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ASTHMA & ALLERGY FOUNDATION OF AMERICA, ST. LOUIS CHAPTER 403(B) RETIREMENT PLAN 401k Plan overview

Plan NameASTHMA & ALLERGY FOUNDATION OF AMERICA, ST. LOUIS CHAPTER 403(B) RETIREMENT PLAN
Plan identification number 001

ASTHMA & ALLERGY FOUNDATION OF AMERICA, ST. LOUIS CHAPTER 403(B) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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

ASTHMA & ALLERGY FOUNDATION OF has sponsored the creation of one or more 401k plans.

Company Name:ASTHMA & ALLERGY FOUNDATION OF
Employer identification number (EIN):431484316
NAIC Classification:621399
NAIC Description:Offices of All Other Miscellaneous Health Practitioners

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ASTHMA & ALLERGY FOUNDATION OF AMERICA, ST. LOUIS CHAPTER 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CHRIS MARTINEZ2024-10-14 CHRIS MARTINEZ2024-10-14

Plan Statistics for ASTHMA & ALLERGY FOUNDATION OF AMERICA, ST. LOUIS CHAPTER 403(B) RETIREMENT PLAN

401k plan membership statisitcs for ASTHMA & ALLERGY FOUNDATION OF AMERICA, ST. LOUIS CHAPTER 403(B) RETIREMENT PLAN

Measure Date Value
2025: ASTHMA & ALLERGY FOUNDATION OF AMERICA, ST. LOUIS CHAPTER 403(B) RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-151
Total number of particpants at end of year2025-10-151
Number of Participants With Account Balances2025-10-151
2024: ASTHMA & ALLERGY FOUNDATION OF AMERICA, ST. LOUIS CHAPTER 403(B) RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-141
Total number of particpants at end of year2024-10-141
Number of Participants With Account Balances2024-10-141

Financial Data on ASTHMA & ALLERGY FOUNDATION OF AMERICA, ST. LOUIS CHAPTER 403(B) RETIREMENT PLAN

Measure Date Value
2025 : ASTHMA & ALLERGY FOUNDATION OF AMERICA, ST. LOUIS CHAPTER 403(B) RETIREMENT PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-10-150
Total expenses incurred by plan in this plan year2025-10-1519
Net assets as of the end of the plan year2025-10-15135493
Total assets as of the beginning of the plan year2025-10-15110493
Participant contributions to plan in this plan year2025-10-158985
Value of participant loans at end of plan year2025-10-1550000
Other income to plan in this plan year2025-10-157509
Plan net income in this plan year2025-10-1525000
Net assets as of the end of the plan year2025-10-15135493
Net assets as of the beginning of the plan year2025-10-15110493
Employer contributions to plan in this plan year2025-10-158525
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-1519
2024 : ASTHMA & ALLERGY FOUNDATION OF AMERICA, ST. LOUIS CHAPTER 403(B) RETIREMENT PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-10-140
Total expenses incurred by plan in this plan year2024-10-141590
Net assets as of the end of the plan year2024-10-14110493
Total assets as of the beginning of the plan year2024-10-140
Participant contributions to plan in this plan year2024-10-14999
Value of participant loans at end of plan year2024-10-1450000
Other contributions to plan in this plan year2024-10-14105201
Other income to plan in this plan year2024-10-144884
Plan net income in this plan year2024-10-14110493
Net assets as of the end of the plan year2024-10-14110493
Net assets as of the beginning of the plan year2024-10-140
Employer contributions to plan in this plan year2024-10-14999
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-14115

Potentially related plans

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