Plan Name | JAMES RHEIM, M.D., INC. DEFINED BENEFIT PENSION PLAN |
Plan identification number | 004 |
401k Plan Type | Defined Benefit 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 |
---|---|---|---|---|---|
004 | 2011-01-01 | JAMES RHEIM | |||
004 | 2009-01-01 | JAMES RHEIM |
Measure | Date | Value |
---|---|---|
2011: JAMES RHEIM, M.D., INC. DEFINED BENEFIT PENSION PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
Total of all active and inactive participants | 2011-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: JAMES RHEIM, M.D., INC. DEFINED BENEFIT PENSION PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
Total of all active and inactive participants | 2009-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2011 : JAMES RHEIM, M.D., INC. DEFINED BENEFIT PENSION 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 | $92,574 |
Expenses. Total of all expenses incurred | 2011-12-31 | $2,755,248 |
Benefits paid (including direct rollovers) | 2011-12-31 | $2,754,067 |
Total plan assets at end of year | 2011-12-31 | $0 |
Total plan assets at beginning of year | 2011-12-31 | $2,662,674 |
Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
Assets. Value of tangible personal property | 2011-12-31 | $0 |
Total contributions received or receivable from participants | 2011-12-31 | $0 |
Assets. Value of loans (other than to participants) | 2011-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $40 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $92,574 |
Noncash contributions received | 2011-12-31 | $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 interests | 2011-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $0 |
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 | $1,141 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $726,305 |
2010 : JAMES RHEIM, M.D., INC. DEFINED BENEFIT PENSION PLAN 2010 401k financial data | ||
Transfers to/from the plan | 2010-12-31 | $0 |
Total plan liabilities at end of year | 2010-12-31 | $0 |
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $37,768 |
Expenses. Total of all expenses incurred | 2010-12-31 | $50,735 |
Benefits paid (including direct rollovers) | 2010-12-31 | $50,439 |
Total plan assets at end of year | 2010-12-31 | $2,662,674 |
Total plan assets at beginning of year | 2010-12-31 | $2,675,641 |
Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
Assets. Value of tangible personal property | 2010-12-31 | $5,000 |
Total contributions received or receivable from participants | 2010-12-31 | $0 |
Assets. Value of loans (other than to participants) | 2010-12-31 | $350,000 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $71 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $37,768 |
Noncash contributions received | 2010-12-31 | $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 interests | 2010-12-31 | $125,196 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $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 securities | 2010-12-31 | $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 securities | 2009-12-31 | $0 |
2011: JAMES RHEIM, M.D., INC. DEFINED BENEFIT PENSION 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 | Yes |
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 |
2009: JAMES RHEIM, M.D., INC. DEFINED BENEFIT PENSION 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 – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |