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401(K) PROFIT SHARING PLAN & TRUST OF ALLERGIC DISEASE & ASTHMA CENTER, P. A. 401k Plan overview

Plan Name401(K) PROFIT SHARING PLAN & TRUST OF ALLERGIC DISEASE & ASTHMA CENTER, P. A.
Plan identification number 002

401(K) PROFIT SHARING PLAN & TRUST OF ALLERGIC DISEASE & ASTHMA CENTER, P. A. 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.
  • 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.

401k Sponsoring company profile

ALLERGIC DISEASE & ASTHMA CENTER, P . A. has sponsored the creation of one or more 401k plans.

Company Name:ALLERGIC DISEASE & ASTHMA CENTER, P . A.
Employer identification number (EIN):570673634
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 401(K) PROFIT SHARING PLAN & TRUST OF ALLERGIC DISEASE & ASTHMA CENTER, P. A.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01MARK HENSELER FOR TRPC2024-09-14
0022022-01-01KIM WRIGHT2023-06-06
0022021-01-01EMMANUEL U. SARMIENTO, MD2022-06-16
0022021-01-01EMMANUEL U. SARMIENTO, MD2022-06-16
0022020-01-01
0022019-01-01
0022018-01-01DR.EMMANUEL SARMIENTO2019-06-06
0022017-01-01
0022016-01-01EMMANUEL U SARMIENTO, MD2017-05-05
0022015-01-01EMMANUEL U SARMIENTO, MD2016-06-24
0022014-01-01C. ALLEN BRUCE, MD2015-04-28
0022013-01-01C. ALLEN BRUCE, MD2014-05-13
0022012-01-01C. ALLEN BRUCE2013-05-16
0022011-01-01C. ALLEN BRUCE2012-07-13
0022010-01-01AUDREY R. BALLENGER2011-06-15

Financial Data on 401(K) PROFIT SHARING PLAN & TRUST OF ALLERGIC DISEASE & ASTHMA CENTER, P. A.

Measure Date Value
2025 : 401(K) PROFIT SHARING PLAN & TRUST OF ALLERGIC DISEASE & ASTHMA CENTER, P. A. 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-090
Total liabilities as of the end of the plan year2025-06-090
Total liabilities as of the beginning of the plan year2025-06-090
Total expenses incurred by plan in this plan year2025-06-09205535
Net assets as of the end of the plan year2025-06-099749854
Total assets as of the beginning of the plan year2025-06-097997605
Value of plan covered by a fidelity bond2025-06-09500000
Participant contributions to plan in this plan year2025-06-09109586
Value of participant loans at end of plan year2025-06-0937512
Other expenses paid from plan in this plan year2025-06-090
Other contributions to plan in this plan year2025-06-090
Other income to plan in this plan year2025-06-091789460
Plan net income in this plan year2025-06-091752249
Net assets as of the end of the plan year2025-06-099749854
Net assets as of the beginning of the plan year2025-06-097997605
Employer contributions to plan in this plan year2025-06-0958738
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-091362
2024 : 401(K) PROFIT SHARING PLAN & TRUST OF ALLERGIC DISEASE & ASTHMA CENTER, P. A. 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-140
Total liabilities as of the end of the plan year2024-09-140
Total liabilities as of the beginning of the plan year2024-09-140
Total expenses incurred by plan in this plan year2024-09-1465906
Net assets as of the end of the plan year2024-09-147997605
Total assets as of the beginning of the plan year2024-09-146004972
Value of plan covered by a fidelity bond2024-09-14500000
Participant contributions to plan in this plan year2024-09-14112753
Value of participant loans at end of plan year2024-09-1457851
Other expenses paid from plan in this plan year2024-09-140
Other contributions to plan in this plan year2024-09-140
Other income to plan in this plan year2024-09-141884655
Plan net income in this plan year2024-09-141992633
Net assets as of the end of the plan year2024-09-147997605
Net assets as of the beginning of the plan year2024-09-146004972
Employer contributions to plan in this plan year2024-09-1461131
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-141328
2022 : 401(K) PROFIT SHARING PLAN & TRUST OF ALLERGIC DISEASE & ASTHMA CENTER, P. A. 2022 401k financial data
Total transfers to/from plan in this plan year2022-06-160
Total liabilities as of the end of the plan year2022-06-160
Total liabilities as of the beginning of the plan year2022-06-160
Total expenses incurred by plan in this plan year2022-06-163874
Net assets as of the end of the plan year2022-06-167998341
Total assets as of the beginning of the plan year2022-06-166406375
Value of plan covered by a fidelity bond2022-06-163000000
Participant contributions to plan in this plan year2022-06-16116481
Value of participant loans at end of plan year2022-06-1676639
Other expenses paid from plan in this plan year2022-06-160
Other contributions to plan in this plan year2022-06-160
Other income to plan in this plan year2022-06-161421365
Plan net income in this plan year2022-06-161591966
Net assets as of the end of the plan year2022-06-167998341
Net assets as of the beginning of the plan year2022-06-166406375
Employer contributions to plan in this plan year2022-06-1657994
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-16788

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