Original filing (PDF)20240504020729NAL0021090019001

CAROL RAPSON MD

Name: CAROL RAPSON MD — CAROL RAPSON MD 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023)
Creator: CAROL RAPSON MD

Form 5500-SF

FILING_RECEIVED

CAROL RAPSON MD 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CAROL RAPSON MD.

Plan sponsor

Name

CAROL RAPSON MD

EIN

38-2744171

Address

1550 WATERTOWER PL SUITE 50 - STE 5 · EAST LANSING, MI · 48823

Phone

(517) 333-6060

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Name

ERISA FIDUCIARY SERVICES, INC.

EIN

47-1637791

City

HAUPPAUGE, NY

Phone

(631) 249-0500

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-05-04

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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