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ALLERGY AND ASTHMA OF MILWAUKEE,S.C. EMPLOYEES 401 K PLAN 401k Plan overview

Plan NameALLERGY AND ASTHMA OF MILWAUKEE,S.C. EMPLOYEES 401 K PLAN
Plan identification number 002

ALLERGY AND ASTHMA OF MILWAUKEE,S.C. EMPLOYEES 401 K PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Profit-sharing

401k Sponsoring company profile

ALLERGY AND ASTHMA OF MILWAUKEE S.C. has sponsored the creation of one or more 401k plans.

Company Name:ALLERGY AND ASTHMA OF MILWAUKEE S.C.
Employer identification number (EIN):391156668
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 AND ASTHMA OF MILWAUKEE,S.C. EMPLOYEES 401 K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022020-01-01
0022019-01-01
0022018-01-01

Plan Statistics for ALLERGY AND ASTHMA OF MILWAUKEE,S.C. EMPLOYEES 401 K PLAN

401k plan membership statisitcs for ALLERGY AND ASTHMA OF MILWAUKEE,S.C. EMPLOYEES 401 K PLAN

Measure Date Value
2020: ALLERGY AND ASTHMA OF MILWAUKEE,S.C. EMPLOYEES 401 K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-017
Total number of active participants reported on line 7a of the Form 55002020-01-017
Total of all active and inactive participants2020-01-017
Total participants2020-01-017
Number of participants with account balances2020-01-016
2019: ALLERGY AND ASTHMA OF MILWAUKEE,S.C. EMPLOYEES 401 K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-018
Total number of active participants reported on line 7a of the Form 55002019-01-017
Number of other retired or separated participants entitled to future benefits2019-01-012
Total of all active and inactive participants2019-01-019
Total participants2019-01-019
Number of participants with account balances2019-01-017
2018: ALLERGY AND ASTHMA OF MILWAUKEE,S.C. EMPLOYEES 401 K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0110
Total number of active participants reported on line 7a of the Form 55002018-01-015
Number of retired or separated participants receiving benefits2018-01-013
Total of all active and inactive participants2018-01-018
Total participants2018-01-018
Number of participants with account balances2018-01-018

Financial Data on ALLERGY AND ASTHMA OF MILWAUKEE,S.C. EMPLOYEES 401 K PLAN

Measure Date Value
2021 : ALLERGY AND ASTHMA OF MILWAUKEE,S.C. EMPLOYEES 401 K PLAN 2021 401k financial data
Total income from all sources2021-12-31$260,300
Expenses. Total of all expenses incurred2021-12-31$380,469
Benefits paid (including direct rollovers)2021-12-31$380,419
Total plan assets at end of year2021-12-31$3,233,917
Total plan assets at beginning of year2021-12-31$3,354,086
Value of fidelity bond covering the plan2021-12-31$3,354,086
Expenses. Other expenses not covered elsewhere2021-12-31$50
Other income received2021-12-31$260,300
Net income (gross income less expenses)2021-12-31$-120,169
Net plan assets at end of year (total assets less liabilities)2021-12-31$3,233,917
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$3,354,086
2020 : ALLERGY AND ASTHMA OF MILWAUKEE,S.C. EMPLOYEES 401 K PLAN 2020 401k financial data
Expenses. Total of all expenses incurred2020-12-31$143,972
Benefits paid (including direct rollovers)2020-12-31$143,972
Total plan assets at end of year2020-12-31$3,353,982
Total plan assets at beginning of year2020-12-31$3,497,954
Value of fidelity bond covering the plan2020-12-31$3,353,981
Net income (gross income less expenses)2020-12-31$-143,972
Net plan assets at end of year (total assets less liabilities)2020-12-31$3,353,982
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$3,497,954
2019 : ALLERGY AND ASTHMA OF MILWAUKEE,S.C. EMPLOYEES 401 K PLAN 2019 401k financial data
Total income from all sources2019-12-31$256,330
Expenses. Total of all expenses incurred2019-12-31$141,600
Benefits paid (including direct rollovers)2019-12-31$141,600
Total plan assets at end of year2019-12-31$3,266,328
Total plan assets at beginning of year2019-12-31$3,151,598
Value of fidelity bond covering the plan2019-12-31$100,000
Other income received2019-12-31$256,330
Net income (gross income less expenses)2019-12-31$114,730
Net plan assets at end of year (total assets less liabilities)2019-12-31$3,266,328
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$3,151,598

Form 5500 Responses for ALLERGY AND ASTHMA OF MILWAUKEE,S.C. EMPLOYEES 401 K PLAN

2020: ALLERGY AND ASTHMA OF MILWAUKEE,S.C. EMPLOYEES 401 K PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – General assets of the sponsorYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ALLERGY AND ASTHMA OF MILWAUKEE,S.C. EMPLOYEES 401 K PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – General assets of the sponsorYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ALLERGY AND ASTHMA OF MILWAUKEE,S.C. EMPLOYEES 401 K PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – General assets of the sponsorYes
2018-01-01Plan benefit arrangement – General assets of the sponsorYes

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