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ALLERGY ASTHMA CLINICAL IMMUNOLOGY SPECIALIST P C 401K PLAN 401k Plan overview

Plan NameALLERGY ASTHMA CLINICAL IMMUNOLOGY SPECIALIST P C 401K PLAN
Plan identification number 001

ALLERGY ASTHMA CLINICAL IMMUNOLOGY SPECIALIST P C 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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

ALLERGY ASTHMA CLINICAL IMMUNOLOGY SPECIALIST PC has sponsored the creation of one or more 401k plans.

Company Name:ALLERGY ASTHMA CLINICAL IMMUNOLOGY SPECIALIST PC
Employer identification number (EIN):631204696
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALLERGY ASTHMA CLINICAL IMMUNOLOGY SPECIALIST P C 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01LEIGH ANN MARCUM2023-07-19
0012021-01-01LEIGH MARCUM2022-09-14
0012020-01-01REBECCA RABY MD2021-09-13
0012019-01-01REBECCA RABY MD2020-03-18
0012018-01-01REBECCA RABY MD2019-06-25
0012017-01-01REBECCA RABY MD2018-04-13
0012016-01-01REBECCA RABY MD2017-10-05
0012015-01-01REBECCA RABY MD
0012014-01-01REBECCA RABY MD
0012013-01-01REBECCA RABY MD
0012012-01-01REBECCA RABY MD
0012011-01-01REBECCA RABY MD
0012010-01-01REBECCA RABY MD
0012009-01-01REBECCA RABY MD

Plan Statistics for ALLERGY ASTHMA CLINICAL IMMUNOLOGY SPECIALIST P C 401K PLAN

401k plan membership statisitcs for ALLERGY ASTHMA CLINICAL IMMUNOLOGY SPECIALIST P C 401K PLAN

Measure Date Value
2015: ALLERGY ASTHMA CLINICAL IMMUNOLOGY SPECIALIST P C 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0112
Total number of active participants reported on line 7a of the Form 55002015-01-0112
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0113
Number of participants with account balances2015-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ALLERGY ASTHMA CLINICAL IMMUNOLOGY SPECIALIST P C 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0110
Total number of active participants reported on line 7a of the Form 55002014-01-0112
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0112
Number of participants with account balances2014-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ALLERGY ASTHMA CLINICAL IMMUNOLOGY SPECIALIST P C 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-018
Total number of active participants reported on line 7a of the Form 55002013-01-0110
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0110
Number of participants with account balances2013-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ALLERGY ASTHMA CLINICAL IMMUNOLOGY SPECIALIST P C 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-018
Total number of active participants reported on line 7a of the Form 55002012-01-018
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-018
Number of participants with account balances2012-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ALLERGY ASTHMA CLINICAL IMMUNOLOGY SPECIALIST P C 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0111
Total number of active participants reported on line 7a of the Form 55002011-01-017
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-018
Number of participants with account balances2011-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: ALLERGY ASTHMA CLINICAL IMMUNOLOGY SPECIALIST P C 401K PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0112
Total number of active participants reported on line 7a of the Form 55002010-01-019
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-012
Total of all active and inactive participants2010-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0111
Number of participants with account balances2010-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: ALLERGY ASTHMA CLINICAL IMMUNOLOGY SPECIALIST P C 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0114
Total number of active participants reported on line 7a of the Form 55002009-01-018
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-014
Total of all active and inactive participants2009-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0112
Number of participants with account balances2009-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on ALLERGY ASTHMA CLINICAL IMMUNOLOGY SPECIALIST P C 401K PLAN

Measure Date Value
2015 : ALLERGY ASTHMA CLINICAL IMMUNOLOGY SPECIALIST P C 401K PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$123,568
Expenses. Total of all expenses incurred2015-12-31$20,447
Benefits paid (including direct rollovers)2015-12-31$767
Total plan assets at end of year2015-12-31$1,198,364
Total plan assets at beginning of year2015-12-31$1,095,243
Value of fidelity bond covering the plan2015-12-31$50,000
Total contributions received or receivable from participants2015-12-31$59,217
Expenses. Other expenses not covered elsewhere2015-12-31$19,680
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$30,749
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$103,121
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,198,364
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,095,243
Assets. Value of participant loans2015-12-31$572
Total contributions received or receivable from employer(s)2015-12-31$33,602
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
2014 : ALLERGY ASTHMA CLINICAL IMMUNOLOGY SPECIALIST P C 401K PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$112,036
Expenses. Total of all expenses incurred2014-12-31$25,180
Benefits paid (including direct rollovers)2014-12-31$5,500
Total plan assets at end of year2014-12-31$1,095,243
Total plan assets at beginning of year2014-12-31$1,008,387
Value of fidelity bond covering the plan2014-12-31$50,000
Total contributions received or receivable from participants2014-12-31$36,525
Expenses. Other expenses not covered elsewhere2014-12-31$19,680
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$41,683
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$86,856
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,095,243
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,008,387
Assets. Value of participant loans2014-12-31$2,215
Total contributions received or receivable from employer(s)2014-12-31$33,828
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
2013 : ALLERGY ASTHMA CLINICAL IMMUNOLOGY SPECIALIST P C 401K PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$134,511
Expenses. Total of all expenses incurred2013-12-31$19,680
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$1,008,387
Total plan assets at beginning of year2013-12-31$893,556
Value of fidelity bond covering the plan2013-12-31$50,000
Total contributions received or receivable from participants2013-12-31$50,475
Expenses. Other expenses not covered elsewhere2013-12-31$19,680
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$55,047
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$114,831
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,008,387
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$893,556
Assets. Value of participant loans2013-12-31$12,889
Total contributions received or receivable from employer(s)2013-12-31$28,989
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
2012 : ALLERGY ASTHMA CLINICAL IMMUNOLOGY SPECIALIST P C 401K PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$161,777
Expenses. Total of all expenses incurred2012-12-31$24,811
Benefits paid (including direct rollovers)2012-12-31$5,131
Total plan assets at end of year2012-12-31$893,556
Total plan assets at beginning of year2012-12-31$756,590
Value of fidelity bond covering the plan2012-12-31$50,000
Total contributions received or receivable from participants2012-12-31$48,924
Expenses. Other expenses not covered elsewhere2012-12-31$19,680
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$85,094
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$136,966
Net plan assets at end of year (total assets less liabilities)2012-12-31$893,556
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$756,590
Assets. Value of participant loans2012-12-31$7,914
Total contributions received or receivable from employer(s)2012-12-31$27,759
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
2011 : ALLERGY ASTHMA CLINICAL IMMUNOLOGY SPECIALIST P C 401K PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$74,556
Expenses. Total of all expenses incurred2011-12-31$40,597
Benefits paid (including direct rollovers)2011-12-31$20,917
Total plan assets at end of year2011-12-31$756,590
Total plan assets at beginning of year2011-12-31$722,631
Value of fidelity bond covering the plan2011-12-31$50,000
Total contributions received or receivable from participants2011-12-31$44,527
Expenses. Other expenses not covered elsewhere2011-12-31$19,680
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$5,472
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$33,959
Net plan assets at end of year (total assets less liabilities)2011-12-31$756,590
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$722,631
Assets. Value of participant loans2011-12-31$8,394
Total contributions received or receivable from employer(s)2011-12-31$24,557
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
2010 : ALLERGY ASTHMA CLINICAL IMMUNOLOGY SPECIALIST P C 401K PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$157,844
Expenses. Total of all expenses incurred2010-12-31$21,329
Benefits paid (including direct rollovers)2010-12-31$1,649
Total plan assets at end of year2010-12-31$722,631
Total plan assets at beginning of year2010-12-31$586,116
Value of fidelity bond covering the plan2010-12-31$50,000
Total contributions received or receivable from participants2010-12-31$48,906
Expenses. Other expenses not covered elsewhere2010-12-31$19,680
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$89,837
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$136,515
Net plan assets at end of year (total assets less liabilities)2010-12-31$722,631
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$586,116
Total contributions received or receivable from employer(s)2010-12-31$19,101
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0

Form 5500 Responses for ALLERGY ASTHMA CLINICAL IMMUNOLOGY SPECIALIST P C 401K PLAN

2015: ALLERGY ASTHMA CLINICAL IMMUNOLOGY SPECIALIST P C 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ALLERGY ASTHMA CLINICAL IMMUNOLOGY SPECIALIST P C 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ALLERGY ASTHMA CLINICAL IMMUNOLOGY SPECIALIST P C 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ALLERGY ASTHMA CLINICAL IMMUNOLOGY SPECIALIST P C 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ALLERGY ASTHMA CLINICAL IMMUNOLOGY SPECIALIST P C 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ALLERGY ASTHMA CLINICAL IMMUNOLOGY SPECIALIST P C 401K PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ALLERGY ASTHMA CLINICAL IMMUNOLOGY SPECIALIST P C 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberP8300029
Policy instance 1
Insurance contract or identification numberP8300029
Number of Individuals Covered2
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?Yes
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberP8300029
Policy instance 1
Insurance contract or identification numberP8300029
Number of Individuals Covered2
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?Yes
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberP8300029
Policy instance 1
Insurance contract or identification numberP8300029
Number of Individuals Covered2
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberP8300029
Policy instance 1
Insurance contract or identification numberP8300029
Number of Individuals Covered2
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberP8300029
Policy instance 1
Insurance contract or identification numberP8300029
Number of Individuals Covered2
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberP8300029
Policy instance 1
Insurance contract or identification numberP8300029
Number of Individuals Covered2
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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