401k Plan data: ALLERGY & ASTHMA CONSULTANTS 401(K) PROFIT SHARING PLAN plan

ALLERGY & ASTHMA CONSULTANTS 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	ALLERGY & ASTHMA CONSULTANTS 401(K) PROFIT SHARING PLAN
Plan identification number	002

ALLERGY & ASTHMA CONSULTANTS 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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
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 CONSULTANTS, PC has sponsored the creation of one or more 401k plans.

Company Name: ALLERGY & ASTHMA CONSULTANTS, PC

Employer identification number (EIN): 815450499

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 CONSULTANTS 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01 BRIAN S. LIPSON
002 2017-01-01 BRIAN S. LIPSON

Plan Statistics for ALLERGY & ASTHMA CONSULTANTS 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for ALLERGY & ASTHMA CONSULTANTS 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: ALLERGY & ASTHMA CONSULTANTS 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 5
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 1
Total of all active and inactive participants 2022-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 6
Number of participants with account balances 2022-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: ALLERGY & ASTHMA CONSULTANTS 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 4
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 1
Total of all active and inactive participants 2021-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 5
Number of participants with account balances 2021-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: ALLERGY & ASTHMA CONSULTANTS 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 6
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 1
Total of all active and inactive participants 2020-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 7
Number of participants with account balances 2020-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: ALLERGY & ASTHMA CONSULTANTS 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 4
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 1
Total of all active and inactive participants 2019-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 5
Number of participants with account balances 2019-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: ALLERGY & ASTHMA CONSULTANTS 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 4
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 1
Total of all active and inactive participants 2018-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 5
Number of participants with account balances 2018-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: ALLERGY & ASTHMA CONSULTANTS 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 4
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 1
Total of all active and inactive participants 2017-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 5
Number of participants with account balances 2017-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0

Measure	Date	Value
2022: ALLERGY & ASTHMA CONSULTANTS 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	5
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	1
Total of all active and inactive participants	2022-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	6
Number of participants with account balances	2022-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: ALLERGY & ASTHMA CONSULTANTS 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	4
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	1
Total of all active and inactive participants	2021-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	5
Number of participants with account balances	2021-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: ALLERGY & ASTHMA CONSULTANTS 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	6
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	1
Total of all active and inactive participants	2020-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	7
Number of participants with account balances	2020-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: ALLERGY & ASTHMA CONSULTANTS 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	4
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	1
Total of all active and inactive participants	2019-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	5
Number of participants with account balances	2019-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: ALLERGY & ASTHMA CONSULTANTS 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	4
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	1
Total of all active and inactive participants	2018-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	5
Number of participants with account balances	2018-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: ALLERGY & ASTHMA CONSULTANTS 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	4
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	1
Total of all active and inactive participants	2017-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	5
Number of participants with account balances	2017-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0

Financial Data on ALLERGY & ASTHMA CONSULTANTS 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : ALLERGY & ASTHMA CONSULTANTS 401(K) PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$837
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-626,216
Expenses. Total of all expenses incurred	2022-12-31	$10,394
Benefits paid (including direct rollovers)	2022-12-31	$10,394
Total plan assets at end of year	2022-12-31	$3,663,496
Total plan assets at beginning of year	2022-12-31	$4,299,269
Value of fidelity bond covering the plan	2022-12-31	$450,000
Total contributions received or receivable from participants	2022-12-31	$59,925
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-694,265
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-636,610
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$3,662,659
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$4,299,269
Assets. Value of participant loans	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$8,124
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$0
2021 : ALLERGY & ASTHMA CONSULTANTS 401(K) PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$699,517
Expenses. Total of all expenses incurred	2021-12-31	$2,984
Benefits paid (including direct rollovers)	2021-12-31	$0
Total plan assets at end of year	2021-12-31	$4,299,269
Total plan assets at beginning of year	2021-12-31	$3,602,736
Value of fidelity bond covering the plan	2021-12-31	$450,000
Total contributions received or receivable from participants	2021-12-31	$48,066
Expenses. Other expenses not covered elsewhere	2021-12-31	$2,984
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$644,625
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$696,533
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$4,299,269
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$3,602,736
Assets. Value of participant loans	2021-12-31	$2,617
Total contributions received or receivable from employer(s)	2021-12-31	$6,826
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$0
2020 : ALLERGY & ASTHMA CONSULTANTS 401(K) PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$610,741
Expenses. Total of all expenses incurred	2020-12-31	$4
Benefits paid (including direct rollovers)	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$3,602,661
Total plan assets at beginning of year	2020-12-31	$2,991,924
Value of fidelity bond covering the plan	2020-12-31	$195,000
Total contributions received or receivable from participants	2020-12-31	$9,561
Expenses. Other expenses not covered elsewhere	2020-12-31	$4
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$598,047
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$610,737
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$3,602,661
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,991,924
Assets. Value of participant loans	2020-12-31	$6,099
Total contributions received or receivable from employer(s)	2020-12-31	$3,133
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$0
2019 : ALLERGY & ASTHMA CONSULTANTS 401(K) PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total income from all sources	2019-12-31	$632,671
Expenses. Total of all expenses incurred	2019-12-31	$5
Benefits paid (including direct rollovers)	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$2,991,924
Total plan assets at beginning of year	2019-12-31	$2,359,258
Value of fidelity bond covering the plan	2019-12-31	$195,000
Total contributions received or receivable from participants	2019-12-31	$52,600
Expenses. Other expenses not covered elsewhere	2019-12-31	$5
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$574,447
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$632,666
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,991,924
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,359,258
Assets. Value of participant loans	2019-12-31	$2,430
Total contributions received or receivable from employer(s)	2019-12-31	$5,624
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$0
2018 : ALLERGY & ASTHMA CONSULTANTS 401(K) PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-110,256
Expenses. Total of all expenses incurred	2018-12-31	$3
Benefits paid (including direct rollovers)	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$2,359,258
Total plan assets at beginning of year	2018-12-31	$2,469,517
Value of fidelity bond covering the plan	2018-12-31	$195,000
Total contributions received or receivable from participants	2018-12-31	$27,100
Expenses. Other expenses not covered elsewhere	2018-12-31	$3
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-141,930
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-110,259
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,359,258
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,469,517
Assets. Value of participant loans	2018-12-31	$30,527
Total contributions received or receivable from employer(s)	2018-12-31	$4,574
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$0
2017 : ALLERGY & ASTHMA CONSULTANTS 401(K) PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$333,076
Expenses. Total of all expenses incurred	2017-12-31	$0
Benefits paid (including direct rollovers)	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$2,469,517
Total plan assets at beginning of year	2017-12-31	$2,136,441
Value of fidelity bond covering the plan	2017-12-31	$195,000
Total contributions received or receivable from participants	2017-12-31	$2,600
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$327,876
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$333,076
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,469,517
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,136,441
Total contributions received or receivable from employer(s)	2017-12-31	$2,600
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$0

Form 5500 Responses for ALLERGY & ASTHMA CONSULTANTS 401(K) PROFIT SHARING PLAN

2022: ALLERGY & ASTHMA CONSULTANTS 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ALLERGY & ASTHMA CONSULTANTS 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ALLERGY & ASTHMA CONSULTANTS 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ALLERGY & ASTHMA CONSULTANTS 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ALLERGY & ASTHMA CONSULTANTS 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ALLERGY & ASTHMA CONSULTANTS 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ALLERGY & ASTHMA CONSULTANTS, PC
Employer identification number (EIN):	815450499
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)