ALLERGY & ASTHMA ASSOCIATES OF has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ALLERGY & ASTHMA ASSOCIATES OF MICHIGAN PC 401(K) PLAN AND TRUST
| Measure | Date | Value |
|---|
| 2025 : ALLERGY & ASTHMA ASSOCIATES OF MICHIGAN PC 401(K) PLAN AND TRUST 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-07-18 | 22004506 |
| Net assets as of the end of the plan year | 2025-07-18 | 4539169 |
| Total assets as of the beginning of the plan year | 2025-07-18 | 23285406 |
| Value of plan covered by a fidelity bond | 2025-07-18 | 1000000 |
| Participant contributions to plan in this plan year | 2025-07-18 | 234840 |
| Other income to plan in this plan year | 2025-07-18 | 2712208 |
| Plan net income in this plan year | 2025-07-18 | -18746237 |
| Net assets as of the end of the plan year | 2025-07-18 | 4539169 |
| Net assets as of the beginning of the plan year | 2025-07-18 | 23285406 |
| Employer contributions to plan in this plan year | 2025-07-18 | 311221 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-18 | 66563 |
| 2024 : ALLERGY & ASTHMA ASSOCIATES OF MICHIGAN PC 401(K) PLAN AND TRUST 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-12-04 | 391787 |
| Net assets as of the end of the plan year | 2024-12-04 | 23285406 |
| Total assets as of the beginning of the plan year | 2024-12-04 | 20005278 |
| Value of plan covered by a fidelity bond | 2024-12-04 | 1000000 |
| Participant contributions to plan in this plan year | 2024-12-04 | 242750 |
| Other income to plan in this plan year | 2024-12-04 | 3135369 |
| Plan net income in this plan year | 2024-12-04 | 3280128 |
| Net assets as of the end of the plan year | 2024-12-04 | 23285406 |
| Net assets as of the beginning of the plan year | 2024-12-04 | 20005278 |
| Employer contributions to plan in this plan year | 2024-12-04 | 293796 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-12-04 | 86694 |
| 2022 : ALLERGY & ASTHMA ASSOCIATES OF MICHIGAN PC 401(K) PLAN AND TRUST 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-1,702,628 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $157,980 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $74,414 |
| Total plan assets at end of year | 2022-12-31 | $20,005,278 |
| Total plan assets at beginning of year | 2022-12-31 | $21,865,886 |
| Value of fidelity bond covering the plan | 2022-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $225,850 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $1,679 |
| Other income received | 2022-12-31 | $-2,203,674 |
| Net income (gross income less expenses) | 2022-12-31 | $-1,860,608 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $20,005,278 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $21,865,886 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $275,196 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $81,887 |
| 2021 : ALLERGY & ASTHMA ASSOCIATES OF MICHIGAN PC 401(K) PLAN AND TRUST 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $3,633,432 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $175,734 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $82,473 |
| Total plan assets at end of year | 2021-12-31 | $21,865,886 |
| Total plan assets at beginning of year | 2021-12-31 | $18,408,188 |
| Value of fidelity bond covering the plan | 2021-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $252,850 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $248 |
| Other income received | 2021-12-31 | $3,105,954 |
| Net income (gross income less expenses) | 2021-12-31 | $3,457,698 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $21,865,886 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $18,408,188 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $274,628 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $93,013 |
| 2020 : ALLERGY & ASTHMA ASSOCIATES OF MICHIGAN PC 401(K) PLAN AND TRUST 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $2,242,366 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $117,606 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $41,360 |
| Total plan assets at end of year | 2020-12-31 | $18,408,188 |
| Total plan assets at beginning of year | 2020-12-31 | $16,283,428 |
| Value of fidelity bond covering the plan | 2020-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $239,050 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $681 |
| Other income received | 2020-12-31 | $1,699,607 |
| Net income (gross income less expenses) | 2020-12-31 | $2,124,760 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $18,408,188 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $16,283,428 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $303,709 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $75,565 |
| 2019 : ALLERGY & ASTHMA ASSOCIATES OF MICHIGAN PC 401(K) PLAN AND TRUST 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $2,839,791 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $157,782 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $86,608 |
| Total plan assets at end of year | 2019-12-31 | $16,283,428 |
| Total plan assets at beginning of year | 2019-12-31 | $13,601,419 |
| Value of fidelity bond covering the plan | 2019-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $233,700 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $1,242 |
| Other income received | 2019-12-31 | $2,337,770 |
| Net income (gross income less expenses) | 2019-12-31 | $2,682,009 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $16,283,428 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $13,601,419 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $268,321 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $69,932 |
| 2018 : ALLERGY & ASTHMA ASSOCIATES OF MICHIGAN PC 401(K) PLAN AND TRUST 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $56,283 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $436,663 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $373,364 |
| Total plan assets at end of year | 2018-12-31 | $13,601,419 |
| Total plan assets at beginning of year | 2018-12-31 | $13,981,799 |
| Value of fidelity bond covering the plan | 2018-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $208,850 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $1,446 |
| Other income received | 2018-12-31 | $-425,222 |
| Net income (gross income less expenses) | 2018-12-31 | $-380,380 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $13,601,419 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $13,981,799 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $272,655 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $61,853 |
| 2017 : ALLERGY & ASTHMA ASSOCIATES OF MICHIGAN PC 401(K) PLAN AND TRUST 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $1,986,749 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $299,049 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $202,997 |
| Total plan assets at end of year | 2017-12-31 | $13,981,799 |
| Total plan assets at beginning of year | 2017-12-31 | $12,294,099 |
| Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $202,100 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $1,368 |
| Other income received | 2017-12-31 | $1,505,856 |
| Net income (gross income less expenses) | 2017-12-31 | $1,687,700 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $13,981,799 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $12,294,099 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $278,793 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $94,684 |
| 2016 : ALLERGY & ASTHMA ASSOCIATES OF MICHIGAN PC 401(K) PLAN AND TRUST 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $1,070,107 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $190,538 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $117,563 |
| Total plan assets at end of year | 2016-12-31 | $12,294,099 |
| Total plan assets at beginning of year | 2016-12-31 | $11,414,530 |
| Value of fidelity bond covering the plan | 2016-12-31 | $600,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $136,200 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $794 |
| Other income received | 2016-12-31 | $647,190 |
| Net income (gross income less expenses) | 2016-12-31 | $879,569 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $12,294,099 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $11,414,530 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $286,717 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $72,181 |
| 2015 : ALLERGY & ASTHMA ASSOCIATES OF MICHIGAN PC 401(K) PLAN AND TRUST 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-12-31 | $5,580,197 |
| Total income from all sources | 2015-12-31 | $324,061 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $93,440 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $54,380 |
| Total plan assets at end of year | 2015-12-31 | $11,414,530 |
| Total plan assets at beginning of year | 2015-12-31 | $5,603,712 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $129,100 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $576 |
| Other income received | 2015-12-31 | $-75,961 |
| Net income (gross income less expenses) | 2015-12-31 | $230,621 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $11,414,530 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $5,603,712 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $270,922 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $38,484 |
| 2014 : ALLERGY & ASTHMA ASSOCIATES OF MICHIGAN PC 401(K) PLAN AND TRUST 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $712,856 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $79,191 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $48,170 |
| Total plan assets at end of year | 2014-12-31 | $5,603,712 |
| Total plan assets at beginning of year | 2014-12-31 | $4,970,047 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $124,500 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $306 |
| Other income received | 2014-12-31 | $317,251 |
| Net income (gross income less expenses) | 2014-12-31 | $633,665 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $5,603,712 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $4,970,047 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $271,105 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $30,715 |
| 2013 : ALLERGY & ASTHMA ASSOCIATES OF MICHIGAN PC 401(K) PLAN AND TRUST 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $870,023 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $52,967 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $30,704 |
| Total plan assets at end of year | 2013-12-31 | $4,970,047 |
| Total plan assets at beginning of year | 2013-12-31 | $4,152,991 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $88,060 |
| Other income received | 2013-12-31 | $538,221 |
| Net income (gross income less expenses) | 2013-12-31 | $817,056 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $4,970,047 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $4,152,991 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $243,742 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $22,263 |
| 2012 : ALLERGY & ASTHMA ASSOCIATES OF MICHIGAN PC 401(K) PLAN AND TRUST 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $602,321 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $224,027 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $206,650 |
| Total plan assets at end of year | 2012-12-31 | $4,152,991 |
| Total plan assets at beginning of year | 2012-12-31 | $3,774,697 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $86,070 |
| Other income received | 2012-12-31 | $257,598 |
| Net income (gross income less expenses) | 2012-12-31 | $378,294 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $4,152,991 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,774,697 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $258,653 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $17,377 |
| 2011 : ALLERGY & ASTHMA ASSOCIATES OF MICHIGAN PC 401(K) PLAN AND TRUST 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $245,412 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $54,345 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $38,702 |
| Total plan assets at end of year | 2011-12-31 | $3,774,697 |
| Total plan assets at beginning of year | 2011-12-31 | $3,583,630 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $95,560 |
| Other income received | 2011-12-31 | $-91,578 |
| Net income (gross income less expenses) | 2011-12-31 | $191,067 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $3,774,697 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,583,630 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $241,430 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $15,643 |
| 2010 : ALLERGY & ASTHMA ASSOCIATES OF MICHIGAN PC 401(K) PLAN AND TRUST 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $703,548 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $243,147 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $231,819 |
| Total plan assets at end of year | 2010-12-31 | $3,583,630 |
| Total plan assets at beginning of year | 2010-12-31 | $3,123,229 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $95,710 |
| Other income received | 2010-12-31 | $331,595 |
| Net income (gross income less expenses) | 2010-12-31 | $460,401 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $3,583,630 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,123,229 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $276,243 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $11,328 |