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ALLERGY ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameALLERGY ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN
Plan identification number 003

ALLERGY ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ALLERGY ASSOCIATES, P.A. has sponsored the creation of one or more 401k plans.

Company Name:ALLERGY ASSOCIATES, P.A.
Employer identification number (EIN):620863368
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALLERGY ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032021-10-01
0032020-10-01
0032019-10-01
0032018-10-01
0032017-10-01
0032016-10-01DAVID A. ZACZYK
0032015-10-01DAVID A. ZACZYK
0032014-10-01DAVID A. ZACZYK
0032013-10-01DAVID A. ZACZYK
0032012-10-01DAVID A. ZACZYK
0032011-10-01DAVID A. ZACZYK, CPA
0032009-10-01DAVID A. ZACZYK, CPA

Plan Statistics for ALLERGY ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for ALLERGY ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN

Measure Date Value
2021: ALLERGY ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-01397
Total number of active participants reported on line 7a of the Form 55002021-10-01300
Number of retired or separated participants receiving benefits2021-10-014
Number of other retired or separated participants entitled to future benefits2021-10-0144
Total of all active and inactive participants2021-10-01348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-010
Total participants2021-10-01348
Number of participants with account balances2021-10-01272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-010
2020: ALLERGY ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-01407
Total number of active participants reported on line 7a of the Form 55002020-10-01340
Number of retired or separated participants receiving benefits2020-10-014
Number of other retired or separated participants entitled to future benefits2020-10-0158
Total of all active and inactive participants2020-10-01402
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-010
Total participants2020-10-01402
Number of participants with account balances2020-10-01291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-010
2019: ALLERGY ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-01399
Total number of active participants reported on line 7a of the Form 55002019-10-01320
Number of retired or separated participants receiving benefits2019-10-015
Number of other retired or separated participants entitled to future benefits2019-10-0157
Total of all active and inactive participants2019-10-01382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-010
Total participants2019-10-01382
Number of participants with account balances2019-10-01293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-010
2018: ALLERGY ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-01387
Total number of active participants reported on line 7a of the Form 55002018-10-01305
Number of retired or separated participants receiving benefits2018-10-015
Number of other retired or separated participants entitled to future benefits2018-10-0158
Total of all active and inactive participants2018-10-01368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-010
Total participants2018-10-01368
Number of participants with account balances2018-10-01271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-010
2017: ALLERGY ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-01360
Total number of active participants reported on line 7a of the Form 55002017-10-01296
Number of retired or separated participants receiving benefits2017-10-016
Number of other retired or separated participants entitled to future benefits2017-10-0149
Total of all active and inactive participants2017-10-01351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-010
Total participants2017-10-01351
Number of participants with account balances2017-10-01263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-010
2016: ALLERGY ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-01353
Total number of active participants reported on line 7a of the Form 55002016-10-01286
Number of retired or separated participants receiving benefits2016-10-012
Number of other retired or separated participants entitled to future benefits2016-10-0146
Total of all active and inactive participants2016-10-01334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-01334
Number of participants with account balances2016-10-01249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-010
2015: ALLERGY ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-01336
Total number of active participants reported on line 7a of the Form 55002015-10-01281
Number of retired or separated participants receiving benefits2015-10-011
Number of other retired or separated participants entitled to future benefits2015-10-0144
Total of all active and inactive participants2015-10-01326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-01326
Number of participants with account balances2015-10-01247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-010
2014: ALLERGY ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-01318
Total number of active participants reported on line 7a of the Form 55002014-10-01274
Number of retired or separated participants receiving benefits2014-10-010
Number of other retired or separated participants entitled to future benefits2014-10-0128
Total of all active and inactive participants2014-10-01302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-010
Total participants2014-10-01302
Number of participants with account balances2014-10-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-010
2013: ALLERGY ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-01303
Total number of active participants reported on line 7a of the Form 55002013-10-01275
Number of retired or separated participants receiving benefits2013-10-010
Number of other retired or separated participants entitled to future benefits2013-10-0124
Total of all active and inactive participants2013-10-01299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-01299
Number of participants with account balances2013-10-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-010
2012: ALLERGY ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-01284
Total number of active participants reported on line 7a of the Form 55002012-10-01274
Number of retired or separated participants receiving benefits2012-10-010
Number of other retired or separated participants entitled to future benefits2012-10-0118
Total of all active and inactive participants2012-10-01292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-01292
Number of participants with account balances2012-10-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-010
2011: ALLERGY ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-01252
Total number of active participants reported on line 7a of the Form 55002011-10-01241
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-0122
Total of all active and inactive participants2011-10-01263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-01263
Number of participants with account balances2011-10-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-010
2009: ALLERGY ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-01222
Total number of active participants reported on line 7a of the Form 55002009-10-01209
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-0115
Total of all active and inactive participants2009-10-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-01224
Number of participants with account balances2009-10-01164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-010

Financial Data on ALLERGY ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : ALLERGY ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$17
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total income from all sources (including contributions)2022-09-30$-1,912,735
Total loss/gain on sale of assets2022-09-30$0
Total of all expenses incurred2022-09-30$417,968
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$392,647
Value of total corrective distributions2022-09-30$16,382
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$1,069,935
Value of total assets at end of year2022-09-30$13,711,096
Value of total assets at beginning of year2022-09-30$16,041,782
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$8,939
Total interest from all sources2022-09-30$5,697
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$383,684
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-09-30$383,684
Administrative expenses professional fees incurred2022-09-30$278
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$500,000
If this is an individual account plan, was there a blackout period2022-09-30No
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Contributions received from participants2022-09-30$1,062,657
Participant contributions at end of year2022-09-30$127,412
Participant contributions at beginning of year2022-09-30$116,575
Assets. Other investments not covered elsewhere at end of year2022-09-30$416,440
Assets. Other investments not covered elsewhere at beginning of year2022-09-30$464,925
Income. Received or receivable in cash from other sources (including rollovers)2022-09-30$7,278
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-09-30$32,141
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-09-30$23,337
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-09-30$17
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-09-30$0
Other income not declared elsewhere2022-09-30$-5,155
Total non interest bearing cash at end of year2022-09-30$623
Total non interest bearing cash at beginning of year2022-09-30$5,446
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Value of net income/loss2022-09-30$-2,330,703
Value of net assets at end of year (total assets less liabilities)2022-09-30$13,711,079
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$16,041,782
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-09-30$12,307,834
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-09-30$14,847,677
Interest on participant loans2022-09-30$5,693
Value of interest in common/collective trusts at end of year2022-09-30$825,983
Value of interest in common/collective trusts at beginning of year2022-09-30$583,159
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-09-30$663
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-09-30$663
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-09-30$663
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-09-30$4
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-09-30$-3,376,963
Net investment gain or loss from common/collective trusts2022-09-30$10,067
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30No
Was there a failure to transmit to the plan any participant contributions2022-09-30No
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$392,647
Contract administrator fees2022-09-30$8,661
Did the plan have assets held for investment2022-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
Accountancy firm name2022-09-30PUGH CPAS
Accountancy firm EIN2022-09-30621142155
2021 : ALLERGY ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total income from all sources (including contributions)2021-09-30$4,456,970
Total loss/gain on sale of assets2021-09-30$0
Total of all expenses incurred2021-09-30$2,465,957
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$2,452,315
Value of total corrective distributions2021-09-30$6,469
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$1,080,604
Value of total assets at end of year2021-09-30$16,041,782
Value of total assets at beginning of year2021-09-30$14,050,769
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$7,173
Total interest from all sources2021-09-30$5,626
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$272,590
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-09-30$272,590
Administrative expenses professional fees incurred2021-09-30$237
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$500,000
If this is an individual account plan, was there a blackout period2021-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-09-30$0
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Contributions received from participants2021-09-30$983,997
Participant contributions at end of year2021-09-30$116,575
Participant contributions at beginning of year2021-09-30$89,870
Assets. Other investments not covered elsewhere at end of year2021-09-30$464,925
Assets. Other investments not covered elsewhere at beginning of year2021-09-30$414,469
Income. Received or receivable in cash from other sources (including rollovers)2021-09-30$96,607
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-09-30$23,337
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-09-30$17,341
Other income not declared elsewhere2021-09-30$-25,384
Total non interest bearing cash at end of year2021-09-30$5,446
Total non interest bearing cash at beginning of year2021-09-30$866
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Value of net income/loss2021-09-30$1,991,013
Value of net assets at end of year (total assets less liabilities)2021-09-30$16,041,782
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$14,050,769
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-09-30$14,847,677
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-09-30$12,829,758
Income. Interest from loans (other than to participants)2021-09-30$5,626
Value of interest in common/collective trusts at end of year2021-09-30$583,159
Value of interest in common/collective trusts at beginning of year2021-09-30$697,802
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-09-30$663
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-09-30$663
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-09-30$663
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-09-30$3,113,946
Net investment gain or loss from common/collective trusts2021-09-30$9,588
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30No
Was there a failure to transmit to the plan any participant contributions2021-09-30No
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$2,452,315
Contract administrator fees2021-09-30$6,936
Did the plan have assets held for investment2021-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30No
Opinion of an independent qualified public accountant for this plan2021-09-30Unqualified
Accountancy firm name2021-09-30PUGH CPAS
Accountancy firm EIN2021-09-30621142155
2020 : ALLERGY ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total income from all sources (including contributions)2020-09-30$1,925,811
Total loss/gain on sale of assets2020-09-30$0
Total of all expenses incurred2020-09-30$373,857
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$369,126
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$883,056
Value of total assets at end of year2020-09-30$14,050,769
Value of total assets at beginning of year2020-09-30$12,498,815
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$4,731
Total interest from all sources2020-09-30$6,251
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$295,353
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-09-30$295,353
Administrative expenses professional fees incurred2020-09-30$57
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$500,000
If this is an individual account plan, was there a blackout period2020-09-30No
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Contributions received from participants2020-09-30$846,345
Participant contributions at end of year2020-09-30$89,870
Participant contributions at beginning of year2020-09-30$124,201
Assets. Other investments not covered elsewhere at end of year2020-09-30$414,469
Assets. Other investments not covered elsewhere at beginning of year2020-09-30$479,437
Income. Received or receivable in cash from other sources (including rollovers)2020-09-30$36,711
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-09-30$17,341
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-09-30$13,122
Other income not declared elsewhere2020-09-30$-16,489
Total non interest bearing cash at end of year2020-09-30$866
Total non interest bearing cash at beginning of year2020-09-30$525
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$1,551,954
Value of net assets at end of year (total assets less liabilities)2020-09-30$14,050,769
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$12,498,815
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-30$12,829,758
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-30$11,613,674
Income. Interest from loans (other than to participants)2020-09-30$6,245
Value of interest in common/collective trusts at end of year2020-09-30$697,802
Value of interest in common/collective trusts at beginning of year2020-09-30$266,883
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-09-30$663
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-09-30$973
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-09-30$973
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-09-30$6
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-09-30$751,429
Net investment gain or loss from common/collective trusts2020-09-30$6,211
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30No
Was there a failure to transmit to the plan any participant contributions2020-09-30No
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$369,126
Contract administrator fees2020-09-30$4,674
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30Yes
Opinion of an independent qualified public accountant for this plan2020-09-30Disclaimer
Accountancy firm name2020-09-30PUGH CPAS
Accountancy firm EIN2020-09-30621142155
2019 : ALLERGY ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total income from all sources (including contributions)2019-09-30$1,005,373
Total loss/gain on sale of assets2019-09-30$0
Total of all expenses incurred2019-09-30$413,456
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$406,938
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$787,374
Value of total assets at end of year2019-09-30$12,498,815
Value of total assets at beginning of year2019-09-30$11,906,898
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$6,518
Total interest from all sources2019-09-30$7,112
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$302,837
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-09-30$302,837
Administrative expenses professional fees incurred2019-09-30$131
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$500,000
If this is an individual account plan, was there a blackout period2019-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Contributions received from participants2019-09-30$764,750
Participant contributions at end of year2019-09-30$124,201
Participant contributions at beginning of year2019-09-30$157,642
Assets. Other investments not covered elsewhere at end of year2019-09-30$479,437
Assets. Other investments not covered elsewhere at beginning of year2019-09-30$477,063
Income. Received or receivable in cash from other sources (including rollovers)2019-09-30$22,624
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-09-30$13,122
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-09-30$24,571
Other income not declared elsewhere2019-09-30$-15,147
Total non interest bearing cash at end of year2019-09-30$525
Total non interest bearing cash at beginning of year2019-09-30$28,448
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$591,917
Value of net assets at end of year (total assets less liabilities)2019-09-30$12,498,815
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$11,906,898
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-09-30$11,613,674
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-09-30$10,866,509
Interest on participant loans2019-09-30$7,094
Value of interest in common/collective trusts at end of year2019-09-30$266,883
Value of interest in common/collective trusts at beginning of year2019-09-30$351,739
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-09-30$973
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-09-30$926
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-09-30$926
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-09-30$18
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-09-30$-82,234
Net investment gain or loss from common/collective trusts2019-09-30$5,431
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30No
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$406,938
Contract administrator fees2019-09-30$6,387
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30Yes
Opinion of an independent qualified public accountant for this plan2019-09-30Disclaimer
Accountancy firm name2019-09-30PUGH CPAS
Accountancy firm EIN2019-09-30621142155
2018 : ALLERGY ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total income from all sources (including contributions)2018-09-30$1,929,868
Total loss/gain on sale of assets2018-09-30$0
Total of all expenses incurred2018-09-30$569,027
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$564,776
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$765,798
Value of total assets at end of year2018-09-30$11,906,898
Value of total assets at beginning of year2018-09-30$10,546,057
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$4,251
Total interest from all sources2018-09-30$8,237
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$350,472
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-09-30$350,472
Administrative expenses professional fees incurred2018-09-30$265
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$500,000
If this is an individual account plan, was there a blackout period2018-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Contributions received from participants2018-09-30$698,413
Participant contributions at end of year2018-09-30$157,642
Participant contributions at beginning of year2018-09-30$186,983
Assets. Other investments not covered elsewhere at end of year2018-09-30$477,063
Assets. Other investments not covered elsewhere at beginning of year2018-09-30$181,972
Income. Received or receivable in cash from other sources (including rollovers)2018-09-30$67,385
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-09-30$24,571
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-09-30$16,233
Other income not declared elsewhere2018-09-30$85,128
Total non interest bearing cash at end of year2018-09-30$28,448
Total non interest bearing cash at beginning of year2018-09-30$26,459
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$1,360,841
Value of net assets at end of year (total assets less liabilities)2018-09-30$11,906,898
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$10,546,057
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$10,866,509
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$9,790,814
Interest on participant loans2018-09-30$8,228
Value of interest in common/collective trusts at end of year2018-09-30$351,739
Value of interest in common/collective trusts at beginning of year2018-09-30$342,932
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-09-30$926
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-09-30$664
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-09-30$664
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-09-30$9
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-09-30$714,322
Net investment gain or loss from common/collective trusts2018-09-30$5,911
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30No
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$564,776
Contract administrator fees2018-09-30$3,986
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30PUGH CPAS
Accountancy firm EIN2018-09-30621142155
2017 : ALLERGY ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total income from all sources (including contributions)2017-09-30$1,977,423
Total loss/gain on sale of assets2017-09-30$0
Total of all expenses incurred2017-09-30$490,274
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$487,323
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$669,214
Value of total assets at end of year2017-09-30$10,546,057
Value of total assets at beginning of year2017-09-30$9,058,908
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$2,951
Total interest from all sources2017-09-30$9,296
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$267,104
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-09-30$267,104
Administrative expenses professional fees incurred2017-09-30$861
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$500,000
If this is an individual account plan, was there a blackout period2017-09-30No
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Contributions received from participants2017-09-30$663,385
Participant contributions at end of year2017-09-30$186,983
Participant contributions at beginning of year2017-09-30$212,386
Assets. Other investments not covered elsewhere at end of year2017-09-30$181,972
Assets. Other investments not covered elsewhere at beginning of year2017-09-30$176,539
Income. Received or receivable in cash from other sources (including rollovers)2017-09-30$5,829
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-09-30$16,233
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-09-30$9,537
Other income not declared elsewhere2017-09-30$13,435
Administrative expenses (other) incurred2017-09-30$7
Total non interest bearing cash at end of year2017-09-30$26,459
Total non interest bearing cash at beginning of year2017-09-30$24,273
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$1,487,149
Value of net assets at end of year (total assets less liabilities)2017-09-30$10,546,057
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$9,058,908
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-09-30$9,790,814
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-09-30$8,388,588
Interest on participant loans2017-09-30$9,292
Value of interest in common/collective trusts at end of year2017-09-30$342,932
Value of interest in common/collective trusts at beginning of year2017-09-30$246,921
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-09-30$664
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-09-30$664
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-09-30$664
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-09-30$4
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-09-30$1,014,265
Net investment gain or loss from common/collective trusts2017-09-30$4,109
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30No
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$487,323
Contract administrator fees2017-09-30$2,083
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30Yes
Opinion of an independent qualified public accountant for this plan2017-09-30Disclaimer
Accountancy firm name2017-09-30PUGH CPAS
Accountancy firm EIN2017-09-30621142155
2016 : ALLERGY ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total income from all sources (including contributions)2016-09-30$1,628,382
Total loss/gain on sale of assets2016-09-30$0
Total of all expenses incurred2016-09-30$857,696
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$855,290
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$767,286
Value of total assets at end of year2016-09-30$9,058,908
Value of total assets at beginning of year2016-09-30$8,288,222
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$2,406
Total interest from all sources2016-09-30$7,409
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$358,983
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-09-30$358,983
Administrative expenses professional fees incurred2016-09-30$157
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$500,000
If this is an individual account plan, was there a blackout period2016-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Contributions received from participants2016-09-30$708,139
Participant contributions at end of year2016-09-30$212,386
Participant contributions at beginning of year2016-09-30$158,417
Assets. Other investments not covered elsewhere at end of year2016-09-30$176,539
Assets. Other investments not covered elsewhere at beginning of year2016-09-30$182,800
Income. Received or receivable in cash from other sources (including rollovers)2016-09-30$59,147
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-09-30$9,537
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-09-30$10,471
Other income not declared elsewhere2016-09-30$1,773
Total non interest bearing cash at end of year2016-09-30$24,273
Total non interest bearing cash at beginning of year2016-09-30$193
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$770,686
Value of net assets at end of year (total assets less liabilities)2016-09-30$9,058,908
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$8,288,222
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-09-30$8,388,588
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-09-30$7,728,279
Interest on participant loans2016-09-30$7,407
Value of interest in common/collective trusts at end of year2016-09-30$246,921
Value of interest in common/collective trusts at beginning of year2016-09-30$207,399
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-09-30$664
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-09-30$663
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-09-30$663
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-09-30$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-09-30$490,853
Net investment gain or loss from common/collective trusts2016-09-30$2,078
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30No
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$855,290
Contract administrator fees2016-09-30$2,249
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30Yes
Opinion of an independent qualified public accountant for this plan2016-09-30Disclaimer
Accountancy firm name2016-09-30PUGH CPAS
Accountancy firm EIN2016-09-30621142155
2015 : ALLERGY ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total income from all sources (including contributions)2015-09-30$397,310
Total loss/gain on sale of assets2015-09-30$0
Total of all expenses incurred2015-09-30$338,376
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$336,429
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$699,673
Value of total assets at end of year2015-09-30$8,288,222
Value of total assets at beginning of year2015-09-30$8,229,288
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$1,947
Total interest from all sources2015-09-30$8,073
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$346,867
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-09-30$346,867
Administrative expenses professional fees incurred2015-09-30$141
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$500,000
If this is an individual account plan, was there a blackout period2015-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Contributions received from participants2015-09-30$643,844
Participant contributions at end of year2015-09-30$158,417
Participant contributions at beginning of year2015-09-30$188,317
Assets. Other investments not covered elsewhere at end of year2015-09-30$182,800
Assets. Other investments not covered elsewhere at beginning of year2015-09-30$197,272
Income. Received or receivable in cash from other sources (including rollovers)2015-09-30$55,829
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-09-30$10,471
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-09-30$7,281
Other income not declared elsewhere2015-09-30$-6,753
Total non interest bearing cash at end of year2015-09-30$193
Total non interest bearing cash at beginning of year2015-09-30$84
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$58,934
Value of net assets at end of year (total assets less liabilities)2015-09-30$8,288,222
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$8,229,288
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-09-30$7,728,279
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-09-30$7,641,564
Interest on participant loans2015-09-30$8,073
Value of interest in common/collective trusts at end of year2015-09-30$207,399
Value of interest in common/collective trusts at beginning of year2015-09-30$194,107
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-09-30$663
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-09-30$663
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-09-30$663
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-09-30$-651,908
Net investment gain or loss from common/collective trusts2015-09-30$1,358
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30No
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Contributions received in cash from employer2015-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$336,429
Contract administrator fees2015-09-30$1,806
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30Yes
Opinion of an independent qualified public accountant for this plan2015-09-30Disclaimer
Accountancy firm name2015-09-30PUGH & COMPANY
Accountancy firm EIN2015-09-30621142155
2014 : ALLERGY ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total income from all sources (including contributions)2014-09-30$1,287,539
Total loss/gain on sale of assets2014-09-30$0
Total of all expenses incurred2014-09-30$126,554
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$125,254
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$592,174
Value of total assets at end of year2014-09-30$8,229,288
Value of total assets at beginning of year2014-09-30$7,068,303
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$1,300
Total interest from all sources2014-09-30$8,292
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$242,168
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-09-30$242,168
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$500,000
If this is an individual account plan, was there a blackout period2014-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Contributions received from participants2014-09-30$591,116
Participant contributions at end of year2014-09-30$188,317
Participant contributions at beginning of year2014-09-30$171,911
Assets. Other investments not covered elsewhere at end of year2014-09-30$197,272
Assets. Other investments not covered elsewhere at beginning of year2014-09-30$179,033
Income. Received or receivable in cash from other sources (including rollovers)2014-09-30$1,058
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-09-30$7,281
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-09-30$33,038
Other income not declared elsewhere2014-09-30$24,840
Total non interest bearing cash at end of year2014-09-30$84
Total non interest bearing cash at beginning of year2014-09-30$289
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$1,160,985
Value of net assets at end of year (total assets less liabilities)2014-09-30$8,229,288
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$7,068,303
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Investment advisory and management fees2014-09-30$156
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-30$7,641,564
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-30$6,432,500
Interest on participant loans2014-09-30$8,292
Value of interest in common/collective trusts at end of year2014-09-30$194,107
Value of interest in common/collective trusts at beginning of year2014-09-30$250,869
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-09-30$663
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-09-30$663
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-09-30$663
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-09-30$418,559
Net investment gain or loss from common/collective trusts2014-09-30$1,506
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30No
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$125,254
Contract administrator fees2014-09-30$1,144
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30Yes
Opinion of an independent qualified public accountant for this plan2014-09-30Disclaimer
Accountancy firm name2014-09-30PUGH & COMPANY
Accountancy firm EIN2014-09-30621142155
2013 : ALLERGY ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-09-30$5,875
Total unrealized appreciation/depreciation of assets2013-09-30$5,875
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total income from all sources (including contributions)2013-09-30$2,180,569
Total loss/gain on sale of assets2013-09-30$0
Total of all expenses incurred2013-09-30$685,818
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$684,349
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$1,346,564
Value of total assets at end of year2013-09-30$7,068,303
Value of total assets at beginning of year2013-09-30$5,573,552
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$1,469
Total interest from all sources2013-09-30$34,373
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$175,479
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-09-30$175,479
Administrative expenses professional fees incurred2013-09-30$151
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$600,000
If this is an individual account plan, was there a blackout period2013-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Contributions received from participants2013-09-30$580,292
Participant contributions at end of year2013-09-30$171,911
Participant contributions at beginning of year2013-09-30$135,194
Participant contributions at end of year2013-09-30$0
Participant contributions at beginning of year2013-09-30$0
Assets. Other investments not covered elsewhere at end of year2013-09-30$179,033
Assets. Other investments not covered elsewhere at beginning of year2013-09-30$180,511
Income. Received or receivable in cash from other sources (including rollovers)2013-09-30$766,272
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-09-30$33,038
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-09-30$5,488
Administrative expenses (other) incurred2013-09-30$1
Total non interest bearing cash at end of year2013-09-30$289
Total non interest bearing cash at beginning of year2013-09-30$289
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$1,494,751
Value of net assets at end of year (total assets less liabilities)2013-09-30$7,068,303
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$5,573,552
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$6,432,500
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$4,991,854
Interest on participant loans2013-09-30$6,823
Value of interest in common/collective trusts at end of year2013-09-30$250,869
Value of interest in common/collective trusts at beginning of year2013-09-30$259,553
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-09-30$663
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-09-30$663
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-09-30$663
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-09-30$27,550
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-09-30$615,365
Net investment gain or loss from common/collective trusts2013-09-30$2,913
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30No
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$684,349
Contract administrator fees2013-09-30$1,317
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30Yes
Opinion of an independent qualified public accountant for this plan2013-09-30Disclaimer
Accountancy firm name2013-09-30PUGH & COMPANY
Accountancy firm EIN2013-09-30621142155
2012 : ALLERGY ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-09-30$-4,164
Total unrealized appreciation/depreciation of assets2012-09-30$-4,164
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total income from all sources (including contributions)2012-09-30$1,528,923
Total loss/gain on sale of assets2012-09-30$14,904
Total of all expenses incurred2012-09-30$248,488
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$237,386
Value of total corrective distributions2012-09-30$9,640
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$701,537
Value of total assets at end of year2012-09-30$5,573,552
Value of total assets at beginning of year2012-09-30$4,293,117
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$1,462
Total interest from all sources2012-09-30$8,389
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$151,671
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-09-30$151,671
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$600,000
If this is an individual account plan, was there a blackout period2012-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Contributions received from participants2012-09-30$519,920
Participant contributions at end of year2012-09-30$135,194
Participant contributions at beginning of year2012-09-30$136,760
Participant contributions at end of year2012-09-30$0
Participant contributions at beginning of year2012-09-30$11,000
Assets. Other investments not covered elsewhere at end of year2012-09-30$180,511
Assets. Other investments not covered elsewhere at beginning of year2012-09-30$470,576
Income. Received or receivable in cash from other sources (including rollovers)2012-09-30$181,617
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-09-30$5,488
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-09-30$3,217
Administrative expenses (other) incurred2012-09-30$1,462
Total non interest bearing cash at end of year2012-09-30$289
Total non interest bearing cash at beginning of year2012-09-30$239
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$1,280,435
Value of net assets at end of year (total assets less liabilities)2012-09-30$5,573,552
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$4,293,117
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Assets. partnership/joint venture interests at beginning of year2012-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$4,991,854
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$3,670,662
Interest on participant loans2012-09-30$6,117
Value of interest in common/collective trusts at end of year2012-09-30$259,553
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-09-30$663
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-09-30$663
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-09-30$663
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-09-30$2,272
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-09-30$652,283
Net investment gain or loss from common/collective trusts2012-09-30$4,303
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30No
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$237,386
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-09-30No
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Aggregate carrying amount (costs) on sale of assets2012-09-30$-14,904
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30PUGH & COMPANY
Accountancy firm EIN2012-09-30621142155
2011 : ALLERGY ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-09-30$-359,394
Total unrealized appreciation/depreciation of assets2011-09-30$-359,394
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total income from all sources (including contributions)2011-09-30$291,576
Total loss/gain on sale of assets2011-09-30$42,596
Total of all expenses incurred2011-09-30$123,574
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$121,774
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$503,439
Value of total assets at end of year2011-09-30$4,293,117
Value of total assets at beginning of year2011-09-30$4,125,115
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$1,800
Total interest from all sources2011-09-30$6,510
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$91,187
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-09-30$91,187
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$600,000
If this is an individual account plan, was there a blackout period2011-09-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Contributions received from participants2011-09-30$498,898
Participant contributions at end of year2011-09-30$136,760
Participant contributions at beginning of year2011-09-30$79,062
Participant contributions at end of year2011-09-30$11,000
Assets. Other investments not covered elsewhere at end of year2011-09-30$470,576
Assets. Other investments not covered elsewhere at beginning of year2011-09-30$549,272
Income. Received or receivable in cash from other sources (including rollovers)2011-09-30$4,541
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-09-30$3,217
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-09-30$2,774
Administrative expenses (other) incurred2011-09-30$1,800
Total non interest bearing cash at end of year2011-09-30$239
Total non interest bearing cash at beginning of year2011-09-30$330
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Income. Non cash contributions2011-09-30$0
Value of net income/loss2011-09-30$168,002
Value of net assets at end of year (total assets less liabilities)2011-09-30$4,293,117
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$4,125,115
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Assets. partnership/joint venture interests at end of year2011-09-30$0
Assets. partnership/joint venture interests at beginning of year2011-09-30$42,859
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-09-30$3,670,662
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-09-30$3,450,104
Interest on participant loans2011-09-30$6,067
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-09-30$663
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-09-30$714
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-09-30$714
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-09-30$443
Net investment gain or loss from common/collective trusts2011-09-30$7,238
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30No
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$121,774
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-09-30Yes
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Aggregate proceeds on sale of assets2011-09-30$1,797,173
Aggregate carrying amount (costs) on sale of assets2011-09-30$1,754,577
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30Yes
Opinion of an independent qualified public accountant for this plan2011-09-30Disclaimer
Accountancy firm name2011-09-30PUGH & COMPANY
Accountancy firm EIN2011-09-30621142155

Form 5500 Responses for ALLERGY ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN

2021: ALLERGY ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Submission has been amendedNo
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planNo
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement - TrustYes
2020: ALLERGY ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Submission has been amendedNo
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement - TrustYes
2019: ALLERGY ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement - TrustYes
2018: ALLERGY ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement - TrustYes
2017: ALLERGY ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement - TrustYes
2016: ALLERGY ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement - TrustYes
2015: ALLERGY ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: ALLERGY ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: ALLERGY ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: ALLERGY ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: ALLERGY ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2009: ALLERGY ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes

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