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JAMES RHEIM, M.D., INC. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameJAMES RHEIM, M.D., INC. DEFINED BENEFIT PENSION PLAN
Plan identification number 004

JAMES RHEIM, M.D., INC. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Code section 414(k) arrangement - Benefits are based partly on the balance of the separate account of the participant (also include appropriate defined contribution pension feature codes).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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.

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. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042011-01-01JAMES RHEIM
0042009-01-01JAMES RHEIM

Plan Statistics for JAMES RHEIM, M.D., INC. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for JAMES RHEIM, M.D., INC. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2011: JAMES RHEIM, M.D., INC. DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011
Total number of active participants reported on line 7a of the Form 55002011-01-010
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: JAMES RHEIM, M.D., INC. DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-017
Total number of active participants reported on line 7a of the Form 55002009-01-011
Number of retired or separated participants receiving benefits2009-01-013
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on JAMES RHEIM, M.D., INC. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2011 : JAMES RHEIM, M.D., INC. DEFINED BENEFIT PENSION 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$92,574
Expenses. Total of all expenses incurred2011-12-31$2,755,248
Benefits paid (including direct rollovers)2011-12-31$2,754,067
Total plan assets at end of year2011-12-31$0
Total plan assets at beginning of year2011-12-31$2,662,674
Value of fidelity bond covering the plan2011-12-31$500,000
Assets. Value of tangible personal property2011-12-31$0
Total contributions received or receivable from participants2011-12-31$0
Assets. Value of loans (other than to participants)2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$40
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$92,574
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$-2,662,674
Net plan assets at end of year (total assets less liabilities)2011-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,662,674
Assets. Value of assets in partnership/joint-venture interests2011-12-31$0
Total contributions received or receivable from employer(s)2011-12-31$0
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$1,141
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$726,305
2010 : JAMES RHEIM, M.D., INC. DEFINED BENEFIT PENSION PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$37,768
Expenses. Total of all expenses incurred2010-12-31$50,735
Benefits paid (including direct rollovers)2010-12-31$50,439
Total plan assets at end of year2010-12-31$2,662,674
Total plan assets at beginning of year2010-12-31$2,675,641
Value of fidelity bond covering the plan2010-12-31$500,000
Assets. Value of tangible personal property2010-12-31$5,000
Total contributions received or receivable from participants2010-12-31$0
Assets. Value of loans (other than to participants)2010-12-31$350,000
Expenses. Other expenses not covered elsewhere2010-12-31$71
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$37,768
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$-12,967
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,662,674
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,675,641
Assets. Value of assets in partnership/joint-venture interests2010-12-31$125,196
Total contributions received or receivable from employer(s)2010-12-31$0
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$225
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : JAMES RHEIM, M.D., INC. DEFINED BENEFIT PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for JAMES RHEIM, M.D., INC. DEFINED BENEFIT PENSION PLAN

2011: JAMES RHEIM, M.D., INC. DEFINED BENEFIT PENSION 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 filingYes
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
2009: JAMES RHEIM, M.D., INC. DEFINED BENEFIT PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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