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JAMES RHEIM, M.D., INC. 401(K) PLAN 401k Plan overview

Plan NameJAMES RHEIM, M.D., INC. 401(K) PLAN
Plan identification number 002

JAMES RHEIM, M.D., INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

JAMES RHEIM, M.D., INC. has sponsored the creation of one or more 401k plans.

Company Name:JAMES RHEIM, M.D., INC.
Employer identification number (EIN):942146556
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about JAMES RHEIM, M.D., INC.

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 1971-10-20
Company Identification Number: C0637092
Legal Registered Office Address: 757 Pacific Street, Suite A-1

Monterey
United States of America (USA)
93940

More information about JAMES RHEIM, M.D., INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES RHEIM, M.D., INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022024-01-01JAMES RHEIM
0022023-01-01
0022023-01-01JAMES RHEIM
0022022-01-01
0022022-01-01JAMES RHEIM
0022021-01-01
0022021-01-01JAMES RHEIM
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01JAMES RHEIM
0022017-01-01
0022016-01-01JAMES RHEIM
0022015-01-01JAMES RHEIM
0022014-01-01JAMES RHEIM
0022013-01-01JAMES RHEIM
0022012-01-01JAMES RHEIM
0022011-01-01JAMES RHEIM
0022010-01-01JAMES RHEIM2011-10-17

Financial Data on JAMES RHEIM, M.D., INC. 401(K) PLAN

Measure Date Value
2025 : JAMES RHEIM, M.D., INC. 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-040
Total liabilities as of the end of the plan year2025-04-041641
Total liabilities as of the beginning of the plan year2025-04-043000
Total expenses incurred by plan in this plan year2025-04-04220270
Net assets as of the end of the plan year2025-04-044609980
Total assets as of the beginning of the plan year2025-04-044130367
Value of plan covered by a fidelity bond2025-04-04500000
Participant contributions to plan in this plan year2025-04-0460969
Other expenses paid from plan in this plan year2025-04-041031
Other contributions to plan in this plan year2025-04-040
Other income to plan in this plan year2025-04-04601242
Plan net income in this plan year2025-04-04480972
Net assets as of the end of the plan year2025-04-044608339
Net assets as of the beginning of the plan year2025-04-044127367
Employer contributions to plan in this plan year2025-04-0439031
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-0440674
2024 : JAMES RHEIM, M.D., INC. 401(K) PLAN 2024 401k financial data
Transfers to/from the plan2024-01-01$0
Total plan liabilities at end of year2024-01-01$0
Total plan liabilities at beginning of year2024-01-01$3,000
Total income from all sources2024-01-01$702,883
Expenses. Total of all expenses incurred2024-01-01$220,270
Benefits paid (including direct rollovers)2024-01-01$178,565
Total plan assets at end of year2024-01-01$4,609,980
Total plan assets at beginning of year2024-01-01$4,130,367
Value of fidelity bond covering the plan2024-01-01$500,000
Assets. Value of tangible personal property2024-01-01$18,000
Total contributions received or receivable from participants2024-01-01$60,969
Expenses. Other expenses not covered elsewhere2024-01-01$1,031
Contributions received from other sources (not participants or employers)2024-01-01$0
Other income received2024-01-01$601,242
Noncash contributions received2024-01-01$0
Net income (gross income less expenses)2024-01-01$482,613
Net plan assets at end of year (total assets less liabilities)2024-01-01$4,609,980
Net plan assets at beginning of year (total assets less liabilities)2024-01-01$4,127,367
Assets. Value of assets in partnership/joint-venture interests2024-01-01$46,305
Total contributions received or receivable from employer(s)2024-01-01$40,672
Value of certain deemed distributions of participant loans2024-01-01$0
Value of corrective distributions2024-01-01$0
Expenses. Administrative service providers (salaries,fees and commissions)2024-01-01$40,674
2023 : JAMES RHEIM, M.D., INC. 401(K) PLAN 2023 401k financial data
Total plan liabilities at end of year2023-12-31$3,000
Total income from all sources2023-12-31$712,068
Expenses. Total of all expenses incurred2023-12-31$183,438
Benefits paid (including direct rollovers)2023-12-31$147,488
Total plan assets at end of year2023-12-31$4,130,367
Total plan assets at beginning of year2023-12-31$3,598,737
Value of fidelity bond covering the plan2023-12-31$500,000
Assets. Value of tangible personal property2023-12-31$18,200
Total contributions received or receivable from participants2023-12-31$66,500
Expenses. Other expenses not covered elsewhere2023-12-31$325
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$587,052
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$528,630
Net plan assets at end of year (total assets less liabilities)2023-12-31$4,127,367
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$3,598,737
Assets. Value of assets in partnership/joint-venture interests2023-12-31$46,305
Total contributions received or receivable from employer(s)2023-12-31$58,516
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$35,625
2022 : JAMES RHEIM, M.D., INC. 401(K) PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-540,867
Expenses. Total of all expenses incurred2022-12-31$361,099
Benefits paid (including direct rollovers)2022-12-31$331,532
Total plan assets at end of year2022-12-31$3,598,737
Total plan assets at beginning of year2022-12-31$4,500,703
Value of fidelity bond covering the plan2022-12-31$500,000
Assets. Value of tangible personal property2022-12-31$18,200
Total contributions received or receivable from participants2022-12-31$63,000
Expenses. Other expenses not covered elsewhere2022-12-31$312
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-655,285
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-901,966
Net plan assets at end of year (total assets less liabilities)2022-12-31$3,598,737
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$4,500,703
Assets. Value of assets in partnership/joint-venture interests2022-12-31$64,980
Total contributions received or receivable from employer(s)2022-12-31$51,418
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$29,255
2021 : JAMES RHEIM, M.D., INC. 401(K) PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$613,593
Expenses. Total of all expenses incurred2021-12-31$190,807
Benefits paid (including direct rollovers)2021-12-31$159,050
Total plan assets at end of year2021-12-31$4,500,703
Total plan assets at beginning of year2021-12-31$4,077,917
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$76,800
Expenses. Other expenses not covered elsewhere2021-12-31$348
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$482,792
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$422,786
Net plan assets at end of year (total assets less liabilities)2021-12-31$4,500,703
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$4,077,917
Assets. Value of assets in partnership/joint-venture interests2021-12-31$29,800
Total contributions received or receivable from employer(s)2021-12-31$54,001
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$31,409
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : JAMES RHEIM, M.D., INC. 401(K) PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$817,175
Expenses. Total of all expenses incurred2020-12-31$203,684
Benefits paid (including direct rollovers)2020-12-31$178,828
Total plan assets at end of year2020-12-31$4,077,917
Total plan assets at beginning of year2020-12-31$3,464,426
Value of fidelity bond covering the plan2020-12-31$500,000
Assets. Value of tangible personal property2020-12-31$18,200
Total contributions received or receivable from participants2020-12-31$59,600
Expenses. Other expenses not covered elsewhere2020-12-31$464
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$689,427
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$613,491
Net plan assets at end of year (total assets less liabilities)2020-12-31$4,077,917
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$3,464,426
Assets. Value of assets in partnership/joint-venture interests2020-12-31$68,400
Total contributions received or receivable from employer(s)2020-12-31$68,148
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$24,392
2019 : JAMES RHEIM, M.D., INC. 401(K) PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$482,244
Expenses. Total of all expenses incurred2019-12-31$129,087
Benefits paid (including direct rollovers)2019-12-31$113,808
Total plan assets at end of year2019-12-31$3,464,426
Total plan assets at beginning of year2019-12-31$3,111,269
Value of fidelity bond covering the plan2019-12-31$500,000
Assets. Value of tangible personal property2019-12-31$18,200
Total contributions received or receivable from participants2019-12-31$50,500
Expenses. Other expenses not covered elsewhere2019-12-31$300
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$369,882
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$353,157
Net plan assets at end of year (total assets less liabilities)2019-12-31$3,464,426
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$3,111,269
Assets. Value of participant loans2019-12-31$0
Assets. Value of assets in partnership/joint-venture interests2019-12-31$68,400
Total contributions received or receivable from employer(s)2019-12-31$61,862
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$14,979
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : JAMES RHEIM, M.D., INC. 401(K) PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-18,389
Expenses. Total of all expenses incurred2018-12-31$142,085
Benefits paid (including direct rollovers)2018-12-31$135,104
Total plan assets at end of year2018-12-31$3,111,269
Total plan assets at beginning of year2018-12-31$3,271,743
Value of fidelity bond covering the plan2018-12-31$500,000
Assets. Value of tangible personal property2018-12-31$18,200
Total contributions received or receivable from participants2018-12-31$52,750
Expenses. Other expenses not covered elsewhere2018-12-31$257
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-129,180
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-160,474
Net plan assets at end of year (total assets less liabilities)2018-12-31$3,111,269
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$3,271,743
Assets. Value of participant loans2018-12-31$9,857
Assets. Value of assets in partnership/joint-venture interests2018-12-31$68,400
Total contributions received or receivable from employer(s)2018-12-31$58,041
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$6,724
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : JAMES RHEIM, M.D., INC. 401(K) PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$-8,541
Expenses. Total of all expenses incurred2017-12-31$146,025
Benefits paid (including direct rollovers)2017-12-31$137,984
Total plan assets at end of year2017-12-31$3,556,015
Total plan assets at beginning of year2017-12-31$3,710,581
Value of fidelity bond covering the plan2017-12-31$500,000
Assets. Value of tangible personal property2017-12-31$18,200
Total contributions received or receivable from participants2017-12-31$50,200
Assets. Value of loans (other than to participants)2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$244
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$-121,794
Net income (gross income less expenses)2017-12-31$-154,566
Net plan assets at end of year (total assets less liabilities)2017-12-31$3,556,015
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$3,710,581
Assets. Value of participant loans2017-12-31$16,230
Assets. Value of assets in partnership/joint-venture interests2017-12-31$91,865
Total contributions received or receivable from employer(s)2017-12-31$63,053
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$7,797
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : JAMES RHEIM, M.D., INC. 401(K) PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$168,862
Expenses. Total of all expenses incurred2016-12-31$172,861
Benefits paid (including direct rollovers)2016-12-31$165,069
Total plan assets at end of year2016-12-31$3,710,581
Total plan assets at beginning of year2016-12-31$3,714,580
Value of fidelity bond covering the plan2016-12-31$500,000
Assets. Value of tangible personal property2016-12-31$18,200
Total contributions received or receivable from participants2016-12-31$49,850
Assets. Value of loans (other than to participants)2016-12-31$296,500
Expenses. Other expenses not covered elsewhere2016-12-31$165
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$57,190
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$-3,999
Net plan assets at end of year (total assets less liabilities)2016-12-31$3,710,581
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$3,714,580
Assets. Value of participant loans2016-12-31$0
Assets. Value of assets in partnership/joint-venture interests2016-12-31$47,000
Total contributions received or receivable from employer(s)2016-12-31$61,822
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$7,627
2015 : JAMES RHEIM, M.D., INC. 401(K) PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$126,910
Expenses. Total of all expenses incurred2015-12-31$138,007
Benefits paid (including direct rollovers)2015-12-31$130,786
Total plan assets at end of year2015-12-31$3,714,580
Total plan assets at beginning of year2015-12-31$3,725,677
Value of fidelity bond covering the plan2015-12-31$500,000
Assets. Value of tangible personal property2015-12-31$26,000
Total contributions received or receivable from participants2015-12-31$51,100
Assets. Value of loans (other than to participants)2015-12-31$296,500
Expenses. Other expenses not covered elsewhere2015-12-31$140
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$12,555
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-11,097
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,714,580
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,725,677
Assets. Value of participant loans2015-12-31$1,113
Assets. Value of assets in partnership/joint-venture interests2015-12-31$47,000
Total contributions received or receivable from employer(s)2015-12-31$63,255
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$7,081
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : JAMES RHEIM, M.D., INC. 401(K) PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$558,395
Expenses. Total of all expenses incurred2014-12-31$536,814
Benefits paid (including direct rollovers)2014-12-31$261,631
Total plan assets at end of year2014-12-31$3,725,677
Total plan assets at beginning of year2014-12-31$3,704,096
Value of fidelity bond covering the plan2014-12-31$500,000
Assets. Value of tangible personal property2014-12-31$5,000
Total contributions received or receivable from participants2014-12-31$49,750
Assets. Value of loans (other than to participants)2014-12-31$343,000
Expenses. Other expenses not covered elsewhere2014-12-31$901
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$450,889
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$21,581
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,725,677
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,704,096
Assets. Value of participant loans2014-12-31$746
Assets. Value of assets in partnership/joint-venture interests2014-12-31$43,000
Total contributions received or receivable from employer(s)2014-12-31$57,756
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$274,282
2013 : JAMES RHEIM, M.D., INC. 401(K) PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$340,139
Expenses. Total of all expenses incurred2013-12-31$2,470,747
Benefits paid (including direct rollovers)2013-12-31$2,455,618
Total plan assets at end of year2013-12-31$3,704,096
Total plan assets at beginning of year2013-12-31$5,834,704
Value of fidelity bond covering the plan2013-12-31$1,500,000
Assets. Value of tangible personal property2013-12-31$5,000
Total contributions received or receivable from participants2013-12-31$53,911
Assets. Value of loans (other than to participants)2013-12-31$1,143,000
Expenses. Other expenses not covered elsewhere2013-12-31$66
Contributions received from other sources (not participants or employers)2013-12-31$5,983
Other income received2013-12-31$219,572
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$-2,130,608
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,704,096
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$5,834,704
Assets. Value of participant loans2013-12-31$470
Assets. Value of assets in partnership/joint-venture interests2013-12-31$50,000
Total contributions received or receivable from employer(s)2013-12-31$60,673
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$15,063
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : JAMES RHEIM, M.D., INC. 401(K) PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$254,382
Expenses. Total of all expenses incurred2012-12-31$178,325
Benefits paid (including direct rollovers)2012-12-31$172,300
Total plan assets at end of year2012-12-31$5,834,704
Total plan assets at beginning of year2012-12-31$5,758,647
Value of fidelity bond covering the plan2012-12-31$1,500,000
Assets. Value of tangible personal property2012-12-31$5,000
Total contributions received or receivable from participants2012-12-31$45,900
Assets. Value of loans (other than to participants)2012-12-31$425,000
Expenses. Other expenses not covered elsewhere2012-12-31$1,323
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$153,211
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$76,057
Net plan assets at end of year (total assets less liabilities)2012-12-31$5,834,704
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$5,758,647
Assets. Value of participant loans2012-12-31$246
Assets. Value of assets in partnership/joint-venture interests2012-12-31$50,000
Total contributions received or receivable from employer(s)2012-12-31$55,271
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$4,702
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : JAMES RHEIM, M.D., INC. 401(K) PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$2,773,895
Expenses. Total of all expenses incurred2011-12-31$206,266
Benefits paid (including direct rollovers)2011-12-31$182,317
Total plan assets at end of year2011-12-31$5,758,647
Total plan assets at beginning of year2011-12-31$3,191,018
Value of fidelity bond covering the plan2011-12-31$1,500,000
Assets. Value of tangible personal property2011-12-31$5,000
Total contributions received or receivable from participants2011-12-31$44,150
Assets. Value of loans (other than to participants)2011-12-31$750,000
Expenses. Other expenses not covered elsewhere2011-12-31$1,517
Contributions received from other sources (not participants or employers)2011-12-31$2,754,067
Other income received2011-12-31$-74,423
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$2,567,629
Net plan assets at end of year (total assets less liabilities)2011-12-31$5,758,647
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,191,018
Assets. Value of participant loans2011-12-31$40
Assets. Value of assets in partnership/joint-venture interests2011-12-31$46,305
Total contributions received or receivable from employer(s)2011-12-31$50,101
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$22,432
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0

Form 5500 Responses for JAMES RHEIM, M.D., INC. 401(K) PLAN

2023: JAMES RHEIM, M.D., INC. 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: JAMES RHEIM, M.D., INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: JAMES RHEIM, M.D., INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: JAMES RHEIM, M.D., INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JAMES RHEIM, M.D., INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JAMES RHEIM, M.D., INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JAMES RHEIM, M.D., INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JAMES RHEIM, M.D., INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JAMES RHEIM, M.D., INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JAMES RHEIM, M.D., INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JAMES RHEIM, M.D., INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JAMES RHEIM, M.D., INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JAMES RHEIM, M.D., INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

LIFE INSURANCE COMPANY OF THE SOUTHWEST (National Association of Insurance Commissioners NAIC id number: 65528 )
Policy contract number0362550
Policy instance 1
UNITED INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 65765 )
Policy contract number4008497/4007786
Policy instance 1
UNITED INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 65765 )
Policy contract number4008497/4007786
Policy instance 1
UNITED INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 65765 )
Policy contract number4008497/4007786
Policy instance 1
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVF51378640
Policy instance 1
UNITED INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 65765 )
Policy contract number4008497/4007786
Policy instance 2
UNITED INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 65765 )
Policy contract number4008497/4007786
Policy instance 1
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVF51378640
Policy instance 2

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