ALLERGY & ASTHMA CENTER OF SOUTHERN OREGON, PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ALLERGY & ASTHMA CENTER OF SO. OREGON, PC 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : ALLERGY & ASTHMA CENTER OF SO. OREGON, PC 401(K) PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2025-08-04 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-08-04 | 0 |
| Total expenses incurred by plan in this plan year | 2025-08-04 | 27311 |
| Net assets as of the end of the plan year | 2025-08-04 | 3107196 |
| Total assets as of the beginning of the plan year | 2025-08-04 | 2701493 |
| Value of plan covered by a fidelity bond | 2025-08-04 | 1000000 |
| Participant contributions to plan in this plan year | 2025-08-04 | 191528 |
| Value of participant loans at end of plan year | 2025-08-04 | 1058 |
| Other expenses paid from plan in this plan year | 2025-08-04 | 0 |
| Other contributions to plan in this plan year | 2025-08-04 | 0 |
| Other income to plan in this plan year | 2025-08-04 | 171770 |
| Plan net income in this plan year | 2025-08-04 | 405703 |
| Net assets as of the end of the plan year | 2025-08-04 | 3107196 |
| Net assets as of the beginning of the plan year | 2025-08-04 | 2701493 |
| Employer contributions to plan in this plan year | 2025-08-04 | 69716 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-08-04 | 17617 |
| 2024 : ALLERGY & ASTHMA CENTER OF SO. OREGON, PC 401(K) PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2024-09-09 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-09-09 | 0 |
| Total expenses incurred by plan in this plan year | 2024-09-09 | 22256 |
| Net assets as of the end of the plan year | 2024-09-09 | 2701493 |
| Total assets as of the beginning of the plan year | 2024-09-09 | 2166019 |
| Value of plan covered by a fidelity bond | 2024-09-09 | 1000000 |
| Participant contributions to plan in this plan year | 2024-09-09 | 161039 |
| Value of participant loans at end of plan year | 2024-09-09 | 4632 |
| Other expenses paid from plan in this plan year | 2024-09-09 | 0 |
| Other contributions to plan in this plan year | 2024-09-09 | 0 |
| Other income to plan in this plan year | 2024-09-09 | 335132 |
| Plan net income in this plan year | 2024-09-09 | 535474 |
| Net assets as of the end of the plan year | 2024-09-09 | 2701493 |
| Net assets as of the beginning of the plan year | 2024-09-09 | 2166019 |
| Employer contributions to plan in this plan year | 2024-09-09 | 61559 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-09 | 17997 |
| 2022 : ALLERGY & ASTHMA CENTER OF SO. OREGON, PC 401(K) PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2022-09-07 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-09-07 | 0 |
| Total expenses incurred by plan in this plan year | 2022-09-07 | 708368 |
| Net assets as of the end of the plan year | 2022-09-07 | 2423864 |
| Total assets as of the beginning of the plan year | 2022-09-07 | 2620388 |
| Value of plan covered by a fidelity bond | 2022-09-07 | 1000000 |
| Participant contributions to plan in this plan year | 2022-09-07 | 150483 |
| Other expenses paid from plan in this plan year | 2022-09-07 | 0 |
| Other contributions to plan in this plan year | 2022-09-07 | 1811 |
| Other income to plan in this plan year | 2022-09-07 | 208546 |
| Plan net income in this plan year | 2022-09-07 | -196524 |
| Net assets as of the end of the plan year | 2022-09-07 | 2423864 |
| Net assets as of the beginning of the plan year | 2022-09-07 | 2620388 |
| Employer contributions to plan in this plan year | 2022-09-07 | 151004 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-09-07 | 14488 |
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