10-12 | 26415 |
| Value of participant loans at end of plan year | 2022-10-12 | 1012 |
| Other expenses paid from plan in this plan year | 2022-10-12 | 0 |
| Other contributions to plan in this plan year | 2022-10-12 | 0 |
| Other income to plan in this plan year | 2022-10-12 | 507411 |
| Plan net income in this plan year | 2022-10-12 | 577229 |
| Net assets as of the end of the plan year | 2022-10-12 | 2941192 |
| Net assets as of the beginning of the plan year | 2022-10-12 | 2363963 |
| Employer contributions to plan in this plan year | 2022-10-12 | 43403 |
| Fees paid to broker by Benefit Provider | 2022-10-12 | 10283 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-12 | 0 |
| 2010 : ELYSE S. RAFAL, M.D., P.C. RETIREMENT PLAN 2010 401k financial data | ||
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $133,931 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $6,532 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $6,302 |
| Total plan assets at end of year | 2010-12-31 | $560,567 |
| Total plan assets at beginning of year | 2010-12-31 | $433,168 |
| Value of fidelity bond covering the plan | 2010-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $19,020 |
| 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 | $69,814 |
| Noncash contributions received | 2010-12-31 | $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 loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $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 securities | 2010-12-31 | $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 securities | 2009-12-31 | $0 |
| 2009: ELYSE S. RAFAL, M.D., P.C. RETIREMENT PLAN 2009 form 5500 responses | ||
|---|---|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) | |
| Policy contract number | PHL201 |
| Policy instance | 1 |