ALLERGY & ARTHRITIS, PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ALLERGY & ARTHRITIS, PC 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025: ALLERGY & ARTHRITIS, PC 401(K) PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-07-16 | 27 |
| Total number of particpants at end of year | 2025-07-16 | 28 |
| Number of Participants With Account Balances | 2025-07-16 | 18 |
| 2024: ALLERGY & ARTHRITIS, PC 401(K) PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-05-17 | 26 |
| Total number of particpants at end of year | 2024-05-17 | 25 |
| Number of Participants With Account Balances | 2024-05-17 | 16 |
| 2022: ALLERGY & ARTHRITIS, PC 401(K) PLAN 2022 401k membership |
|---|
| Total number of particpants at beginning of year | 2022-03-21 | 27 |
| Total number of particpants at end of year | 2022-03-21 | 24 |
| Number of Participants With Account Balances | 2022-03-21 | 19 |
| 2009: ALLERGY & ARTHRITIS, PC 401(K) PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 25 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 24 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 2 |
| Total of all active and inactive participants | 2009-01-01 | 26 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 26 |
| Number of participants with account balances | 2009-01-01 | 15 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2025 : ALLERGY & ARTHRITIS, PC 401(K) PLAN 2025 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2025-07-16 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-16 | 46353 |
| Net assets as of the end of the plan year | 2025-07-16 | 4713289 |
| Total assets as of the beginning of the plan year | 2025-07-16 | 3982904 |
| Participant contributions to plan in this plan year | 2025-07-16 | 150398 |
| Value of participant loans at end of plan year | 2025-07-16 | 53556 |
| Other contributions to plan in this plan year | 2025-07-16 | 0 |
| Other income to plan in this plan year | 2025-07-16 | 626340 |
| Plan net income in this plan year | 2025-07-16 | 730385 |
| Net assets as of the end of the plan year | 2025-07-16 | 4713289 |
| Net assets as of the beginning of the plan year | 2025-07-16 | 3982904 |
| Employer contributions to plan in this plan year | 2025-07-16 | 0 |
| Fees paid to broker by Benefit Provider | 2025-07-16 | 10861 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-16 | 1361 |
| 2024 : ALLERGY & ARTHRITIS, PC 401(K) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-05-17 | 79427 |
| Net assets as of the end of the plan year | 2024-05-17 | 3982904 |
| Total assets as of the beginning of the plan year | 2024-05-17 | 3272203 |
| Participant contributions to plan in this plan year | 2024-05-17 | 150482 |
| Value of participant loans at end of plan year | 2024-05-17 | 38234 |
| Other income to plan in this plan year | 2024-05-17 | 639646 |
| Plan net income in this plan year | 2024-05-17 | 710701 |
| Net assets as of the end of the plan year | 2024-05-17 | 3982904 |
| Net assets as of the beginning of the plan year | 2024-05-17 | 3272203 |
| Fees paid to broker by Benefit Provider | 2024-05-17 | 8803 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-17 | 3470 |
| 2022 : ALLERGY & ARTHRITIS, PC 401(K) PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-03-21 | 411524 |
| Net assets as of the end of the plan year | 2022-03-21 | 4100681 |
| Total assets as of the beginning of the plan year | 2022-03-21 | 3786540 |
| Participant contributions to plan in this plan year | 2022-03-21 | 141574 |
| Value of participant loans at end of plan year | 2022-03-21 | 76005 |
| Other income to plan in this plan year | 2022-03-21 | 584091 |
| Plan net income in this plan year | 2022-03-21 | 314141 |
| Net assets as of the end of the plan year | 2022-03-21 | 4100681 |
| Net assets as of the beginning of the plan year | 2022-03-21 | 3786540 |
| Fees paid to broker by Benefit Provider | 2022-03-21 | 9599 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-03-21 | 2435 |
| 2010 : ALLERGY & ARTHRITIS, PC 401(K) PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $206,109 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $34,582 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $9,218 |
| Total plan assets at end of year | 2010-12-31 | $892,646 |
| Total plan assets at beginning of year | 2010-12-31 | $721,119 |
| Total contributions received or receivable from participants | 2010-12-31 | $113,085 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $93,024 |
| Net income (gross income less expenses) | 2010-12-31 | $171,527 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $892,646 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $721,119 |
| Assets. Value of participant loans | 2010-12-31 | $11,790 |
| 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 | $25,064 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $300 |
