ROBERT S. RATH, MD, PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ROBERT S RATH MD PC MONEY PURCHASE PLAN
| Measure | Date | Value |
|---|
| 2025: ROBERT S RATH MD PC MONEY PURCHASE PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-09-13 | 3 |
| Total number of particpants at end of year | 2025-09-13 | 2 |
| Number of Participants With Account Balances | 2025-09-13 | 2 |
| 2024: ROBERT S RATH MD PC MONEY PURCHASE PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-09-16 | 3 |
| Total number of particpants at end of year | 2024-09-16 | 3 |
| Number of Participants With Account Balances | 2024-09-16 | 3 |
| 2022: ROBERT S RATH MD PC MONEY PURCHASE PLAN 2022 401k membership |
|---|
| Total number of particpants at beginning of year | 2022-10-05 | 3 |
| Total number of particpants at end of year | 2022-10-05 | 3 |
| Number of Participants With Account Balances | 2022-10-05 | 3 |
| 2012: ROBERT S RATH MD PC MONEY PURCHASE PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 7 |
| Total of all active and inactive participants | 2012-01-01 | 10 |
| Total participants | 2012-01-01 | 10 |
| Number of participants with account balances | 2012-01-01 | 10 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
| 2011: ROBERT S RATH MD PC MONEY PURCHASE PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 6 |
| Total of all active and inactive participants | 2011-01-01 | 10 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 10 |
| Number of participants with account balances | 2011-01-01 | 10 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2009: ROBERT S RATH MD PC MONEY PURCHASE PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 4 |
| Total of all active and inactive participants | 2009-01-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 9 |
| Number of participants with account balances | 2009-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2025 : ROBERT S RATH MD PC MONEY PURCHASE PLAN 2025 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2025-09-13 | 0 |
| Total expenses incurred by plan in this plan year | 2025-09-13 | 55359 |
| Net assets as of the end of the plan year | 2025-09-13 | 640813 |
| Total assets as of the beginning of the plan year | 2025-09-13 | 654113 |
| Value of plan covered by a fidelity bond | 2025-09-13 | 120000 |
| Other income to plan in this plan year | 2025-09-13 | 37945 |
| Plan net income in this plan year | 2025-09-13 | -13300 |
| Net assets as of the end of the plan year | 2025-09-13 | 640813 |
| Net assets as of the beginning of the plan year | 2025-09-13 | 654113 |
| Value of funding deficiency | 2025-09-13 | 0 |
| Value of employer contributions paid | 2025-09-13 | 465 |
| Employer contributions to plan in this plan year | 2025-09-13 | 4114 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-13 | 6106 |
| 2024 : ROBERT S RATH MD PC MONEY PURCHASE PLAN 2024 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2024-09-16 | 0 |
| Total expenses incurred by plan in this plan year | 2024-09-16 | 5518 |
| Net assets as of the end of the plan year | 2024-09-16 | 654113 |
| Total assets as of the beginning of the plan year | 2024-09-16 | 622249 |
| Value of plan covered by a fidelity bond | 2024-09-16 | 120000 |
| Other income to plan in this plan year | 2024-09-16 | 35031 |
| Plan net income in this plan year | 2024-09-16 | 31864 |
| Net assets as of the end of the plan year | 2024-09-16 | 654113 |
| Net assets as of the beginning of the plan year | 2024-09-16 | 622249 |
| Value of funding deficiency | 2024-09-16 | 0 |
| Value of employer contributions paid | 2024-09-16 | 3649 |
| Employer contributions to plan in this plan year | 2024-09-16 | 2351 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-16 | 5212 |
| 2022 : ROBERT S RATH MD PC MONEY PURCHASE PLAN 2022 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2022-10-05 | 0 |
| Total expenses incurred by plan in this plan year | 2022-10-05 | 4504 |
| Net assets as of the end of the plan year | 2022-10-05 | 596170 |
| Total assets as of the beginning of the plan year | 2022-10-05 | 575494 |
| Value of plan covered by a fidelity bond | 2022-10-05 | 120000 |
| Value of participant loans at end of plan year | 2022-10-05 | 2232 |
| Other income to plan in this plan year | 2022-10-05 | 18017 |
| Plan net income in this plan year | 2022-10-05 | 20676 |
| Net assets as of the end of the plan year | 2022-10-05 | 596170 |
| Net assets as of the beginning of the plan year | 2022-10-05 | 575494 |
| Employer contributions to plan in this plan year | 2022-10-05 | 7163 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-05 | 4504 |
| 2012 : ROBERT S RATH MD PC MONEY PURCHASE PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $32,510 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $904 |
| Total plan assets at end of year | 2012-12-31 | $714,607 |
| Total plan assets at beginning of year | 2012-12-31 | $683,001 |
| Value of fidelity bond covering the plan | 2012-12-31 | $1,200,000 |
| Other income received | 2012-12-31 | $12,665 |
| Net income (gross income less expenses) | 2012-12-31 | $31,606 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $714,607 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $683,001 |
| Assets. Value of participant loans | 2012-12-31 | $29,452 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $19,845 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $904 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2012-12-31 | $19,845 |
| Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $19,845 |
| 2011 : ROBERT S RATH MD PC MONEY PURCHASE PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $11,511 |
| Total plan assets at end of year | 2011-12-31 | $683,001 |
| Total plan assets at beginning of year | 2011-12-31 | $671,490 |
| Value of fidelity bond covering the plan | 2011-12-31 | $120,000 |
| Other income received | 2011-12-31 | $-6,235 |
| Net income (gross income less expenses) | 2011-12-31 | $11,511 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $683,001 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $671,490 |
| Assets. Value of participant loans | 2011-12-31 | $29,452 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $17,746 |
| Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2011-12-31 | $17,746 |
| Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $17,746 |
| 2010 : ROBERT S RATH MD PC MONEY PURCHASE PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $35,572 |
| Total plan assets at end of year | 2010-12-31 | $671,490 |
| Total plan assets at beginning of year | 2010-12-31 | $635,918 |
| Value of fidelity bond covering the plan | 2010-12-31 | $1,200,000 |
| Other income received | 2010-12-31 | $19,688 |
| Net income (gross income less expenses) | 2010-12-31 | $35,572 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $671,490 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $635,918 |
| Assets. Value of participant loans | 2010-12-31 | $35,674 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $15,884 |
| 2009 : ROBERT S RATH MD PC MONEY PURCHASE PLAN 2009 401k financial data |
|---|
| Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2009-12-31 | $21,195 |
| Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $21,195 |
| 2012: ROBERT S RATH MD PC MONEY PURCHASE PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: ROBERT S RATH MD PC MONEY PURCHASE PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: ROBERT S RATH MD PC MONEY PURCHASE PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
