401k Plan data: ALLERGY ASSOCIATES OF TUCSON, PC PROFIT SHARING PLAN plan

ALLERGY ASSOCIATES OF TUCSON, PC PROFIT SHARING PLAN 401k Plan overview

Plan Name	ALLERGY ASSOCIATES OF TUCSON, PC PROFIT SHARING PLAN
Plan identification number	001

ALLERGY ASSOCIATES OF TUCSON, PC 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
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.
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 ASSOCIATES OF TUCSON, P.C. has sponsored the creation of one or more 401k plans.

Company Name: ALLERGY ASSOCIATES OF TUCSON, P.C.

Employer identification number (EIN): 860436902

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 ASSOCIATES OF TUCSON, PC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-10-01 AMY WAGELIE-STEFFEN 2019-10-04 AMY WAGELIE-STEFFEN 2019-10-04
001 2017-10-01 AMY WAGELIE-STEFFEN 2019-07-15 AMY WAGELIE-STEFFEN 2019-07-15
001 2016-10-01 AMY WAGELIE-STEFFEN 2018-06-25 AMY WAGELIE-STEFFEN 2018-06-25
001 2015-10-01 AMY WAGELIE-STEFFEN 2017-07-14 AMY WAGELIE-STEFFEN 2017-07-14
001 2014-10-01 AMY WAGELIE-STEFFEN 2016-07-08 AMY WAGELIE-STEFFEN 2016-07-08
001 2013-10-01 AMY WAGELIE-STEFFEN AMY WAGELIE-STEFFEN 2015-07-02
001 2012-10-01 AMY WAGELIE-STEFFEN AMY WAGELIE-STEFFEN 2014-07-14
001 2011-10-01 REUBEN WAGELIE, M.D.
001 2010-10-01 REUBEN WAGELIE, M.D.
001 2009-10-01 REUBEN WAGELIE, M.D.
001 2009-10-01 REUBEN WAGELIE, M.D.
001 2008-10-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2018-10-01	AMY WAGELIE-STEFFEN	2019-10-04	AMY WAGELIE-STEFFEN	2019-10-04
001	2017-10-01	AMY WAGELIE-STEFFEN	2019-07-15	AMY WAGELIE-STEFFEN	2019-07-15
001	2016-10-01	AMY WAGELIE-STEFFEN	2018-06-25	AMY WAGELIE-STEFFEN	2018-06-25
001	2015-10-01	AMY WAGELIE-STEFFEN	2017-07-14	AMY WAGELIE-STEFFEN	2017-07-14
001	2014-10-01	AMY WAGELIE-STEFFEN	2016-07-08	AMY WAGELIE-STEFFEN	2016-07-08
001	2013-10-01	AMY WAGELIE-STEFFEN		AMY WAGELIE-STEFFEN	2015-07-02
001	2012-10-01	AMY WAGELIE-STEFFEN		AMY WAGELIE-STEFFEN	2014-07-14
001	2011-10-01	REUBEN WAGELIE, M.D.
001	2010-10-01	REUBEN WAGELIE, M.D.
001	2009-10-01	REUBEN WAGELIE, M.D.
001	2009-10-01	REUBEN WAGELIE, M.D.
001	2008-10-01

Plan Statistics for ALLERGY ASSOCIATES OF TUCSON, PC PROFIT SHARING PLAN

401k plan membership statisitcs for ALLERGY ASSOCIATES OF TUCSON, PC PROFIT SHARING PLAN

Measure Date Value
2013: ALLERGY ASSOCIATES OF TUCSON, PC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-10-01 15
Total number of active participants reported on line 7a of the Form 5500 2013-10-01 12
Number of retired or separated participants receiving benefits 2013-10-01 0
Number of other retired or separated participants entitled to future benefits 2013-10-01 2
Total of all active and inactive participants 2013-10-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-10-01 0
Total participants 2013-10-01 14
Number of participants with account balances 2013-10-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-10-01 0
2012: ALLERGY ASSOCIATES OF TUCSON, PC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-10-01 14
Total number of active participants reported on line 7a of the Form 5500 2012-10-01 14
Number of retired or separated participants receiving benefits 2012-10-01 0
Number of other retired or separated participants entitled to future benefits 2012-10-01 0
Total of all active and inactive participants 2012-10-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-10-01 0
Total participants 2012-10-01 14
Number of participants with account balances 2012-10-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-10-01 0
2011: ALLERGY ASSOCIATES OF TUCSON, PC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-10-01 16
Total number of active participants reported on line 7a of the Form 5500 2011-10-01 15
Number of retired or separated participants receiving benefits 2011-10-01 0
Number of other retired or separated participants entitled to future benefits 2011-10-01 0
Total of all active and inactive participants 2011-10-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-10-01 0
Total participants 2011-10-01 15
Number of participants with account balances 2011-10-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-10-01 0
2010: ALLERGY ASSOCIATES OF TUCSON, PC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-10-01 18
Total number of active participants reported on line 7a of the Form 5500 2010-10-01 16
Number of retired or separated participants receiving benefits 2010-10-01 0
Number of other retired or separated participants entitled to future benefits 2010-10-01 0
Total of all active and inactive participants 2010-10-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-10-01 0
Total participants 2010-10-01 16
Number of participants with account balances 2010-10-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-10-01 0
2009: ALLERGY ASSOCIATES OF TUCSON, PC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-10-01 18
Total number of active participants reported on line 7a of the Form 5500 2009-10-01 18
Number of retired or separated participants receiving benefits 2009-10-01 0
Number of other retired or separated participants entitled to future benefits 2009-10-01 1
Total of all active and inactive participants 2009-10-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-10-01 0
Total participants 2009-10-01 19
Number of participants with account balances 2009-10-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-10-01 0

Measure	Date	Value
2013: ALLERGY ASSOCIATES OF TUCSON, PC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-10-01	15
Total number of active participants reported on line 7a of the Form 5500	2013-10-01	12
Number of retired or separated participants receiving benefits	2013-10-01	0
Number of other retired or separated participants entitled to future benefits	2013-10-01	2
Total of all active and inactive participants	2013-10-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-10-01	0
Total participants	2013-10-01	14
Number of participants with account balances	2013-10-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-10-01	0
2012: ALLERGY ASSOCIATES OF TUCSON, PC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-10-01	14
Total number of active participants reported on line 7a of the Form 5500	2012-10-01	14
Number of retired or separated participants receiving benefits	2012-10-01	0
Number of other retired or separated participants entitled to future benefits	2012-10-01	0
Total of all active and inactive participants	2012-10-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-10-01	0
Total participants	2012-10-01	14
Number of participants with account balances	2012-10-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-10-01	0
2011: ALLERGY ASSOCIATES OF TUCSON, PC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-10-01	16
Total number of active participants reported on line 7a of the Form 5500	2011-10-01	15
Number of retired or separated participants receiving benefits	2011-10-01	0
Number of other retired or separated participants entitled to future benefits	2011-10-01	0
Total of all active and inactive participants	2011-10-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-10-01	0
Total participants	2011-10-01	15
Number of participants with account balances	2011-10-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-10-01	0
2010: ALLERGY ASSOCIATES OF TUCSON, PC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-10-01	18
Total number of active participants reported on line 7a of the Form 5500	2010-10-01	16
Number of retired or separated participants receiving benefits	2010-10-01	0
Number of other retired or separated participants entitled to future benefits	2010-10-01	0
Total of all active and inactive participants	2010-10-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-10-01	0
Total participants	2010-10-01	16
Number of participants with account balances	2010-10-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-10-01	0
2009: ALLERGY ASSOCIATES OF TUCSON, PC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-10-01	18
Total number of active participants reported on line 7a of the Form 5500	2009-10-01	18
Number of retired or separated participants receiving benefits	2009-10-01	0
Number of other retired or separated participants entitled to future benefits	2009-10-01	1
Total of all active and inactive participants	2009-10-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-10-01	0
Total participants	2009-10-01	19
Number of participants with account balances	2009-10-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-10-01	0

Financial Data on ALLERGY ASSOCIATES OF TUCSON, PC PROFIT SHARING PLAN

Measure	Date	Value
2014 : ALLERGY ASSOCIATES OF TUCSON, PC PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-09-30	$30,823
Expenses. Total of all expenses incurred	2014-09-30	$840,683
Benefits paid (including direct rollovers)	2014-09-30	$837,085
Total plan assets at end of year	2014-09-30	$520,080
Total plan assets at beginning of year	2014-09-30	$1,329,940
Value of fidelity bond covering the plan	2014-09-30	$250,000
Total contributions received or receivable from participants	2014-09-30	$17,500
Expenses. Other expenses not covered elsewhere	2014-09-30	$0
Contributions received from other sources (not participants or employers)	2014-09-30	$0
Other income received	2014-09-30	$-1,270
Net income (gross income less expenses)	2014-09-30	$-809,860
Net plan assets at end of year (total assets less liabilities)	2014-09-30	$520,080
Net plan assets at beginning of year (total assets less liabilities)	2014-09-30	$1,329,940
Assets. Value of participant loans	2014-09-30	$28,011
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2014-09-30	$3,192
Total contributions received or receivable from employer(s)	2014-09-30	$14,593
Value of certain deemed distributions of participant loans	2014-09-30	$3,598
Expenses. Administrative service providers (salaries,fees and commissions)	2014-09-30	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-09-30	$0
2013 : ALLERGY ASSOCIATES OF TUCSON, PC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-09-30	$-32,536
Expenses. Total of all expenses incurred	2013-09-30	$164,360
Benefits paid (including direct rollovers)	2013-09-30	$135,605
Total plan assets at end of year	2013-09-30	$1,329,940
Total plan assets at beginning of year	2013-09-30	$1,526,836
Value of fidelity bond covering the plan	2013-09-30	$250,000
Total contributions received or receivable from participants	2013-09-30	$0
Assets. Value of loans (other than to participants)	2013-09-30	$22,500
Expenses. Other expenses not covered elsewhere	2013-09-30	$0
Contributions received from other sources (not participants or employers)	2013-09-30	$0
Other income received	2013-09-30	$-102,536
Net income (gross income less expenses)	2013-09-30	$-196,896
Net plan assets at end of year (total assets less liabilities)	2013-09-30	$1,329,940
Net plan assets at beginning of year (total assets less liabilities)	2013-09-30	$1,526,836
Assets. Value of participant loans	2013-09-30	$44,466
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2013-09-30	$586
Total contributions received or receivable from employer(s)	2013-09-30	$70,000
Value of certain deemed distributions of participant loans	2013-09-30	$3,145
Value of corrective distributions	2013-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-09-30	$25,610
2012 : ALLERGY ASSOCIATES OF TUCSON, PC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-09-30	$241,070
Expenses. Total of all expenses incurred	2012-09-30	$232,916
Benefits paid (including direct rollovers)	2012-09-30	$204,973
Total plan assets at end of year	2012-09-30	$1,526,836
Total plan assets at beginning of year	2012-09-30	$1,518,682
Value of fidelity bond covering the plan	2012-09-30	$250,000
Assets. Value of loans (other than to participants)	2012-09-30	$22,500
Other income received	2012-09-30	$141,070
Net income (gross income less expenses)	2012-09-30	$8,154
Net plan assets at end of year (total assets less liabilities)	2012-09-30	$1,526,836
Net plan assets at beginning of year (total assets less liabilities)	2012-09-30	$1,518,682
Assets. Value of participant loans	2012-09-30	$71,433
Total contributions received or receivable from employer(s)	2012-09-30	$100,000
Expenses. Administrative service providers (salaries,fees and commissions)	2012-09-30	$27,943
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-09-30	$0
2011 : ALLERGY ASSOCIATES OF TUCSON, PC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-09-30	$-55,414
Expenses. Total of all expenses incurred	2011-09-30	$173,914
Benefits paid (including direct rollovers)	2011-09-30	$144,531
Total plan assets at end of year	2011-09-30	$1,518,682
Total plan assets at beginning of year	2011-09-30	$1,748,010
Value of fidelity bond covering the plan	2011-09-30	$250,000
Assets. Value of loans (other than to participants)	2011-09-30	$22,500
Other income received	2011-09-30	$-155,414
Net income (gross income less expenses)	2011-09-30	$-229,328
Net plan assets at end of year (total assets less liabilities)	2011-09-30	$1,518,682
Net plan assets at beginning of year (total assets less liabilities)	2011-09-30	$1,748,010
Assets. Value of participant loans	2011-09-30	$70,300
Total contributions received or receivable from employer(s)	2011-09-30	$100,000
Expenses. Administrative service providers (salaries,fees and commissions)	2011-09-30	$29,383
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-09-30	$0
2010 : ALLERGY ASSOCIATES OF TUCSON, PC PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-09-30	$0

Form 5500 Responses for ALLERGY ASSOCIATES OF TUCSON, PC PROFIT SHARING PLAN

2013: ALLERGY ASSOCIATES OF TUCSON, PC PROFIT SHARING PLAN 2013 form 5500 responses
2013-10-01	Type of plan entity	Single employer plan
2013-10-01	Submission has been amended	No
2013-10-01	This submission is the final filing	No
2013-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-10-01	Plan is a collectively bargained plan	No
2013-10-01	Plan funding arrangement – Trust	Yes
2013-10-01	Plan benefit arrangement - Trust	Yes
2012: ALLERGY ASSOCIATES OF TUCSON, PC PROFIT SHARING PLAN 2012 form 5500 responses
2012-10-01	Type of plan entity	Single employer plan
2012-10-01	Submission has been amended	No
2012-10-01	This submission is the final filing	No
2012-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-10-01	Plan is a collectively bargained plan	No
2012-10-01	Plan funding arrangement – Trust	Yes
2012-10-01	Plan benefit arrangement - Trust	Yes
2011: ALLERGY ASSOCIATES OF TUCSON, PC PROFIT SHARING PLAN 2011 form 5500 responses
2011-10-01	Type of plan entity	Single employer plan
2011-10-01	Submission has been amended	No
2011-10-01	This submission is the final filing	No
2011-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-10-01	Plan is a collectively bargained plan	No
2011-10-01	Plan funding arrangement – Trust	Yes
2011-10-01	Plan benefit arrangement - Trust	Yes
2010: ALLERGY ASSOCIATES OF TUCSON, PC PROFIT SHARING PLAN 2010 form 5500 responses
2010-10-01	Type of plan entity	Single employer plan
2010-10-01	Submission has been amended	No
2010-10-01	This submission is the final filing	No
2010-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-10-01	Plan is a collectively bargained plan	No
2010-10-01	Plan funding arrangement – Trust	Yes
2010-10-01	Plan benefit arrangement - Trust	Yes
2009: ALLERGY ASSOCIATES OF TUCSON, PC PROFIT SHARING PLAN 2009 form 5500 responses
2009-10-01	Type of plan entity	Single employer plan
2009-10-01	Submission has been amended	Yes
2009-10-01	This submission is the final filing	No
2009-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-10-01	Plan is a collectively bargained plan	No
2009-10-01	Plan funding arrangement – Trust	Yes
2009-10-01	Plan benefit arrangement - Trust	Yes
2008: ALLERGY ASSOCIATES OF TUCSON, PC PROFIT SHARING PLAN 2008 form 5500 responses
2008-10-01	Type of plan entity	Single employer plan
2008-10-01	Submission has been amended	No
2008-10-01	This submission is the final filing	No
2008-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-10-01	Plan is a collectively bargained plan	No

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Company Name:	ALLERGY ASSOCIATES OF TUCSON, P.C.
Employer identification number (EIN):	860436902
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)