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ALLERGY & ASTHMA DIAGNOSTIC TREATMENT CENTER 401K PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameALLERGY & ASTHMA DIAGNOSTIC TREATMENT CENTER 401K PROFIT SHARING PLAN & TRUST
Plan identification number 001

ALLERGY & ASTHMA DIAGNOSTIC TREATMENT CENTER 401K PROFIT SHARING PLAN & TRUST 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.
  • 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.
  • Plan covering Self-Employed individuals.
  • 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 DIAGNOSTIC TREATMENT CENTER has sponsored the creation of one or more 401k plans.

Company Name:ALLERGY & ASTHMA DIAGNOSTIC TREATMENT CENTER
Employer identification number (EIN):593250865
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 DIAGNOSTIC TREATMENT CENTER 401K PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01RONALD H. SAFF2024-09-18 RONALD H. SAFF2024-09-18
0012022-01-01RONALD H. SAFF2023-09-19 RONALD H. SAFF2023-09-19
0012021-01-01RONALD H. SAFF2022-10-05 RONALD H. SAFF2022-10-05
0012020-01-01RONALD H. SAFF2021-03-22 RONALD H. SAFF2021-03-22
0012019-01-01RONALD H. SAFF2020-02-18 RONALD H. SAFF2020-02-18
0012018-01-01RONALD H. SAFF2019-03-19 RONALD H. SAFF2019-03-19
0012017-01-01
0012016-01-01
0012015-01-01TERESA FAULKENBERRY
0012014-01-01TERESA FAULKENBERRY
0012013-01-01
0012012-01-01RONALD H. SAFF RONALD H. SAFF2013-08-22
0012011-01-01RONALD H. SAFF RONALD H. SAFF2012-08-21
0012009-01-01RONALD H. SAFF RONALD H. SAFF2010-08-19
0012009-01-01RONALD H. SAFF RONALD H. SAFF2010-08-25

Financial Data on ALLERGY & ASTHMA DIAGNOSTIC TREATMENT CENTER 401K PROFIT SHARING PLAN & TRUST

Measure Date Value
2023 : ALLERGY & ASTHMA DIAGNOSTIC TREATMENT CENTER 401K PROFIT SHARING PLAN & TRUST 2023 401k financial data
Total plan liabilities at end of year2023-12-31$2,759
Total plan liabilities at beginning of year2023-12-31$917
Total income from all sources2023-12-31$208,394
Expenses. Total of all expenses incurred2023-12-31$1,842
Total plan assets at end of year2023-12-31$1,857,676
Total plan assets at beginning of year2023-12-31$1,649,282
Value of fidelity bond covering the plan2023-12-31$600,000
Total contributions received or receivable from participants2023-12-31$74,595
Other income received2023-12-31$105,574
Net income (gross income less expenses)2023-12-31$206,552
Net plan assets at end of year (total assets less liabilities)2023-12-31$1,854,917
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$1,648,365
Assets. Value of real-estate (other than employer real property)2023-12-31$181,567
Total contributions received or receivable from employer(s)2023-12-31$28,225
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$1,842
2022 : ALLERGY & ASTHMA DIAGNOSTIC TREATMENT CENTER 401K PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total plan liabilities at end of year2022-12-31$917
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-7,326
Expenses. Total of all expenses incurred2022-12-31$1,659
Total plan assets at end of year2022-12-31$1,649,282
Total plan assets at beginning of year2022-12-31$1,657,350
Value of fidelity bond covering the plan2022-12-31$600,000
Total contributions received or receivable from participants2022-12-31$68,122
Expenses. Other expenses not covered elsewhere2022-12-31$1,659
Other income received2022-12-31$-119,748
Net income (gross income less expenses)2022-12-31$-8,985
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,648,365
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,657,350
Assets. Value of real-estate (other than employer real property)2022-12-31$181,567
Total contributions received or receivable from employer(s)2022-12-31$44,300
2021 : ALLERGY & ASTHMA DIAGNOSTIC TREATMENT CENTER 401K PROFIT SHARING PLAN & TRUST 2021 401k financial data
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$138,131
Expenses. Total of all expenses incurred2021-12-31$658,058
Benefits paid (including direct rollovers)2021-12-31$656,412
Total plan assets at end of year2021-12-31$1,657,350
Total plan assets at beginning of year2021-12-31$2,177,277
Value of fidelity bond covering the plan2021-12-31$600,000
Total contributions received or receivable from participants2021-12-31$65,853
Other income received2021-12-31$23,398
Net income (gross income less expenses)2021-12-31$-519,927
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,657,350
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,177,277
Assets. Value of real-estate (other than employer real property)2021-12-31$181,567
Total contributions received or receivable from employer(s)2021-12-31$48,880
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$1,646
2020 : ALLERGY & ASTHMA DIAGNOSTIC TREATMENT CENTER 401K PROFIT SHARING PLAN & TRUST 2020 401k financial data
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$-71,382
Expenses. Total of all expenses incurred2020-12-31$1,613
Total plan assets at end of year2020-12-31$2,177,277
Total plan assets at beginning of year2020-12-31$2,250,272
Value of fidelity bond covering the plan2020-12-31$600,000
Total contributions received or receivable from participants2020-12-31$63,597
Other income received2020-12-31$-235,422
Net income (gross income less expenses)2020-12-31$-72,995
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,177,277
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,250,272
Assets. Value of real-estate (other than employer real property)2020-12-31$181,567
Total contributions received or receivable from employer(s)2020-12-31$100,443
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$1,613
2019 : ALLERGY & ASTHMA DIAGNOSTIC TREATMENT CENTER 401K PROFIT SHARING PLAN & TRUST 2019 401k financial data
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$285,554
Expenses. Total of all expenses incurred2019-12-31$79,959
Benefits paid (including direct rollovers)2019-12-31$77,820
Total plan assets at end of year2019-12-31$2,250,272
Total plan assets at beginning of year2019-12-31$2,044,677
Value of fidelity bond covering the plan2019-12-31$600,000
Total contributions received or receivable from participants2019-12-31$58,183
Other income received2019-12-31$135,622
Net income (gross income less expenses)2019-12-31$205,595
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,250,272
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,044,677
Assets. Value of real-estate (other than employer real property)2019-12-31$181,567
Total contributions received or receivable from employer(s)2019-12-31$91,749
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$2,139
2018 : ALLERGY & ASTHMA DIAGNOSTIC TREATMENT CENTER 401K PROFIT SHARING PLAN & TRUST 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$50,429
Expenses. Total of all expenses incurred2018-12-31$432,357
Benefits paid (including direct rollovers)2018-12-31$428,839
Total plan assets at end of year2018-12-31$2,044,677
Total plan assets at beginning of year2018-12-31$2,426,605
Value of fidelity bond covering the plan2018-12-31$600,000
Total contributions received or receivable from participants2018-12-31$59,549
Expenses. Other expenses not covered elsewhere2018-12-31$2,104
Other income received2018-12-31$-94,039
Net income (gross income less expenses)2018-12-31$-381,928
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,044,677
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,426,605
Assets. Value of real-estate (other than employer real property)2018-12-31$181,567
Total contributions received or receivable from employer(s)2018-12-31$84,919
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$1,414
2017 : ALLERGY & ASTHMA DIAGNOSTIC TREATMENT CENTER 401K PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$330,075
Expenses. Total of all expenses incurred2017-12-31$39,506
Benefits paid (including direct rollovers)2017-12-31$37,381
Total plan assets at end of year2017-12-31$2,426,605
Total plan assets at beginning of year2017-12-31$2,136,036
Value of fidelity bond covering the plan2017-12-31$600,000
Total contributions received or receivable from participants2017-12-31$63,648
Expenses. Other expenses not covered elsewhere2017-12-31$2,125
Other income received2017-12-31$172,783
Net income (gross income less expenses)2017-12-31$290,569
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,426,605
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,136,036
Assets. Value of real-estate (other than employer real property)2017-12-31$181,567
Total contributions received or receivable from employer(s)2017-12-31$93,644
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : ALLERGY & ASTHMA DIAGNOSTIC TREATMENT CENTER 401K PROFIT SHARING PLAN & TRUST 2016 401k financial data
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$76,919
Expenses. Total of all expenses incurred2016-12-31$15,921
Benefits paid (including direct rollovers)2016-12-31$2,085
Total plan assets at end of year2016-12-31$2,136,036
Total plan assets at beginning of year2016-12-31$2,075,038
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$63,632
Expenses. Other expenses not covered elsewhere2016-12-31$2,063
Other income received2016-12-31$-83,468
Net income (gross income less expenses)2016-12-31$60,998
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,136,036
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,075,038
Assets. Value of real-estate (other than employer real property)2016-12-31$170,280
Total contributions received or receivable from employer(s)2016-12-31$96,755
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$11,773
2015 : ALLERGY & ASTHMA DIAGNOSTIC TREATMENT CENTER 401K PROFIT SHARING PLAN & TRUST 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$148,667
Expenses. Total of all expenses incurred2015-12-31$7,250
Benefits paid (including direct rollovers)2015-12-31$2,792
Total plan assets at end of year2015-12-31$2,075,038
Total plan assets at beginning of year2015-12-31$1,933,621
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$60,018
Expenses. Other expenses not covered elsewhere2015-12-31$3,221
Other income received2015-12-31$-8,503
Net income (gross income less expenses)2015-12-31$141,417
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,075,038
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,933,621
Assets. Value of real-estate (other than employer real property)2015-12-31$148,532
Total contributions received or receivable from employer(s)2015-12-31$97,152
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$1,237
2014 : ALLERGY & ASTHMA DIAGNOSTIC TREATMENT CENTER 401K PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$-100,801
Expenses. Total of all expenses incurred2014-12-31$4,646
Total plan assets at end of year2014-12-31$1,933,621
Total plan assets at beginning of year2014-12-31$2,039,068
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$60,307
Expenses. Other expenses not covered elsewhere2014-12-31$3,835
Other income received2014-12-31$-260,830
Net income (gross income less expenses)2014-12-31$-105,447
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,933,621
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,039,068
Assets. Value of participant loans2014-12-31$1,901
Assets. Value of real-estate (other than employer real property)2014-12-31$148,532
Total contributions received or receivable from employer(s)2014-12-31$99,722
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$811
2013 : ALLERGY & ASTHMA DIAGNOSTIC TREATMENT CENTER 401K PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$218,707
Expenses. Total of all expenses incurred2013-12-31$6,373
Total plan assets at end of year2013-12-31$2,039,068
Total plan assets at beginning of year2013-12-31$1,826,734
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$57,704
Expenses. Other expenses not covered elsewhere2013-12-31$3,703
Other income received2013-12-31$68,715
Net income (gross income less expenses)2013-12-31$212,334
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,039,068
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,826,734
Assets. Value of participant loans2013-12-31$5,209
Assets. Value of real-estate (other than employer real property)2013-12-31$242,039
Total contributions received or receivable from employer(s)2013-12-31$92,288
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$2,670
2012 : ALLERGY & ASTHMA DIAGNOSTIC TREATMENT CENTER 401K PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$329,510
Expenses. Total of all expenses incurred2012-12-31$4,747
Total plan assets at end of year2012-12-31$1,826,734
Total plan assets at beginning of year2012-12-31$1,501,971
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$55,606
Expenses. Other expenses not covered elsewhere2012-12-31$3,217
Other income received2012-12-31$186,014
Net income (gross income less expenses)2012-12-31$324,763
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,826,734
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,501,971
Assets. Value of real-estate (other than employer real property)2012-12-31$284,000
Total contributions received or receivable from employer(s)2012-12-31$87,890
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$1,530
2011 : ALLERGY & ASTHMA DIAGNOSTIC TREATMENT CENTER 401K PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$8,925
Expenses. Total of all expenses incurred2011-12-31$75,506
Benefits paid (including direct rollovers)2011-12-31$65,615
Total plan assets at end of year2011-12-31$1,501,971
Total plan assets at beginning of year2011-12-31$1,568,552
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$54,505
Expenses. Other expenses not covered elsewhere2011-12-31$4,078
Other income received2011-12-31$-129,038
Net income (gross income less expenses)2011-12-31$-66,581
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,501,971
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,568,552
Assets. Value of real-estate (other than employer real property)2011-12-31$284,000
Total contributions received or receivable from employer(s)2011-12-31$83,458
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$5,813
2010 : ALLERGY & ASTHMA DIAGNOSTIC TREATMENT CENTER 401K PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$151,046
Expenses. Total of all expenses incurred2010-12-31$7,475
Total plan assets at end of year2010-12-31$1,568,552
Total plan assets at beginning of year2010-12-31$1,424,981
Value of fidelity bond covering the plan2010-12-31$600,000
Total contributions received or receivable from participants2010-12-31$52,675
Other income received2010-12-31$9,201
Net income (gross income less expenses)2010-12-31$143,571
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,568,552
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,424,981
Assets. Value of real-estate (other than employer real property)2010-12-31$284,000
Total contributions received or receivable from employer(s)2010-12-31$89,170
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$7,475

Form 5500 Responses for ALLERGY & ASTHMA DIAGNOSTIC TREATMENT CENTER 401K PROFIT SHARING PLAN & TRUST

2023: ALLERGY & ASTHMA DIAGNOSTIC TREATMENT CENTER 401K PROFIT SHARING PLAN & TRUST 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 – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: ALLERGY & ASTHMA DIAGNOSTIC TREATMENT CENTER 401K PROFIT SHARING PLAN & TRUST 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ALLERGY & ASTHMA DIAGNOSTIC TREATMENT CENTER 401K PROFIT SHARING PLAN & TRUST 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ALLERGY & ASTHMA DIAGNOSTIC TREATMENT CENTER 401K PROFIT SHARING PLAN & TRUST 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ALLERGY & ASTHMA DIAGNOSTIC TREATMENT CENTER 401K PROFIT SHARING PLAN & TRUST 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ALLERGY & ASTHMA DIAGNOSTIC TREATMENT CENTER 401K PROFIT SHARING PLAN & TRUST 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ALLERGY & ASTHMA DIAGNOSTIC TREATMENT CENTER 401K PROFIT SHARING PLAN & TRUST 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ALLERGY & ASTHMA DIAGNOSTIC TREATMENT CENTER 401K PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ALLERGY & ASTHMA DIAGNOSTIC TREATMENT CENTER 401K PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ALLERGY & ASTHMA DIAGNOSTIC TREATMENT CENTER 401K PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ALLERGY & ASTHMA DIAGNOSTIC TREATMENT CENTER 401K PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ALLERGY & ASTHMA DIAGNOSTIC TREATMENT CENTER 401K PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ALLERGY & ASTHMA DIAGNOSTIC TREATMENT CENTER 401K PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ALLERGY & ASTHMA DIAGNOSTIC TREATMENT CENTER 401K PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number123276
Policy instance 1
Insurance contract or identification number123276
Number of Individuals Covered11
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $4,178
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?No
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number123276
Policy instance 1
Insurance contract or identification number123276
Number of Individuals Covered11
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $3,953
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?No
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number123276
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number123276
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number123276
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number123276
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number123276
Policy instance 1

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