Basel Refai, M.D. PC.
Plan context: Basel Refai, M.D. PC. New Comparability 401(K) Psp
EIN 63-1263961 • Alexander City, AL • 28 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
14
2024 Assets
$3,601,928
2024 Contributions
$116,739
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 14 | $3,601,928 | $116,739 | $8,339iApproximate average salary by contribution assumption: employee only about $208,463 at 4% or $138,975 at 6%; with 50% employer match about $138,975 at 4% or $92,650 at 6%; with 100% employer match about $104,231 at 4% or $69,488 at 6%. |
| Basel Refai, M.D. PC. New Comparability 401(K) Psp | - | 12 | $2,039,580 | $116,739 | $9,728iApproximate average salary by contribution assumption: employee only about $243,206 at 4% or $162,138 at 6%; with 50% employer match about $162,138 at 4% or $108,092 at 6%; with 100% employer match about $121,603 at 4% or $81,069 at 6%. |
| Basel Refai, M.D. PC. Cash Balance Plan | - | 14 | $1,562,348 | $0 | - |
| 2023 | 2 | 15 | $3,214,204 | $275,144 | $18,343iApproximate average salary by contribution assumption: employee only about $458,573 at 4% or $305,716 at 6%; with 50% employer match about $305,716 at 4% or $203,810 at 6%; with 100% employer match about $229,287 at 4% or $152,858 at 6%. |
| Basel Refai, M.D. PC. New Comparability 401(K) Psp | - | 11 | $1,738,650 | $125,144 | $11,377iApproximate average salary by contribution assumption: employee only about $284,418 at 4% or $189,612 at 6%; with 50% employer match about $189,612 at 4% or $126,408 at 6%; with 100% employer match about $142,209 at 4% or $94,806 at 6%. |
| Basel Refai, M.D. PC. Cash Balance Plan | - | 15 | $1,475,554 | $150,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| 2022 | 2 | 14 | $2,622,992 | $416,394 | $29,742iApproximate average salary by contribution assumption: employee only about $743,561 at 4% or $495,707 at 6%; with 50% employer match about $495,707 at 4% or $330,471 at 6%; with 100% employer match about $371,780 at 4% or $247,854 at 6%. |
| Basel Refai, M.D. PC. New Comparability 401(K) Psp | - | 12 | $1,415,365 | $146,394 | $12,200iApproximate average salary by contribution assumption: employee only about $304,988 at 4% or $203,325 at 6%; with 50% employer match about $203,325 at 4% or $135,550 at 6%; with 100% employer match about $152,494 at 4% or $101,663 at 6%. |
| Basel Refai, M.D. PC. Cash Balance Plan | - | 14 | $1,207,627 | $270,000 | $19,286iApproximate average salary by contribution assumption: employee only about $482,143 at 4% or $321,429 at 6%; with 50% employer match about $321,429 at 4% or $214,286 at 6%; with 100% employer match about $241,071 at 4% or $160,714 at 6%. |
| 2021 | 2 | 20 | $2,545,983 | $330,657 | $16,533iApproximate average salary by contribution assumption: employee only about $413,321 at 4% or $275,548 at 6%; with 50% employer match about $275,548 at 4% or $183,698 at 6%; with 100% employer match about $206,661 at 4% or $137,774 at 6%. |
| Basel Refai, M.D. PC. New Comparability 401(K) Psp | - | 20 | $1,477,496 | $100,657 | $5,033iApproximate average salary by contribution assumption: employee only about $125,821 at 4% or $83,881 at 6%; with 50% employer match about $83,881 at 4% or $55,921 at 6%; with 100% employer match about $62,911 at 4% or $41,940 at 6%. |
| Basel Refai, M.D. PC. Cash Balance Plan | - | 14 | $1,068,487 | $230,000 | $16,429iApproximate average salary by contribution assumption: employee only about $410,714 at 4% or $273,810 at 6%; with 50% employer match about $273,810 at 4% or $182,540 at 6%; with 100% employer match about $205,357 at 4% or $136,905 at 6%. |
| 2020 | 2 | 18 | $1,982,272 | $368,623 | $20,479iApproximate average salary by contribution assumption: employee only about $511,976 at 4% or $341,318 at 6%; with 50% employer match about $341,318 at 4% or $227,545 at 6%; with 100% employer match about $255,988 at 4% or $170,659 at 6%. |
| Basel Refai, M.D. PC. New Comparability 401(K) Psp | - | 18 | $1,182,445 | $128,623 | $7,146iApproximate average salary by contribution assumption: employee only about $178,643 at 4% or $119,095 at 6%; with 50% employer match about $119,095 at 4% or $79,397 at 6%; with 100% employer match about $89,322 at 4% or $59,548 at 6%. |
| Basel Refai, M.D. PC. Cash Balance Plan | - | 14 | $799,827 | $240,000 | $17,143iApproximate average salary by contribution assumption: employee only about $428,571 at 4% or $285,714 at 6%; with 50% employer match about $285,714 at 4% or $190,476 at 6%; with 100% employer match about $214,286 at 4% or $142,857 at 6%. |
| 2019 | 2 | 15 | $1,440,386 | $384,577 | $25,638iApproximate average salary by contribution assumption: employee only about $640,962 at 4% or $427,308 at 6%; with 50% employer match about $427,308 at 4% or $284,872 at 6%; with 100% employer match about $320,481 at 4% or $213,654 at 6%. |
| Basel Refai, M.D. PC. New Comparability 401(K) Psp | - | 15 | $927,734 | $114,868 | $7,658iApproximate average salary by contribution assumption: employee only about $191,447 at 4% or $127,631 at 6%; with 50% employer match about $127,631 at 4% or $85,087 at 6%; with 100% employer match about $95,723 at 4% or $63,816 at 6%. |
| Basel Refai, M.D. PC. Cash Balance Plan | - | 10 | $512,652 | $269,709 | $26,971iApproximate average salary by contribution assumption: employee only about $674,273 at 4% or $449,515 at 6%; with 50% employer match about $449,515 at 4% or $299,677 at 6%; with 100% employer match about $337,136 at 4% or $224,758 at 6%. |
| 2018 | 2 | 15 | $893,598 | $178,788 | $11,919iApproximate average salary by contribution assumption: employee only about $297,980 at 4% or $198,653 at 6%; with 50% employer match about $198,653 at 4% or $132,436 at 6%; with 100% employer match about $148,990 at 4% or $99,327 at 6%. |
| Basel Refai, M.D. PC. New Comparability 401(K) Psp | - | 15 | $669,658 | $56,774 | $3,785iApproximate average salary by contribution assumption: employee only about $94,623 at 4% or $63,082 at 6%; with 50% employer match about $63,082 at 4% or $42,055 at 6%; with 100% employer match about $47,312 at 4% or $31,541 at 6%. |
| Basel Refai, M.D. PC. Cash Balance Plan | - | 10 | $223,940 | $122,014 | $12,201iApproximate average salary by contribution assumption: employee only about $305,035 at 4% or $203,357 at 6%; with 50% employer match about $203,357 at 4% or $135,571 at 6%; with 100% employer match about $152,518 at 4% or $101,678 at 6%. |
| 2017 | 2 | 15 | $828,984 | $223,139 | $14,876iApproximate average salary by contribution assumption: employee only about $371,898 at 4% or $247,932 at 6%; with 50% employer match about $247,932 at 4% or $165,288 at 6%; with 100% employer match about $185,949 at 4% or $123,966 at 6%. |
| Basel Refai, M.D. PC. New Comparability 401(K) Psp | - | 15 | $723,984 | $118,139 | $7,876iApproximate average salary by contribution assumption: employee only about $196,898 at 4% or $131,266 at 6%; with 50% employer match about $131,266 at 4% or $87,510 at 6%; with 100% employer match about $98,449 at 4% or $65,633 at 6%. |
| Basel Refai, M.D. PC. Cash Balance Plan | - | 10 | $105,000 | $105,000 | $10,500iApproximate average salary by contribution assumption: employee only about $262,500 at 4% or $175,000 at 6%; with 50% employer match about $175,000 at 4% or $116,667 at 6%; with 100% employer match about $131,250 at 4% or $87,500 at 6%. |
| 2016 | 1 | 16 | $526,819 | $68,582 | $4,286iApproximate average salary by contribution assumption: employee only about $107,159 at 4% or $71,440 at 6%; with 50% employer match about $71,440 at 4% or $47,626 at 6%; with 100% employer match about $53,580 at 4% or $35,720 at 6%. |
| Basel Refai, M.D. PC. New Comparability 401(K) Psp | - | 16 | $526,819 | $68,582 | $4,286iApproximate average salary by contribution assumption: employee only about $107,159 at 4% or $71,440 at 6%; with 50% employer match about $71,440 at 4% or $47,626 at 6%; with 100% employer match about $53,580 at 4% or $35,720 at 6%. |
| 2015 | 1 | 14 | $434,487 | $90,552 | $6,468iApproximate average salary by contribution assumption: employee only about $161,700 at 4% or $107,800 at 6%; with 50% employer match about $107,800 at 4% or $71,867 at 6%; with 100% employer match about $80,850 at 4% or $53,900 at 6%. |
| Basel Refai, M.D. PC. New Comparability 401(K) Psp | - | 14 | $434,487 | $90,552 | $6,468iApproximate average salary by contribution assumption: employee only about $161,700 at 4% or $107,800 at 6%; with 50% employer match about $107,800 at 4% or $71,867 at 6%; with 100% employer match about $80,850 at 4% or $53,900 at 6%. |
| 2014 | 1 | 16 | $356,645 | $71,988 | $4,499iApproximate average salary by contribution assumption: employee only about $112,481 at 4% or $74,988 at 6%; with 50% employer match about $74,988 at 4% or $49,992 at 6%; with 100% employer match about $56,241 at 4% or $37,494 at 6%. |
| Basel Refai, M.D. PC. New Comparability 401(K) Psp | - | 16 | $356,645 | $71,988 | $4,499iApproximate average salary by contribution assumption: employee only about $112,481 at 4% or $74,988 at 6%; with 50% employer match about $74,988 at 4% or $49,992 at 6%; with 100% employer match about $56,241 at 4% or $37,494 at 6%. |
| 2013 | 1 | 9 | $274,265 | $20,000 | $2,222iApproximate average salary by contribution assumption: employee only about $55,556 at 4% or $37,037 at 6%; with 50% employer match about $37,037 at 4% or $24,691 at 6%; with 100% employer match about $27,778 at 4% or $18,519 at 6%. |
| Basel Refai, M.D. PC. New Comparability 401(K) Psp | - | 9 | $274,265 | $20,000 | $2,222iApproximate average salary by contribution assumption: employee only about $55,556 at 4% or $37,037 at 6%; with 50% employer match about $37,037 at 4% or $24,691 at 6%; with 100% employer match about $27,778 at 4% or $18,519 at 6%. |
| 2012 | 1 | 9 | $238,876 | $45,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| Basel Refai, M.D. PC. New Comparability 401(K) Psp | - | 9 | $238,876 | $45,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| 2011 | 1 | 12 | $200,494 | $42,000 | $3,500iApproximate average salary by contribution assumption: employee only about $87,500 at 4% or $58,333 at 6%; with 50% employer match about $58,333 at 4% or $38,889 at 6%; with 100% employer match about $43,750 at 4% or $29,167 at 6%. |
| Basel Refai, M.D. PC. New Comparability 401(K) Psp | - | 12 | $200,494 | $42,000 | $3,500iApproximate average salary by contribution assumption: employee only about $87,500 at 4% or $58,333 at 6%; with 50% employer match about $58,333 at 4% or $38,889 at 6%; with 100% employer match about $43,750 at 4% or $29,167 at 6%. |
| 2010 | 1 | 11 | $159,430 | $33,800 | $3,073iApproximate average salary by contribution assumption: employee only about $76,818 at 4% or $51,212 at 6%; with 50% employer match about $51,212 at 4% or $34,141 at 6%; with 100% employer match about $38,409 at 4% or $25,606 at 6%. |
| Basel Refai, M.D. PC. New Comparability 401(K) Psp | - | 11 | $159,430 | $33,800 | $3,073iApproximate average salary by contribution assumption: employee only about $76,818 at 4% or $51,212 at 6%; with 50% employer match about $51,212 at 4% or $34,141 at 6%; with 100% employer match about $38,409 at 4% or $25,606 at 6%. |
| 2009 | 1 | 12 | $134,169 | $0 | - |
| Basel Refai, M.D. PC. New Comparability 401(K) Psp | - | 12 | $134,169 | - | - |
| 2008 | 1 | 9 | $127,455 | $27,600 | $3,067iApproximate average salary by contribution assumption: employee only about $76,667 at 4% or $51,111 at 6%; with 50% employer match about $51,111 at 4% or $34,074 at 6%; with 100% employer match about $38,333 at 4% or $25,556 at 6%. |
| Basel Refai, M.D. PC. New Comparability 401(K) Psp | - | 9 | $127,455 | $27,600 | $3,067iApproximate average salary by contribution assumption: employee only about $76,667 at 4% or $51,111 at 6%; with 50% employer match about $51,111 at 4% or $34,074 at 6%; with 100% employer match about $38,333 at 4% or $25,556 at 6%. |
| 2007 | 1 | 9 | $0 | $0 | - |
| Basel Refai, M.D. PC. New Comparability 401(K) Psp | - | 9 | - | - | - |
| 2005 | 1 | 10 | $56,875 | $26,800 | $2,680iApproximate average salary by contribution assumption: employee only about $67,000 at 4% or $44,667 at 6%; with 50% employer match about $44,667 at 4% or $29,778 at 6%; with 100% employer match about $33,500 at 4% or $22,333 at 6%. |
| Basel Refai, M.D. PC. New Comparability 401(K) Psp | - | 10 | $56,875 | $26,800 | $2,680iApproximate average salary by contribution assumption: employee only about $67,000 at 4% or $44,667 at 6%; with 50% employer match about $44,667 at 4% or $29,778 at 6%; with 100% employer match about $33,500 at 4% or $22,333 at 6%. |
| 2004 | 1 | 5 | $30,000 | $30,000 | $6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%. |
| Basel Refai, M.D. PC. New Comparability 401(K) Psp | - | 5 | $30,000 | $30,000 | $6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%. |