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ALLERGY ASTHMA & IMMUNOLOGY ASSOCIATES PC SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameALLERGY ASTHMA & IMMUNOLOGY ASSOCIATES PC SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 002

ALLERGY ASTHMA & IMMUNOLOGY ASSOCIATES PC SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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.

401k Sponsoring company profile

ALLERGY ASTHMA & IMMUNOLOGY ASSOCIATES PC has sponsored the creation of one or more 401k plans.

Company Name:ALLERGY ASTHMA & IMMUNOLOGY ASSOCIATES PC
Employer identification number (EIN):470608015
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 & IMMUNOLOGY ASSOCIATES PC SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01TINA MARANVILLE2023-05-25
0022021-01-01KIRKKINBERG2022-05-04 KIRKKINBERG2022-05-04
0022020-01-01KIRK KINBERG2021-06-19 KIRK KINBERG2021-06-19
0022018-01-01KIRK KINBERG2019-06-07 KIRK KINBERG2019-06-07
0022017-01-01KIRK KINBERG2018-06-04
0022016-01-01KIRK A. KINBERG, M.D.
0022015-01-01KIRK A. KINBERG, M.D.
0022014-01-01KIRK A. KINBERG, M.D.
0022013-01-01KIRK A. KINBERG, M.D.
0022012-01-01KIRK A. KINBERG, M.D.
0022011-01-01KIRK A. KINBERG, M.D.
0022009-01-01KIRK A. KINBERG, M.D.

Plan Statistics for ALLERGY ASTHMA & IMMUNOLOGY ASSOCIATES PC SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for ALLERGY ASTHMA & IMMUNOLOGY ASSOCIATES PC SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2016: ALLERGY ASTHMA & IMMUNOLOGY ASSOCIATES PC SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-0154
Total number of active participants reported on line 7a of the Form 55002016-01-0147
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-014
Total of all active and inactive participants2016-01-0154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0154
Number of participants with account balances2016-01-0154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: ALLERGY ASTHMA & IMMUNOLOGY ASSOCIATES PC SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-0152
Total number of active participants reported on line 7a of the Form 55002015-01-0140
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0110
Total of all active and inactive participants2015-01-0150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0150
Number of participants with account balances2015-01-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: ALLERGY ASTHMA & IMMUNOLOGY ASSOCIATES PC SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0152
Total number of active participants reported on line 7a of the Form 55002014-01-0140
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0112
Total of all active and inactive participants2014-01-0152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0152
Number of participants with account balances2014-01-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: ALLERGY ASTHMA & IMMUNOLOGY ASSOCIATES PC SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0146
Total number of active participants reported on line 7a of the Form 55002013-01-0141
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-015
Total of all active and inactive participants2013-01-0147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0147
Number of participants with account balances2013-01-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ALLERGY ASTHMA & IMMUNOLOGY ASSOCIATES PC SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0148
Total number of active participants reported on line 7a of the Form 55002012-01-0135
Number of retired or separated participants receiving benefits2012-01-014
Number of other retired or separated participants entitled to future benefits2012-01-016
Total of all active and inactive participants2012-01-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0145
Number of participants with account balances2012-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ALLERGY ASTHMA & IMMUNOLOGY ASSOCIATES PC SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0147
Total number of active participants reported on line 7a of the Form 55002011-01-0141
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-014
Total of all active and inactive participants2011-01-0148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0148
Number of participants with account balances2011-01-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: ALLERGY ASTHMA & IMMUNOLOGY ASSOCIATES PC SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-0140
Total number of active participants reported on line 7a of the Form 55002009-01-0140
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0113
Total of all active and inactive participants2009-01-0153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0153
Number of participants with account balances2009-01-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ALLERGY ASTHMA & IMMUNOLOGY ASSOCIATES PC SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2016 : ALLERGY ASTHMA & IMMUNOLOGY ASSOCIATES PC SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total income from all sources2016-12-31$1,956,648
Expenses. Total of all expenses incurred2016-12-31$1,085,957
Benefits paid (including direct rollovers)2016-12-31$1,085,957
Total plan assets at end of year2016-12-31$13,380,232
Total plan assets at beginning of year2016-12-31$12,509,541
Value of fidelity bond covering the plan2016-12-31$1,000,000
Total contributions received or receivable from participants2016-12-31$198,133
Other income received2016-12-31$1,116,256
Net income (gross income less expenses)2016-12-31$870,691
Net plan assets at end of year (total assets less liabilities)2016-12-31$13,380,232
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$12,509,541
Total contributions received or receivable from employer(s)2016-12-31$642,259
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : ALLERGY ASTHMA & IMMUNOLOGY ASSOCIATES PC SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total income from all sources2015-12-31$630,465
Expenses. Total of all expenses incurred2015-12-31$220,861
Benefits paid (including direct rollovers)2015-12-31$220,861
Total plan assets at end of year2015-12-31$12,509,541
Total plan assets at beginning of year2015-12-31$12,099,937
Value of fidelity bond covering the plan2015-12-31$1,000,000
Total contributions received or receivable from participants2015-12-31$166,285
Contributions received from other sources (not participants or employers)2015-12-31$6,165
Other income received2015-12-31$-116,962
Net income (gross income less expenses)2015-12-31$409,604
Net plan assets at end of year (total assets less liabilities)2015-12-31$12,509,541
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$12,099,937
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022015-12-31$5,658
Total contributions received or receivable from employer(s)2015-12-31$574,977
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : ALLERGY ASTHMA & IMMUNOLOGY ASSOCIATES PC SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total income from all sources2014-12-31$1,618,050
Expenses. Total of all expenses incurred2014-12-31$1,050,963
Benefits paid (including direct rollovers)2014-12-31$1,050,963
Total plan assets at end of year2014-12-31$12,099,937
Total plan assets at beginning of year2014-12-31$11,532,850
Value of fidelity bond covering the plan2014-12-31$1,000,000
Total contributions received or receivable from participants2014-12-31$176,646
Contributions received from other sources (not participants or employers)2014-12-31$10,098
Other income received2014-12-31$829,948
Net income (gross income less expenses)2014-12-31$567,087
Net plan assets at end of year (total assets less liabilities)2014-12-31$12,099,937
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$11,532,850
Total contributions received or receivable from employer(s)2014-12-31$601,358
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : ALLERGY ASTHMA & IMMUNOLOGY ASSOCIATES PC SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total plan liabilities at beginning of year2013-12-31$2
Total income from all sources2013-12-31$2,552,543
Expenses. Total of all expenses incurred2013-12-31$88,426
Benefits paid (including direct rollovers)2013-12-31$88,426
Total plan assets at end of year2013-12-31$11,532,850
Total plan assets at beginning of year2013-12-31$9,068,735
Value of fidelity bond covering the plan2013-12-31$1,000,000
Total contributions received or receivable from participants2013-12-31$149,827
Expenses. Other expenses not covered elsewhere2013-12-31$0
Other income received2013-12-31$1,883,542
Net income (gross income less expenses)2013-12-31$2,464,117
Net plan assets at end of year (total assets less liabilities)2013-12-31$11,532,850
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$9,068,733
Total contributions received or receivable from employer(s)2013-12-31$519,174
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : ALLERGY ASTHMA & IMMUNOLOGY ASSOCIATES PC SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total plan liabilities at end of year2012-12-31$2
Total income from all sources2012-12-31$2,000,950
Expenses. Total of all expenses incurred2012-12-31$5,284,893
Benefits paid (including direct rollovers)2012-12-31$5,284,893
Total plan assets at end of year2012-12-31$9,068,735
Total plan assets at beginning of year2012-12-31$12,352,676
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$150,987
Other income received2012-12-31$1,331,162
Net income (gross income less expenses)2012-12-31$-3,283,943
Net plan assets at end of year (total assets less liabilities)2012-12-31$9,068,733
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$12,352,676
Total contributions received or receivable from employer(s)2012-12-31$518,801
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : ALLERGY ASTHMA & IMMUNOLOGY ASSOCIATES PC SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total plan liabilities at beginning of year2011-12-31$167
Total income from all sources2011-12-31$621,932
Expenses. Total of all expenses incurred2011-12-31$155,019
Benefits paid (including direct rollovers)2011-12-31$155,019
Total plan assets at end of year2011-12-31$12,352,676
Total plan assets at beginning of year2011-12-31$11,885,930
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$518,727
Other income received2011-12-31$-30,898
Net income (gross income less expenses)2011-12-31$466,913
Net plan assets at end of year (total assets less liabilities)2011-12-31$12,352,676
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$11,885,763
Total contributions received or receivable from employer(s)2011-12-31$134,103
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : ALLERGY ASTHMA & IMMUNOLOGY ASSOCIATES PC SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total plan liabilities at end of year2010-12-31$167
Total plan liabilities at beginning of year2010-12-31$267
Total income from all sources2010-12-31$1,763,719
Expenses. Total of all expenses incurred2010-12-31$841,321
Benefits paid (including direct rollovers)2010-12-31$841,321
Total plan assets at end of year2010-12-31$11,885,930
Total plan assets at beginning of year2010-12-31$10,963,632
Value of fidelity bond covering the plan2010-12-31$1,000,000
Total contributions received or receivable from participants2010-12-31$127,690
Expenses. Other expenses not covered elsewhere2010-12-31$0
Other income received2010-12-31$1,150,521
Net income (gross income less expenses)2010-12-31$922,398
Net plan assets at end of year (total assets less liabilities)2010-12-31$11,885,763
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$10,963,365
Total contributions received or receivable from employer(s)2010-12-31$485,508
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : ALLERGY ASTHMA & IMMUNOLOGY ASSOCIATES PC SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ALLERGY ASTHMA & IMMUNOLOGY ASSOCIATES PC SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRUST

2016: ALLERGY ASTHMA & IMMUNOLOGY ASSOCIATES PC SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle 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 & IMMUNOLOGY ASSOCIATES PC SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
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 & IMMUNOLOGY ASSOCIATES PC SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle 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 & IMMUNOLOGY ASSOCIATES PC SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle 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 & IMMUNOLOGY ASSOCIATES PC SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle 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 is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ALLERGY ASTHMA & IMMUNOLOGY ASSOCIATES PC SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle 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
2009: ALLERGY ASTHMA & IMMUNOLOGY ASSOCIATES PC SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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