ALLERGY & ASTHMA ASSOCIATES OF SOUTHERN CALIFORNIA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ALLERGY & ASTHMA ASSOCIATES OF SOUTHERN CALIFORNIA PROFIT SHARING PLAN
401k plan membership statisitcs for ALLERGY & ASTHMA ASSOCIATES OF SOUTHERN CALIFORNIA PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025: ALLERGY & ASTHMA ASSOCIATES OF SOUTHERN CALIFORNIA PROFIT SHARING PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-10-14 | 55 |
| Total number of particpants at end of year | 2025-10-14 | 48 |
| Number of Participants With Account Balances | 2025-10-14 | 46 |
| 2024: ALLERGY & ASTHMA ASSOCIATES OF SOUTHERN CALIFORNIA PROFIT SHARING PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-10-08 | 59 |
| Total number of particpants at end of year | 2024-10-08 | 56 |
| Number of Participants With Account Balances | 2024-10-08 | 52 |
| 2011: ALLERGY & ASTHMA ASSOCIATES OF SOUTHERN CALIFORNIA PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 24 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 14 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 6 |
| Total of all active and inactive participants | 2011-01-01 | 21 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 21 |
| Number of participants with account balances | 2011-01-01 | 21 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 3 |
| 2009: ALLERGY & ASTHMA ASSOCIATES OF SOUTHERN CALIFORNIA PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 20 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 15 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 5 |
| Total of all active and inactive participants | 2009-01-01 | 20 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 20 |
| Number of participants with account balances | 2009-01-01 | 18 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2025 : ALLERGY & ASTHMA ASSOCIATES OF SOUTHERN CALIFORNIA PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-10-14 | 0 |
| Total liabilities as of the end of the plan year | 2025-10-14 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-10-14 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-14 | 162977 |
| Net assets as of the end of the plan year | 2025-10-14 | 1373467 |
| Total assets as of the beginning of the plan year | 2025-10-14 | 1337108 |
| Value of plan covered by a fidelity bond | 2025-10-14 | 230000 |
| Participant contributions to plan in this plan year | 2025-10-14 | 0 |
| Other expenses paid from plan in this plan year | 2025-10-14 | 0 |
| Other contributions to plan in this plan year | 2025-10-14 | 0 |
| Other income to plan in this plan year | 2025-10-14 | 101335 |
| Plan net income in this plan year | 2025-10-14 | 36359 |
| Net assets as of the end of the plan year | 2025-10-14 | 1373467 |
| Net assets as of the beginning of the plan year | 2025-10-14 | 1337108 |
| Employer contributions to plan in this plan year | 2025-10-14 | 98001 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-14 | 17722 |
| 2024 : ALLERGY & ASTHMA ASSOCIATES OF SOUTHERN CALIFORNIA PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2024-10-08 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-10-08 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-08 | 34605 |
| Net assets as of the end of the plan year | 2024-10-08 | 1335446 |
| Total assets as of the beginning of the plan year | 2024-10-08 | 1179055 |
| Value of plan covered by a fidelity bond | 2024-10-08 | 860000 |
| Other expenses paid from plan in this plan year | 2024-10-08 | 0 |
| Other contributions to plan in this plan year | 2024-10-08 | 0 |
| Other income to plan in this plan year | 2024-10-08 | 149672 |
| Plan net income in this plan year | 2024-10-08 | 156391 |
| Net assets as of the end of the plan year | 2024-10-08 | 1335446 |
| Net assets as of the beginning of the plan year | 2024-10-08 | 1179055 |
| Employer contributions to plan in this plan year | 2024-10-08 | 41324 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-08 | 17238 |
| 2011 : ALLERGY & ASTHMA ASSOCIATES OF SOUTHERN CALIFORNIA PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $2,403,638 |
| Total plan liabilities at end of year | 2011-12-31 | $0 |
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $40,423 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $86,225 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $86,172 |
| Total plan assets at end of year | 2011-12-31 | $4,795,448 |
| Total plan assets at beginning of year | 2011-12-31 | $2,437,612 |
| Value of fidelity bond covering the plan | 2011-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $53 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $-83,632 |
| Noncash contributions received | 2011-12-31 | $0 |
| Net income (gross income less expenses) | 2011-12-31 | $-45,802 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $4,795,448 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,437,612 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $124,055 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2009 : ALLERGY & ASTHMA ASSOCIATES OF SOUTHERN CALIFORNIA PROFIT SHARING PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2011: ALLERGY & ASTHMA ASSOCIATES OF SOUTHERN CALIFORNIA PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: ALLERGY & ASTHMA ASSOCIATES OF SOUTHERN CALIFORNIA PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
