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ALLERGY & ASTHMA SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameALLERGY & ASTHMA SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN
Plan identification number 001

ALLERGY & ASTHMA SPECIALISTS, P.A. 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ALLERGY & ASTHMA SPECIALISTS, P.A. has sponsored the creation of one or more 401k plans.

Company Name:ALLERGY & ASTHMA SPECIALISTS, P.A.
Employer identification number (EIN):411234495
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 SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01MARY ELLEN SCHAEFER
0012017-01-01MARY ELLEN SCHAEFER
0012016-01-01MARY ELLEN SCHAEFER
0012015-01-01MARY ELLEN SCHAEFER
0012015-01-01
0012014-01-01MARY ELLEN SCHAEFER
0012013-01-01MARY ELLEN SCHAEFER MARY ELLEN SCHAEFER2014-09-26
0012012-01-01GARY BERMAN GARY BERMAN2013-06-06
0012011-01-01GARY BERMAN MD

Plan Statistics for ALLERGY & ASTHMA SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for ALLERGY & ASTHMA SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: ALLERGY & ASTHMA SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0163
Total number of active participants reported on line 7a of the Form 55002022-01-0119
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-0116
Total of all active and inactive participants2022-01-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0138
Number of participants with account balances2022-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-014
2021: ALLERGY & ASTHMA SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0157
Total number of active participants reported on line 7a of the Form 55002021-01-0139
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-0121
Total of all active and inactive participants2021-01-0163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0163
Number of participants with account balances2021-01-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: ALLERGY & ASTHMA SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0168
Total number of active participants reported on line 7a of the Form 55002020-01-0133
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0123
Total of all active and inactive participants2020-01-0157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0157
Number of participants with account balances2020-01-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-019
2019: ALLERGY & ASTHMA SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0161
Total number of active participants reported on line 7a of the Form 55002019-01-0153
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0114
Total of all active and inactive participants2019-01-0168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0168
Number of participants with account balances2019-01-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-016
2018: ALLERGY & ASTHMA SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0170
Total number of active participants reported on line 7a of the Form 55002018-01-0148
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0112
Total of all active and inactive participants2018-01-0161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0161
Number of participants with account balances2018-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-019
2017: ALLERGY & ASTHMA SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0173
Total number of active participants reported on line 7a of the Form 55002017-01-0157
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0113
Total of all active and inactive participants2017-01-0170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0170
Number of participants with account balances2017-01-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: ALLERGY & ASTHMA SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0166
Total number of active participants reported on line 7a of the Form 55002016-01-0160
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0113
Total of all active and inactive participants2016-01-0173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0173
Number of participants with account balances2016-01-0168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-016
2015: ALLERGY & ASTHMA SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0169
Total number of active participants reported on line 7a of the Form 55002015-01-0154
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0112
Total of all active and inactive participants2015-01-0166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0166
Number of participants with account balances2015-01-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
2014: ALLERGY & ASTHMA SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0159
Total number of active participants reported on line 7a of the Form 55002014-01-0154
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0115
Total of all active and inactive participants2014-01-0169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0169
Number of participants with account balances2014-01-0165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0115
2013: ALLERGY & ASTHMA SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0157
Total number of active participants reported on line 7a of the Form 55002013-01-0151
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-018
Total of all active and inactive participants2013-01-0159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0159
Number of participants with account balances2013-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-016
2012: ALLERGY & ASTHMA SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0156
Total number of active participants reported on line 7a of the Form 55002012-01-0149
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-018
Total of all active and inactive participants2012-01-0157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0157
Number of participants with account balances2012-01-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-017
2011: ALLERGY & ASTHMA SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0156
Total number of active participants reported on line 7a of the Form 55002011-01-0150
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-016
Total of all active and inactive participants2011-01-0156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0156
Number of participants with account balances2011-01-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-016

Financial Data on ALLERGY & ASTHMA SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : ALLERGY & ASTHMA SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$-1,271,294
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-1,330,749
Expenses. Total of all expenses incurred2022-12-31$3,142,653
Benefits paid (including direct rollovers)2022-12-31$3,141,780
Total plan assets at end of year2022-12-31$6,127,874
Total plan assets at beginning of year2022-12-31$11,872,570
Value of fidelity bond covering the plan2022-12-31$1,000,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$112,047
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-1,641,995
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-4,473,402
Net plan assets at end of year (total assets less liabilities)2022-12-31$6,127,874
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$11,872,570
Assets. Value of participant loans2022-12-31$0
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$199,199
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$873
2021 : ALLERGY & ASTHMA SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$2,031,917
Expenses. Total of all expenses incurred2021-12-31$1,232,283
Benefits paid (including direct rollovers)2021-12-31$1,231,403
Total plan assets at end of year2021-12-31$11,872,570
Total plan assets at beginning of year2021-12-31$11,072,936
Value of fidelity bond covering the plan2021-12-31$1,000,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$260,664
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$41
Other income received2021-12-31$1,526,119
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$799,634
Net plan assets at end of year (total assets less liabilities)2021-12-31$11,872,570
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$11,072,936
Assets. Value of participant loans2021-12-31$9,620
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$245,093
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$880
2020 : ALLERGY & ASTHMA SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$1,850,834
Expenses. Total of all expenses incurred2020-12-31$4,555,614
Benefits paid (including direct rollovers)2020-12-31$4,554,887
Total plan assets at end of year2020-12-31$11,072,936
Total plan assets at beginning of year2020-12-31$13,777,716
Value of fidelity bond covering the plan2020-12-31$1,000,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$305,583
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$1,291,876
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$-2,704,780
Net plan assets at end of year (total assets less liabilities)2020-12-31$11,072,936
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$13,777,716
Assets. Value of participant loans2020-12-31$16,257
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$253,375
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$727
2019 : ALLERGY & ASTHMA SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$2,813,087
Expenses. Total of all expenses incurred2019-12-31$1,274,378
Benefits paid (including direct rollovers)2019-12-31$1,273,777
Total plan assets at end of year2019-12-31$13,777,716
Total plan assets at beginning of year2019-12-31$12,239,007
Value of fidelity bond covering the plan2019-12-31$1,000,000
Total contributions received or receivable from participants2019-12-31$325,071
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$2,264,755
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$1,538,709
Net plan assets at end of year (total assets less liabilities)2019-12-31$13,777,716
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$12,239,007
Assets. Value of participant loans2019-12-31$22,719
Total contributions received or receivable from employer(s)2019-12-31$223,261
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$601
2018 : ALLERGY & ASTHMA SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-9,811
Expenses. Total of all expenses incurred2018-12-31$723,311
Benefits paid (including direct rollovers)2018-12-31$722,633
Total plan assets at end of year2018-12-31$12,239,007
Total plan assets at beginning of year2018-12-31$12,972,129
Value of fidelity bond covering the plan2018-12-31$1,000,000
Total contributions received or receivable from participants2018-12-31$342,550
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$30,000
Other income received2018-12-31$-627,083
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-733,122
Net plan assets at end of year (total assets less liabilities)2018-12-31$12,239,007
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$12,972,129
Assets. Value of participant loans2018-12-31$29,439
Total contributions received or receivable from employer(s)2018-12-31$244,722
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$678
2017 : ALLERGY & ASTHMA SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$2,209,440
Expenses. Total of all expenses incurred2017-12-31$285,669
Benefits paid (including direct rollovers)2017-12-31$285,236
Total plan assets at end of year2017-12-31$12,972,129
Total plan assets at beginning of year2017-12-31$11,048,358
Value of fidelity bond covering the plan2017-12-31$1,000,000
Total contributions received or receivable from participants2017-12-31$321,628
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$1,642,106
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$1,923,771
Net plan assets at end of year (total assets less liabilities)2017-12-31$12,972,129
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$11,048,358
Assets. Value of participant loans2017-12-31$9,750
Total contributions received or receivable from employer(s)2017-12-31$245,706
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$433
2016 : ALLERGY & ASTHMA SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$1,214,941
Expenses. Total of all expenses incurred2016-12-31$270,865
Benefits paid (including direct rollovers)2016-12-31$270,477
Total plan assets at end of year2016-12-31$11,048,358
Total plan assets at beginning of year2016-12-31$10,104,282
Value of fidelity bond covering the plan2016-12-31$1,000,000
Total contributions received or receivable from participants2016-12-31$301,361
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$487
Other income received2016-12-31$680,179
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$944,076
Net plan assets at end of year (total assets less liabilities)2016-12-31$11,048,358
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$10,104,282
Assets. Value of participant loans2016-12-31$15,038
Total contributions received or receivable from employer(s)2016-12-31$232,914
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$388
2015 : ALLERGY & ASTHMA SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$628,180
Expenses. Total of all expenses incurred2015-12-31$279,019
Benefits paid (including direct rollovers)2015-12-31$278,588
Total plan assets at end of year2015-12-31$10,104,282
Total plan assets at beginning of year2015-12-31$9,755,121
Value of fidelity bond covering the plan2015-12-31$1,000,000
Total contributions received or receivable from participants2015-12-31$281,496
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$17,685
Other income received2015-12-31$66,743
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$349,161
Net plan assets at end of year (total assets less liabilities)2015-12-31$10,104,282
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$9,755,121
Assets. Value of participant loans2015-12-31$13,640
Total contributions received or receivable from employer(s)2015-12-31$262,256
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$431
2014 : ALLERGY & ASTHMA SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$1,097,152
Expenses. Total of all expenses incurred2014-12-31$266,209
Benefits paid (including direct rollovers)2014-12-31$265,909
Total plan assets at end of year2014-12-31$9,755,121
Total plan assets at beginning of year2014-12-31$8,924,178
Value of fidelity bond covering the plan2014-12-31$1,000,000
Total contributions received or receivable from participants2014-12-31$261,003
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$110,900
Other income received2014-12-31$471,304
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$830,943
Net plan assets at end of year (total assets less liabilities)2014-12-31$9,755,121
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$8,924,178
Assets. Value of participant loans2014-12-31$15,727
Total contributions received or receivable from employer(s)2014-12-31$253,945
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$300
2013 : ALLERGY & ASTHMA SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$1,953,544
Expenses. Total of all expenses incurred2013-12-31$417,266
Benefits paid (including direct rollovers)2013-12-31$416,859
Total plan assets at end of year2013-12-31$8,924,178
Total plan assets at beginning of year2013-12-31$7,387,900
Value of fidelity bond covering the plan2013-12-31$1,000,000
Total contributions received or receivable from participants2013-12-31$220,007
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$1,474,848
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$1,536,278
Net plan assets at end of year (total assets less liabilities)2013-12-31$8,924,178
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$7,387,900
Assets. Value of participant loans2013-12-31$19,272
Total contributions received or receivable from employer(s)2013-12-31$258,689
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$407
2012 : ALLERGY & ASTHMA SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$1,159,287
Expenses. Total of all expenses incurred2012-12-31$224,692
Benefits paid (including direct rollovers)2012-12-31$224,110
Total plan assets at end of year2012-12-31$7,387,900
Total plan assets at beginning of year2012-12-31$6,453,305
Value of fidelity bond covering the plan2012-12-31$1,000,000
Total contributions received or receivable from participants2012-12-31$216,900
Contributions received from other sources (not participants or employers)2012-12-31$10,342
Other income received2012-12-31$681,947
Net income (gross income less expenses)2012-12-31$934,595
Net plan assets at end of year (total assets less liabilities)2012-12-31$7,387,900
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$6,453,305
Assets. Value of participant loans2012-12-31$22,671
Total contributions received or receivable from employer(s)2012-12-31$250,098
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$582
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : ALLERGY & ASTHMA SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$78,654
Total income from all sources2011-12-31$543,962
Expenses. Total of all expenses incurred2011-12-31$242,836
Benefits paid (including direct rollovers)2011-12-31$232,832
Total plan assets at end of year2011-12-31$6,453,305
Total plan assets at beginning of year2011-12-31$6,073,525
Value of fidelity bond covering the plan2011-12-31$1,000,000
Total contributions received or receivable from participants2011-12-31$204,220
Other income received2011-12-31$101,495
Net income (gross income less expenses)2011-12-31$301,126
Net plan assets at end of year (total assets less liabilities)2011-12-31$6,453,305
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$6,073,525
Assets. Value of participant loans2011-12-31$4,371
Total contributions received or receivable from employer(s)2011-12-31$238,247
Value of corrective distributions2011-12-31$8,694
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$1,310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : ALLERGY & ASTHMA SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$709,530
Expenses. Total of all expenses incurred2010-12-31$600,864
Benefits paid (including direct rollovers)2010-12-31$591,024
Total plan assets at end of year2010-12-31$6,073,525
Total plan assets at beginning of year2010-12-31$5,964,859
Value of fidelity bond covering the plan2010-12-31$1,000,000
Total contributions received or receivable from participants2010-12-31$177,493
Contributions received from other sources (not participants or employers)2010-12-31$112
Other income received2010-12-31$483,566
Net income (gross income less expenses)2010-12-31$108,666
Net plan assets at end of year (total assets less liabilities)2010-12-31$6,073,525
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$5,964,859
Assets. Value of participant loans2010-12-31$4,601
Total contributions received or receivable from employer(s)2010-12-31$48,359
Value of corrective distributions2010-12-31$7,769
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$2,071
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for ALLERGY & ASTHMA SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN

2022: ALLERGY & ASTHMA SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ALLERGY & ASTHMA SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ALLERGY & ASTHMA SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ALLERGY & ASTHMA SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ALLERGY & ASTHMA SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ALLERGY & ASTHMA SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ALLERGY & ASTHMA SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ALLERGY & ASTHMA SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Submission has been amendedYes
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ALLERGY & ASTHMA SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ALLERGY & ASTHMA SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ALLERGY & ASTHMA SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ALLERGY & ASTHMA SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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