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| Plan Name | DR. JAMES REHM MCF BENEFIT PLAN |
| Plan identification number | 501 |
| 401k Plan Type | Welfare Benefit |
| Plan Features/Benefits |
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| Company Name: | JAMES W. REHM DMD LLC 401(K) PLAN |
| Employer identification number (EIN): | 472427511 |
| NAIC Classification: | 621210 |
| NAIC Description: | Offices of Dentists |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 501 | 2023-06-01 | BECKY WEKENBORG | 2024-12-27 | ||
| 501 | 2022-06-01 | BRENDAN COSSETTE | 2023-12-29 | ||
| 501 | 2021-06-01 | BRENDAN COSSETTE | 2022-12-29 | ||
| 501 | 2020-06-01 | BRENDAN COSSETTE | 2021-12-28 | ||
| 501 | 2019-06-01 | BRENDAN COSSETTE | 2021-03-11 | ||
| 501 | 2019-01-01 | BRENDAN COSSETTE | 2020-03-13 |
| Measure | Date | Value |
|---|---|---|
| 2024 : DR. JAMES REHM MCF BENEFIT PLAN 2024 401k financial data | ||
| Total liabilities as of the end of the plan year | 2024-12-27 | 10602 |
| Total liabilities as of the beginning of the plan year | 2024-12-27 | 8042 |
| Total expenses incurred by plan in this plan year | 2024-12-27 | 40417 |
| Net assets as of the end of the plan year | 2024-12-27 | 14430 |
| Total assets as of the beginning of the plan year | 2024-12-27 | 11333 |
| Value of plan covered by a fidelity bond | 2024-12-27 | 500000 |
| Participant contributions to plan in this plan year | 2024-12-27 | 20206 |
| Other expenses paid from plan in this plan year | 2024-12-27 | 0 |
| Other contributions to plan in this plan year | 2024-12-27 | 0 |
| Other income to plan in this plan year | 2024-12-27 | 541 |
| Plan net income in this plan year | 2024-12-27 | 537 |
| Net assets as of the end of the plan year | 2024-12-27 | 3828 |
| Net assets as of the beginning of the plan year | 2024-12-27 | 3291 |
| Employer contributions to plan in this plan year | 2024-12-27 | 20207 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-12-27 | 3817 |
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