401k Plan data: ALLERGY & ASTHMA CENTER, P.C. PROFIT SHARING PLAN AND TRUST plan

ALLERGY & ASTHMA CENTER, P.C. PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	ALLERGY & ASTHMA CENTER, P.C. PROFIT SHARING PLAN AND TRUST
Plan identification number	001

ALLERGY & ASTHMA CENTER, P.C. PROFIT SHARING PLAN AND TRUST 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
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.
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 CENTER, P.C. has sponsored the creation of one or more 401k plans.

Company Name: ALLERGY & ASTHMA CENTER, P.C.

Employer identification number (EIN): 930643625

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 CENTER, P.C. PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-07-01 KAREN OSUNA 2022-10-19
001 2021-07-01 KAREN SUE OSUNA 2022-09-06
001 2020-07-01 KAREN OSUNA 2021-10-25 KAREN OSUNA 2021-10-25
001 2019-07-01 KAREN OSUNA 2020-12-01
001 2018-07-01 ALICE CHOU
001 2017-07-01 ALICE CHOU
001 2016-07-01 ALICE CHOU
001 2015-07-01 ALICE CHOU
001 2014-07-01 CANDICE M. ROHR
001 2013-07-01 CANDICE M. ROHR
001 2012-07-01 CANDICE M. ROHR
001 2011-07-01 CANDICE M ROHR
001 2010-07-01 ALICE H CHOU
001 2009-07-01 ALICE H CHOU

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-07-01	KAREN OSUNA	2022-10-19
001	2021-07-01	KAREN SUE OSUNA	2022-09-06
001	2020-07-01	KAREN OSUNA	2021-10-25	KAREN OSUNA	2021-10-25
001	2019-07-01	KAREN OSUNA	2020-12-01
001	2018-07-01	ALICE CHOU
001	2017-07-01	ALICE CHOU
001	2016-07-01	ALICE CHOU
001	2015-07-01	ALICE CHOU
001	2014-07-01	CANDICE M. ROHR
001	2013-07-01	CANDICE M. ROHR
001	2012-07-01	CANDICE M. ROHR
001	2011-07-01	CANDICE M ROHR
001	2010-07-01	ALICE H CHOU
001	2009-07-01	ALICE H CHOU

Financial Data on ALLERGY & ASTHMA CENTER, P.C. PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2022 : ALLERGY & ASTHMA CENTER, P.C. PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total liabilities as of the end of the plan year	2022-10-19	0
Total liabilities as of the beginning of the plan year	2022-10-19	0
Total expenses incurred by plan in this plan year	2022-10-19	1604805
Net assets as of the end of the plan year	2022-10-19	0
Total assets as of the beginning of the plan year	2022-10-19	1604384
Value of plan covered by a fidelity bond	2022-10-19	500000
Participant contributions to plan in this plan year	2022-10-19	0
Other contributions to plan in this plan year	2022-10-19	0
Other income to plan in this plan year	2022-10-19	421
Plan net income in this plan year	2022-10-19	-1604384
Net assets as of the end of the plan year	2022-10-19	0
Net assets as of the beginning of the plan year	2022-10-19	1604384
Employer contributions to plan in this plan year	2022-10-19	0
Expensese paid to adminstrative service provicers from plan in this plan year	2022-10-19	765
2019 : ALLERGY & ASTHMA CENTER, P.C. PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total income from all sources	2019-06-30	$284,393
Expenses. Total of all expenses incurred	2019-06-30	$225,767
Benefits paid (including direct rollovers)	2019-06-30	$190,388
Total plan assets at end of year	2019-06-30	$3,909,538
Total plan assets at beginning of year	2019-06-30	$3,850,912
Value of fidelity bond covering the plan	2019-06-30	$390,954
Total contributions received or receivable from participants	2019-06-30	$13,730
Expenses. Other expenses not covered elsewhere	2019-06-30	$35,379
Other income received	2019-06-30	$249,721
Net income (gross income less expenses)	2019-06-30	$58,626
Net plan assets at end of year (total assets less liabilities)	2019-06-30	$3,909,538
Net plan assets at beginning of year (total assets less liabilities)	2019-06-30	$3,850,912
Assets. Value of assets in partnership/joint-venture interests	2019-06-30	$0
Total contributions received or receivable from employer(s)	2019-06-30	$20,942
2018 : ALLERGY & ASTHMA CENTER, P.C. PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total income from all sources	2018-06-30	$269,663
Expenses. Total of all expenses incurred	2018-06-30	$1,955,857
Benefits paid (including direct rollovers)	2018-06-30	$1,921,971
Total plan assets at end of year	2018-06-30	$3,850,912
Total plan assets at beginning of year	2018-06-30	$5,537,106
Value of fidelity bond covering the plan	2018-06-30	$500,000
Total contributions received or receivable from participants	2018-06-30	$15,520
Expenses. Other expenses not covered elsewhere	2018-06-30	$33,886
Other income received	2018-06-30	$216,238
Net income (gross income less expenses)	2018-06-30	$-1,686,194
Net plan assets at end of year (total assets less liabilities)	2018-06-30	$3,850,912
Net plan assets at beginning of year (total assets less liabilities)	2018-06-30	$5,537,106
Assets. Value of assets in partnership/joint-venture interests	2018-06-30	$349
Total contributions received or receivable from employer(s)	2018-06-30	$37,905
2017 : ALLERGY & ASTHMA CENTER, P.C. PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total income from all sources	2017-06-30	$443,794
Expenses. Total of all expenses incurred	2017-06-30	$331,106
Benefits paid (including direct rollovers)	2017-06-30	$292,277
Total plan assets at end of year	2017-06-30	$5,537,106
Total plan assets at beginning of year	2017-06-30	$5,424,418
Value of fidelity bond covering the plan	2017-06-30	$500,000
Total contributions received or receivable from participants	2017-06-30	$10,185
Expenses. Other expenses not covered elsewhere	2017-06-30	$38,829
Other income received	2017-06-30	$398,160
Net income (gross income less expenses)	2017-06-30	$112,688
Net plan assets at end of year (total assets less liabilities)	2017-06-30	$5,537,106
Net plan assets at beginning of year (total assets less liabilities)	2017-06-30	$5,424,418
Assets. Value of assets in partnership/joint-venture interests	2017-06-30	$349
Total contributions received or receivable from employer(s)	2017-06-30	$35,449
2016 : ALLERGY & ASTHMA CENTER, P.C. PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total income from all sources	2016-06-30	$50,862
Expenses. Total of all expenses incurred	2016-06-30	$234,284
Benefits paid (including direct rollovers)	2016-06-30	$196,427
Total plan assets at end of year	2016-06-30	$5,424,418
Total plan assets at beginning of year	2016-06-30	$5,607,840
Value of fidelity bond covering the plan	2016-06-30	$500,000
Total contributions received or receivable from participants	2016-06-30	$33,925
Expenses. Other expenses not covered elsewhere	2016-06-30	$37,857
Other income received	2016-06-30	$-38,273
Net income (gross income less expenses)	2016-06-30	$-183,422
Net plan assets at end of year (total assets less liabilities)	2016-06-30	$5,424,418
Net plan assets at beginning of year (total assets less liabilities)	2016-06-30	$5,607,840
Assets. Value of assets in partnership/joint-venture interests	2016-06-30	$995
Total contributions received or receivable from employer(s)	2016-06-30	$55,210
2015 : ALLERGY & ASTHMA CENTER, P.C. PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total income from all sources	2015-06-30	$-33,942
Expenses. Total of all expenses incurred	2015-06-30	$203,652
Benefits paid (including direct rollovers)	2015-06-30	$164,212
Total plan assets at end of year	2015-06-30	$5,607,840
Total plan assets at beginning of year	2015-06-30	$5,845,434
Value of fidelity bond covering the plan	2015-06-30	$500,000
Total contributions received or receivable from participants	2015-06-30	$37,640
Expenses. Other expenses not covered elsewhere	2015-06-30	$39,440
Other income received	2015-06-30	$-133,541
Net income (gross income less expenses)	2015-06-30	$-237,594
Net plan assets at end of year (total assets less liabilities)	2015-06-30	$5,607,840
Net plan assets at beginning of year (total assets less liabilities)	2015-06-30	$5,845,434
Assets. Value of assets in partnership/joint-venture interests	2015-06-30	$4,102
Total contributions received or receivable from employer(s)	2015-06-30	$61,959
2014 : ALLERGY & ASTHMA CENTER, P.C. PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources	2014-06-30	$523,151
Expenses. Total of all expenses incurred	2014-06-30	$197,783
Benefits paid (including direct rollovers)	2014-06-30	$158,800
Total plan assets at end of year	2014-06-30	$5,845,434
Total plan assets at beginning of year	2014-06-30	$5,520,066
Value of fidelity bond covering the plan	2014-06-30	$500,000
Total contributions received or receivable from participants	2014-06-30	$35,340
Expenses. Other expenses not covered elsewhere	2014-06-30	$38,983
Other income received	2014-06-30	$421,280
Net income (gross income less expenses)	2014-06-30	$325,368
Net plan assets at end of year (total assets less liabilities)	2014-06-30	$5,845,434
Net plan assets at beginning of year (total assets less liabilities)	2014-06-30	$5,520,066
Assets. Value of assets in partnership/joint-venture interests	2014-06-30	$10,306
Total contributions received or receivable from employer(s)	2014-06-30	$66,531
2013 : ALLERGY & ASTHMA CENTER, P.C. PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources	2013-06-30	$378,248
Expenses. Total of all expenses incurred	2013-06-30	$115,981
Benefits paid (including direct rollovers)	2013-06-30	$76,811
Total plan assets at end of year	2013-06-30	$5,520,066
Total plan assets at beginning of year	2013-06-30	$5,257,799
Value of fidelity bond covering the plan	2013-06-30	$500,000
Total contributions received or receivable from participants	2013-06-30	$22,090
Expenses. Other expenses not covered elsewhere	2013-06-30	$39,170
Other income received	2013-06-30	$293,407
Net income (gross income less expenses)	2013-06-30	$262,267
Net plan assets at end of year (total assets less liabilities)	2013-06-30	$5,520,066
Net plan assets at beginning of year (total assets less liabilities)	2013-06-30	$5,257,799
Assets. Value of assets in partnership/joint-venture interests	2013-06-30	$12,505
Total contributions received or receivable from employer(s)	2013-06-30	$62,751
2012 : ALLERGY & ASTHMA CENTER, P.C. PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total plan liabilities at beginning of year	2012-06-30	$119
Total income from all sources	2012-06-30	$133,797
Expenses. Total of all expenses incurred	2012-06-30	$108,376
Benefits paid (including direct rollovers)	2012-06-30	$75,296
Total plan assets at end of year	2012-06-30	$5,257,799
Total plan assets at beginning of year	2012-06-30	$5,232,497
Value of fidelity bond covering the plan	2012-06-30	$500,000
Total contributions received or receivable from participants	2012-06-30	$28,965
Expenses. Other expenses not covered elsewhere	2012-06-30	$33,080
Other income received	2012-06-30	$31,990
Net income (gross income less expenses)	2012-06-30	$25,421
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$5,257,799
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$5,232,378
Assets. Value of assets in partnership/joint-venture interests	2012-06-30	$32,310
Total contributions received or receivable from employer(s)	2012-06-30	$72,842
2011 : ALLERGY & ASTHMA CENTER, P.C. PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total plan liabilities at end of year	2011-06-30	$119
Total income from all sources	2011-06-30	$544,341
Expenses. Total of all expenses incurred	2011-06-30	$434,705
Benefits paid (including direct rollovers)	2011-06-30	$410,893
Total plan assets at end of year	2011-06-30	$5,232,497
Total plan assets at beginning of year	2011-06-30	$5,122,742
Value of fidelity bond covering the plan	2011-06-30	$500,000
Total contributions received or receivable from participants	2011-06-30	$34,640
Expenses. Other expenses not covered elsewhere	2011-06-30	$23,812
Other income received	2011-06-30	$421,992
Net income (gross income less expenses)	2011-06-30	$109,636
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$5,232,378
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$5,122,742
Assets. Value of assets in partnership/joint-venture interests	2011-06-30	$44,670
Total contributions received or receivable from employer(s)	2011-06-30	$87,709

Form 5500 Responses for ALLERGY & ASTHMA CENTER, P.C. PROFIT SHARING PLAN AND TRUST

2018: ALLERGY & ASTHMA CENTER, P.C. PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: ALLERGY & ASTHMA CENTER, P.C. PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: ALLERGY & ASTHMA CENTER, P.C. PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: ALLERGY & ASTHMA CENTER, P.C. PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: ALLERGY & ASTHMA CENTER, P.C. PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: ALLERGY & ASTHMA CENTER, P.C. PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: ALLERGY & ASTHMA CENTER, P.C. PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: ALLERGY & ASTHMA CENTER, P.C. PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2010: ALLERGY & ASTHMA CENTER, P.C. PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Plan funding arrangement – Trust	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes
2009: ALLERGY & ASTHMA CENTER, P.C. PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	ALLERGY & ASTHMA CENTER, P.C.
Employer identification number (EIN):	930643625
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)