ALLERGY & ASTHMA MEDICAL GROUP OF THE BAY AREA, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ALLERGY & ASTHMA MEDICAL GROUP OF THE BAY AREA, INC. PROFIT SHARING PLAN
401k plan membership statisitcs for ALLERGY & ASTHMA MEDICAL GROUP OF THE BAY AREA, INC. PROFIT SHARING PLAN
Measure | Date | Value |
---|
2020: ALLERGY & ASTHMA MEDICAL GROUP OF THE BAY AREA, INC. PROFIT SHARING PLAN 2020 401k membership |
---|
Total participants, beginning-of-year | 2020-01-01 | 143 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 123 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 12 |
Total of all active and inactive participants | 2020-01-01 | 137 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 137 |
Number of participants with account balances | 2020-01-01 | 129 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 7 |
2019: ALLERGY & ASTHMA MEDICAL GROUP OF THE BAY AREA, INC. PROFIT SHARING PLAN 2019 401k membership |
---|
Total participants, beginning-of-year | 2019-01-01 | 111 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 120 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 22 |
Total of all active and inactive participants | 2019-01-01 | 143 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 143 |
Number of participants with account balances | 2019-01-01 | 133 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 10 |
2018: ALLERGY & ASTHMA MEDICAL GROUP OF THE BAY AREA, INC. PROFIT SHARING PLAN 2018 401k membership |
---|
Total participants, beginning-of-year | 2018-01-01 | 97 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 77 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 19 |
Total of all active and inactive participants | 2018-01-01 | 96 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 96 |
Number of participants with account balances | 2018-01-01 | 95 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 5 |
2017: ALLERGY & ASTHMA MEDICAL GROUP OF THE BAY AREA, INC. PROFIT SHARING PLAN 2017 401k membership |
---|
Total participants, beginning-of-year | 2017-01-01 | 74 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 72 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 14 |
Total of all active and inactive participants | 2017-01-01 | 86 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 86 |
Number of participants with account balances | 2017-01-01 | 86 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 4 |
2009: ALLERGY & ASTHMA MEDICAL GROUP OF THE BAY AREA, INC. PROFIT SHARING PLAN 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 41 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 52 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 2 |
Total of all active and inactive participants | 2009-01-01 | 54 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 54 |
Number of participants with account balances | 2009-01-01 | 52 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 2 |
Measure | Date | Value |
---|
2020 : ALLERGY & ASTHMA MEDICAL GROUP OF THE BAY AREA, INC. PROFIT SHARING PLAN 2020 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $2,351,602 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $241,186 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $200,645 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,283,452 |
Value of total assets at end of year | 2020-12-31 | $9,403,618 |
Value of total assets at beginning of year | 2020-12-31 | $7,293,202 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $40,541 |
Total income from rents | 2020-12-31 | $5,500 |
Total interest from all sources | 2020-12-31 | $2,121 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $532,992 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $532,992 |
Assets. Real estate other than employer real property at end of year | 2020-12-31 | $192,453 |
Assets. Real estate other than employer real property at beginning of year | 2020-12-31 | $192,453 |
Administrative expenses professional fees incurred | 2020-12-31 | $40,541 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $468,957 |
Participant contributions at end of year | 2020-12-31 | $34,450 |
Participant contributions at beginning of year | 2020-12-31 | $39,130 |
Participant contributions at end of year | 2020-12-31 | $0 |
Participant contributions at beginning of year | 2020-12-31 | $7,761 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $45,886 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $0 |
Total non interest bearing cash at end of year | 2020-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Income. Non cash contributions | 2020-12-31 | $0 |
Value of net income/loss | 2020-12-31 | $2,110,416 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $9,403,618 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $7,293,202 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $8,404,008 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $6,282,371 |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $1,348 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $0 |
Interest on participant loans | 2020-12-31 | $2,121 |
Income. Interest from loans (other than to participants) | 2020-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $2,750 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $2,200 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $2,200 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $527,518 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $19 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $768,609 |
Employer contributions (assets) at end of year | 2020-12-31 | $768,609 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $769,287 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $200,645 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | Yes |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | SILICON VALLEY ACCOUNTANCY |
Accountancy firm EIN | 2020-12-31 | 770573994 |
2019 : ALLERGY & ASTHMA MEDICAL GROUP OF THE BAY AREA, INC. PROFIT SHARING PLAN 2019 401k financial data |
---|
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $2,016,904 |
Expenses. Total of all expenses incurred | 2019-12-31 | $45,986 |
Benefits paid (including direct rollovers) | 2019-12-31 | $15,347 |
Total plan assets at end of year | 2019-12-31 | $7,293,202 |
Total plan assets at beginning of year | 2019-12-31 | $5,322,284 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Total contributions received or receivable from participants | 2019-12-31 | $334,082 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
Other income received | 2019-12-31 | $913,535 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $1,970,918 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $7,293,202 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $5,322,284 |
Assets. Value of participant loans | 2019-12-31 | $39,130 |
Assets. Value of real-estate (other than employer real property) | 2019-12-31 | $192,453 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $769,287 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $30,639 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : ALLERGY & ASTHMA MEDICAL GROUP OF THE BAY AREA, INC. PROFIT SHARING PLAN 2018 401k financial data |
---|
Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $485,020 |
Expenses. Total of all expenses incurred | 2018-12-31 | $484,181 |
Benefits paid (including direct rollovers) | 2018-12-31 | $450,902 |
Total plan assets at end of year | 2018-12-31 | $5,323,123 |
Total plan assets at beginning of year | 2018-12-31 | $5,322,284 |
Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
Total contributions received or receivable from participants | 2018-12-31 | $227,719 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $2,203 |
Other income received | 2018-12-31 | $-345,735 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $839 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $5,323,123 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $5,322,284 |
Assets. Value of participant loans | 2018-12-31 | $23,956 |
Assets. Value of real-estate (other than employer real property) | 2018-12-31 | $193,350 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $600,833 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $33,279 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : ALLERGY & ASTHMA MEDICAL GROUP OF THE BAY AREA, INC. PROFIT SHARING PLAN 2017 401k financial data |
---|
Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $1,191,349 |
Expenses. Total of all expenses incurred | 2017-12-31 | $70,831 |
Benefits paid (including direct rollovers) | 2017-12-31 | $48,120 |
Total plan assets at end of year | 2017-12-31 | $5,322,284 |
Total plan assets at beginning of year | 2017-12-31 | $4,201,766 |
Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
Total contributions received or receivable from participants | 2017-12-31 | $222,045 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $557,684 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $1,120,518 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $5,322,284 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $4,201,766 |
Assets. Value of participant loans | 2017-12-31 | $41,903 |
Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $193,350 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $411,620 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $22,711 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2009 : ALLERGY & ASTHMA MEDICAL GROUP OF THE BAY AREA, INC. PROFIT SHARING PLAN 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2020: ALLERGY & ASTHMA MEDICAL GROUP OF THE BAY AREA, INC. PROFIT SHARING PLAN 2020 form 5500 responses |
---|
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Insurance | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement – Insurance | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: ALLERGY & ASTHMA MEDICAL GROUP OF THE BAY AREA, INC. PROFIT SHARING PLAN 2019 form 5500 responses |
---|
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: ALLERGY & ASTHMA MEDICAL GROUP OF THE BAY AREA, INC. PROFIT SHARING PLAN 2018 form 5500 responses |
---|
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: ALLERGY & ASTHMA MEDICAL GROUP OF THE BAY AREA, INC. PROFIT SHARING PLAN 2017 form 5500 responses |
---|
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2009: ALLERGY & ASTHMA MEDICAL GROUP OF THE BAY AREA, INC. PROFIT SHARING PLAN 2009 form 5500 responses |
---|
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |