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| Plan Name | RAFTELIS FINANCIAL CONSULTANTS, INC. VISION PLAN |
| Plan identification number | 503 |
| 401k Plan Type | Welfare Benefit |
| Plan Features/Benefits |
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| Company Name: | RAFTELIS FINANCIAL CONSULTANTS, INC. |
| Employer identification number (EIN): | 202293694 |
| NAIC Classification: | 541600 |
Additional information about RAFTELIS FINANCIAL CONSULTANTS, INC.
| Jurisdiction of Incorporation: | Texas Secretary of State |
| Incorporation Date: | 2014-08-28 |
| Company Identification Number: | 0802053495 |
| Legal Registered Office Address: |
227 W TRADE ST STE 1400 CHARLOTTE United States of America (USA) 28202 |
More information about RAFTELIS FINANCIAL CONSULTANTS, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 503 | 2023-01-01 | ||||
| 503 | 2022-01-01 | ||||
| 503 | 2021-01-01 | ||||
| 503 | 2020-01-01 |
| Measure | Date | Value |
|---|---|---|
| 2023: RAFTELIS FINANCIAL CONSULTANTS, INC. VISION PLAN 2023 401k membership | ||
| Total participants, beginning-of-year | 2023-01-01 | 167 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 167 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 0 |
| Total of all active and inactive participants | 2023-01-01 | 167 |
| 2022: RAFTELIS FINANCIAL CONSULTANTS, INC. VISION PLAN 2022 401k membership | ||
| Total participants, beginning-of-year | 2022-01-01 | 132 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 134 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
| Total of all active and inactive participants | 2022-01-01 | 134 |
| 2021: RAFTELIS FINANCIAL CONSULTANTS, INC. VISION PLAN 2021 401k membership | ||
| Total participants, beginning-of-year | 2021-01-01 | 125 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 142 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 142 |
| 2020: RAFTELIS FINANCIAL CONSULTANTS, INC. VISION PLAN 2020 401k membership | ||
| Total participants, beginning-of-year | 2020-01-01 | 112 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 127 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
| Total of all active and inactive participants | 2020-01-01 | 127 |
| 2023: RAFTELIS FINANCIAL CONSULTANTS, INC. VISION PLAN 2023 form 5500 responses | ||
|---|---|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Insurance | Yes |
| 2023-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022: RAFTELIS FINANCIAL CONSULTANTS, INC. VISION PLAN 2022 form 5500 responses | ||
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021: RAFTELIS FINANCIAL CONSULTANTS, INC. VISION PLAN 2021 form 5500 responses | ||
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020: RAFTELIS FINANCIAL CONSULTANTS, INC. VISION PLAN 2020 form 5500 responses | ||
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | First time form 5500 has been submitted | Yes |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| COMMUNITY EYE CARE (National Association of Insurance Commissioners NAIC id number: 52429 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | RAFTELIS | ||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| COMMUNITY EYE CARE (National Association of Insurance Commissioners NAIC id number: 52429 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | RAFTELIS | ||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| COMMUNITY EYE CARE (National Association of Insurance Commissioners NAIC id number: 52429 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | RAFTELIS | ||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| COMMUNITY EYE CARE (National Association of Insurance Commissioners NAIC id number: 52429 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | RAFTELIS | ||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||
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