Civic Intelligence

James Rheim, M.D. Inc.

Plan context: James Rheim, M.D. Inc. 401(K) Plan

EIN 94-2146556 • Monterey, CA • 34 filings • 4 plans

757 Pacific Street, Suite A-1Monterey, CA 93940
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$4,609,980

2024 Contributions

$101,641

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$5,940,157$2,970,079$0199920142024YearValue
$4,609,980Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1580199920132024YearValue
9Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202419$4,609,980$101,641$11,293iApproximate average salary by contribution assumption: employee only about $282,336 at 4% or $188,224 at 6%; with 50% employer match about $188,224 at 4% or $125,483 at 6%; with 100% employer match about $141,168 at 4% or $94,112 at 6%.
James Rheim, M.D. Inc. 401(K) Plan-9$4,609,980$101,641$11,293iApproximate average salary by contribution assumption: employee only about $282,336 at 4% or $188,224 at 6%; with 50% employer match about $188,224 at 4% or $125,483 at 6%; with 100% employer match about $141,168 at 4% or $94,112 at 6%.
202318$4,130,367$125,016$15,627iApproximate average salary by contribution assumption: employee only about $390,675 at 4% or $260,450 at 6%; with 50% employer match about $260,450 at 4% or $173,633 at 6%; with 100% employer match about $195,338 at 4% or $130,225 at 6%.
James Rheim, M.D. Inc. 401(K) Plan-8$4,130,367$125,016$15,627iApproximate average salary by contribution assumption: employee only about $390,675 at 4% or $260,450 at 6%; with 50% employer match about $260,450 at 4% or $173,633 at 6%; with 100% employer match about $195,338 at 4% or $130,225 at 6%.
202217$3,598,737$114,418$16,345iApproximate average salary by contribution assumption: employee only about $408,636 at 4% or $272,424 at 6%; with 50% employer match about $272,424 at 4% or $181,616 at 6%; with 100% employer match about $204,318 at 4% or $136,212 at 6%.
James Rheim, M.D. Inc. 401(K) Plan-7$3,598,737$114,418$16,345iApproximate average salary by contribution assumption: employee only about $408,636 at 4% or $272,424 at 6%; with 50% employer match about $272,424 at 4% or $181,616 at 6%; with 100% employer match about $204,318 at 4% or $136,212 at 6%.
202119$4,500,703$130,801$14,533iApproximate average salary by contribution assumption: employee only about $363,336 at 4% or $242,224 at 6%; with 50% employer match about $242,224 at 4% or $161,483 at 6%; with 100% employer match about $181,668 at 4% or $121,112 at 6%.
James Rheim, M.D. Inc. 401(K) Plan-9$4,500,703$130,801$14,533iApproximate average salary by contribution assumption: employee only about $363,336 at 4% or $242,224 at 6%; with 50% employer match about $242,224 at 4% or $161,483 at 6%; with 100% employer match about $181,668 at 4% or $121,112 at 6%.
202019$4,077,917$127,748$14,194iApproximate average salary by contribution assumption: employee only about $354,856 at 4% or $236,570 at 6%; with 50% employer match about $236,570 at 4% or $157,714 at 6%; with 100% employer match about $177,428 at 4% or $118,285 at 6%.
James Rheim, M.D. Inc. 401(K) Plan-9$4,077,917$127,748$14,194iApproximate average salary by contribution assumption: employee only about $354,856 at 4% or $236,570 at 6%; with 50% employer match about $236,570 at 4% or $157,714 at 6%; with 100% employer match about $177,428 at 4% or $118,285 at 6%.
201917$3,464,426$112,362$16,052iApproximate average salary by contribution assumption: employee only about $401,293 at 4% or $267,529 at 6%; with 50% employer match about $267,529 at 4% or $178,352 at 6%; with 100% employer match about $200,646 at 4% or $133,764 at 6%.
James Rheim, M.D. Inc. 401(K) Plan-7$3,464,426$112,362$16,052iApproximate average salary by contribution assumption: employee only about $401,293 at 4% or $267,529 at 6%; with 50% employer match about $267,529 at 4% or $178,352 at 6%; with 100% employer match about $200,646 at 4% or $133,764 at 6%.
201816$3,111,269$110,791$18,465iApproximate average salary by contribution assumption: employee only about $461,629 at 4% or $307,753 at 6%; with 50% employer match about $307,753 at 4% or $205,169 at 6%; with 100% employer match about $230,815 at 4% or $153,876 at 6%.
James Rheim, M.D. Inc. 401(K) Plan-6$3,111,269$110,791$18,465iApproximate average salary by contribution assumption: employee only about $461,629 at 4% or $307,753 at 6%; with 50% employer match about $307,753 at 4% or $205,169 at 6%; with 100% employer match about $230,815 at 4% or $153,876 at 6%.
201719$3,271,743$113,253$12,584iApproximate average salary by contribution assumption: employee only about $314,592 at 4% or $209,728 at 6%; with 50% employer match about $209,728 at 4% or $139,819 at 6%; with 100% employer match about $157,296 at 4% or $104,864 at 6%.
James Rheim, M.D. Inc. 401(K) Plan-9$3,271,743$113,253$12,584iApproximate average salary by contribution assumption: employee only about $314,592 at 4% or $209,728 at 6%; with 50% employer match about $209,728 at 4% or $139,819 at 6%; with 100% employer match about $157,296 at 4% or $104,864 at 6%.
2016110$3,710,581$111,672$11,167iApproximate average salary by contribution assumption: employee only about $279,180 at 4% or $186,120 at 6%; with 50% employer match about $186,120 at 4% or $124,080 at 6%; with 100% employer match about $139,590 at 4% or $93,060 at 6%.
James Rheim, M.D. Inc. 401(K) Plan-10$3,710,581$111,672$11,167iApproximate average salary by contribution assumption: employee only about $279,180 at 4% or $186,120 at 6%; with 50% employer match about $186,120 at 4% or $124,080 at 6%; with 100% employer match about $139,590 at 4% or $93,060 at 6%.
2015111$3,714,580$114,355$10,396iApproximate average salary by contribution assumption: employee only about $259,898 at 4% or $173,265 at 6%; with 50% employer match about $173,265 at 4% or $115,510 at 6%; with 100% employer match about $129,949 at 4% or $86,633 at 6%.
James Rheim, M.D. Inc. 401(K) Plan-11$3,714,580$114,355$10,396iApproximate average salary by contribution assumption: employee only about $259,898 at 4% or $173,265 at 6%; with 50% employer match about $173,265 at 4% or $115,510 at 6%; with 100% employer match about $129,949 at 4% or $86,633 at 6%.
201417$3,725,677$107,506$15,358iApproximate average salary by contribution assumption: employee only about $383,950 at 4% or $255,967 at 6%; with 50% employer match about $255,967 at 4% or $170,644 at 6%; with 100% employer match about $191,975 at 4% or $127,983 at 6%.
James Rheim, M.D. Inc. 401(K) Plan-7$3,725,677$107,506$15,358iApproximate average salary by contribution assumption: employee only about $383,950 at 4% or $255,967 at 6%; with 50% employer match about $255,967 at 4% or $170,644 at 6%; with 100% employer match about $191,975 at 4% or $127,983 at 6%.
201318$3,704,096$120,567$15,071iApproximate average salary by contribution assumption: employee only about $376,772 at 4% or $251,181 at 6%; with 50% employer match about $251,181 at 4% or $167,454 at 6%; with 100% employer match about $188,386 at 4% or $125,591 at 6%.
James Rheim, M.D. Inc. 401(K) Plan-8$3,704,096$120,567$15,071iApproximate average salary by contribution assumption: employee only about $376,772 at 4% or $251,181 at 6%; with 50% employer match about $251,181 at 4% or $167,454 at 6%; with 100% employer match about $188,386 at 4% or $125,591 at 6%.
201219$5,834,704$101,171$11,241iApproximate average salary by contribution assumption: employee only about $281,031 at 4% or $187,354 at 6%; with 50% employer match about $187,354 at 4% or $124,902 at 6%; with 100% employer match about $140,515 at 4% or $93,677 at 6%.
James Rheim, M.D. Inc. 401(K) Plan-9$5,834,704$101,171$11,241iApproximate average salary by contribution assumption: employee only about $281,031 at 4% or $187,354 at 6%; with 50% employer match about $187,354 at 4% or $124,902 at 6%; with 100% employer match about $140,515 at 4% or $93,677 at 6%.
201129$5,758,647$2,848,318$316,480iApproximate average salary by contribution assumption: employee only about $7,911,994 at 4% or $5,274,663 at 6%; with 50% employer match about $5,274,663 at 4% or $3,516,442 at 6%; with 100% employer match about $3,955,997 at 4% or $2,637,331 at 6%.
James Rheim, M.D. Inc. 401(K) Plan-9$5,758,647$2,848,318$316,480iApproximate average salary by contribution assumption: employee only about $7,911,994 at 4% or $5,274,663 at 6%; with 50% employer match about $5,274,663 at 4% or $3,516,442 at 6%; with 100% employer match about $3,955,997 at 4% or $2,637,331 at 6%.
James Rheim, M.D. Inc. Defined Benefit Pension Plan-0---
2010212$5,853,692$99,867$8,322iApproximate average salary by contribution assumption: employee only about $208,056 at 4% or $138,704 at 6%; with 50% employer match about $138,704 at 4% or $92,469 at 6%; with 100% employer match about $104,028 at 4% or $69,352 at 6%.
James Rheim, M.D. Inc. 401(K) Plan-12$3,191,018$99,867$8,322iApproximate average salary by contribution assumption: employee only about $208,056 at 4% or $138,704 at 6%; with 50% employer match about $138,704 at 4% or $92,469 at 6%; with 100% employer match about $104,028 at 4% or $69,352 at 6%.
James Rheim, M.D. Inc. Defined Benefit Pension Plan-1$2,662,674--
2009215$5,940,157$96,306$6,420iApproximate average salary by contribution assumption: employee only about $160,510 at 4% or $107,007 at 6%; with 50% employer match about $107,007 at 4% or $71,338 at 6%; with 100% employer match about $80,255 at 4% or $53,503 at 6%.
James Rheim, M.D. Inc. 401(K) Plan-15$3,264,516$96,306$6,420iApproximate average salary by contribution assumption: employee only about $160,510 at 4% or $107,007 at 6%; with 50% employer match about $107,007 at 4% or $71,338 at 6%; with 100% employer match about $80,255 at 4% or $53,503 at 6%.
James Rheim, M.D. Inc. Defined Benefit Pension Plan-1$2,675,641--
2008210$3,053,663$89,351$8,935iApproximate average salary by contribution assumption: employee only about $223,378 at 4% or $148,918 at 6%; with 50% employer match about $148,918 at 4% or $99,279 at 6%; with 100% employer match about $111,689 at 4% or $74,459 at 6%.
James Rheim, M.D. Inc. 401(K) Plan-10$3,053,663$89,351$8,935iApproximate average salary by contribution assumption: employee only about $223,378 at 4% or $148,918 at 6%; with 50% employer match about $148,918 at 4% or $99,279 at 6%; with 100% employer match about $111,689 at 4% or $74,459 at 6%.
James Rheim, M.D. Inc. Defined Benefit Pension Plan-4---
200726$0$0-
James Rheim, M.D. Inc. 401(K) Plan-6---
James Rheim, M.D. Inc. Defined Benefit Pension Plan-0---
200624$0$0-
James Rheim, M.D. Inc. Defined Benefit Pension Plan-4---
James Rheim, M.D. Inc. 401(K) Plan-4---
200324$3,027,792$20,197$5,049iApproximate average salary by contribution assumption: employee only about $126,231 at 4% or $84,154 at 6%; with 50% employer match about $84,154 at 4% or $56,103 at 6%; with 100% employer match about $63,116 at 4% or $42,077 at 6%.
James Rheim, M.D. Inc. 401(K) Plan-2$3,027,792$20,197$10,099iApproximate average salary by contribution assumption: employee only about $252,463 at 4% or $168,308 at 6%; with 50% employer match about $168,308 at 4% or $112,206 at 6%; with 100% employer match about $126,231 at 4% or $84,154 at 6%.
James Rheim, M.D. Inc. Defined Benefit Pension Plan-4---
200225$3,800,589$240,567$48,113iApproximate average salary by contribution assumption: employee only about $1,202,835 at 4% or $801,890 at 6%; with 50% employer match about $801,890 at 4% or $534,593 at 6%; with 100% employer match about $601,418 at 4% or $400,945 at 6%.
James Rheim, M.D. Inc. 401(K) Plan-5$2,769,592$44,508$8,902iApproximate average salary by contribution assumption: employee only about $222,540 at 4% or $148,360 at 6%; with 50% employer match about $148,360 at 4% or $98,907 at 6%; with 100% employer match about $111,270 at 4% or $74,180 at 6%.
James Rheim, M.D. Inc. Defined Benefit Pension Plan-4$1,030,997$196,059$49,015iApproximate average salary by contribution assumption: employee only about $1,225,369 at 4% or $816,913 at 6%; with 50% employer match about $816,913 at 4% or $544,608 at 6%; with 100% employer match about $612,684 at 4% or $408,456 at 6%.
200125$0$0-
James Rheim, M.D. Inc. Defined Benefit Pension Plan-4---
James Rheim, M.D. Inc. 401(K) Plan-5---
200025$2,778,851$38,608$7,722iApproximate average salary by contribution assumption: employee only about $193,040 at 4% or $128,693 at 6%; with 50% employer match about $128,693 at 4% or $85,796 at 6%; with 100% employer match about $96,520 at 4% or $64,347 at 6%.
James Rheim, M.D. Inc. 401(K) Plan-5$2,778,851$38,608$7,722iApproximate average salary by contribution assumption: employee only about $193,040 at 4% or $128,693 at 6%; with 50% employer match about $128,693 at 4% or $85,796 at 6%; with 100% employer match about $96,520 at 4% or $64,347 at 6%.
James Rheim, M.D. Inc. Defined Benefit Pension Plan-4---
199914$943,773$88,899$22,225iApproximate average salary by contribution assumption: employee only about $555,619 at 4% or $370,413 at 6%; with 50% employer match about $370,413 at 4% or $246,942 at 6%; with 100% employer match about $277,809 at 4% or $185,206 at 6%.
James Rheim, M.D. Inc. Defined Benefit Pension Plan-4$943,773$88,899$22,225iApproximate average salary by contribution assumption: employee only about $555,619 at 4% or $370,413 at 6%; with 50% employer match about $370,413 at 4% or $246,942 at 6%; with 100% employer match about $277,809 at 4% or $185,206 at 6%.