401k Plan data: ALLERGY ASSOCIATES, INC. PROFIT SHARING PLAN plan

ALLERGY ASSOCIATES, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	ALLERGY ASSOCIATES, INC. PROFIT SHARING PLAN
Plan identification number	002

ALLERGY ASSOCIATES, INC. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

ALLERGY ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: ALLERGY ASSOCIATES, INC.

Employer identification number (EIN): 042798647

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Additional information about ALLERGY ASSOCIATES, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1986-04-30

Company Identification Number: J11903

Legal Registered Office Address: 709 N. CLYDE MORRIS BLVD.

DAYTONA BEACH

32114

More information about ALLERGY ASSOCIATES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALLERGY ASSOCIATES, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2024-01-01
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01
002 2013-01-01 BRUCE GOLDSTEIN 2014-07-11
002 2012-01-01 BRUCE GOLDSTEIN 2013-07-15
002 2011-01-01 BRUCE GOLDSTEIN 2012-04-09
002 2010-01-01 BRUCE GOLDSTEIN 2011-06-24

Financial Data on ALLERGY ASSOCIATES, INC. PROFIT SHARING PLAN

Measure	Date	Value
2024 : ALLERGY ASSOCIATES, INC. PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-11-06	8538604
Net assets as of the end of the plan year	2024-11-06	0
Total assets as of the beginning of the plan year	2024-11-06	8048509
Value of plan covered by a fidelity bond	2024-11-06	500000
Participant contributions to plan in this plan year	2024-11-06	76366
Value of participant loans at end of plan year	2024-11-06	0
Other expenses paid from plan in this plan year	2024-11-06	55
Other income to plan in this plan year	2024-11-06	394360
Plan net income in this plan year	2024-11-06	-8048509
Net assets as of the end of the plan year	2024-11-06	0
Net assets as of the beginning of the plan year	2024-11-06	8048509
Employer contributions to plan in this plan year	2024-11-06	19369
Fees paid to broker by Benefit Provider	2024-11-06	7458
Total expenses incurred by plan in this plan year	2024-02-21	313458
Net assets as of the end of the plan year	2024-02-21	8048509
Total assets as of the beginning of the plan year	2024-02-21	7252543
Value of plan covered by a fidelity bond	2024-02-21	500000
Participant contributions to plan in this plan year	2024-02-21	115245
Value of participant loans at end of plan year	2024-02-21	1164
Other expenses paid from plan in this plan year	2024-02-21	117
Other income to plan in this plan year	2024-02-21	939057
Plan net income in this plan year	2024-02-21	795966
Net assets as of the end of the plan year	2024-02-21	8048509
Net assets as of the beginning of the plan year	2024-02-21	7252543
Employer contributions to plan in this plan year	2024-02-21	55122
Fees paid to broker by Benefit Provider	2024-02-21	22415
2022 : ALLERGY ASSOCIATES, INC. PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-05-09	291949
Net assets as of the end of the plan year	2022-05-09	13084418
Total assets as of the beginning of the plan year	2022-05-09	11499692
Value of plan covered by a fidelity bond	2022-05-09	500000
Participant contributions to plan in this plan year	2022-05-09	210555
Value of participant loans at end of plan year	2022-05-09	7653
Other expenses paid from plan in this plan year	2022-05-09	317
Other contributions to plan in this plan year	2022-05-09	54079
Other income to plan in this plan year	2022-05-09	1483861
Plan net income in this plan year	2022-05-09	1584726
Net assets as of the end of the plan year	2022-05-09	13084418
Net assets as of the beginning of the plan year	2022-05-09	11499692
Employer contributions to plan in this plan year	2022-05-09	128180
Fees paid to broker by Benefit Provider	2022-05-09	39124

Potentially related plans

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Company Name:	ALLERGY ASSOCIATES, INC.
Employer identification number (EIN):	042798647
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1986-04-30
Company Identification Number:	J11903
Legal Registered Office Address:	709 N. CLYDE MORRIS BLVD. DAYTONA BEACH 32114

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2024-01-01
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01
002	2013-01-01	BRUCE GOLDSTEIN	2014-07-11
002	2012-01-01	BRUCE GOLDSTEIN	2013-07-15
002	2011-01-01	BRUCE GOLDSTEIN	2012-04-09
002	2010-01-01	BRUCE GOLDSTEIN	2011-06-24