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ALLERGY & ASTHMA AFFILIATES,PC PROFIT SHARING PLAN 401k Plan overview

Plan NameALLERGY & ASTHMA AFFILIATES,PC PROFIT SHARING PLAN
Plan identification number 001

ALLERGY & ASTHMA AFFILIATES,PC PROFIT SHARING 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.
  • 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.
  • 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 AFFILITATES,PC has sponsored the creation of one or more 401k plans.

Company Name:ALLERGY & ASTHMA AFFILITATES,PC
Employer identification number (EIN):621115052
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 AFFILIATES,PC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01DONALD T. ELLENBURG2016-05-23
0012014-01-01DONALD T. ELLENBURG2015-07-10
0012013-01-01DONALD T. ELLENBURG
0012012-01-01DONALD T. ELLENBURG
0012011-01-01DONALD T. ELLENBURG
0012009-01-01DONALD T. ELLENBURG

Plan Statistics for ALLERGY & ASTHMA AFFILIATES,PC PROFIT SHARING PLAN

401k plan membership statisitcs for ALLERGY & ASTHMA AFFILIATES,PC PROFIT SHARING PLAN

Measure Date Value
2013: ALLERGY & ASTHMA AFFILIATES,PC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0145
Total number of active participants reported on line 7a of the Form 55002013-01-0138
Number of other retired or separated participants entitled to future benefits2013-01-0111
Total of all active and inactive participants2013-01-0149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0149
Number of participants with account balances2013-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: ALLERGY & ASTHMA AFFILIATES,PC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0149
Total number of active participants reported on line 7a of the Form 55002012-01-0133
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0112
Total of all active and inactive participants2012-01-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0145
Number of participants with account balances2012-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: ALLERGY & ASTHMA AFFILIATES,PC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0148
Total number of active participants reported on line 7a of the Form 55002011-01-0137
Number of other retired or separated participants entitled to future benefits2011-01-0112
Total of all active and inactive participants2011-01-0149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0149
Number of participants with account balances2011-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: ALLERGY & ASTHMA AFFILIATES,PC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0133
Total number of active participants reported on line 7a of the Form 55002009-01-0136
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0110
Total of all active and inactive participants2009-01-0146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0146
Number of participants with account balances2009-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on ALLERGY & ASTHMA AFFILIATES,PC PROFIT SHARING PLAN

Measure Date Value
2013 : ALLERGY & ASTHMA AFFILIATES,PC PROFIT SHARING PLAN 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$313,734
Expenses. Total of all expenses incurred2013-12-31$29,210
Benefits paid (including direct rollovers)2013-12-31$29,210
Total plan assets at end of year2013-12-31$1,903,433
Total plan assets at beginning of year2013-12-31$1,618,909
Value of fidelity bond covering the plan2013-12-31$200,000
Total contributions received or receivable from participants2013-12-31$74,480
Other income received2013-12-31$176,273
Net income (gross income less expenses)2013-12-31$284,524
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,903,433
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,618,909
Total contributions received or receivable from employer(s)2013-12-31$62,981
2012 : ALLERGY & ASTHMA AFFILIATES,PC PROFIT SHARING PLAN 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$210,660
Expenses. Total of all expenses incurred2012-12-31$35,796
Benefits paid (including direct rollovers)2012-12-31$35,299
Total plan assets at end of year2012-12-31$1,618,909
Total plan assets at beginning of year2012-12-31$1,444,045
Value of fidelity bond covering the plan2012-12-31$175,000
Total contributions received or receivable from participants2012-12-31$74,705
Expenses. Other expenses not covered elsewhere2012-12-31$497
Other income received2012-12-31$80,473
Net income (gross income less expenses)2012-12-31$174,864
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,618,909
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,444,045
Total contributions received or receivable from employer(s)2012-12-31$55,482
2011 : ALLERGY & ASTHMA AFFILIATES,PC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$6,217
Expenses. Total of all expenses incurred2011-12-31$116,687
Benefits paid (including direct rollovers)2011-12-31$93,218
Total plan assets at end of year2011-12-31$1,444,045
Total plan assets at beginning of year2011-12-31$1,554,515
Value of fidelity bond covering the plan2011-12-31$150,000
Total contributions received or receivable from participants2011-12-31$74,853
Other income received2011-12-31$-139,425
Net income (gross income less expenses)2011-12-31$-110,470
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,444,045
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,554,515
Total contributions received or receivable from employer(s)2011-12-31$70,789
Value of corrective distributions2011-12-31$23,469
2010 : ALLERGY & ASTHMA AFFILIATES,PC PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$288,966
Expenses. Total of all expenses incurred2010-12-31$56,956
Benefits paid (including direct rollovers)2010-12-31$37,253
Total plan assets at end of year2010-12-31$1,554,515
Total plan assets at beginning of year2010-12-31$1,322,505
Value of fidelity bond covering the plan2010-12-31$150,000
Total contributions received or receivable from participants2010-12-31$76,533
Contributions received from other sources (not participants or employers)2010-12-31$32,211
Other income received2010-12-31$113,719
Net income (gross income less expenses)2010-12-31$232,010
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,554,515
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,322,505
Total contributions received or receivable from employer(s)2010-12-31$66,503
Value of corrective distributions2010-12-31$19,703

Form 5500 Responses for ALLERGY & ASTHMA AFFILIATES,PC PROFIT SHARING PLAN

2013: ALLERGY & ASTHMA AFFILIATES,PC PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ALLERGY & ASTHMA AFFILIATES,PC PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ALLERGY & ASTHMA AFFILIATES,PC PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ALLERGY & ASTHMA AFFILIATES,PC PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
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 number26555
Policy instance 1
Insurance contract or identification number26555
Number of Individuals Covered43
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $5,746
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,746
Insurance broker organization code?3
Insurance broker nameLINCOLN FINANCIAL SECURITIES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number26555
Policy instance 1
Insurance contract or identification number26555
Number of Individuals Covered43
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $4,650
Total amount of fees paid to insurance companyUSD $35
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,650
Insurance broker organization code?3
Amount paid for insurance broker fees35
Additional information about fees paid to insurance brokerRECORDKEEPING
Insurance broker nameFINANCIAL SERVICE ASSOCIATES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number26555
Policy instance 1
Insurance contract or identification number26555
Number of Individuals Covered49
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $4,702
Total amount of fees paid to insurance companyUSD $580
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 number26555
Policy instance 1
Insurance contract or identification number26555
Number of Individuals Covered45
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $6,313
Total amount of fees paid to insurance companyUSD $471
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,313
Insurance broker organization code?3
Amount paid for insurance broker fees471
Additional information about fees paid to insurance brokerRECORDKEEPING
Insurance broker nameFINANCIAL SERVICE ASSOCIATES

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