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ALLERGY & ASTHMA ASSOCIATES DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameALLERGY & ASTHMA ASSOCIATES DEFINED BENEFIT PENSION PLAN
Plan identification number 003

ALLERGY & ASTHMA ASSOCIATES DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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 ASSOCIATES OF SOUTHERN CALIFORNIA has sponsored the creation of one or more 401k plans.

Company Name:ALLERGY & ASTHMA ASSOCIATES OF SOUTHERN CALIFORNIA
Employer identification number (EIN):953621729
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 ASSOCIATES DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01WILLIAM BERGER2018-10-15
0032016-01-01WILLIAM BERGER2017-10-16
0032015-01-01WILLIAM BERGER2016-10-04
0032015-01-01WILLIAM BERGER2016-12-12
0032011-01-01WILLIAM BERGER2012-02-14
0032010-01-01WILLIAM BERGER2011-07-08
0032009-01-01WILLIAM BERGER

Financial Data on ALLERGY & ASTHMA ASSOCIATES DEFINED BENEFIT PENSION PLAN

Measure Date Value
2025 : ALLERGY & ASTHMA ASSOCIATES DEFINED BENEFIT PENSION PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-140
Total liabilities as of the end of the plan year2025-10-140
Total liabilities as of the beginning of the plan year2025-10-140
Total expenses incurred by plan in this plan year2025-10-1411116
Net assets as of the end of the plan year2025-10-141191430
Total assets as of the beginning of the plan year2025-10-141102908
Value of plan covered by a fidelity bond2025-10-14500000
Participant contributions to plan in this plan year2025-10-140
Other expenses paid from plan in this plan year2025-10-140
Other contributions to plan in this plan year2025-10-140
Other income to plan in this plan year2025-10-1469927
Plan net income in this plan year2025-10-1488522
Net assets as of the end of the plan year2025-10-141191430
Net assets as of the beginning of the plan year2025-10-141102908
Employer contributions to plan in this plan year2025-10-1429711
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-1411116
2024 : ALLERGY & ASTHMA ASSOCIATES DEFINED BENEFIT PENSION PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-080
Total liabilities as of the end of the plan year2024-10-080
Total liabilities as of the beginning of the plan year2024-10-080
Total expenses incurred by plan in this plan year2024-10-089766
Net assets as of the end of the plan year2024-10-081102908
Total assets as of the beginning of the plan year2024-10-08949966
Value of plan covered by a fidelity bond2024-10-08500000
Participant contributions to plan in this plan year2024-10-080
Other expenses paid from plan in this plan year2024-10-080
Other contributions to plan in this plan year2024-10-080
Other income to plan in this plan year2024-10-08116723
Plan net income in this plan year2024-10-08152942
Net assets as of the end of the plan year2024-10-081102908
Net assets as of the beginning of the plan year2024-10-08949966
Employer contributions to plan in this plan year2024-10-0845985
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-089766
2009 : ALLERGY & ASTHMA ASSOCIATES DEFINED BENEFIT PENSION 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 ASSOCIATES DEFINED BENEFIT PENSION PLAN

2009: ALLERGY & ASTHMA ASSOCIATES DEFINED BENEFIT PENSION 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

Potentially related plans

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