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

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

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

BRIAN S. LIPSON, M.D. has sponsored the creation of one or more 401k plans.

Company Name:BRIAN S. LIPSON, M.D.
Employer identification number (EIN):931017532
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 SignedName of Company SponsorDate Sponsor Signed
0022016-01-01BRIAN S. LIPSON
0022015-01-01BRIAN S. LIPSON
0022014-01-01BRIAN S. LIPSON
0022013-01-01BRIAN S. LIPSON
0022012-01-01BRIAN S. LIPSON
0022011-01-01BRIAN S. LIPSON
0022009-01-01BRIAN S. LIPSON
0022009-01-01BRIAN S. LIPSON
0022009-01-01BRIAN S. LIPSON
0022009-01-01BRIAN S. LIPSON
0022009-01-01BRIAN 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
2016: ALLERGY & ASTHMA CONSULTANTS 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014
Total number of active participants reported on line 7a of the Form 55002016-01-015
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-015
Number of participants with account balances2016-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ALLERGY & ASTHMA CONSULTANTS 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014
Total number of active participants reported on line 7a of the Form 55002015-01-014
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-014
Number of participants with account balances2015-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ALLERGY & ASTHMA CONSULTANTS 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015
Total number of active participants reported on line 7a of the Form 55002014-01-014
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-014
Number of participants with account balances2014-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ALLERGY & ASTHMA CONSULTANTS 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-016
Total number of active participants reported on line 7a of the Form 55002013-01-014
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-015
Number of participants with account balances2013-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: ALLERGY & ASTHMA CONSULTANTS 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015
Total number of active participants reported on line 7a of the Form 55002012-01-015
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-016
Number of participants with account balances2012-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ALLERGY & ASTHMA CONSULTANTS 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015
Total number of active participants reported on line 7a of the Form 55002011-01-014
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-015
Number of participants with account balances2011-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: ALLERGY & ASTHMA CONSULTANTS 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-016
Total number of active participants reported on line 7a of the Form 55002009-01-014
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-016
Number of participants with account balances2009-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

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

Measure Date Value
2016 : ALLERGY & ASTHMA CONSULTANTS 401(K) PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
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$261,365
Expenses. Total of all expenses incurred2016-12-31$0
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$2,136,441
Total plan assets at beginning of year2016-12-31$1,875,076
Value of fidelity bond covering the plan2016-12-31$195,000
Total contributions received or receivable from participants2016-12-31$50,700
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$164,747
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$261,365
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,136,441
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,875,076
Assets. Value of participant loans2016-12-31$0
Total contributions received or receivable from employer(s)2016-12-31$45,918
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 & ASTHMA CONSULTANTS 401(K) PROFIT SHARING PLAN 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$95,723
Expenses. Total of all expenses incurred2015-12-31$0
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$1,875,076
Total plan assets at beginning of year2015-12-31$1,779,353
Value of fidelity bond covering the plan2015-12-31$20,000
Total contributions received or receivable from participants2015-12-31$50,600
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$136
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$95,723
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,875,076
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,779,353
Assets. Value of participant loans2015-12-31$935
Total contributions received or receivable from employer(s)2015-12-31$44,987
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$0
2014 : ALLERGY & ASTHMA CONSULTANTS 401(K) PROFIT SHARING PLAN 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$195,374
Expenses. Total of all expenses incurred2014-12-31$464
Benefits paid (including direct rollovers)2014-12-31$464
Total plan assets at end of year2014-12-31$1,779,353
Total plan assets at beginning of year2014-12-31$1,584,443
Value of fidelity bond covering the plan2014-12-31$20,000
Total contributions received or receivable from participants2014-12-31$43,200
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$110,013
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$194,910
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,779,353
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,584,443
Assets. Value of participant loans2014-12-31$4,931
Total contributions received or receivable from employer(s)2014-12-31$42,161
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 & ASTHMA CONSULTANTS 401(K) PROFIT SHARING PLAN 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$237,559
Expenses. Total of all expenses incurred2013-12-31$156
Benefits paid (including direct rollovers)2013-12-31$156
Total plan assets at end of year2013-12-31$1,584,443
Total plan assets at beginning of year2013-12-31$1,347,040
Value of fidelity bond covering the plan2013-12-31$20,000
Total contributions received or receivable from participants2013-12-31$43,090
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$151,601
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$237,403
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,584,443
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,347,040
Assets. Value of participant loans2013-12-31$10,893
Total contributions received or receivable from employer(s)2013-12-31$42,868
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 & ASTHMA CONSULTANTS 401(K) PROFIT SHARING PLAN 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$175,804
Expenses. Total of all expenses incurred2012-12-31$602
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$1,347,040
Total plan assets at beginning of year2012-12-31$1,171,838
Value of fidelity bond covering the plan2012-12-31$20,000
Total contributions received or receivable from participants2012-12-31$42,200
Expenses. Other expenses not covered elsewhere2012-12-31$602
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$120,450
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$175,202
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,347,040
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,171,838
Assets. Value of participant loans2012-12-31$31,163
Total contributions received or receivable from employer(s)2012-12-31$13,154
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 & ASTHMA CONSULTANTS 401(K) PROFIT SHARING PLAN 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$61,326
Expenses. Total of all expenses incurred2011-12-31$2,030
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$1,171,838
Total plan assets at beginning of year2011-12-31$1,112,542
Value of fidelity bond covering the plan2011-12-31$20,000
Total contributions received or receivable from participants2011-12-31$27,800
Expenses. Other expenses not covered elsewhere2011-12-31$2,030
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$21,937
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$59,296
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,171,838
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,112,542
Assets. Value of participant loans2011-12-31$14,053
Total contributions received or receivable from employer(s)2011-12-31$11,589
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 & ASTHMA CONSULTANTS 401(K) PROFIT SHARING PLAN 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$136,022
Expenses. Total of all expenses incurred2010-12-31$6,749
Benefits paid (including direct rollovers)2010-12-31$4,809
Total plan assets at end of year2010-12-31$1,112,542
Total plan assets at beginning of year2010-12-31$983,269
Value of fidelity bond covering the plan2010-12-31$20,000
Total contributions received or receivable from participants2010-12-31$19,200
Expenses. Other expenses not covered elsewhere2010-12-31$1,940
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$114,764
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$129,273
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,112,542
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$983,269
Assets. Value of participant loans2010-12-31$17,967
Total contributions received or receivable from employer(s)2010-12-31$2,058

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

2016: ALLERGY & ASTHMA CONSULTANTS 401(K) PROFIT SHARING PLAN 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ALLERGY & ASTHMA CONSULTANTS 401(K) PROFIT SHARING PLAN 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ALLERGY & ASTHMA CONSULTANTS 401(K) PROFIT SHARING PLAN 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ALLERGY & ASTHMA CONSULTANTS 401(K) PROFIT SHARING PLAN 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 & ASTHMA CONSULTANTS 401(K) PROFIT SHARING PLAN 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 & ASTHMA CONSULTANTS 401(K) PROFIT SHARING PLAN 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
2009: ALLERGY & ASTHMA CONSULTANTS 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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

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