| Plan Name | JAMES R EELLS, M.D. 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | JAMES R EELLS, M.D., LTD |
| Employer identification number (EIN): | 205713759 |
| NAIC Classification: | 621111 |
| NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
| 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 |
| Measure | Date | Value |
|---|---|---|
| 2025 : JAMES R EELLS, M.D. 401(K) PLAN 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-10-13 | 0 |
| Total liabilities as of the end of the plan year | 2025-10-13 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-10-13 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-13 | 210 |
| Net assets as of the end of the plan year | 2025-10-13 | 95380 |
| Total assets as of the beginning of the plan year | 2025-10-13 | 84068 |
| Participant contributions to plan in this plan year | 2025-10-13 | 0 |
| Other expenses paid from plan in this plan year | 2025-10-13 | 0 |
| Other contributions to plan in this plan year | 2025-10-13 | 0 |
| Other income to plan in this plan year | 2025-10-13 | 1242 |
| Plan net income in this plan year | 2025-10-13 | 11312 |
| Net assets as of the end of the plan year | 2025-10-13 | 95380 |
| Net assets as of the beginning of the plan year | 2025-10-13 | 84068 |
| Employer contributions to plan in this plan year | 2025-10-13 | 10280 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-13 | 210 |
| 2024 : JAMES R EELLS, M.D. 401(K) PLAN 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-10-29 | 0 |
| Total liabilities as of the end of the plan year | 2024-10-29 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-10-29 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-29 | 192 |
| Net assets as of the end of the plan year | 2024-10-29 | 84068 |
| Total assets as of the beginning of the plan year | 2024-10-29 | 67688 |
| Participant contributions to plan in this plan year | 2024-10-29 | 0 |
| Other expenses paid from plan in this plan year | 2024-10-29 | 8 |
| Other contributions to plan in this plan year | 2024-10-29 | 0 |
| Other income to plan in this plan year | 2024-10-29 | 1693 |
| Plan net income in this plan year | 2024-10-29 | 16380 |
| Net assets as of the end of the plan year | 2024-10-29 | 84068 |
| Net assets as of the beginning of the plan year | 2024-10-29 | 67688 |
| Employer contributions to plan in this plan year | 2024-10-29 | 14879 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-29 | 184 |
| 2022 : JAMES R EELLS, M.D. 401(K) PLAN 2022 401k financial data | ||
| Total transfers to/from plan in this plan year | 2022-11-01 | 0 |
| Total liabilities as of the end of the plan year | 2022-11-01 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-11-01 | 0 |
| Total expenses incurred by plan in this plan year | 2022-11-01 | 670 |
| Net assets as of the end of the plan year | 2022-11-01 | 58861 |
| Total assets as of the beginning of the plan year | 2022-11-01 | 41742 |
| Participant contributions to plan in this plan year | 2022-11-01 | 0 |
| Other expenses paid from plan in this plan year | 2022-11-01 | 0 |
| Other contributions to plan in this plan year | 2022-11-01 | 0 |
| Other income to plan in this plan year | 2022-11-01 | 5897 |
| Plan net income in this plan year | 2022-11-01 | 17119 |
| Net assets as of the end of the plan year | 2022-11-01 | 58861 |
| Net assets as of the beginning of the plan year | 2022-11-01 | 41742 |
| Employer contributions to plan in this plan year | 2022-11-01 | 11892 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-11-01 | 670 |