ALLERGY & ASTHMA CLINIC OF MACON DEFINED BENEFIT PLAN 401k Plan overview

ALLERGY & ASTHMA CLINIC OF MACON DEFINED BENEFIT PLAN Benefits

401k Sponsoring company profile

Company Name:	ALLERGY & ASTHMA CLINIC OF MACON
Employer identification number (EIN):	581435594
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01	DAVID T. PLAXICO, M.D.	2015-04-09
002	2013-01-01	DAVID T. PLAXICO, M.D.	2014-07-18
002	2012-01-01	DAVID T. PLAXICO, M.D.	2013-03-28
002	2011-01-01	DAVID T. PLAXICO, M.D.	2012-03-30
002	2010-01-01	DAVID T. PLAXICO, M.D.	2011-05-26
002	2008-01-01	DAVID T. PLAXICO, M.D.

Plan Statistics for ALLERGY & ASTHMA CLINIC OF MACON DEFINED BENEFIT PLAN

Measure	Date	Value
2018: ALLERGY & ASTHMA CLINIC OF MACON DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	2,714,093
Acturial value of plan assets	2018-12-31	2,714,093
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	8
Fundng target for terminated vested participants	2018-12-31	222,211
Active participant vested funding target	2018-12-31	2,606,991
Number of active participants	2018-12-31	5
Total funding liabilities for active participants	2018-12-31	2,609,213
Total participant count	2018-12-31	13
Total funding target for all participants	2018-12-31	2,831,424
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	259,427
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	95,174
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	164,253
Present value of excess contributions	2018-12-31	28,363
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	34,002
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	34,002
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	230,908
Total employer contributions	2018-12-31	0
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	0
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	14,496
Net shortfall amortization installment of oustanding balance	2018-12-31	348,239
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	80,944
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	80,944
Additional cash requirement	2018-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: ALLERGY & ASTHMA CLINIC OF MACON DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	2,236,555
Acturial value of plan assets	2017-12-31	2,236,555
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	5
Fundng target for terminated vested participants	2017-12-31	109,178
Active participant vested funding target	2017-12-31	2,358,226
Number of active participants	2017-12-31	8
Total funding liabilities for active participants	2017-12-31	2,362,231
Total participant count	2017-12-31	13
Total funding target for all participants	2017-12-31	2,471,409
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	308,238
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	308,238
Present value of excess contributions	2017-12-31	58,889
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	62,440
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	74,795
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	259,427
Total employer contributions	2017-12-31	30,000
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	28,363
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	14,007
Net shortfall amortization installment of oustanding balance	2017-12-31	494,281
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	95,174
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	95,174
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	28,363
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: ALLERGY & ASTHMA CLINIC OF MACON DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,972,365
Acturial value of plan assets	2016-12-31	1,972,365
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	4
Fundng target for terminated vested participants	2016-12-31	45,770
Active participant vested funding target	2016-12-31	1,612,643
Number of active participants	2016-12-31	9
Total funding liabilities for active participants	2016-12-31	1,618,357
Total participant count	2016-12-31	13
Total funding target for all participants	2016-12-31	1,664,127
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	318,489
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	318,489
Present value of excess contributions	2016-12-31	58,108
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	61,728
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	61,728
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	68,603
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	308,238
Total employer contributions	2016-12-31	94,000
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	90,231
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	31,342
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	31,342
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	31,342
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	90,231
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
2008: ALLERGY & ASTHMA CLINIC OF MACON DEFINED BENEFIT PLAN 2008 401k membership
Total participants, beginning-of-year	2008-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2008-01-01	8
Number of retired or separated participants receiving benefits	2008-01-01	0
Number of other retired or separated participants entitled to future benefits	2008-01-01	0
Total of all active and inactive participants	2008-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2008-01-01	0
Total participants	2008-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-01-01	0

Form 5500 Responses for ALLERGY & ASTHMA CLINIC OF MACON DEFINED BENEFIT PLAN

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• ALLERGY & ASTHMA CARE CENTER, P.A. 401K PLAN [EIN = 223776439]
• ALLERGY & ASTHMA OF NWPA LLC PROFIT SHARING PLAN [EIN = 474965505]
• ALLERGY & DERMATOLOGY VETERINARY REFERRAL CENTER, INC. PENSION PLAN AND TRUST [EIN = 680494645]
• ALLERGY & ASTHMA MANAGEMENT CENTER, P.C. 401K PLAN [EIN = 383481932]
• ALLERGY & ASTHMA OF ILLINOIS 401(K) PLAN [EIN = 364159438]
• ALLERGY & ASTHMA CARE OF WACO, P.A. PROFIT SHARING PLAN [EIN = 752795625]
• ALLERGY & IMMUNOLOGY ON MADISON P.C. RETIREMENT PLAN [EIN = 223716775]
• ALLERGY & ASTHMA MEDICAL CLINIC, INC. DEFINED BENEFIT PENSION PLAN [EIN = 942593553]
• ALLERGY & ASTHMA ASSOCIATES, LTD. 401(K) PROFIT SHARING PLAN [EIN = 363741043]
• ALLERGY & ASTHMA CARE CENTER, LLC 401K SAFE HARBOR PLAN [EIN = 412093889]
• ALLERGY & ASTHMA NETWORK MOTHERS OF ASTHMATICS INC TAX-DEFERRED ANNUITY PLAN [EIN = 541357586]
• ALLERGY & ASTHMA SPECIALTY PHYSICIANS, P.C. CASH BALANCE PLAN [EIN = 043040062]
• ALLERGY & ASTHMA CARE AND PREVENTION CENTER 401(K) PLAN [EIN = 731674658]
• ALLERGY & DERMATOLOGY SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN [EIN = 860407650]
• ALLERGY & ASTHMA CONSULTANTS 401(K) PLAN [EIN = 431486377]
• ALLERGY & ASTHMA AFFILIATES, PC PROFIT SHARING PLAN [EIN = 621552917]
• ALLERGY & ASTHMA ASSOCIATES DEFINED BENEFIT PENSION PLAN [EIN = 953621729]
• ALLERGY & ASTHMA AFFILIATES, INC. RETIREMENT PLAN [EIN = 050521824]
• ALLERGY & ASTHMA SPECIALISTS, P.C. PENSION PLAN [EIN = 042502840]
• ALLERGY & ASTHMA MEDICAL CLINIC, INC. 401K PLAN [EIN = 942593553]
• ALLERGY & ASTHMA CONSULTANTS PC 401(K) & P/S PLAN [EIN = 431787640]
• ALLERGY & ASTHMA AFFILIATES, INC. PROFIT SHARING PLAN [EIN = 050521824]
• ALLERGY & ASTHMA CENTER OF GEORGETOWN, PA 401(K) PLAN [EIN = 742864037]
• ALLERGY & ASTHMA CLINIC OF ALEXANDRIA CASH BALANCE PLAN [EIN = 720696001]
• ALLERGY & ASTHMA ASSOCIATES OF WEST BOCA, P.A. PROFIT SHARING PLAN [EIN = 650770688]
• ALLERGY & ASTHMA CENTER OF NORTHEAST OHIO INC PROFIT SHARING PLAN [EIN = 341739587]
• ALLERGY & ASTHMA CENTER OF BROKEN ARROW, INC. DEFINED BENEFIT PENSION PLAN [EIN = 731519497]
• ALLERGY & ASTHMA ASSOCIATES PROFIT SHARING PLAN [EIN = 910923446]
• ALLERGY & ASTHMA DIAGNOSTIC TREATMENT CENTER 401K PROFIT SHARING PLAN & TRUST [EIN = 593250865]
• ALLERGY & ASTHMA SPECIAILISTS PC PROFIT SHARING PLAN [EIN = 581497308]
• ALLERGY & ASTHMA CONSULTANTS 401(K) PROFIT SHARING PLAN [EIN = 815450499]
• ALLERGY & ASTHMA CENTER INC RETIREMENT PLAN [EIN = 320017336]
• ALLERGY & IMMUNOLOGY, P.L.C. CASH BALANCE PENSION PLAN [EIN = 541856112]
• ALLERGY & ASTHMA 401(K) PLAN [EIN = 621580701]
• ALLERGY & ASTHMA CARE OF ROCKLAND CASH BALANCE PLAN [EIN = 133782541]
• ALLERGY & ASHTHMA SPECIALISTS P. C. PROFIT SHARING AND RETIREMENT SAVINGS PLAN [EIN = 042502840]
• ALLERGY & ASTHMA CLINIC SC PROFIT SHARING PLAN [EIN = 362974332]
• ALLERGY & ASTHMA SPECIALISTS OF BOOMFIELD HILLS PC EMPLOYEE PROFIT SHARING PLAN [EIN = 381897532]
• ALLERGY & ASTHMA CENTER OF TROY PC PROFIT SHARING [EIN = 382216343]
• ALLERGY & ASTHMA MEDICAL GROUP OF THE BAY AREA, INC. PROFIT SHARING PLAN [EIN = 942437825]
• ALLERGY & ASTHMA CENTER OF CAPE COD, INC. CASH BALANCE PENSION PLAN [EIN = 043546012]
• ALLERGY & ASTHMA CARE OF WACO, P.A. DEFINED BENEFIT PENSION PLAN [EIN = 752795625]
• ALLERGY & ASTHMA OF DUPAGE, S.C. PROFIT SHARING PLAN & TRUST [EIN = 362925195]
• ALLERGY & ASTHMA SPECIALISTS, PC PROFIT SHARING PLAN [EIN = 223320897]
• ALLERGY & ASTHMA CARE OF LONG ISLAND, PC PROFIT SHARING PLAN [EIN = 112810541]
• ALLERGY & ASTHMA ASSOCIATES,PC PROFIT SHARING PLAN [EIN = 631092570]
• ALLERGY & ASTHMA CENTER 401(K) PROFIT SHARING PLAN [EIN = 831174215]
• ALLERGY & ASTHMA CENTER PENSION PLAN & TRUST [EIN = 831174215]
• ALLERGY & IMMUNOLOGY, PLC NPPS GROUP RETIREMENT PLAN [EIN = 541856112]
• ALLERGY & ASTHMA ASSOCIATES OF SO. CAL., A MED. GROUP, INC. DEFINED BENEFIT PENSION PLAN [EIN = 953621729]
• ALLERGY & IMMUNOLOGY SPECIALISTS, PLLC 401(K) PLAN [EIN = 270800512]
• ALLERGY & ASTHMA ASSOCIATES OF THE NEW RIVER VALLEY, PLLC 401K PROFIT SHARING PLAN AND TRUST [EIN = 824170892]
• ALLERGY & ASTHMA ASSOCIATES, INC. SOCA BENEFIT PLAN [EIN = 311449027]
• ALLERGY & ASTHMA CONSULTANTS OF OZARKS, LTD MCF BENEFIT PLAN [EIN = 431486377]
• ALLERGY & ASTHMA CENTER OF ORLANDO 401(K) PLAN [EIN = 820853116]
• ALLERGY & ASTHMA SPECIALTY PHYSICIANS, LLC 401(K) PLAN [EIN = 842591655]
• ALLERGY & ASTHMA CARE, PC 401(K) PROFIT SHARING PLAN [EIN = 232775416]
• ALLERGY & ENT ASSOCIATES, P.A. DENTAL AND VISION [EIN = 742007863]
• ALLERGY & ENT ASSOCIATES, P.A. LIFE & AD&D [EIN = 742007863]
• ALLERGY & ASTHMA CONSULTANTS OF NJ-PA SAVINGS PLAN [EIN = 223349728]
• ALLERGY & ASTHMA PHYSICIANS OF 401(K) PROFIT SHARING PLAN & TRUST [EIN = 752898403]
• ALLERGY & ASTHMA CENTER OF BLUEFIELD 401(K) PLAN [EIN = 541881379]
• ALLERGY & ASTHMA MEDICAL GROUP 401(K) PLAN (PLAN 002) [EIN = 942437825]
• ALLERGY & RHEUMATOLOGY SPECIALISTS OF HOUSTON 401(K) PROFIT SHARING PLAN [EIN = 274710321]
• ALLERGY & ASTHMA DIAGNOSTIC TREATMENT CENTER CASH BALANCE PLAN [EIN = 593250862]
• ALLERGY & RHEUMATOLOGY SPECIALISTS OF HOUSTON CASH BALANCE PLAN [EIN = 274710321]
• ALLERGY & ASTHMA ASSOCIATES OF ALLEN 401(K) PLAN [EIN = 201037151]
• ALLERGY & ASTHMA CENTER, INC. 401(K) PLAN [EIN = 363727621]
• ALLERGY & CLINICAL HOLDINGS HEALTH AND WELFARE BENEFIT PLAN [EIN = 853760987]
• ALLERGY & ASTHMA DIAGNOSTIC TREATMENT CENTER CASH BALANCE PLAN [EIN = 593250865]

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