Logo

CAROLINA ASTHMA & ALLERGY CENTER, PA 401(K) PLAN 401k Plan overview

Plan NameCAROLINA ASTHMA & ALLERGY CENTER, PA 401(K) PLAN
Plan identification number 002

CAROLINA ASTHMA & ALLERGY CENTER, PA 401(K) 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.
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

CAROLINA ASTHMA & ALLERGY CENTER, PA has sponsored the creation of one or more 401k plans.

Company Name:CAROLINA ASTHMA & ALLERGY CENTER, PA
Employer identification number (EIN):561227652
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAROLINA ASTHMA & ALLERGY CENTER, PA 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01CHARLIE FURR2024-08-05
0022022-01-01CHARLIE FURR2023-08-15
0022021-01-01CHARLIE FURR2022-09-29
0022020-01-01CHARLIE FURR2021-09-02
0022019-01-01CHARLIE FURR2020-10-08
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01CHARLIE FURR
0022013-01-01DR. GRAY NORRIS
0022012-01-01DR. J. GRAY NORRIS
0022011-01-01EMILY E. HELMING
0022010-01-01EMILY E. HELMING
0022009-01-01KIM A. BLANTON

Plan Statistics for CAROLINA ASTHMA & ALLERGY CENTER, PA 401(K) PLAN

401k plan membership statisitcs for CAROLINA ASTHMA & ALLERGY CENTER, PA 401(K) PLAN

Measure Date Value
2023: CAROLINA ASTHMA & ALLERGY CENTER, PA 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01264
Total number of active participants reported on line 7a of the Form 55002023-01-01165
Number of retired or separated participants receiving benefits2023-01-0118
Number of other retired or separated participants entitled to future benefits2023-01-0187
Total of all active and inactive participants2023-01-01270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01270
Number of participants with account balances2023-01-01270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0128
2022: CAROLINA ASTHMA & ALLERGY CENTER, PA 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01245
Total number of active participants reported on line 7a of the Form 55002022-01-01164
Number of retired or separated participants receiving benefits2022-01-0116
Number of other retired or separated participants entitled to future benefits2022-01-0176
Total of all active and inactive participants2022-01-01256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01256
Number of participants with account balances2022-01-01256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0128
2021: CAROLINA ASTHMA & ALLERGY CENTER, PA 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01231
Total number of active participants reported on line 7a of the Form 55002021-01-01151
Number of retired or separated participants receiving benefits2021-01-0114
Number of other retired or separated participants entitled to future benefits2021-01-0172
Total of all active and inactive participants2021-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01237
Number of participants with account balances2021-01-01237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0135
2020: CAROLINA ASTHMA & ALLERGY CENTER, PA 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01220
Total number of active participants reported on line 7a of the Form 55002020-01-01141
Number of retired or separated participants receiving benefits2020-01-0120
Number of other retired or separated participants entitled to future benefits2020-01-0168
Total of all active and inactive participants2020-01-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01229
Number of participants with account balances2020-01-01229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0144
2019: CAROLINA ASTHMA & ALLERGY CENTER, PA 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01223
Total number of active participants reported on line 7a of the Form 55002019-01-01154
Number of retired or separated participants receiving benefits2019-01-0113
Number of other retired or separated participants entitled to future benefits2019-01-0149
Total of all active and inactive participants2019-01-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01216
Number of participants with account balances2019-01-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0122
2017: CAROLINA ASTHMA & ALLERGY CENTER, PA 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01246
Total number of active participants reported on line 7a of the Form 55002017-01-01132
Number of retired or separated participants receiving benefits2017-01-0111
Number of other retired or separated participants entitled to future benefits2017-01-0158
Total of all active and inactive participants2017-01-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01201
Number of participants with account balances2017-01-01201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0122
2016: CAROLINA ASTHMA & ALLERGY CENTER, PA 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01225
Total number of active participants reported on line 7a of the Form 55002016-01-01123
Number of retired or separated participants receiving benefits2016-01-0139
Number of other retired or separated participants entitled to future benefits2016-01-0179
Total of all active and inactive participants2016-01-01241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01241
Number of participants with account balances2016-01-01241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0123
2015: CAROLINA ASTHMA & ALLERGY CENTER, PA 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01209
Total number of active participants reported on line 7a of the Form 55002015-01-01124
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01101
Total of all active and inactive participants2015-01-01225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01225
Number of participants with account balances2015-01-01225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0121
2014: CAROLINA ASTHMA & ALLERGY CENTER, PA 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01161
Total number of active participants reported on line 7a of the Form 55002014-01-01129
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0175
Total of all active and inactive participants2014-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01204
Number of participants with account balances2014-01-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0117
2013: CAROLINA ASTHMA & ALLERGY CENTER, PA 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01156
Total number of active participants reported on line 7a of the Form 55002013-01-01115
Number of retired or separated participants receiving benefits2013-01-0114
Number of other retired or separated participants entitled to future benefits2013-01-0129
Total of all active and inactive participants2013-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01158
Number of participants with account balances2013-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0114
2012: CAROLINA ASTHMA & ALLERGY CENTER, PA 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01162
Total number of active participants reported on line 7a of the Form 55002012-01-01107
Number of retired or separated participants receiving benefits2012-01-0117
Number of other retired or separated participants entitled to future benefits2012-01-0130
Total of all active and inactive participants2012-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01154
Number of participants with account balances2012-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0117
2011: CAROLINA ASTHMA & ALLERGY CENTER, PA 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01150
Total number of active participants reported on line 7a of the Form 55002011-01-01111
Number of retired or separated participants receiving benefits2011-01-0116
Number of other retired or separated participants entitled to future benefits2011-01-0135
Total of all active and inactive participants2011-01-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01162
Number of participants with account balances2011-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0128
2010: CAROLINA ASTHMA & ALLERGY CENTER, PA 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01144
Total number of active participants reported on line 7a of the Form 55002010-01-01110
Number of retired or separated participants receiving benefits2010-01-0110
Number of other retired or separated participants entitled to future benefits2010-01-0121
Total of all active and inactive participants2010-01-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01141
Number of participants with account balances2010-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-017
2009: CAROLINA ASTHMA & ALLERGY CENTER, PA 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01100
Total number of active participants reported on line 7a of the Form 55002009-01-0178
Number of retired or separated participants receiving benefits2009-01-015
Number of other retired or separated participants entitled to future benefits2009-01-0123
Total of all active and inactive participants2009-01-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01106
Number of participants with account balances2009-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on CAROLINA ASTHMA & ALLERGY CENTER, PA 401(K) PLAN

Measure Date Value
2023 : CAROLINA ASTHMA & ALLERGY CENTER, PA 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$5,980,505
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$691,573
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$652,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,718,463
Value of total assets at end of year2023-12-31$28,493,490
Value of total assets at beginning of year2023-12-31$23,204,558
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$39,573
Total interest from all sources2023-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$714,786
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$5,288,932
Value of net assets at end of year (total assets less liabilities)2023-12-31$28,493,490
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$23,204,558
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$27,923,427
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$22,680,584
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$4,262,042
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$1,003,677
Employer contributions (assets) at end of year2023-12-31$570,063
Employer contributions (assets) at beginning of year2023-12-31$523,974
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$652,000
Contract administrator fees2023-12-31$39,573
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2023-12-31560574444
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$5,980,505
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$691,573
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$652,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$1,718,463
Value of total assets at end of year2023-01-01$28,493,490
Value of total assets at beginning of year2023-01-01$23,204,558
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$39,573
Total interest from all sources2023-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$500,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$714,786
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$5,288,932
Value of net assets at end of year (total assets less liabilities)2023-01-01$28,493,490
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$23,204,558
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$27,923,427
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$22,680,584
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$4,262,042
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$1,003,677
Employer contributions (assets) at end of year2023-01-01$570,063
Employer contributions (assets) at beginning of year2023-01-01$523,974
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$652,000
Contract administrator fees2023-01-01$39,573
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01CHERRY BEKAERT LLP
Accountancy firm EIN2023-01-01560574444
2022 : CAROLINA ASTHMA & ALLERGY CENTER, PA 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-3,264,165
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,937,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,903,110
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,718,835
Value of total assets at end of year2022-12-31$23,204,558
Value of total assets at beginning of year2022-12-31$29,406,607
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$34,774
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$34,774
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$661,277
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$133,911
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,202,049
Value of net assets at end of year (total assets less liabilities)2022-12-31$23,204,558
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$29,406,607
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$22,680,584
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$28,862,335
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,983,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$923,647
Employer contributions (assets) at end of year2022-12-31$523,974
Employer contributions (assets) at beginning of year2022-12-31$544,272
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,903,110
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2022-12-31560574444
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-3,264,165
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$2,937,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$2,903,110
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$1,718,835
Value of total assets at end of year2022-01-01$23,204,558
Value of total assets at beginning of year2022-01-01$29,406,607
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$34,774
Total interest from all sources2022-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Administrative expenses professional fees incurred2022-01-01$34,774
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$661,277
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$133,911
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-6,202,049
Value of net assets at end of year (total assets less liabilities)2022-01-01$23,204,558
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$29,406,607
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$22,680,584
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$28,862,335
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-4,983,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$923,647
Employer contributions (assets) at end of year2022-01-01$523,974
Employer contributions (assets) at beginning of year2022-01-01$544,272
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$2,903,110
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01CHERRY BEKAERT LLP
Accountancy firm EIN2022-01-01560574444
2021 : CAROLINA ASTHMA & ALLERGY CENTER, PA 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$5,271,527
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,074,033
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,043,964
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,601,947
Value of total assets at end of year2021-12-31$29,406,607
Value of total assets at beginning of year2021-12-31$26,209,113
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$30,069
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$619,237
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$75,521
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,197,494
Value of net assets at end of year (total assets less liabilities)2021-12-31$29,406,607
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$26,209,113
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$30,069
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$28,862,335
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$25,673,451
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,669,580
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$907,189
Employer contributions (assets) at end of year2021-12-31$544,272
Employer contributions (assets) at beginning of year2021-12-31$535,662
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,043,964
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2021-12-31560574444
2020 : CAROLINA ASTHMA & ALLERGY CENTER, PA 401(K) 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$4,842,453
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$425,663
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$371,144
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,365,909
Value of total assets at end of year2020-12-31$26,209,113
Value of total assets at beginning of year2020-12-31$21,792,323
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$54,519
Total interest from all sources2020-12-31$8
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$11,102
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$504,449
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$488
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$12,049
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
Value of net income/loss2020-12-31$4,416,790
Value of net assets at end of year (total assets less liabilities)2020-12-31$26,209,113
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$21,792,323
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$25,673,451
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$21,276,906
Interest on participant loans2020-12-31$8
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,476,536
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$849,411
Employer contributions (assets) at end of year2020-12-31$535,662
Employer contributions (assets) at beginning of year2020-12-31$514,929
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$371,144
Contract administrator fees2020-12-31$43,417
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 appraiser2020-12-31No
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2020-12-31560574444
2019 : CAROLINA ASTHMA & ALLERGY CENTER, PA 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$5,137,572
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$476,114
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$443,678
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,342,562
Value of total assets at end of year2019-12-31$21,792,323
Value of total assets at beginning of year2019-12-31$17,130,865
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$32,436
Total interest from all sources2019-12-31$198
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$514,688
Participant contributions at end of year2019-12-31$488
Participant contributions at beginning of year2019-12-31$7,099
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$30,527
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$7,672
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,661,458
Value of net assets at end of year (total assets less liabilities)2019-12-31$21,792,323
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$17,130,865
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$21,276,906
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$16,548,441
Interest on participant loans2019-12-31$198
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,794,812
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$820,202
Employer contributions (assets) at end of year2019-12-31$514,929
Employer contributions (assets) at beginning of year2019-12-31$544,798
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$443,678
Contract administrator fees2019-12-31$32,436
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2019-12-31560574444
2018 : CAROLINA ASTHMA & ALLERGY CENTER, PA 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$469,552
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$352,913
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$320,443
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,404,493
Value of total assets at end of year2018-12-31$17,130,865
Value of total assets at beginning of year2018-12-31$17,014,226
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$32,470
Total interest from all sources2018-12-31$473
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$459,271
Participant contributions at end of year2018-12-31$7,099
Participant contributions at beginning of year2018-12-31$15,365
Participant contributions at end of year2018-12-31$30,527
Participant contributions at beginning of year2018-12-31$25,264
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$101,574
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$116,639
Value of net assets at end of year (total assets less liabilities)2018-12-31$17,130,865
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$17,014,226
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$16,548,441
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$16,523,308
Interest on participant loans2018-12-31$473
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-935,414
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$843,648
Employer contributions (assets) at end of year2018-12-31$544,798
Employer contributions (assets) at beginning of year2018-12-31$450,289
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$320,443
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$0
Contract administrator fees2018-12-31$32,470
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2018-12-31560574444
2017 : CAROLINA ASTHMA & ALLERGY CENTER, PA 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,494,409
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,810,801
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,782,811
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,111,788
Value of total assets at end of year2017-12-31$17,014,226
Value of total assets at beginning of year2017-12-31$15,330,618
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$27,990
Total interest from all sources2017-12-31$998
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$394,048
Participant contributions at end of year2017-12-31$15,365
Participant contributions at beginning of year2017-12-31$32,283
Participant contributions at end of year2017-12-31$25,264
Participant contributions at beginning of year2017-12-31$42,392
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,683,608
Value of net assets at end of year (total assets less liabilities)2017-12-31$17,014,226
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$15,330,618
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$16,523,308
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$14,813,503
Income. Interest from loans (other than to participants)2017-12-31$998
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,381,623
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$717,740
Employer contributions (assets) at end of year2017-12-31$450,289
Employer contributions (assets) at beginning of year2017-12-31$442,440
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,782,811
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$0
Contract administrator fees2017-12-31$27,990
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2017-12-31560574444
2016 : CAROLINA ASTHMA & ALLERGY CENTER, PA 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,169,908
Total loss/gain on sale of assets2016-12-31$58,894
Total of all expenses incurred2016-12-31$2,039,782
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,999,173
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,037,180
Value of total assets at end of year2016-12-31$15,330,618
Value of total assets at beginning of year2016-12-31$15,200,492
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$40,609
Total interest from all sources2016-12-31$3,038
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$16,042
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$336,162
Participant contributions at end of year2016-12-31$32,283
Participant contributions at beginning of year2016-12-31$64,202
Participant contributions at end of year2016-12-31$42,392
Participant contributions at beginning of year2016-12-31$46,816
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$130,126
Value of net assets at end of year (total assets less liabilities)2016-12-31$15,330,618
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$15,200,492
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$14,813,503
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$14,088,127
Income. Interest from loans (other than to participants)2016-12-31$1,889
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$28,859
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$28,859
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,149
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,054,754
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$701,018
Employer contributions (assets) at end of year2016-12-31$442,440
Employer contributions (assets) at beginning of year2016-12-31$517,872
Income. Dividends from common stock2016-12-31$16,042
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,999,173
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$71,411
Contract administrator fees2016-12-31$40,609
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$383,205
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$58,894
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2016-12-31560574444
2015 : CAROLINA ASTHMA & ALLERGY CENTER, PA 401(K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-13,648
Total unrealized appreciation/depreciation of assets2015-12-31$-13,648
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,056,776
Total loss/gain on sale of assets2015-12-31$37,011
Total of all expenses incurred2015-12-31$418,960
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$379,272
Expenses. Certain deemed distributions of participant loans2015-12-31$11,850
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,055,746
Value of total assets at end of year2015-12-31$15,200,492
Value of total assets at beginning of year2015-12-31$14,562,676
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$27,838
Total interest from all sources2015-12-31$7,236
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$27,370
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$375,449
Participant contributions at end of year2015-12-31$64,202
Participant contributions at beginning of year2015-12-31$104,167
Participant contributions at end of year2015-12-31$46,816
Participant contributions at beginning of year2015-12-31$26,821
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$1,505,276
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,270
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$637,816
Value of net assets at end of year (total assets less liabilities)2015-12-31$15,200,492
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$14,562,676
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$14,088,127
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$12,181,738
Interest on participant loans2015-12-31$3,409
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$28,859
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$3,827
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-56,939
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$679,027
Employer contributions (assets) at end of year2015-12-31$517,872
Employer contributions (assets) at beginning of year2015-12-31$744,674
Income. Dividends from common stock2015-12-31$27,370
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$379,272
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$71,411
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$0
Contract administrator fees2015-12-31$27,838
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$383,205
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$37,011
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2015-12-31560574444
2014 : CAROLINA ASTHMA & ALLERGY CENTER, PA 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,769,050
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$579,844
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$550,770
Expenses. Certain deemed distributions of participant loans2014-12-31$26,098
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,832,080
Value of total assets at end of year2014-12-31$14,562,676
Value of total assets at beginning of year2014-12-31$12,373,470
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,976
Total interest from all sources2014-12-31$3,470
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$345,379
Participant contributions at end of year2014-12-31$104,167
Participant contributions at beginning of year2014-12-31$96,835
Participant contributions at end of year2014-12-31$26,821
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at end of year2014-12-31$1,505,276
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$1,478,570
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$80,689
Other income not declared elsewhere2014-12-31$196,063
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$10,796,193
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,189,206
Value of net assets at end of year (total assets less liabilities)2014-12-31$14,562,676
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$12,373,470
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$12,181,738
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,872
Interest on participant loans2014-12-31$3,470
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$737,437
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,406,012
Employer contributions (assets) at end of year2014-12-31$744,674
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$550,770
Contract administrator fees2014-12-31$2,976
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2014-12-31560574444
2013 : CAROLINA ASTHMA & ALLERGY CENTER, PA 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,079,183
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$504,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$480,396
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$955,109
Value of total assets at end of year2013-12-31$12,373,470
Value of total assets at beginning of year2013-12-31$9,798,552
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$23,869
Total interest from all sources2013-12-31$3,449
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$328,294
Participant contributions at end of year2013-12-31$96,835
Participant contributions at beginning of year2013-12-31$57,044
Assets. Other investments not covered elsewhere at end of year2013-12-31$1,478,570
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$1,489,281
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$10,531
Other income not declared elsewhere2013-12-31$273,442
Total non interest bearing cash at end of year2013-12-31$10,796,193
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,574,918
Value of net assets at end of year (total assets less liabilities)2013-12-31$12,373,470
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,798,552
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$7,109
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,872
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,198,839
Interest on participant loans2013-12-31$3,438
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$1,053,388
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$11
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,822,899
Net investment gain or loss from common/collective trusts2013-12-31$24,284
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$616,284
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$480,396
Contract administrator fees2013-12-31$16,760
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2013-12-31560574444
2012 : CAROLINA ASTHMA & ALLERGY CENTER, PA 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,149,723
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,769,658
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,762,688
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$997,744
Value of total assets at end of year2012-12-31$9,798,552
Value of total assets at beginning of year2012-12-31$10,418,487
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$6,970
Total interest from all sources2012-12-31$2,334
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$359,135
Participant contributions at end of year2012-12-31$57,044
Participant contributions at beginning of year2012-12-31$72,959
Assets. Other investments not covered elsewhere at end of year2012-12-31$1,489,281
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$3,191,990
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$3,706
Other income not declared elsewhere2012-12-31$310,938
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-619,935
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,798,552
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$10,418,487
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$7,198,839
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,641,382
Interest on participant loans2012-12-31$2,334
Value of interest in common/collective trusts at end of year2012-12-31$1,053,388
Value of interest in common/collective trusts at beginning of year2012-12-31$1,512,156
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$805,859
Net investment gain or loss from common/collective trusts2012-12-31$32,848
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$634,903
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,762,688
Contract administrator fees2012-12-31$6,970
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2012-12-31560574444
2011 : CAROLINA ASTHMA & ALLERGY CENTER, PA 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,682,849
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$259,059
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$253,863
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,942,537
Value of total assets at end of year2011-12-31$10,418,487
Value of total assets at beginning of year2011-12-31$8,994,697
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,196
Total interest from all sources2011-12-31$3,874
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$311,072
Participant contributions at end of year2011-12-31$72,959
Participant contributions at beginning of year2011-12-31$95,611
Assets. Other investments not covered elsewhere at end of year2011-12-31$3,191,990
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$2,190,925
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,014,472
Other income not declared elsewhere2011-12-31$-13,406
Total non interest bearing cash at beginning of year2011-12-31$4,459
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,423,790
Value of net assets at end of year (total assets less liabilities)2011-12-31$10,418,487
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$8,994,697
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$5,641,382
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,982,202
Interest on participant loans2011-12-31$3,874
Value of interest in common/collective trusts at end of year2011-12-31$1,512,156
Value of interest in common/collective trusts at beginning of year2011-12-31$721,500
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-281,059
Net investment gain or loss from common/collective trusts2011-12-31$30,903
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31Yes
Contributions received in cash from employer2011-12-31$616,993
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$253,863
Contract administrator fees2011-12-31$5,196
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CHERRY, BEKAERT & HOLLAND, L.L.P.
Accountancy firm EIN2011-12-31560574444
2010 : CAROLINA ASTHMA & ALLERGY CENTER, PA 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,855,130
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,004,696
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,001,811
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$831,507
Value of total assets at end of year2010-12-31$8,994,697
Value of total assets at beginning of year2010-12-31$9,144,263
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,885
Total interest from all sources2010-12-31$4,284
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$266,820
Participant contributions at end of year2010-12-31$95,611
Participant contributions at beginning of year2010-12-31$99,976
Assets. Other investments not covered elsewhere at end of year2010-12-31$2,190,925
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$3,623,054
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$50,000
Other income not declared elsewhere2010-12-31$212,165
Total non interest bearing cash at end of year2010-12-31$4,459
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-149,566
Value of net assets at end of year (total assets less liabilities)2010-12-31$8,994,697
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,144,263
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$5,982,202
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,636,184
Interest on participant loans2010-12-31$4,284
Value of interest in common/collective trusts at end of year2010-12-31$721,500
Value of interest in common/collective trusts at beginning of year2010-12-31$785,049
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$784,205
Net investment gain or loss from common/collective trusts2010-12-31$22,969
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31Yes
Contributions received in cash from employer2010-12-31$514,687
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,001,811
Contract administrator fees2010-12-31$2,885
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CHERRY, BEKAERT & HOLLAND, L.L.P.
Accountancy firm EIN2010-12-31560574444
2009 : CAROLINA ASTHMA & ALLERGY CENTER, PA 401(K) 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 CAROLINA ASTHMA & ALLERGY CENTER, PA 401(K) PLAN

2023: CAROLINA ASTHMA & ALLERGY CENTER, PA 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: CAROLINA ASTHMA & ALLERGY CENTER, PA 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CAROLINA ASTHMA & ALLERGY CENTER, PA 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CAROLINA ASTHMA & ALLERGY CENTER, PA 401(K) 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CAROLINA ASTHMA & ALLERGY CENTER, PA 401(K) 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: CAROLINA ASTHMA & ALLERGY CENTER, PA 401(K) 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
2016: CAROLINA ASTHMA & ALLERGY CENTER, PA 401(K) 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: CAROLINA ASTHMA & ALLERGY CENTER, PA 401(K) 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: CAROLINA ASTHMA & ALLERGY CENTER, PA 401(K) 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: CAROLINA ASTHMA & ALLERGY CENTER, PA 401(K) 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: CAROLINA ASTHMA & ALLERGY CENTER, PA 401(K) 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: CAROLINA ASTHMA & ALLERGY CENTER, PA 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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
2010: CAROLINA ASTHMA & ALLERGY CENTER, PA 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CAROLINA ASTHMA & ALLERGY CENTER, PA 401(K) 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

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
US 401k Lookup     VAT Lookup