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

Plan NameALLERGY & 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 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.
  • 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 SignedName of Company SponsorDate Sponsor Signed
0012022-07-01KAREN OSUNA2022-10-19
0012021-07-01KAREN SUE OSUNA2022-09-06
0012020-07-01KAREN OSUNA2021-10-25 KAREN OSUNA2021-10-25
0012019-07-01KAREN OSUNA2020-12-01
0012018-07-01ALICE CHOU
0012017-07-01ALICE CHOU
0012016-07-01ALICE CHOU
0012015-07-01ALICE CHOU
0012014-07-01CANDICE M. ROHR
0012013-07-01CANDICE M. ROHR
0012012-07-01CANDICE M. ROHR
0012011-07-01CANDICE M ROHR
0012010-07-01ALICE H CHOU
0012009-07-01ALICE H CHOU

Plan Statistics for ALLERGY & ASTHMA CENTER, P.C. PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for ALLERGY & ASTHMA CENTER, P.C. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2018: ALLERGY & ASTHMA CENTER, P.C. PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-07-0114
Total number of active participants reported on line 7a of the Form 55002018-07-0110
Number of other retired or separated participants entitled to future benefits2018-07-015
Total of all active and inactive participants2018-07-0115
Total participants2018-07-0115
Number of participants with account balances2018-07-0115
2017: ALLERGY & ASTHMA CENTER, P.C. PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-07-0128
Total number of active participants reported on line 7a of the Form 55002017-07-019
Number of other retired or separated participants entitled to future benefits2017-07-015
Total of all active and inactive participants2017-07-0114
Total participants2017-07-0114
Number of participants with account balances2017-07-0114
2016: ALLERGY & ASTHMA CENTER, P.C. PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-07-0127
Total number of active participants reported on line 7a of the Form 55002016-07-0113
Number of other retired or separated participants entitled to future benefits2016-07-0115
Total of all active and inactive participants2016-07-0128
Total participants2016-07-0128
Number of participants with account balances2016-07-0128
2015: ALLERGY & ASTHMA CENTER, P.C. PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-07-0119
Total number of active participants reported on line 7a of the Form 55002015-07-0115
Number of other retired or separated participants entitled to future benefits2015-07-0112
Total of all active and inactive participants2015-07-0127
Total participants2015-07-0127
Number of participants with account balances2015-07-0127
2014: ALLERGY & ASTHMA CENTER, P.C. PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-07-0127
Total number of active participants reported on line 7a of the Form 55002014-07-0115
Number of other retired or separated participants entitled to future benefits2014-07-014
Total of all active and inactive participants2014-07-0119
Total participants2014-07-0119
Number of participants with account balances2014-07-0119
2013: ALLERGY & ASTHMA CENTER, P.C. PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-07-0121
Total number of active participants reported on line 7a of the Form 55002013-07-0115
Number of other retired or separated participants entitled to future benefits2013-07-0112
Total of all active and inactive participants2013-07-0127
Total participants2013-07-0127
Number of participants with account balances2013-07-0127
2012: ALLERGY & ASTHMA CENTER, P.C. PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-07-0128
Total number of active participants reported on line 7a of the Form 55002012-07-0114
Number of other retired or separated participants entitled to future benefits2012-07-017
Total of all active and inactive participants2012-07-0121
Total participants2012-07-0121
Number of participants with account balances2012-07-0121
2011: ALLERGY & ASTHMA CENTER, P.C. PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-07-0122
Total number of active participants reported on line 7a of the Form 55002011-07-0119
Number of other retired or separated participants entitled to future benefits2011-07-019
Total of all active and inactive participants2011-07-0128
Total participants2011-07-0128
Number of participants with account balances2011-07-0128
2010: ALLERGY & ASTHMA CENTER, P.C. PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-07-0126
Total number of active participants reported on line 7a of the Form 55002010-07-0118
Number of other retired or separated participants entitled to future benefits2010-07-014
Total of all active and inactive participants2010-07-0122
Total participants2010-07-0122
Number of participants with account balances2010-07-0122
2009: ALLERGY & ASTHMA CENTER, P.C. PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-07-0127
Total number of active participants reported on line 7a of the Form 55002009-07-0120
Number of other retired or separated participants entitled to future benefits2009-07-016
Total of all active and inactive participants2009-07-0126
Total participants2009-07-0126
Number of participants with account balances2009-07-0126

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

Measure Date Value
2019 : ALLERGY & ASTHMA CENTER, P.C. PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total income from all sources2019-06-30$284,393
Expenses. Total of all expenses incurred2019-06-30$225,767
Benefits paid (including direct rollovers)2019-06-30$190,388
Total plan assets at end of year2019-06-30$3,909,538
Total plan assets at beginning of year2019-06-30$3,850,912
Value of fidelity bond covering the plan2019-06-30$390,954
Total contributions received or receivable from participants2019-06-30$13,730
Expenses. Other expenses not covered elsewhere2019-06-30$35,379
Other income received2019-06-30$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 interests2019-06-30$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 sources2018-06-30$269,663
Expenses. Total of all expenses incurred2018-06-30$1,955,857
Benefits paid (including direct rollovers)2018-06-30$1,921,971
Total plan assets at end of year2018-06-30$3,850,912
Total plan assets at beginning of year2018-06-30$5,537,106
Value of fidelity bond covering the plan2018-06-30$500,000
Total contributions received or receivable from participants2018-06-30$15,520
Expenses. Other expenses not covered elsewhere2018-06-30$33,886
Other income received2018-06-30$216,238
Net income (gross income less expenses)2018-06-30$-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 interests2018-06-30$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 sources2017-06-30$443,794
Expenses. Total of all expenses incurred2017-06-30$331,106
Benefits paid (including direct rollovers)2017-06-30$292,277
Total plan assets at end of year2017-06-30$5,537,106
Total plan assets at beginning of year2017-06-30$5,424,418
Value of fidelity bond covering the plan2017-06-30$500,000
Total contributions received or receivable from participants2017-06-30$10,185
Expenses. Other expenses not covered elsewhere2017-06-30$38,829
Other income received2017-06-30$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 interests2017-06-30$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 sources2016-06-30$50,862
Expenses. Total of all expenses incurred2016-06-30$234,284
Benefits paid (including direct rollovers)2016-06-30$196,427
Total plan assets at end of year2016-06-30$5,424,418
Total plan assets at beginning of year2016-06-30$5,607,840
Value of fidelity bond covering the plan2016-06-30$500,000
Total contributions received or receivable from participants2016-06-30$33,925
Expenses. Other expenses not covered elsewhere2016-06-30$37,857
Other income received2016-06-30$-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 interests2016-06-30$995
Total contributions received or receivable from employer(s)2016-06-30$55,210
2015 : ALLERGY & ASTHMA CENTER, P.C. PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total income from all sources2015-06-30$-33,942
Expenses. Total of all expenses incurred2015-06-30$203,652
Benefits paid (including direct rollovers)2015-06-30$164,212
Total plan assets at end of year2015-06-30$5,607,840
Total plan assets at beginning of year2015-06-30$5,845,434
Value of fidelity bond covering the plan2015-06-30$500,000
Total contributions received or receivable from participants2015-06-30$37,640
Expenses. Other expenses not covered elsewhere2015-06-30$39,440
Other income received2015-06-30$-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 interests2015-06-30$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 sources2014-06-30$523,151
Expenses. Total of all expenses incurred2014-06-30$197,783
Benefits paid (including direct rollovers)2014-06-30$158,800
Total plan assets at end of year2014-06-30$5,845,434
Total plan assets at beginning of year2014-06-30$5,520,066
Value of fidelity bond covering the plan2014-06-30$500,000
Total contributions received or receivable from participants2014-06-30$35,340
Expenses. Other expenses not covered elsewhere2014-06-30$38,983
Other income received2014-06-30$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 interests2014-06-30$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 sources2013-06-30$378,248
Expenses. Total of all expenses incurred2013-06-30$115,981
Benefits paid (including direct rollovers)2013-06-30$76,811
Total plan assets at end of year2013-06-30$5,520,066
Total plan assets at beginning of year2013-06-30$5,257,799
Value of fidelity bond covering the plan2013-06-30$500,000
Total contributions received or receivable from participants2013-06-30$22,090
Expenses. Other expenses not covered elsewhere2013-06-30$39,170
Other income received2013-06-30$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 interests2013-06-30$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 year2012-06-30$119
Total income from all sources2012-06-30$133,797
Expenses. Total of all expenses incurred2012-06-30$108,376
Benefits paid (including direct rollovers)2012-06-30$75,296
Total plan assets at end of year2012-06-30$5,257,799
Total plan assets at beginning of year2012-06-30$5,232,497
Value of fidelity bond covering the plan2012-06-30$500,000
Total contributions received or receivable from participants2012-06-30$28,965
Expenses. Other expenses not covered elsewhere2012-06-30$33,080
Other income received2012-06-30$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 interests2012-06-30$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 year2011-06-30$119
Total income from all sources2011-06-30$544,341
Expenses. Total of all expenses incurred2011-06-30$434,705
Benefits paid (including direct rollovers)2011-06-30$410,893
Total plan assets at end of year2011-06-30$5,232,497
Total plan assets at beginning of year2011-06-30$5,122,742
Value of fidelity bond covering the plan2011-06-30$500,000
Total contributions received or receivable from participants2011-06-30$34,640
Expenses. Other expenses not covered elsewhere2011-06-30$23,812
Other income received2011-06-30$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 interests2011-06-30$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
2018-07-01Type of plan entitySingle employer plan
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: ALLERGY & ASTHMA CENTER, P.C. PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: ALLERGY & ASTHMA CENTER, P.C. PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: ALLERGY & ASTHMA CENTER, P.C. PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: ALLERGY & ASTHMA CENTER, P.C. PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: ALLERGY & ASTHMA CENTER, P.C. PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: ALLERGY & ASTHMA CENTER, P.C. PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: ALLERGY & ASTHMA CENTER, P.C. PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: ALLERGY & ASTHMA CENTER, P.C. PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: ALLERGY & ASTHMA CENTER, P.C. PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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