401k Plan data: ALLERGY & IMMUNOLOGY, P.L.C. CASH BALANCE PENSION PLAN plan

ALLERGY & IMMUNOLOGY, P.L.C. CASH BALANCE PENSION PLAN 401k Plan overview

Plan Name	ALLERGY & IMMUNOLOGY, P.L.C. CASH BALANCE PENSION PLAN
Plan identification number	002

ALLERGY & IMMUNOLOGY, P.L.C. CASH BALANCE PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
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 & IMMUNOLOGY, P.L.C. has sponsored the creation of one or more 401k plans.

Company Name: ALLERGY & IMMUNOLOGY, P.L.C.

Employer identification number (EIN): 541856112

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 & IMMUNOLOGY, P.L.C. CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2024-01-01 SAJU EAPEN 2024-08-27
002 2023-01-01 SAJU EAPEN 2024-07-30
002 2022-01-01 SAJU EAPEN 2023-10-03
002 2021-01-01 SAJU EAPEN 2022-07-19
002 2020-01-01 SAJU EAPEN 2021-10-14
002 2019-01-01
002 2018-01-01
002 2017-01-01 JASON CALL 2018-09-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2024-01-01	SAJU EAPEN	2024-08-27
002	2023-01-01	SAJU EAPEN	2024-07-30
002	2022-01-01	SAJU EAPEN	2023-10-03
002	2021-01-01	SAJU EAPEN	2022-07-19
002	2020-01-01	SAJU EAPEN	2021-10-14
002	2019-01-01
002	2018-01-01
002	2017-01-01	JASON CALL	2018-09-12

Plan Statistics for ALLERGY & IMMUNOLOGY, P.L.C. CASH BALANCE PENSION PLAN

401k plan membership statisitcs for ALLERGY & IMMUNOLOGY, P.L.C. CASH BALANCE PENSION PLAN

Measure Date Value
2024: ALLERGY & IMMUNOLOGY, P.L.C. CASH BALANCE PENSION PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-08-27 26
Total number of particpants at end of year 2024-08-27 0
Total number of particpants at beginning of year 2024-07-30 27
Total number of particpants at end of year 2024-07-30 26
2022: ALLERGY & IMMUNOLOGY, P.L.C. CASH BALANCE PENSION PLAN 2022 401k membership
Market value of plan assets 2022-12-31 328,844
Acturial value of plan assets 2022-12-31 328,844
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 4
Fundng target for terminated vested participants 2022-12-31 6,534
Active participant vested funding target 2022-12-31 328,473
Number of active participants 2022-12-31 17
Total funding liabilities for active participants 2022-12-31 328,473
Total participant count 2022-12-31 21
Total funding target for all participants 2022-12-31 335,007
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 0
Present value of excess contributions 2022-12-31 38
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 40
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 0
Total employer contributions 2022-12-31 800
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 749
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 0
Net shortfall amortization installment of oustanding balance 2022-12-31 6,163
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 570
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 570
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 749
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
Total number of particpants at beginning of year 2022-07-19 31
Total number of particpants at end of year 2022-07-19 28
2021: ALLERGY & IMMUNOLOGY, P.L.C. CASH BALANCE PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 334,045
Acturial value of plan assets 2021-12-31 334,045
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 27
Fundng target for terminated vested participants 2021-12-31 22,226
Active participant vested funding target 2021-12-31 332,778
Number of active participants 2021-12-31 18
Total funding liabilities for active participants 2021-12-31 332,778
Total participant count 2021-12-31 45
Total funding target for all participants 2021-12-31 355,004
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 0
Present value of excess contributions 2021-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 0
Total employer contributions 2021-12-31 3,600
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 3,399
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 0
Net shortfall amortization installment of oustanding balance 2021-12-31 20,959
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 3,361
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 0
Additional cash requirement 2021-12-31 3,361
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 3,399
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: ALLERGY & IMMUNOLOGY, P.L.C. CASH BALANCE PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 324,492
Acturial value of plan assets 2020-12-31 324,492
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 5
Fundng target for terminated vested participants 2020-12-31 5,978
Active participant vested funding target 2020-12-31 315,605
Number of active participants 2020-12-31 23
Total funding liabilities for active participants 2020-12-31 316,178
Total participant count 2020-12-31 28
Total funding target for all participants 2020-12-31 322,156
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 0
Total employer contributions 2020-12-31 0
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 0
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 0
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 0
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: ALLERGY & IMMUNOLOGY, P.L.C. CASH BALANCE PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 306,736
Acturial value of plan assets 2019-12-31 306,736
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 0
Fundng target for terminated vested participants 2019-12-31 0
Active participant vested funding target 2019-12-31 199,220
Number of active participants 2019-12-31 32
Total funding liabilities for active participants 2019-12-31 202,512
Total participant count 2019-12-31 32
Total funding target for all participants 2019-12-31 202,512
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 0
Present value of excess contributions 2019-12-31 78,862
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 83,357
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 0
Total employer contributions 2019-12-31 0
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 0
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 97,397
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 0
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 0
Additional cash requirement 2019-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: ALLERGY & IMMUNOLOGY, P.L.C. CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 114,421
Acturial value of plan assets 2018-12-31 114,421
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 0
Fundng target for terminated vested participants 2018-12-31 0
Active participant vested funding target 2018-12-31 104,956
Number of active participants 2018-12-31 30
Total funding liabilities for active participants 2018-12-31 105,958
Total participant count 2018-12-31 30
Total funding target for all participants 2018-12-31 105,958
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 36,919
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 39,064
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 197,100
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 176,490
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 106,091
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 97,628
Additional cash requirement 2018-12-31 97,628
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 176,490
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: ALLERGY & IMMUNOLOGY, P.L.C. CASH BALANCE PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 0
Acturial value of plan assets 2017-12-31 0
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 0
Fundng target for terminated vested participants 2017-12-31 0
Active participant vested funding target 2017-12-31 0
Number of active participants 2017-12-31 28
Total funding liabilities for active participants 2017-12-31 38,240
Total participant count 2017-12-31 28
Total funding target for all participants 2017-12-31 38,240
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 118,750
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 106,145
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 62,946
Net shortfall amortization installment of oustanding balance 2017-12-31 38,240
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 69,226
Additional cash requirement 2017-12-31 69,226
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 106,145
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0

Measure	Date	Value
2024: ALLERGY & IMMUNOLOGY, P.L.C. CASH BALANCE PENSION PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-08-27	26
Total number of particpants at end of year	2024-08-27	0
Total number of particpants at beginning of year	2024-07-30	27
Total number of particpants at end of year	2024-07-30	26
2022: ALLERGY & IMMUNOLOGY, P.L.C. CASH BALANCE PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	328,844
Acturial value of plan assets	2022-12-31	328,844
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	4
Fundng target for terminated vested participants	2022-12-31	6,534
Active participant vested funding target	2022-12-31	328,473
Number of active participants	2022-12-31	17
Total funding liabilities for active participants	2022-12-31	328,473
Total participant count	2022-12-31	21
Total funding target for all participants	2022-12-31	335,007
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	0
Present value of excess contributions	2022-12-31	38
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	40
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	0
Total employer contributions	2022-12-31	800
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	749
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	0
Net shortfall amortization installment of oustanding balance	2022-12-31	6,163
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	570
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	570
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	749
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
Total number of particpants at beginning of year	2022-07-19	31
Total number of particpants at end of year	2022-07-19	28
2021: ALLERGY & IMMUNOLOGY, P.L.C. CASH BALANCE PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	334,045
Acturial value of plan assets	2021-12-31	334,045
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	27
Fundng target for terminated vested participants	2021-12-31	22,226
Active participant vested funding target	2021-12-31	332,778
Number of active participants	2021-12-31	18
Total funding liabilities for active participants	2021-12-31	332,778
Total participant count	2021-12-31	45
Total funding target for all participants	2021-12-31	355,004
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	0
Present value of excess contributions	2021-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	3,600
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	3,399
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	0
Net shortfall amortization installment of oustanding balance	2021-12-31	20,959
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	3,361
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	3,361
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	3,399
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: ALLERGY & IMMUNOLOGY, P.L.C. CASH BALANCE PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	324,492
Acturial value of plan assets	2020-12-31	324,492
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	5
Fundng target for terminated vested participants	2020-12-31	5,978
Active participant vested funding target	2020-12-31	315,605
Number of active participants	2020-12-31	23
Total funding liabilities for active participants	2020-12-31	316,178
Total participant count	2020-12-31	28
Total funding target for all participants	2020-12-31	322,156
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	0
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	0
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	0
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	0
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: ALLERGY & IMMUNOLOGY, P.L.C. CASH BALANCE PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	306,736
Acturial value of plan assets	2019-12-31	306,736
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	0
Fundng target for terminated vested participants	2019-12-31	0
Active participant vested funding target	2019-12-31	199,220
Number of active participants	2019-12-31	32
Total funding liabilities for active participants	2019-12-31	202,512
Total participant count	2019-12-31	32
Total funding target for all participants	2019-12-31	202,512
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	0
Present value of excess contributions	2019-12-31	78,862
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	83,357
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	0
Total employer contributions	2019-12-31	0
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	0
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	97,397
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	0
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: ALLERGY & IMMUNOLOGY, P.L.C. CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	114,421
Acturial value of plan assets	2018-12-31	114,421
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	0
Fundng target for terminated vested participants	2018-12-31	0
Active participant vested funding target	2018-12-31	104,956
Number of active participants	2018-12-31	30
Total funding liabilities for active participants	2018-12-31	105,958
Total participant count	2018-12-31	30
Total funding target for all participants	2018-12-31	105,958
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	36,919
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	39,064
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	197,100
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	176,490
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	106,091
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	97,628
Additional cash requirement	2018-12-31	97,628
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	176,490
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: ALLERGY & IMMUNOLOGY, P.L.C. CASH BALANCE PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	0
Acturial value of plan assets	2017-12-31	0
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	0
Number of active participants	2017-12-31	28
Total funding liabilities for active participants	2017-12-31	38,240
Total participant count	2017-12-31	28
Total funding target for all participants	2017-12-31	38,240
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	118,750
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	106,145
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	62,946
Net shortfall amortization installment of oustanding balance	2017-12-31	38,240
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	69,226
Additional cash requirement	2017-12-31	69,226
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	106,145
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0

Financial Data on ALLERGY & IMMUNOLOGY, P.L.C. CASH BALANCE PENSION PLAN

Measure	Date	Value
2024 : ALLERGY & IMMUNOLOGY, P.L.C. CASH BALANCE PENSION PLAN 2024 401k financial data
Total transfers to/from plan in this plan year	2024-08-27	0
Total liabilities as of the end of the plan year	2024-08-27	0
Total liabilities as of the beginning of the plan year	2024-08-27	0
Total expenses incurred by plan in this plan year	2024-08-27	643722
Net assets as of the end of the plan year	2024-08-27	0
Total assets as of the beginning of the plan year	2024-08-27	317230
Value of plan covered by a fidelity bond	2024-08-27	250000
Participant contributions to plan in this plan year	2024-08-27	0
Other expenses paid from plan in this plan year	2024-08-27	1311
Other contributions to plan in this plan year	2024-08-27	0
Other income to plan in this plan year	2024-08-27	4696
Plan net income in this plan year	2024-08-27	-317230
Net assets as of the end of the plan year	2024-08-27	0
Net assets as of the beginning of the plan year	2024-08-27	317230
Employer contributions to plan in this plan year	2024-08-27	321796
Expensese paid to adminstrative service provicers from plan in this plan year	2024-08-27	0
Total transfers to/from plan in this plan year	2024-07-30	0
Total liabilities as of the end of the plan year	2024-07-30	0
Total liabilities as of the beginning of the plan year	2024-07-30	0
Total expenses incurred by plan in this plan year	2024-07-30	5230
Net assets as of the end of the plan year	2024-07-30	317230
Total assets as of the beginning of the plan year	2024-07-30	301297
Value of plan covered by a fidelity bond	2024-07-30	250000
Participant contributions to plan in this plan year	2024-07-30	0
Other expenses paid from plan in this plan year	2024-07-30	2063
Other contributions to plan in this plan year	2024-07-30	0
Other income to plan in this plan year	2024-07-30	20363
Plan net income in this plan year	2024-07-30	15933
Net assets as of the end of the plan year	2024-07-30	317230
Net assets as of the beginning of the plan year	2024-07-30	301297
Employer contributions to plan in this plan year	2024-07-30	800
Expensese paid to adminstrative service provicers from plan in this plan year	2024-07-30	0
2022 : ALLERGY & IMMUNOLOGY, P.L.C. CASH BALANCE PENSION PLAN 2022 401k financial data
Total transfers to/from plan in this plan year	2022-07-19	0
Total liabilities as of the end of the plan year	2022-07-19	0
Total liabilities as of the beginning of the plan year	2022-07-19	0
Total expenses incurred by plan in this plan year	2022-07-19	28683
Net assets as of the end of the plan year	2022-07-19	328844
Total assets as of the beginning of the plan year	2022-07-19	334045
Value of plan covered by a fidelity bond	2022-07-19	250000
Participant contributions to plan in this plan year	2022-07-19	0
Other expenses paid from plan in this plan year	2022-07-19	3834
Other contributions to plan in this plan year	2022-07-19	0
Other income to plan in this plan year	2022-07-19	19882
Plan net income in this plan year	2022-07-19	-5201
Net assets as of the end of the plan year	2022-07-19	328844
Net assets as of the beginning of the plan year	2022-07-19	334045
Employer contributions to plan in this plan year	2022-07-19	3600
Expensese paid to adminstrative service provicers from plan in this plan year	2022-07-19	0

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Company Name:	ALLERGY & IMMUNOLOGY, P.L.C.
Employer identification number (EIN):	541856112
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)