Plan Snapshot
- Plan Sponsor: James Rheim, M.D., INC.
- Sponsor EIN: 942146556
- Sponsor Address: 757 PACIFIC STREET, SUITE A-1, MONTEREY, CA, 93940
- Plan Type: 401(k)
- Total Participants: 9
- Total Assets: $4.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 9 | $4.6M | $40,672 | $60,969 |
| 2023 | 8 | $4.1M | $58,516 | $66,500 |
| 2022 | 7 | $3.6M | $51,418 | $63,000 |