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ALLERGY & ASTHMA MEDICAL GROUP OF THE BAY AREA, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameALLERGY & ASTHMA MEDICAL GROUP OF THE BAY AREA, INC. PROFIT SHARING PLAN
Plan identification number 001

ALLERGY & ASTHMA MEDICAL GROUP OF THE BAY AREA, INC. 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
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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 MEDICAL GROUP OF THE BAY AREA, INC. has sponsored the creation of one or more 401k plans.

Company Name:ALLERGY & ASTHMA MEDICAL GROUP OF THE BAY AREA, INC.
Employer identification number (EIN):942437825
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 MEDICAL GROUP OF THE BAY AREA, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JOSHUA JACOBS2024-10-15
0012022-01-01
0012021-01-01JOSHUA JACOBS2022-10-14
0012021-01-01JOSHUA JACOBS2022-10-14
0012020-01-01
0012020-01-01
0012019-01-01
0012017-01-01JOSHUA JACOBS, M.D.
0012009-01-01DAVID COOK DAVID COOK2010-09-13

Plan Statistics for ALLERGY & ASTHMA MEDICAL GROUP OF THE BAY AREA, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for ALLERGY & ASTHMA MEDICAL GROUP OF THE BAY AREA, INC. PROFIT SHARING PLAN

Measure Date Value
2025: ALLERGY & ASTHMA MEDICAL GROUP OF THE BAY AREA, INC. PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-09-2682
Total number of particpants at end of year2025-09-2669
Number of Participants With Account Balances2025-09-2669
2024: ALLERGY & ASTHMA MEDICAL GROUP OF THE BAY AREA, INC. PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-1583
Total number of particpants at end of year2024-10-1583
Number of Participants With Account Balances2024-10-1581
2020: ALLERGY & ASTHMA MEDICAL GROUP OF THE BAY AREA, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01143
Total number of active participants reported on line 7a of the Form 55002020-01-01123
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-0112
Total of all active and inactive participants2020-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01137
Number of participants with account balances2020-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-017
2019: ALLERGY & ASTHMA MEDICAL GROUP OF THE BAY AREA, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01111
Total number of active participants reported on line 7a of the Form 55002019-01-01120
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0122
Total of all active and inactive participants2019-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01143
Number of participants with account balances2019-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0110
2017: ALLERGY & ASTHMA MEDICAL GROUP OF THE BAY AREA, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0174
Total number of active participants reported on line 7a of the Form 55002017-01-0172
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0114
Total of all active and inactive participants2017-01-0186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0186
Number of participants with account balances2017-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2009: ALLERGY & ASTHMA MEDICAL GROUP OF THE BAY AREA, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0141
Total number of active participants reported on line 7a of the Form 55002009-01-0152
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 participants2009-01-0154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0154
Number of participants with account balances2009-01-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on ALLERGY & ASTHMA MEDICAL GROUP OF THE BAY AREA, INC. PROFIT SHARING PLAN

Measure Date Value
2025 : ALLERGY & ASTHMA MEDICAL GROUP OF THE BAY AREA, INC. PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-26-27991
Total expenses incurred by plan in this plan year2025-09-26288523
Net assets as of the end of the plan year2025-09-262724264
Total assets as of the beginning of the plan year2025-09-262442841
Value of plan covered by a fidelity bond2025-09-26500000
Participant contributions to plan in this plan year2025-09-26264250
Value of participant loans at end of plan year2025-09-2686821
Other income to plan in this plan year2025-09-26255107
Plan net income in this plan year2025-09-26309414
Net assets as of the end of the plan year2025-09-262724264
Net assets as of the beginning of the plan year2025-09-262442841
Employer contributions to plan in this plan year2025-09-2678580
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-2613734
2024 : ALLERGY & ASTHMA MEDICAL GROUP OF THE BAY AREA, INC. PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-15284
Total expenses incurred by plan in this plan year2024-10-15307000
Net assets as of the end of the plan year2024-10-152442841
Total assets as of the beginning of the plan year2024-10-152091164
Value of plan covered by a fidelity bond2024-10-15500000
Participant contributions to plan in this plan year2024-10-15225892
Value of participant loans at end of plan year2024-10-1566135
Other contributions to plan in this plan year2024-10-151164
Other income to plan in this plan year2024-10-15302317
Plan net income in this plan year2024-10-15351393
Net assets as of the end of the plan year2024-10-152442841
Net assets as of the beginning of the plan year2024-10-152091164
Employer contributions to plan in this plan year2024-10-15129020
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-1512932
2020 : ALLERGY & ASTHMA MEDICAL GROUP OF THE BAY AREA, INC. PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,351,602
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$241,186
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$200,645
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,283,452
Value of total assets at end of year2020-12-31$9,403,618
Value of total assets at beginning of year2020-12-31$7,293,202
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$40,541
Total income from rents2020-12-31$5,500
Total interest from all sources2020-12-31$2,121
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$532,992
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$532,992
Assets. Real estate other than employer real property at end of year2020-12-31$192,453
Assets. Real estate other than employer real property at beginning of year2020-12-31$192,453
Administrative expenses professional fees incurred2020-12-31$40,541
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$468,957
Participant contributions at end of year2020-12-31$34,450
Participant contributions at beginning of year2020-12-31$39,130
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$7,761
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$45,886
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$2,110,416
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,403,618
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,293,202
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$8,404,008
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,282,371
Value of interest in pooled separate accounts at end of year2020-12-31$1,348
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$2,121
Income. Interest from loans (other than to participants)2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$2,750
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$2,200
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$2,200
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$527,518
Net investment gain/loss from pooled separate accounts2020-12-31$19
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$768,609
Employer contributions (assets) at end of year2020-12-31$768,609
Employer contributions (assets) at beginning of year2020-12-31$769,287
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$200,645
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31SILICON VALLEY ACCOUNTANCY
Accountancy firm EIN2020-12-31770573994
2019 : ALLERGY & ASTHMA MEDICAL GROUP OF THE BAY AREA, INC. PROFIT SHARING PLAN 2019 401k financial data
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$2,016,904
Expenses. Total of all expenses incurred2019-12-31$45,986
Benefits paid (including direct rollovers)2019-12-31$15,347
Total plan assets at end of year2019-12-31$7,293,202
Total plan assets at beginning of year2019-12-31$5,322,284
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$334,082
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$913,535
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$1,970,918
Net plan assets at end of year (total assets less liabilities)2019-12-31$7,293,202
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$5,322,284
Assets. Value of participant loans2019-12-31$39,130
Assets. Value of real-estate (other than employer real property)2019-12-31$192,453
Total contributions received or receivable from employer(s)2019-12-31$769,287
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$30,639
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : ALLERGY & ASTHMA MEDICAL GROUP OF THE BAY AREA, INC. PROFIT SHARING PLAN 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$485,020
Expenses. Total of all expenses incurred2018-12-31$484,181
Benefits paid (including direct rollovers)2018-12-31$450,902
Total plan assets at end of year2018-12-31$5,323,123
Total plan assets at beginning of year2018-12-31$5,322,284
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$227,719
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$2,203
Other income received2018-12-31$-345,735
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$839
Net plan assets at end of year (total assets less liabilities)2018-12-31$5,323,123
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$5,322,284
Assets. Value of participant loans2018-12-31$23,956
Assets. Value of real-estate (other than employer real property)2018-12-31$193,350
Total contributions received or receivable from employer(s)2018-12-31$600,833
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$33,279
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : ALLERGY & ASTHMA MEDICAL GROUP OF THE BAY AREA, INC. PROFIT SHARING PLAN 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$1,191,349
Expenses. Total of all expenses incurred2017-12-31$70,831
Benefits paid (including direct rollovers)2017-12-31$48,120
Total plan assets at end of year2017-12-31$5,322,284
Total plan assets at beginning of year2017-12-31$4,201,766
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$222,045
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$557,684
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$1,120,518
Net plan assets at end of year (total assets less liabilities)2017-12-31$5,322,284
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$4,201,766
Assets. Value of participant loans2017-12-31$41,903
Assets. Value of real-estate (other than employer real property)2017-12-31$193,350
Total contributions received or receivable from employer(s)2017-12-31$411,620
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$22,711
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2009 : ALLERGY & ASTHMA MEDICAL GROUP OF THE BAY AREA, INC. PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ALLERGY & ASTHMA MEDICAL GROUP OF THE BAY AREA, INC. PROFIT SHARING PLAN

2020: ALLERGY & ASTHMA MEDICAL GROUP OF THE BAY AREA, INC. PROFIT SHARING PLAN 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ALLERGY & ASTHMA MEDICAL GROUP OF THE BAY AREA, INC. PROFIT SHARING PLAN 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
2017: ALLERGY & ASTHMA MEDICAL GROUP OF THE BAY AREA, INC. PROFIT SHARING PLAN 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
2009: ALLERGY & ASTHMA MEDICAL GROUP OF THE BAY AREA, INC. PROFIT SHARING PLAN 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

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31507
Policy instance 1

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