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ALLERGY & ASTHMA ASSOCIATES, LTD. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameALLERGY & ASTHMA ASSOCIATES, LTD. 401(K) PROFIT SHARING PLAN
Plan identification number 001

ALLERGY & ASTHMA ASSOCIATES, LTD. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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 & ASTHMA ASSOCIATES, LTD. has sponsored the creation of one or more 401k plans.

Company Name:ALLERGY & ASTHMA ASSOCIATES, LTD.
Employer identification number (EIN):363741043
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALLERGY & ASTHMA ASSOCIATES, LTD. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DAVID S CHUDWIN2024-06-29 DAVID S CHUDWIN2024-06-29
0012022-01-01DAVID S CHUDWIN2023-05-11 DAVID S CHUDWIN2023-05-11
0012021-01-01DAVID CHUDWIN2022-06-30 DAVID CHUDWIN2022-06-30
0012020-01-01DAVID CHUDWIN2021-09-27 DAVID CHUDWIN2021-09-27
0012019-01-01DAVID S CHUDWIN2020-09-26 DAVID S CHUDWIN2020-09-26
0012018-01-01DAVID CHUDWIN2019-10-09 DAVID CHUDWIN2019-10-09
0012017-01-01DAVID CHUDWIN2018-09-05 DAVID CHUDWIN2018-09-05
0012016-01-01DAVID CHUDWIN2017-10-11 DAVID CHUDWIN2017-10-11
0012015-01-01DAVID CHUDWIN2016-09-18 DAVID CHUDWIN2016-09-18
0012014-01-01DAVID CHUDWIN2015-08-16 DAVID CHUDWIN2015-08-16
0012013-01-01DAVID CHUDWIN2014-09-23 DAVID CHUDWIN2014-09-23
0012012-01-01DAVID CHUDWIN2013-09-12 DAVID CHUDWIN2013-09-12
0012011-01-01DAVID CHUDWIN2012-06-06 DAVID CHUDWIN2012-06-06
0012010-01-01DAVID CHUDWIN2011-06-17 DAVID CHUDWIN2011-06-17

Financial Data on ALLERGY & ASTHMA ASSOCIATES, LTD. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : ALLERGY & ASTHMA ASSOCIATES, LTD. 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-2490404
Net assets as of the end of the plan year2025-06-244436512
Total assets as of the beginning of the plan year2025-06-243719666
Value of plan covered by a fidelity bond2025-06-24115000
Participant contributions to plan in this plan year2025-06-24144820
Other income to plan in this plan year2025-06-24662430
Plan net income in this plan year2025-06-24716846
Net assets as of the end of the plan year2025-06-244436512
Net assets as of the beginning of the plan year2025-06-243719666
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-24150
2024 : ALLERGY & ASTHMA ASSOCIATES, LTD. 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-01115020
Net assets as of the end of the plan year2024-07-013719666
Total assets as of the beginning of the plan year2024-07-013105616
Value of plan covered by a fidelity bond2024-07-01115000
Participant contributions to plan in this plan year2024-07-01142508
Other income to plan in this plan year2024-07-01586562
Plan net income in this plan year2024-07-01614050
Net assets as of the end of the plan year2024-07-013719666
Net assets as of the beginning of the plan year2024-07-013105616
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-0175

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