Basel Refai M.D. P.C. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Basel Refai M.D. P.C.
  • Sponsor EIN: 631263961
  • Sponsor Address: 815 LEE STREET, ALEXANDER CITY, AL, 350102882
  • Plan Type: 401(k)
  • Total Participants: 12
  • Total Assets: $2.0M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202412$2.0M$68,376$48,363
202311$1.7M$63,837$61,307
202212$1.4M$65,574$80,820

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