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ALLERGY, ASTHMA, & SINUS CENTER, P.C. PROFIT SHARING & TRUST PLAN 401k Plan overview

Plan NameALLERGY, ASTHMA, & SINUS CENTER, P.C. PROFIT SHARING & TRUST PLAN
Plan identification number 001

ALLERGY, ASTHMA, & SINUS CENTER, P.C. PROFIT SHARING & TRUST 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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, & SINUS CENTER, P.C. has sponsored the creation of one or more 401k plans.

Company Name:ALLERGY, ASTHMA, & SINUS CENTER, P.C.
Employer identification number (EIN):571056837
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, & SINUS CENTER, P.C. PROFIT SHARING & TRUST PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JOSEPH G MOYER MD2024-10-01
0012023-01-01JOSEPH G MOYER MD2024-10-25
0012022-01-01JOSEPH G MOYER MD2023-10-06
0012021-01-01JOSEPH G MOYER MD2022-09-19
0012020-01-01JOSEPH G MOYER MD2021-04-22
0012019-01-01JOSEPH G MOYER MD2020-05-28
0012018-01-01JOSEPH G MOYER MD2019-08-08
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01JOSEPH G MOYER MD
0012013-01-01
0012012-01-01JOSEPH G MOYER MD
0012011-01-01JOSEPH G MOYER MD
0012009-01-01JOSEPH G MOYER MD

Financial Data on ALLERGY, ASTHMA, & SINUS CENTER, P.C. PROFIT SHARING & TRUST PLAN

Measure Date Value
2025 : ALLERGY, ASTHMA, & SINUS CENTER, P.C. PROFIT SHARING & TRUST PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-12527230
Net assets as of the end of the plan year2025-06-126244560
Total assets as of the beginning of the plan year2025-06-125771941
Value of plan covered by a fidelity bond2025-06-121500000
Participant contributions to plan in this plan year2025-06-1272751
Other income to plan in this plan year2025-06-12864205
Plan net income in this plan year2025-06-12472619
Net assets as of the end of the plan year2025-06-126244560
Net assets as of the beginning of the plan year2025-06-125771941
Employer contributions to plan in this plan year2025-06-1262893
Fees paid to broker by Benefit Provider2025-06-1224140
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-1267269
2023 : ALLERGY, ASTHMA, & SINUS CENTER, P.C. PROFIT SHARING & TRUST PLAN 2023 401k financial data
Total income from all sources2023-12-31$1,061,606
Expenses. Total of all expenses incurred2023-12-31$561,153
Benefits paid (including direct rollovers)2023-12-31$501,824
Total plan assets at end of year2023-12-31$5,822,056
Total plan assets at beginning of year2023-12-31$5,321,603
Value of fidelity bond covering the plan2023-12-31$1,500,000
Total contributions received or receivable from participants2023-12-31$80,455
Other income received2023-12-31$915,017
Net income (gross income less expenses)2023-12-31$500,453
Net plan assets at end of year (total assets less liabilities)2023-12-31$5,822,056
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$5,321,603
Assets. Value of assets in partnership/joint-venture interests2023-12-31$50,115
Total contributions received or receivable from employer(s)2023-12-31$66,134
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$59,329
2022 : ALLERGY, ASTHMA, & SINUS CENTER, P.C. PROFIT SHARING & TRUST PLAN 2022 401k financial data
Total income from all sources2022-12-31$-458,466
Expenses. Total of all expenses incurred2022-12-31$216,545
Benefits paid (including direct rollovers)2022-12-31$156,747
Total plan assets at end of year2022-12-31$5,321,603
Total plan assets at beginning of year2022-12-31$5,996,614
Value of fidelity bond covering the plan2022-12-31$1,500,000
Total contributions received or receivable from participants2022-12-31$72,263
Other income received2022-12-31$-598,095
Net income (gross income less expenses)2022-12-31$-675,011
Net plan assets at end of year (total assets less liabilities)2022-12-31$5,321,603
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$5,996,614
Assets. Value of assets in partnership/joint-venture interests2022-12-31$50,115
Total contributions received or receivable from employer(s)2022-12-31$67,366
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$59,798
2021 : ALLERGY, ASTHMA, & SINUS CENTER, P.C. PROFIT SHARING & TRUST PLAN 2021 401k financial data
Total income from all sources2021-12-31$945,504
Expenses. Total of all expenses incurred2021-12-31$417,756
Benefits paid (including direct rollovers)2021-12-31$353,295
Total plan assets at end of year2021-12-31$5,996,614
Total plan assets at beginning of year2021-12-31$5,468,866
Value of fidelity bond covering the plan2021-12-31$1,500,000
Total contributions received or receivable from participants2021-12-31$68,790
Expenses. Other expenses not covered elsewhere2021-12-31$1,295
Other income received2021-12-31$811,431
Net income (gross income less expenses)2021-12-31$527,748
Net plan assets at end of year (total assets less liabilities)2021-12-31$5,996,614
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$5,468,866
Assets. Value of assets in partnership/joint-venture interests2021-12-31$50,115
Total contributions received or receivable from employer(s)2021-12-31$65,283
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$63,166
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : ALLERGY, ASTHMA, & SINUS CENTER, P.C. PROFIT SHARING & TRUST PLAN 2020 401k financial data
Total income from all sources2020-12-31$512,920
Expenses. Total of all expenses incurred2020-12-31$273,293
Benefits paid (including direct rollovers)2020-12-31$220,374
Total plan assets at end of year2020-12-31$5,468,866
Total plan assets at beginning of year2020-12-31$5,229,239
Value of fidelity bond covering the plan2020-12-31$1,500,000
Total contributions received or receivable from participants2020-12-31$82,062
Other income received2020-12-31$391,244
Net income (gross income less expenses)2020-12-31$239,627
Net plan assets at end of year (total assets less liabilities)2020-12-31$5,468,866
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$5,229,239
Assets. Value of assets in partnership/joint-venture interests2020-12-31$50,115
Total contributions received or receivable from employer(s)2020-12-31$39,614
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$52,919
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : ALLERGY, ASTHMA, & SINUS CENTER, P.C. PROFIT SHARING & TRUST PLAN 2019 401k financial data
Total income from all sources2019-12-31$981,627
Expenses. Total of all expenses incurred2019-12-31$1,066,282
Benefits paid (including direct rollovers)2019-12-31$1,009,855
Total plan assets at end of year2019-12-31$5,229,239
Total plan assets at beginning of year2019-12-31$5,313,894
Value of fidelity bond covering the plan2019-12-31$1,500,000
Total contributions received or receivable from participants2019-12-31$28,121
Other income received2019-12-31$953,506
Net income (gross income less expenses)2019-12-31$-84,655
Net plan assets at end of year (total assets less liabilities)2019-12-31$5,229,239
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$5,313,894
Assets. Value of assets in partnership/joint-venture interests2019-12-31$120,000
Total contributions received or receivable from employer(s)2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$56,427
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : ALLERGY, ASTHMA, & SINUS CENTER, P.C. PROFIT SHARING & TRUST PLAN 2018 401k financial data
Total income from all sources2018-12-31$-215,466
Expenses. Total of all expenses incurred2018-12-31$681,060
Benefits paid (including direct rollovers)2018-12-31$616,961
Total plan assets at end of year2018-12-31$5,313,894
Total plan assets at beginning of year2018-12-31$6,210,420
Value of fidelity bond covering the plan2018-12-31$1,500,000
Other income received2018-12-31$-297,514
Net income (gross income less expenses)2018-12-31$-896,526
Net plan assets at end of year (total assets less liabilities)2018-12-31$5,313,894
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$6,210,420
Assets. Value of assets in partnership/joint-venture interests2018-12-31$120,000
Total contributions received or receivable from employer(s)2018-12-31$82,048
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$64,099
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : ALLERGY, ASTHMA, & SINUS CENTER, P.C. PROFIT SHARING & TRUST PLAN 2017 401k financial data
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$244,596
Expenses. Total of all expenses incurred2017-12-31$212,217
Benefits paid (including direct rollovers)2017-12-31$154,000
Total plan assets at end of year2017-12-31$6,210,420
Total plan assets at beginning of year2017-12-31$6,178,041
Value of fidelity bond covering the plan2017-12-31$1,500,000
Other income received2017-12-31$152,673
Net income (gross income less expenses)2017-12-31$32,379
Net plan assets at end of year (total assets less liabilities)2017-12-31$6,210,420
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$6,178,041
Assets. Value of assets in partnership/joint-venture interests2017-12-31$120,000
Total contributions received or receivable from employer(s)2017-12-31$91,923
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$58,217
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : ALLERGY, ASTHMA, & SINUS CENTER, P.C. PROFIT SHARING & TRUST 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$669,901
Expenses. Total of all expenses incurred2016-12-31$156,335
Benefits paid (including direct rollovers)2016-12-31$97,906
Total plan assets at end of year2016-12-31$6,178,041
Total plan assets at beginning of year2016-12-31$5,664,475
Value of fidelity bond covering the plan2016-12-31$1,500,000
Contributions received from other sources (not participants or employers)2016-12-31$2,768
Other income received2016-12-31$592,835
Net income (gross income less expenses)2016-12-31$513,566
Net plan assets at end of year (total assets less liabilities)2016-12-31$6,178,041
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$5,664,475
Assets. Value of assets in partnership/joint-venture interests2016-12-31$447,788
Total contributions received or receivable from employer(s)2016-12-31$74,298
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$58,429
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : ALLERGY, ASTHMA, & SINUS CENTER, P.C. PROFIT SHARING & TRUST PLAN 2015 401k financial data
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$154,688
Expenses. Total of all expenses incurred2015-12-31$334,139
Benefits paid (including direct rollovers)2015-12-31$276,247
Total plan assets at end of year2015-12-31$5,664,475
Total plan assets at beginning of year2015-12-31$5,843,926
Value of fidelity bond covering the plan2015-12-31$1,500,000
Other income received2015-12-31$8,592
Net income (gross income less expenses)2015-12-31$-179,451
Net plan assets at end of year (total assets less liabilities)2015-12-31$5,664,475
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$5,843,926
Assets. Value of assets in partnership/joint-venture interests2015-12-31$447,788
Total contributions received or receivable from employer(s)2015-12-31$146,096
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$57,892
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : ALLERGY, ASTHMA, & SINUS CENTER, P.C. PROFIT SHARING & TRUST PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total income from all sources2014-12-31$430,317
Expenses. Total of all expenses incurred2014-12-31$77,165
Benefits paid (including direct rollovers)2014-12-31$15,474
Total plan assets at end of year2014-12-31$5,843,926
Total plan assets at beginning of year2014-12-31$5,490,774
Value of fidelity bond covering the plan2014-12-31$1,500,000
Other income received2014-12-31$220,958
Noncash contributions received2014-12-31$2,476
Net income (gross income less expenses)2014-12-31$353,152
Net plan assets at end of year (total assets less liabilities)2014-12-31$5,843,926
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$5,490,774
Assets. Value of assets in partnership/joint-venture interests2014-12-31$447,788
Total contributions received or receivable from employer(s)2014-12-31$206,883
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$61,691
2013 : ALLERGY, ASTHMA, & SINUS CENTER, P.C. PROFIT SHARING & TRUST PLAN 2013 401k financial data
Total income from all sources2013-12-31$953,252
Expenses. Total of all expenses incurred2013-12-31$461,452
Benefits paid (including direct rollovers)2013-12-31$409,756
Total plan assets at end of year2013-12-31$5,490,774
Total plan assets at beginning of year2013-12-31$4,998,974
Value of fidelity bond covering the plan2013-12-31$1,500,000
Other income received2013-12-31$685,093
Net income (gross income less expenses)2013-12-31$491,800
Net plan assets at end of year (total assets less liabilities)2013-12-31$5,490,774
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$4,998,974
Assets. Value of assets in partnership/joint-venture interests2013-12-31$698,147
Total contributions received or receivable from employer(s)2013-12-31$268,159
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$51,696
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : ALLERGY, ASTHMA, & SINUS CENTER, P.C. PROFIT SHARING & TRUST PLAN 2012 401k financial data
Total income from all sources2012-12-31$590,780
Expenses. Total of all expenses incurred2012-12-31$148,368
Benefits paid (including direct rollovers)2012-12-31$102,867
Total plan assets at end of year2012-12-31$4,998,974
Total plan assets at beginning of year2012-12-31$4,556,562
Value of fidelity bond covering the plan2012-12-31$1,500,000
Other income received2012-12-31$327,281
Net income (gross income less expenses)2012-12-31$442,412
Net plan assets at end of year (total assets less liabilities)2012-12-31$4,998,974
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$4,556,562
Assets. Value of assets in partnership/joint-venture interests2012-12-31$1,076,129
Total contributions received or receivable from employer(s)2012-12-31$263,499
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$45,501
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : ALLERGY, ASTHMA, & SINUS CENTER, P.C. PROFIT SHARING & TRUST PLAN 2011 401k financial data
Total income from all sources2011-12-31$169,237
Expenses. Total of all expenses incurred2011-12-31$41,949
Total plan assets at end of year2011-12-31$4,556,562
Total plan assets at beginning of year2011-12-31$4,429,274
Value of fidelity bond covering the plan2011-12-31$1,200,000
Other income received2011-12-31$-101,011
Net income (gross income less expenses)2011-12-31$127,288
Net plan assets at end of year (total assets less liabilities)2011-12-31$4,556,562
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$4,429,274
Assets. Value of assets in partnership/joint-venture interests2011-12-31$903,058
Total contributions received or receivable from employer(s)2011-12-31$270,248
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$41,949
2010 : ALLERGY, ASTHMA, & SINUS CENTER, P.C. PROFIT SHARING & TRUST PLAN 2010 401k financial data
Total income from all sources2010-12-31$673,221
Expenses. Total of all expenses incurred2010-12-31$69,811
Benefits paid (including direct rollovers)2010-12-31$33,709
Total plan assets at end of year2010-12-31$4,429,274
Total plan assets at beginning of year2010-12-31$3,825,864
Value of fidelity bond covering the plan2010-12-31$1,200,000
Contributions received from other sources (not participants or employers)2010-12-31$1,857
Other income received2010-12-31$342,614
Net income (gross income less expenses)2010-12-31$603,410
Net plan assets at end of year (total assets less liabilities)2010-12-31$4,429,274
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,825,864
Assets. Value of assets in partnership/joint-venture interests2010-12-31$903,058
Total contributions received or receivable from employer(s)2010-12-31$328,750
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$36,102
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, & SINUS CENTER, P.C. PROFIT SHARING & TRUST PLAN

2023: ALLERGY, ASTHMA, & SINUS CENTER, P.C. PROFIT SHARING & TRUST PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: ALLERGY, ASTHMA, & SINUS CENTER, P.C. PROFIT SHARING & TRUST PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
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, & SINUS CENTER, P.C. PROFIT SHARING & TRUST PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle 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, & SINUS CENTER, P.C. PROFIT SHARING & TRUST PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ALLERGY, ASTHMA, & SINUS CENTER, P.C. PROFIT SHARING & TRUST PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle 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, & SINUS CENTER, P.C. PROFIT SHARING & TRUST PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle 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, & SINUS CENTER, P.C. PROFIT SHARING & TRUST PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle 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, & SINUS CENTER, P.C. PROFIT SHARING & TRUST PLAN 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, & SINUS CENTER, P.C. PROFIT SHARING & TRUST PLAN 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, & SINUS CENTER, P.C. PROFIT SHARING & TRUST PLAN 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, & SINUS CENTER, P.C. PROFIT SHARING & TRUST PLAN 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, & SINUS CENTER, P.C. PROFIT SHARING & TRUST PLAN 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, & SINUS CENTER, P.C. PROFIT SHARING & TRUST PLAN 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, & SINUS CENTER, P.C. PROFIT SHARING & TRUST PLAN 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

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number139965
Policy instance 1
Insurance contract or identification number139965
Number of Individuals Covered34
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $21,336
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number139965
Policy instance 1
Insurance contract or identification number139965
Number of Individuals Covered34
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $11,108
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number139965
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number139965
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number139965
Policy instance 1

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