401k Plan data: ALLERGY AND ASTHMA OF MILWAUKEE,S.C. EMPLOYEES 401 K PLAN plan

ALLERGY AND ASTHMA OF MILWAUKEE,S.C. EMPLOYEES 401 K PLAN 401k Plan overview

Plan Name	ALLERGY AND ASTHMA OF MILWAUKEE,S.C. EMPLOYEES 401 K PLAN
Plan identification number	002

ALLERGY AND ASTHMA OF MILWAUKEE,S.C. EMPLOYEES 401 K PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Profit-sharing

401k Sponsoring company profile

ALLERGY AND ASTHMA OF MILWAUKEE S.C. has sponsored the creation of one or more 401k plans.

Company Name: ALLERGY AND ASTHMA OF MILWAUKEE S.C.

Employer identification number (EIN): 391156668

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 AND ASTHMA OF MILWAUKEE,S.C. EMPLOYEES 401 K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2020-01-01
002 2019-01-01
002 2018-01-01

Plan Statistics for ALLERGY AND ASTHMA OF MILWAUKEE,S.C. EMPLOYEES 401 K PLAN

401k plan membership statisitcs for ALLERGY AND ASTHMA OF MILWAUKEE,S.C. EMPLOYEES 401 K PLAN

Measure Date Value
2020: ALLERGY AND ASTHMA OF MILWAUKEE,S.C. EMPLOYEES 401 K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 7
Total of all active and inactive participants 2020-01-01 7
Total participants 2020-01-01 7
Number of participants with account balances 2020-01-01 6
2019: ALLERGY AND ASTHMA OF MILWAUKEE,S.C. EMPLOYEES 401 K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 7
Number of other retired or separated participants entitled to future benefits 2019-01-01 2
Total of all active and inactive participants 2019-01-01 9
Total participants 2019-01-01 9
Number of participants with account balances 2019-01-01 7
2018: ALLERGY AND ASTHMA OF MILWAUKEE,S.C. EMPLOYEES 401 K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 5
Number of retired or separated participants receiving benefits 2018-01-01 3
Total of all active and inactive participants 2018-01-01 8
Total participants 2018-01-01 8
Number of participants with account balances 2018-01-01 8

Measure	Date	Value
2020: ALLERGY AND ASTHMA OF MILWAUKEE,S.C. EMPLOYEES 401 K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	7
Total of all active and inactive participants	2020-01-01	7
Total participants	2020-01-01	7
Number of participants with account balances	2020-01-01	6
2019: ALLERGY AND ASTHMA OF MILWAUKEE,S.C. EMPLOYEES 401 K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	7
Number of other retired or separated participants entitled to future benefits	2019-01-01	2
Total of all active and inactive participants	2019-01-01	9
Total participants	2019-01-01	9
Number of participants with account balances	2019-01-01	7
2018: ALLERGY AND ASTHMA OF MILWAUKEE,S.C. EMPLOYEES 401 K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	5
Number of retired or separated participants receiving benefits	2018-01-01	3
Total of all active and inactive participants	2018-01-01	8
Total participants	2018-01-01	8
Number of participants with account balances	2018-01-01	8

Financial Data on ALLERGY AND ASTHMA OF MILWAUKEE,S.C. EMPLOYEES 401 K PLAN

Measure	Date	Value
2021 : ALLERGY AND ASTHMA OF MILWAUKEE,S.C. EMPLOYEES 401 K PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$260,300
Expenses. Total of all expenses incurred	2021-12-31	$380,469
Benefits paid (including direct rollovers)	2021-12-31	$380,419
Total plan assets at end of year	2021-12-31	$3,233,917
Total plan assets at beginning of year	2021-12-31	$3,354,086
Value of fidelity bond covering the plan	2021-12-31	$3,354,086
Expenses. Other expenses not covered elsewhere	2021-12-31	$50
Other income received	2021-12-31	$260,300
Net income (gross income less expenses)	2021-12-31	$-120,169
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$3,233,917
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$3,354,086
2020 : ALLERGY AND ASTHMA OF MILWAUKEE,S.C. EMPLOYEES 401 K PLAN 2020 401k financial data
Expenses. Total of all expenses incurred	2020-12-31	$143,972
Benefits paid (including direct rollovers)	2020-12-31	$143,972
Total plan assets at end of year	2020-12-31	$3,353,982
Total plan assets at beginning of year	2020-12-31	$3,497,954
Value of fidelity bond covering the plan	2020-12-31	$3,353,981
Net income (gross income less expenses)	2020-12-31	$-143,972
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$3,353,982
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,497,954
2019 : ALLERGY AND ASTHMA OF MILWAUKEE,S.C. EMPLOYEES 401 K PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$256,330
Expenses. Total of all expenses incurred	2019-12-31	$141,600
Benefits paid (including direct rollovers)	2019-12-31	$141,600
Total plan assets at end of year	2019-12-31	$3,266,328
Total plan assets at beginning of year	2019-12-31	$3,151,598
Value of fidelity bond covering the plan	2019-12-31	$100,000
Other income received	2019-12-31	$256,330
Net income (gross income less expenses)	2019-12-31	$114,730
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,266,328
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,151,598

Form 5500 Responses for ALLERGY AND ASTHMA OF MILWAUKEE,S.C. EMPLOYEES 401 K PLAN

2020: ALLERGY AND ASTHMA OF MILWAUKEE,S.C. EMPLOYEES 401 K PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ALLERGY AND ASTHMA OF MILWAUKEE,S.C. EMPLOYEES 401 K PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ALLERGY AND ASTHMA OF MILWAUKEE,S.C. EMPLOYEES 401 K PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2018-01-01	Plan benefit arrangement – General assets of the sponsor	Yes

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Company Name:	ALLERGY AND ASTHMA OF MILWAUKEE S.C.
Employer identification number (EIN):	391156668
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)