ALLERGY & IMMUNOLOGY ASSOCIATES OF ANN ARBOR, PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ALLERGY & IMMUNOLOGY ASSOCIATES OF ANN ARBOR 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for ALLERGY & IMMUNOLOGY ASSOCIATES OF ANN ARBOR 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2023: ALLERGY & IMMUNOLOGY ASSOCIATES OF ANN ARBOR 401(K) PROFIT SHARING PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 46 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 36 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 11 |
| Total of all active and inactive participants | 2023-01-01 | 47 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 47 |
| Number of participants with account balances | 2023-01-01 | 43 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
| 2022: ALLERGY & IMMUNOLOGY ASSOCIATES OF ANN ARBOR 401(K) PROFIT SHARING PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 33 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 38 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 8 |
| Total of all active and inactive participants | 2022-01-01 | 46 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 46 |
| Number of participants with account balances | 2022-01-01 | 33 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: ALLERGY & IMMUNOLOGY ASSOCIATES OF ANN ARBOR 401(K) PROFIT SHARING PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 38 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 33 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 33 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 33 |
| Number of participants with account balances | 2021-01-01 | 30 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2023 : ALLERGY & IMMUNOLOGY ASSOCIATES OF ANN ARBOR 401(K) PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Transfers to/from the plan | 2023-12-31 | $0 |
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $1,473,280 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $186,930 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $158,259 |
| Total plan assets at end of year | 2023-12-31 | $6,729,322 |
| Total plan assets at beginning of year | 2023-12-31 | $5,442,972 |
| Value of fidelity bond covering the plan | 2023-12-31 | $500,000 |
| Assets. Value of tangible personal property | 2023-12-31 | $0 |
| Total contributions received or receivable from participants | 2023-12-31 | $269,854 |
| Assets. Value of loans (other than to participants) | 2023-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
| Other income received | 2023-12-31 | $993,459 |
| Noncash contributions received | 2023-12-31 | $0 |
| Net income (gross income less expenses) | 2023-12-31 | $1,286,350 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $6,729,322 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $5,442,972 |
| Assets. Value of participant loans | 2023-12-31 | $3,175 |
| Assets. Value of assets in partnership/joint-venture interests | 2023-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2023-12-31 | $0 |
| Assets. Value of employer securities | 2023-12-31 | $0 |
| Assets. Value of employer real property | 2023-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $209,967 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
| Value of corrective distributions | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $28,671 |
| 2022 : ALLERGY & IMMUNOLOGY ASSOCIATES OF ANN ARBOR 401(K) PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-31 | $0 |
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $-690,749 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $38,157 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $10,252 |
| Total plan assets at end of year | 2022-12-31 | $5,442,972 |
| Total plan assets at beginning of year | 2022-12-31 | $6,171,878 |
| Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $229,722 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $-1,112,727 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $-728,906 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $5,442,972 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $6,171,878 |
| Assets. Value of participant loans | 2022-12-31 | $20,097 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $192,256 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $27,905 |
| 2021 : ALLERGY & IMMUNOLOGY ASSOCIATES OF ANN ARBOR 401(K) PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $109,643 |
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $1,157,869 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $77,384 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $54,486 |
| Total plan assets at end of year | 2021-12-31 | $6,171,878 |
| Total plan assets at beginning of year | 2021-12-31 | $4,981,750 |
| Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $196,167 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
| Other income received | 2021-12-31 | $771,762 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $1,080,485 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $6,171,878 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $4,981,750 |
| Assets. Value of participant loans | 2021-12-31 | $26,684 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $189,940 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $22,898 |
| 2023: ALLERGY & IMMUNOLOGY ASSOCIATES OF ANN ARBOR 401(K) PROFIT SHARING PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: ALLERGY & IMMUNOLOGY ASSOCIATES OF ANN ARBOR 401(K) PROFIT SHARING PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: ALLERGY & IMMUNOLOGY ASSOCIATES OF ANN ARBOR 401(K) PROFIT SHARING PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
