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ALLERGY ASSOCIATES OF UTAH EMPLOYEES' PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameALLERGY ASSOCIATES OF UTAH EMPLOYEES' PROFIT SHARING PLAN AND TRUST
Plan identification number 002

ALLERGY ASSOCIATES OF UTAH EMPLOYEES' PROFIT SHARING PLAN AND 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
  • 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 UTAH has sponsored the creation of one or more 401k plans.

Company Name:ALLERGY ASSOCIATES OF UTAH
Employer identification number (EIN):870459414
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 UTAH EMPLOYEES' PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01CHARLES ROGERS2024-09-20 CHARLES ROGERS2024-09-20
0022022-01-01CHARLES ROGERS2023-09-21 CHARLES ROGERS2023-09-21
0022021-01-01CHARLES ROGERS2022-10-17 CHARLES ROGERS2022-10-17
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01CHARLES ROGERS CHARLES ROGERS2018-10-14
0022016-01-01CHARLES ROGERS CHARLES ROGERS2017-10-16
0022015-01-01CHARLES ROGERS CHARLES ROGERS2016-07-25
0022014-01-01CHARLES ROGERS CHARLES ROGERS2015-07-28
0022013-01-01CHARLES ROGERS CHARLES ROGERS2014-07-31
0022012-01-01CHARLES M ROGERS CHARLES M ROGERS2013-06-21
0022011-01-01CHARLES ROGERS CHARLES ROGERS2012-07-19
0022010-01-01CHARLES M ROGERS CHARLES M ROGERS2011-06-01
0022009-01-01CHARLES ROGERS MD CHARLES ROGERS MD2010-07-30

Financial Data on ALLERGY ASSOCIATES OF UTAH EMPLOYEES' PROFIT SHARING PLAN AND TRUST

Measure Date Value
2025 : ALLERGY ASSOCIATES OF UTAH EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-120
Total liabilities as of the end of the plan year2025-10-120
Total liabilities as of the beginning of the plan year2025-10-120
Total expenses incurred by plan in this plan year2025-10-12296582
Net assets as of the end of the plan year2025-10-12391736
Total assets as of the beginning of the plan year2025-10-12599890
Value of plan covered by a fidelity bond2025-10-1260000
Participant contributions to plan in this plan year2025-10-120
Other expenses paid from plan in this plan year2025-10-120
Other contributions to plan in this plan year2025-10-120
Other income to plan in this plan year2025-10-1288428
Plan net income in this plan year2025-10-12-208154
Net assets as of the end of the plan year2025-10-12391736
Net assets as of the beginning of the plan year2025-10-12599890
Employer contributions to plan in this plan year2025-10-120
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-120
2024 : ALLERGY ASSOCIATES OF UTAH EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-200
Total liabilities as of the end of the plan year2024-09-200
Total liabilities as of the beginning of the plan year2024-09-200
Total expenses incurred by plan in this plan year2024-09-20182000
Net assets as of the end of the plan year2024-09-20599890
Total assets as of the beginning of the plan year2024-09-20645133
Value of plan covered by a fidelity bond2024-09-2060000
Participant contributions to plan in this plan year2024-09-200
Other expenses paid from plan in this plan year2024-09-200
Other contributions to plan in this plan year2024-09-200
Other income to plan in this plan year2024-09-20136757
Plan net income in this plan year2024-09-20-45243
Net assets as of the end of the plan year2024-09-20599890
Net assets as of the beginning of the plan year2024-09-20645133
Employer contributions to plan in this plan year2024-09-200
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-200
2020 : ALLERGY ASSOCIATES OF UTAH EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Transfers to/from the plan2020-12-31$0
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$67,726
Expenses. Total of all expenses incurred2020-12-31$299
Benefits paid (including direct rollovers)2020-12-31$299
Total plan assets at end of year2020-12-31$1,483,013
Total plan assets at beginning of year2020-12-31$1,415,586
Value of fidelity bond covering the plan2020-12-31$150,000
Total contributions received or receivable from participants2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$67,726
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$67,427
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,483,013
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,415,586
Total contributions received or receivable from employer(s)2020-12-31$0
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$0
2019 : ALLERGY ASSOCIATES OF UTAH EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Transfers to/from the plan2019-12-31$0
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$81,146
Expenses. Total of all expenses incurred2019-12-31$38,334
Benefits paid (including direct rollovers)2019-12-31$38,334
Total plan assets at end of year2019-12-31$1,415,586
Total plan assets at beginning of year2019-12-31$1,372,774
Value of fidelity bond covering the plan2019-12-31$150,000
Total contributions received or receivable from participants2019-12-31$0
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$81,146
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$42,812
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,415,586
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,372,774
Total contributions received or receivable from employer(s)2019-12-31$0
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$0
2018 : ALLERGY ASSOCIATES OF UTAH EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-17,272
Expenses. Total of all expenses incurred2018-12-31$31,677
Benefits paid (including direct rollovers)2018-12-31$31,677
Total plan assets at end of year2018-12-31$1,372,774
Total plan assets at beginning of year2018-12-31$1,421,723
Value of fidelity bond covering the plan2018-12-31$150,000
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-17,272
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-48,949
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,372,774
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,421,723
Total contributions received or receivable from employer(s)2018-12-31$0
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
2017 : ALLERGY ASSOCIATES OF UTAH EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Transfers to/from the plan2017-12-31$0
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$22,337
Expenses. Total of all expenses incurred2017-12-31$0
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$1,421,723
Total plan assets at beginning of year2017-12-31$1,399,386
Value of fidelity bond covering the plan2017-12-31$150,000
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$22,337
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$22,337
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,421,723
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,399,386
Total contributions received or receivable from employer(s)2017-12-31$0
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
2016 : ALLERGY ASSOCIATES OF UTAH EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Transfers to/from the plan2016-12-31$-128,280
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$109,695
Expenses. Total of all expenses incurred2016-12-31$129,279
Benefits paid (including direct rollovers)2016-12-31$129,279
Total plan assets at end of year2016-12-31$1,399,386
Total plan assets at beginning of year2016-12-31$1,547,250
Value of fidelity bond covering the plan2016-12-31$150,000
Total contributions received or receivable from participants2016-12-31$49,840
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$4,370
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$-19,584
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,399,386
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,547,250
Total contributions received or receivable from employer(s)2016-12-31$55,485
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
2015 : ALLERGY ASSOCIATES OF UTAH EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Transfers to/from the plan2015-12-31$0
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$143,377
Expenses. Total of all expenses incurred2015-12-31$298
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$1,547,250
Total plan assets at beginning of year2015-12-31$1,404,171
Value of fidelity bond covering the plan2015-12-31$150,000
Total contributions received or receivable from participants2015-12-31$68,273
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$3,074
Other income received2015-12-31$1,765
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$143,079
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,547,250
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,404,171
Total contributions received or receivable from employer(s)2015-12-31$70,265
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$298
2014 : ALLERGY ASSOCIATES OF UTAH EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Transfers to/from the plan2014-12-31$0
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$140,262
Expenses. Total of all expenses incurred2014-12-31$11,998
Benefits paid (including direct rollovers)2014-12-31$11,998
Total plan assets at end of year2014-12-31$1,417,899
Total plan assets at beginning of year2014-12-31$1,289,635
Value of fidelity bond covering the plan2014-12-31$125,000
Total contributions received or receivable from participants2014-12-31$63,253
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$17,521
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$128,264
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,417,899
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,289,635
Total contributions received or receivable from employer(s)2014-12-31$59,488
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
2013 : ALLERGY ASSOCIATES OF UTAH EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Transfers to/from the plan2013-12-31$0
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$109,779
Expenses. Total of all expenses incurred2013-12-31$0
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$1,289,635
Total plan assets at beginning of year2013-12-31$1,179,856
Value of fidelity bond covering the plan2013-12-31$125,000
Total contributions received or receivable from participants2013-12-31$44,753
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$4,575
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$109,779
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,289,635
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,179,856
Total contributions received or receivable from employer(s)2013-12-31$60,451
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
2012 : ALLERGY ASSOCIATES OF UTAH EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Transfers to/from the plan2012-12-31$0
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$93,125
Expenses. Total of all expenses incurred2012-12-31$0
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$1,179,856
Total plan assets at beginning of year2012-12-31$1,086,731
Value of fidelity bond covering the plan2012-12-31$50,000
Total contributions received or receivable from participants2012-12-31$44,253
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$-13,219
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$93,125
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,179,856
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,086,731
Total contributions received or receivable from employer(s)2012-12-31$62,091
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
2011 : ALLERGY ASSOCIATES OF UTAH EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Transfers to/from the plan2011-12-31$0
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$101,449
Expenses. Total of all expenses incurred2011-12-31$6,846
Benefits paid (including direct rollovers)2011-12-31$6,846
Total plan assets at end of year2011-12-31$1,086,731
Total plan assets at beginning of year2011-12-31$992,128
Value of fidelity bond covering the plan2011-12-31$50,000
Total contributions received or receivable from participants2011-12-31$44,403
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$17,353
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$94,603
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,086,731
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$992,128
Total contributions received or receivable from employer(s)2011-12-31$39,693
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
2010 : ALLERGY ASSOCIATES OF UTAH EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Transfers to/from the plan2010-12-31$0
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$191,322
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$992,128
Total plan assets at beginning of year2010-12-31$800,806
Value of fidelity bond covering the plan2010-12-31$50,000
Total contributions received or receivable from participants2010-12-31$21,903
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$104,628
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$191,322
Net plan assets at end of year (total assets less liabilities)2010-12-31$992,128
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$800,806
Total contributions received or receivable from employer(s)2010-12-31$64,791
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0

Form 5500 Responses for ALLERGY ASSOCIATES OF UTAH EMPLOYEES' PROFIT SHARING PLAN AND TRUST

2020: ALLERGY ASSOCIATES OF UTAH EMPLOYEES' PROFIT SHARING PLAN AND 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ALLERGY ASSOCIATES OF UTAH EMPLOYEES' PROFIT SHARING PLAN AND 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ALLERGY ASSOCIATES OF UTAH EMPLOYEES' PROFIT SHARING PLAN AND 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ALLERGY ASSOCIATES OF UTAH EMPLOYEES' PROFIT SHARING PLAN AND 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ALLERGY ASSOCIATES OF UTAH EMPLOYEES' PROFIT SHARING PLAN AND 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 ASSOCIATES OF UTAH EMPLOYEES' PROFIT SHARING PLAN AND 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ALLERGY ASSOCIATES OF UTAH EMPLOYEES' PROFIT SHARING PLAN AND 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ALLERGY ASSOCIATES OF UTAH EMPLOYEES' PROFIT SHARING PLAN AND 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 ASSOCIATES OF UTAH EMPLOYEES' PROFIT SHARING PLAN AND 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 ASSOCIATES OF UTAH EMPLOYEES' PROFIT SHARING PLAN AND 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
2010: ALLERGY ASSOCIATES OF UTAH EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ALLERGY ASSOCIATES OF UTAH EMPLOYEES' PROFIT SHARING PLAN AND 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 number
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number
Policy instance 1

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