| Plan Name | JAMES RHEIM, M.D., INC. 401(K) PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| 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.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2024-01-01 | JAMES RHEIM | |||
| 002 | 2023-01-01 | ||||
| 002 | 2023-01-01 | JAMES RHEIM | |||
| 002 | 2022-01-01 | ||||
| 002 | 2022-01-01 | JAMES RHEIM | |||
| 002 | 2021-01-01 | ||||
| 002 | 2021-01-01 | JAMES RHEIM | |||
| 002 | 2020-01-01 | ||||
| 002 | 2019-01-01 | ||||
| 002 | 2018-01-01 | ||||
| 002 | 2017-01-01 | JAMES RHEIM | |||
| 002 | 2017-01-01 | ||||
| 002 | 2016-01-01 | JAMES RHEIM | |||
| 002 | 2015-01-01 | JAMES RHEIM | |||
| 002 | 2014-01-01 | JAMES RHEIM | |||
| 002 | 2013-01-01 | JAMES RHEIM | |||
| 002 | 2012-01-01 | JAMES RHEIM | |||
| 002 | 2011-01-01 | JAMES RHEIM | |||
| 002 | 2010-01-01 | JAMES RHEIM | 2011-10-17 |
| Measure | Date | Value |
|---|---|---|
| 2025 : JAMES RHEIM, M.D., INC. 401(K) PLAN 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-04-04 | 0 |
| Total liabilities as of the end of the plan year | 2025-04-04 | 1641 |
| Total liabilities as of the beginning of the plan year | 2025-04-04 | 3000 |
| Total expenses incurred by plan in this plan year | 2025-04-04 | 220270 |
| Net assets as of the end of the plan year | 2025-04-04 | 4609980 |
| Total assets as of the beginning of the plan year | 2025-04-04 | 4130367 |
| Value of plan covered by a fidelity bond | 2025-04-04 | 500000 |
| Participant contributions to plan in this plan year | 2025-04-04 | 60969 |
| Other expenses paid from plan in this plan year | 2025-04-04 | 1031 |
| Other contributions to plan in this plan year | 2025-04-04 | 0 |
| Other income to plan in this plan year | 2025-04-04 | 601242 |
| Plan net income in this plan year | 2025-04-04 | 480972 |
| Net assets as of the end of the plan year | 2025-04-04 | 4608339 |
| Net assets as of the beginning of the plan year | 2025-04-04 | 4127367 |
| Employer contributions to plan in this plan year | 2025-04-04 | 39031 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-04 | 40674 |
| 2024 : JAMES RHEIM, M.D., INC. 401(K) PLAN 2024 401k financial data | ||
| Transfers to/from the plan | 2024-01-01 | $0 |
| Total plan liabilities at end of year | 2024-01-01 | $0 |
| Total plan liabilities at beginning of year | 2024-01-01 | $3,000 |
| Total income from all sources | 2024-01-01 | $702,883 |
| Expenses. Total of all expenses incurred | 2024-01-01 | $220,270 |
| Benefits paid (including direct rollovers) | 2024-01-01 | $178,565 |
| Total plan assets at end of year | 2024-01-01 | $4,609,980 |
| Total plan assets at beginning of year | 2024-01-01 | $4,130,367 |
| Value of fidelity bond covering the plan | 2024-01-01 | $500,000 |
| Assets. Value of tangible personal property | 2024-01-01 | $18,000 |
| Total contributions received or receivable from participants | 2024-01-01 | $60,969 |
| Expenses. Other expenses not covered elsewhere | 2024-01-01 | $1,031 |
| Contributions received from other sources (not participants or employers) | 2024-01-01 | $0 |
| Other income received | 2024-01-01 | $601,242 |
| Noncash contributions received | 2024-01-01 | $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 interests | 2024-01-01 | $46,305 |
| Total contributions received or receivable from employer(s) | 2024-01-01 | $40,672 |
| Value of certain deemed distributions of participant loans | 2024-01-01 | $0 |
| Value of corrective distributions | 2024-01-01 | $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 year | 2023-12-31 | $3,000 |
| Total income from all sources | 2023-12-31 | $712,068 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $183,438 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $147,488 |
| Total plan assets at end of year | 2023-12-31 | $4,130,367 |
| Total plan assets at beginning of year | 2023-12-31 | $3,598,737 |
| Value of fidelity bond covering the plan | 2023-12-31 | $500,000 |
| Assets. Value of tangible personal property | 2023-12-31 | $18,200 |
| Total contributions received or receivable from participants | 2023-12-31 | $66,500 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $325 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
| Other income received | 2023-12-31 | $587,052 |
| Noncash contributions received | 2023-12-31 | $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 interests | 2023-12-31 | $46,305 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $58,516 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
| Value of corrective distributions | 2023-12-31 | $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 plan | 2022-12-31 | $0 |
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $-540,867 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $361,099 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $331,532 |
| Total plan assets at end of year | 2022-12-31 | $3,598,737 |
| Total plan assets at beginning of year | 2022-12-31 | $4,500,703 |
| Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
| Assets. Value of tangible personal property | 2022-12-31 | $18,200 |
| Total contributions received or receivable from participants | 2022-12-31 | $63,000 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $312 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $-655,285 |
| Noncash contributions received | 2022-12-31 | $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 interests | 2022-12-31 | $64,980 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $51,418 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $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 year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $613,593 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $190,807 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $159,050 |
| Total plan assets at end of year | 2021-12-31 | $4,500,703 |
| Total plan assets at beginning of year | 2021-12-31 | $4,077,917 |
| Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $76,800 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $348 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
| Other income received | 2021-12-31 | $482,792 |
| Noncash contributions received | 2021-12-31 | $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 interests | 2021-12-31 | $29,800 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $54,001 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $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 securities | 2021-12-31 | $0 |
| 2020 : JAMES RHEIM, M.D., INC. 401(K) PLAN 2020 401k financial data | ||
| Transfers to/from the plan | 2020-12-31 | $0 |
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $817,175 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $203,684 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $178,828 |
| Total plan assets at end of year | 2020-12-31 | $4,077,917 |
| Total plan assets at beginning of year | 2020-12-31 | $3,464,426 |
| Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
| Assets. Value of tangible personal property | 2020-12-31 | $18,200 |
| Total contributions received or receivable from participants | 2020-12-31 | $59,600 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $464 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $689,427 |
| Noncash contributions received | 2020-12-31 | $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 interests | 2020-12-31 | $68,400 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $68,148 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $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 plan | 2019-12-31 | $0 |
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $482,244 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $129,087 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $113,808 |
| Total plan assets at end of year | 2019-12-31 | $3,464,426 |
| Total plan assets at beginning of year | 2019-12-31 | $3,111,269 |
| Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
| Assets. Value of tangible personal property | 2019-12-31 | $18,200 |
| Total contributions received or receivable from participants | 2019-12-31 | $50,500 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $300 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $369,882 |
| Noncash contributions received | 2019-12-31 | $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 loans | 2019-12-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2019-12-31 | $68,400 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $61,862 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $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 securities | 2019-12-31 | $0 |
| 2018 : JAMES RHEIM, M.D., INC. 401(K) PLAN 2018 401k financial data | ||
| Transfers to/from the plan | 2018-12-31 | $0 |
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $-18,389 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $142,085 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $135,104 |
| Total plan assets at end of year | 2018-12-31 | $3,111,269 |
| Total plan assets at beginning of year | 2018-12-31 | $3,271,743 |
| Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
| Assets. Value of tangible personal property | 2018-12-31 | $18,200 |
| Total contributions received or receivable from participants | 2018-12-31 | $52,750 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $257 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $-129,180 |
| Noncash contributions received | 2018-12-31 | $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 loans | 2018-12-31 | $9,857 |
| Assets. Value of assets in partnership/joint-venture interests | 2018-12-31 | $68,400 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $58,041 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $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 securities | 2018-12-31 | $0 |
| 2017 : JAMES RHEIM, M.D., INC. 401(K) PLAN 2017 401k financial data | ||
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $-8,541 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $146,025 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $137,984 |
| Total plan assets at end of year | 2017-12-31 | $3,556,015 |
| Total plan assets at beginning of year | 2017-12-31 | $3,710,581 |
| Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
| Assets. Value of tangible personal property | 2017-12-31 | $18,200 |
| Total contributions received or receivable from participants | 2017-12-31 | $50,200 |
| Assets. Value of loans (other than to participants) | 2017-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $244 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $-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 loans | 2017-12-31 | $16,230 |
| Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $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 securities | 2017-12-31 | $0 |
| 2016 : JAMES RHEIM, M.D., INC. 401(K) PLAN 2016 401k financial data | ||
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $168,862 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $172,861 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $165,069 |
| Total plan assets at end of year | 2016-12-31 | $3,710,581 |
| Total plan assets at beginning of year | 2016-12-31 | $3,714,580 |
| Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
| Assets. Value of tangible personal property | 2016-12-31 | $18,200 |
| Total contributions received or receivable from participants | 2016-12-31 | $49,850 |
| Assets. Value of loans (other than to participants) | 2016-12-31 | $296,500 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $165 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $57,190 |
| Noncash contributions received | 2016-12-31 | $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 loans | 2016-12-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $47,000 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $61,822 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $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 plan | 2015-12-31 | $0 |
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $126,910 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $138,007 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $130,786 |
| Total plan assets at end of year | 2015-12-31 | $3,714,580 |
| Total plan assets at beginning of year | 2015-12-31 | $3,725,677 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Assets. Value of tangible personal property | 2015-12-31 | $26,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $51,100 |
| Assets. Value of loans (other than to participants) | 2015-12-31 | $296,500 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $140 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $12,555 |
| Noncash contributions received | 2015-12-31 | $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 loans | 2015-12-31 | $1,113 |
| Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $47,000 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $63,255 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $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 securities | 2015-12-31 | $0 |
| 2014 : JAMES RHEIM, M.D., INC. 401(K) PLAN 2014 401k financial data | ||
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total plan liabilities at end of year | 2014-12-31 | $0 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $558,395 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $536,814 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $261,631 |
| Total plan assets at end of year | 2014-12-31 | $3,725,677 |
| Total plan assets at beginning of year | 2014-12-31 | $3,704,096 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Assets. Value of tangible personal property | 2014-12-31 | $5,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $49,750 |
| Assets. Value of loans (other than to participants) | 2014-12-31 | $343,000 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $901 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $450,889 |
| Noncash contributions received | 2014-12-31 | $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 loans | 2014-12-31 | $746 |
| Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $43,000 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $57,756 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $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 plan | 2013-12-31 | $0 |
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total plan liabilities at beginning of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $340,139 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $2,470,747 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $2,455,618 |
| Total plan assets at end of year | 2013-12-31 | $3,704,096 |
| Total plan assets at beginning of year | 2013-12-31 | $5,834,704 |
| Value of fidelity bond covering the plan | 2013-12-31 | $1,500,000 |
| Assets. Value of tangible personal property | 2013-12-31 | $5,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $53,911 |
| Assets. Value of loans (other than to participants) | 2013-12-31 | $1,143,000 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $66 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $5,983 |
| Other income received | 2013-12-31 | $219,572 |
| Noncash contributions received | 2013-12-31 | $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 loans | 2013-12-31 | $470 |
| Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $50,000 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $60,673 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $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 securities | 2013-12-31 | $0 |
| 2012 : JAMES RHEIM, M.D., INC. 401(K) PLAN 2012 401k financial data | ||
| Transfers to/from the plan | 2012-12-31 | $0 |
| Total plan liabilities at end of year | 2012-12-31 | $0 |
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $254,382 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $178,325 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $172,300 |
| Total plan assets at end of year | 2012-12-31 | $5,834,704 |
| Total plan assets at beginning of year | 2012-12-31 | $5,758,647 |
| Value of fidelity bond covering the plan | 2012-12-31 | $1,500,000 |
| Assets. Value of tangible personal property | 2012-12-31 | $5,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $45,900 |
| Assets. Value of loans (other than to participants) | 2012-12-31 | $425,000 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $1,323 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $153,211 |
| Noncash contributions received | 2012-12-31 | $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 loans | 2012-12-31 | $246 |
| Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $50,000 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $55,271 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $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 securities | 2012-12-31 | $0 |
| 2011 : JAMES RHEIM, M.D., INC. 401(K) PLAN 2011 401k financial data | ||
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total plan liabilities at end of year | 2011-12-31 | $0 |
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $2,773,895 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $206,266 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $182,317 |
| Total plan assets at end of year | 2011-12-31 | $5,758,647 |
| Total plan assets at beginning of year | 2011-12-31 | $3,191,018 |
| Value of fidelity bond covering the plan | 2011-12-31 | $1,500,000 |
| Assets. Value of tangible personal property | 2011-12-31 | $5,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $44,150 |
| Assets. Value of loans (other than to participants) | 2011-12-31 | $750,000 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $1,517 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $2,754,067 |
| Other income received | 2011-12-31 | $-74,423 |
| Noncash contributions received | 2011-12-31 | $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 loans | 2011-12-31 | $40 |
| Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $46,305 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $50,101 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $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 securities | 2011-12-31 | $0 |
| 2023: JAMES RHEIM, M.D., INC. 401(K) 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 – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: JAMES RHEIM, M.D., INC. 401(K) 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 – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: JAMES RHEIM, M.D., INC. 401(K) 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 – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: JAMES RHEIM, M.D., INC. 401(K) PLAN 2020 form 5500 responses | ||
| 2020-01-01 | Type of plan entity | Single employer plan |
| 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 – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: JAMES RHEIM, M.D., INC. 401(K) PLAN 2019 form 5500 responses | ||
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: JAMES RHEIM, M.D., INC. 401(K) PLAN 2018 form 5500 responses | ||
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: JAMES RHEIM, M.D., INC. 401(K) PLAN 2017 form 5500 responses | ||
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: JAMES RHEIM, M.D., INC. 401(K) PLAN 2016 form 5500 responses | ||
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: JAMES RHEIM, M.D., INC. 401(K) PLAN 2015 form 5500 responses | ||
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: JAMES RHEIM, M.D., INC. 401(K) PLAN 2014 form 5500 responses | ||
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: JAMES RHEIM, M.D., INC. 401(K) PLAN 2013 form 5500 responses | ||
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: JAMES RHEIM, M.D., INC. 401(K) 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 – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: JAMES RHEIM, M.D., INC. 401(K) 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 – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| LIFE INSURANCE COMPANY OF THE SOUTHWEST (National Association of Insurance Commissioners NAIC id number: 65528 ) | |
| Policy contract number | 0362550 |
| Policy instance | 1 |
| UNITED INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 65765 ) | |
| Policy contract number | 4008497/4007786 |
| Policy instance | 1 |
| UNITED INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 65765 ) | |
| Policy contract number | 4008497/4007786 |
| Policy instance | 1 |
| UNITED INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 65765 ) | |
| Policy contract number | 4008497/4007786 |
| Policy instance | 1 |
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) | |
| Policy contract number | VF51378640 |
| Policy instance | 1 |
| UNITED INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 65765 ) | |
| Policy contract number | 4008497/4007786 |
| Policy instance | 2 |
| UNITED INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 65765 ) | |
| Policy contract number | 4008497/4007786 |
| Policy instance | 1 |
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) | |
| Policy contract number | VF51378640 |
| Policy instance | 2 |