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ALLERGY & ASTHMA ASSOCIATES PROFIT SHARING PLAN 401k Plan overview

Plan NameALLERGY & ASTHMA ASSOCIATES PROFIT SHARING PLAN
Plan identification number 002

ALLERGY & ASTHMA ASSOCIATES PROFIT SHARING 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • 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 ASSOCIATES OF SANTA CLARA VALLEY has sponsored the creation of one or more 401k plans.

Company Name:ALLERGY & ASTHMA ASSOCIATES OF SANTA CLARA VALLEY
Employer identification number (EIN):942288723
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 ASSOCIATES PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01JAMES WOLFE, MD2024-08-30 JAMES WOLFE, MD2024-08-30
0022022-01-01JAMES WOLFE, MD2023-10-03 JAMES WOLFE, MD2023-10-03
0022022-01-01JAMES WOLFE, MD2024-03-11 JAMES WOLFE, MD2024-03-11
0022022-01-01JAMES WOLFE, MD2024-08-27 JAMES WOLFE, MD2024-08-27
0022021-01-01JAMES WOLFE, MD2022-10-14 JAMES WOLFE, MD2022-10-14
0022020-01-01JAMES WOLFE, MD2021-10-08 JAMES WOLFE, MD2021-10-08
0022020-01-01JAMES WOLFE, MD2022-10-14 JAMES WOLFE, MD2022-10-14
0022019-01-01JAMES WOLFE, MD2020-09-02 JAMES WOLFE, MD2020-09-02
0022018-01-01JAMES WOLFE, MD2019-09-04 JAMES WOLFE, MD2019-09-04
0022018-01-01JAMES WOLFE, MD2022-10-15 JAMES WOLFE, MD2022-10-15
0022017-01-01
0022016-01-01
0022015-01-01SADIE POURFATHI
0022014-01-01SADIE POURFATHI
0022013-01-01
0022012-01-01JAMES WOLFE, M.D.
0022011-01-01ROBERT TORRANO, MD
0022010-07-01JAMES WOLFE, M.D.
0022009-07-01ALAN GOLDSOBEL, M.D.

Plan Statistics for ALLERGY & ASTHMA ASSOCIATES PROFIT SHARING PLAN

401k plan membership statisitcs for ALLERGY & ASTHMA ASSOCIATES PROFIT SHARING PLAN

Measure Date Value
2023: ALLERGY & ASTHMA ASSOCIATES PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0180
Total number of active participants reported on line 7a of the Form 55002023-01-0157
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0124
Total of all active and inactive participants2023-01-0181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0181
Number of participants with account balances2023-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-017
2022: ALLERGY & ASTHMA ASSOCIATES PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0180
Total number of active participants reported on line 7a of the Form 55002022-01-0153
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0127
Total of all active and inactive participants2022-01-0180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0180
Number of participants with account balances2022-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-013
2021: ALLERGY & ASTHMA ASSOCIATES PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0171
Total number of active participants reported on line 7a of the Form 55002021-01-0152
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0128
Total of all active and inactive participants2021-01-0180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0180
Number of participants with account balances2021-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014
2020: ALLERGY & ASTHMA ASSOCIATES PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0177
Total number of active participants reported on line 7a of the Form 55002020-01-0146
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0125
Total of all active and inactive participants2020-01-0171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0171
Number of participants with account balances2020-01-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: ALLERGY & ASTHMA ASSOCIATES PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0176
Total number of active participants reported on line 7a of the Form 55002019-01-0151
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0122
Total of all active and inactive participants2019-01-0173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0173
Number of participants with account balances2019-01-0173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2018: ALLERGY & ASTHMA ASSOCIATES PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0190
Total number of active participants reported on line 7a of the Form 55002018-01-0155
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0121
Total of all active and inactive participants2018-01-0176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0176
Number of participants with account balances2018-01-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: ALLERGY & ASTHMA ASSOCIATES PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0181
Total number of active participants reported on line 7a of the Form 55002017-01-0154
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0131
Total of all active and inactive participants2017-01-0185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0185
Number of participants with account balances2017-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-016
2016: ALLERGY & ASTHMA ASSOCIATES PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0174
Total number of active participants reported on line 7a of the Form 55002016-01-0155
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0123
Total of all active and inactive participants2016-01-0178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0178
Number of participants with account balances2016-01-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015
2015: ALLERGY & ASTHMA ASSOCIATES PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0172
Total number of active participants reported on line 7a of the Form 55002015-01-0153
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0121
Total of all active and inactive participants2015-01-0174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0174
Number of participants with account balances2015-01-0173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: ALLERGY & ASTHMA ASSOCIATES PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0171
Total number of active participants reported on line 7a of the Form 55002014-01-0151
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0117
Total of all active and inactive participants2014-01-0168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0168
Number of participants with account balances2014-01-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: ALLERGY & ASTHMA ASSOCIATES PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0175
Total number of active participants reported on line 7a of the Form 55002013-01-0147
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0120
Total of all active and inactive participants2013-01-0167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0167
Number of participants with account balances2013-01-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ALLERGY & ASTHMA ASSOCIATES PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0176
Total number of active participants reported on line 7a of the Form 55002012-01-0150
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0124
Total of all active and inactive participants2012-01-0174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0174
Number of participants with account balances2012-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: ALLERGY & ASTHMA ASSOCIATES PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0175
Total number of active participants reported on line 7a of the Form 55002011-01-0154
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0116
Total of all active and inactive participants2011-01-0170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0170
Number of participants with account balances2011-01-0170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: ALLERGY & ASTHMA ASSOCIATES PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-0173
Total number of active participants reported on line 7a of the Form 55002010-07-0156
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-0116
Total of all active and inactive participants2010-07-0172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-0172
Number of participants with account balances2010-07-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-012
2009: ALLERGY & ASTHMA ASSOCIATES PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-0174
Total number of active participants reported on line 7a of the Form 55002009-07-0159
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0113
Total of all active and inactive participants2009-07-0172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-0172
Number of participants with account balances2009-07-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-014

Financial Data on ALLERGY & ASTHMA ASSOCIATES PROFIT SHARING PLAN

Measure Date Value
2023 : ALLERGY & ASTHMA ASSOCIATES PROFIT SHARING PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$3,393,642
Expenses. Total of all expenses incurred2023-12-31$733,632
Benefits paid (including direct rollovers)2023-12-31$696,681
Total plan assets at end of year2023-12-31$17,894,319
Total plan assets at beginning of year2023-12-31$15,234,309
Value of fidelity bond covering the plan2023-12-31$500,000
Total contributions received or receivable from participants2023-12-31$355,124
Expenses. Other expenses not covered elsewhere2023-12-31$425
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$2,746,388
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$2,660,010
Net plan assets at end of year (total assets less liabilities)2023-12-31$17,894,319
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$15,234,309
Assets. Value of participant loans2023-12-31$71,844
Total contributions received or receivable from employer(s)2023-12-31$292,130
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$36,526
2022 : ALLERGY & ASTHMA ASSOCIATES PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-2,874,699
Expenses. Total of all expenses incurred2022-12-31$853,569
Benefits paid (including direct rollovers)2022-12-31$801,369
Total plan assets at end of year2022-12-31$18,859,309
Total plan assets at beginning of year2022-12-31$22,587,577
Value of fidelity bond covering the plan2022-12-31$5,000,000
Total contributions received or receivable from participants2022-12-31$353,683
Expenses. Other expenses not covered elsewhere2022-12-31$7,584
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-3,481,246
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-3,728,268
Net plan assets at end of year (total assets less liabilities)2022-12-31$18,859,309
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$22,587,577
Assets. Value of participant loans2022-12-31$80,479
Total contributions received or receivable from employer(s)2022-12-31$252,864
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$44,616
2021 : ALLERGY & ASTHMA ASSOCIATES PROFIT SHARING PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$2,012,538
Expenses. Total of all expenses incurred2021-12-31$1,135,431
Benefits paid (including direct rollovers)2021-12-31$1,086,866
Total plan assets at end of year2021-12-31$22,587,577
Total plan assets at beginning of year2021-12-31$21,710,470
Value of fidelity bond covering the plan2021-12-31$5,000,000
Total contributions received or receivable from participants2021-12-31$290,932
Expenses. Other expenses not covered elsewhere2021-12-31$605
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$1,496,324
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$877,107
Net plan assets at end of year (total assets less liabilities)2021-12-31$22,587,577
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$21,710,470
Assets. Value of participant loans2021-12-31$93,700
Total contributions received or receivable from employer(s)2021-12-31$225,282
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$47,960
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : ALLERGY & ASTHMA ASSOCIATES PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$2,582,224
Expenses. Total of all expenses incurred2020-12-31$1,004,761
Benefits paid (including direct rollovers)2020-12-31$989,712
Total plan assets at end of year2020-12-31$22,339,233
Total plan assets at beginning of year2020-12-31$20,761,770
Value of fidelity bond covering the plan2020-12-31$700,000
Total contributions received or receivable from participants2020-12-31$297,632
Expenses. Other expenses not covered elsewhere2020-12-31$720
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$2,175,306
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$1,577,463
Net plan assets at end of year (total assets less liabilities)2020-12-31$22,339,233
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$20,761,770
Assets. Value of participant loans2020-12-31$73,437
Assets. Value of assets in partnership/joint-venture interests2020-12-31$1,246,720
Total contributions received or receivable from employer(s)2020-12-31$109,286
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$14,329
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : ALLERGY & ASTHMA ASSOCIATES PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$7,421,443
Expenses. Total of all expenses incurred2019-12-31$21,959,421
Benefits paid (including direct rollovers)2019-12-31$21,945,098
Total plan assets at end of year2019-12-31$20,761,770
Total plan assets at beginning of year2019-12-31$35,299,748
Value of fidelity bond covering the plan2019-12-31$700,000
Total contributions received or receivable from participants2019-12-31$330,746
Expenses. Other expenses not covered elsewhere2019-12-31$360
Contributions received from other sources (not participants or employers)2019-12-31$34,815
Other income received2019-12-31$6,841,455
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$-14,537,978
Net plan assets at end of year (total assets less liabilities)2019-12-31$20,761,770
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$35,299,748
Assets. Value of participant loans2019-12-31$104,064
Assets. Value of assets in partnership/joint-venture interests2019-12-31$1,246,720
Total contributions received or receivable from employer(s)2019-12-31$214,427
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$13,963
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : ALLERGY & ASTHMA ASSOCIATES PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-924,299
Expenses. Total of all expenses incurred2018-12-31$1,743,465
Benefits paid (including direct rollovers)2018-12-31$1,727,307
Total plan assets at end of year2018-12-31$35,292,955
Total plan assets at beginning of year2018-12-31$37,960,719
Value of fidelity bond covering the plan2018-12-31$700,000
Total contributions received or receivable from participants2018-12-31$328,532
Assets. Value of loans (other than to participants)2018-12-31$625,000
Expenses. Other expenses not covered elsewhere2018-12-31$1,105
Contributions received from other sources (not participants or employers)2018-12-31$81,005
Other income received2018-12-31$-1,550,100
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-2,667,764
Net plan assets at end of year (total assets less liabilities)2018-12-31$35,292,955
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$37,960,719
Assets. Value of participant loans2018-12-31$120,938
Assets. Value of assets in partnership/joint-venture interests2018-12-31$1,242,958
Total contributions received or receivable from employer(s)2018-12-31$216,264
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$15,053
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : ALLERGY & ASTHMA ASSOCIATES PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$7,476,149
Expenses. Total of all expenses incurred2017-12-31$1,386,923
Benefits paid (including direct rollovers)2017-12-31$1,372,502
Total plan assets at end of year2017-12-31$37,960,719
Total plan assets at beginning of year2017-12-31$31,871,493
Value of fidelity bond covering the plan2017-12-31$700,000
Total contributions received or receivable from participants2017-12-31$330,447
Expenses. Other expenses not covered elsewhere2017-12-31$600
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$6,935,370
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$6,089,226
Net plan assets at end of year (total assets less liabilities)2017-12-31$37,960,719
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$31,871,493
Assets. Value of participant loans2017-12-31$109,274
Assets. Value of assets in partnership/joint-venture interests2017-12-31$4,147,339
Total contributions received or receivable from employer(s)2017-12-31$210,332
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$13,821
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : ALLERGY & ASTHMA ASSOCIATES PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$2,735,598
Expenses. Total of all expenses incurred2016-12-31$1,034,453
Benefits paid (including direct rollovers)2016-12-31$1,021,628
Total plan assets at end of year2016-12-31$31,871,493
Total plan assets at beginning of year2016-12-31$30,170,348
Value of fidelity bond covering the plan2016-12-31$650,000
Total contributions received or receivable from participants2016-12-31$308,329
Expenses. Other expenses not covered elsewhere2016-12-31$405
Contributions received from other sources (not participants or employers)2016-12-31$2,345
Other income received2016-12-31$2,115,224
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$1,701,145
Net plan assets at end of year (total assets less liabilities)2016-12-31$31,871,493
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$30,170,348
Assets. Value of participant loans2016-12-31$106,117
Assets. Value of assets in partnership/joint-venture interests2016-12-31$1,098,000
Total contributions received or receivable from employer(s)2016-12-31$309,700
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$12,420
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : ALLERGY & ASTHMA ASSOCIATES PROFIT SHARING 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$4,702,708
Expenses. Total of all expenses incurred2015-12-31$1,079,887
Benefits paid (including direct rollovers)2015-12-31$1,067,636
Total plan assets at end of year2015-12-31$30,170,348
Total plan assets at beginning of year2015-12-31$26,547,527
Value of fidelity bond covering the plan2015-12-31$650,000
Total contributions received or receivable from participants2015-12-31$297,322
Expenses. Other expenses not covered elsewhere2015-12-31$360
Contributions received from other sources (not participants or employers)2015-12-31$59,962
Other income received2015-12-31$3,967,228
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$3,622,821
Net plan assets at end of year (total assets less liabilities)2015-12-31$30,170,348
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$26,547,527
Assets. Value of participant loans2015-12-31$134,940
Assets. Value of assets in partnership/joint-venture interests2015-12-31$4,748,000
Total contributions received or receivable from employer(s)2015-12-31$378,196
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$11,891
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : ALLERGY & ASTHMA ASSOCIATES PROFIT SHARING 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$4,563,569
Expenses. Total of all expenses incurred2014-12-31$1,225,703
Benefits paid (including direct rollovers)2014-12-31$1,212,201
Total plan assets at end of year2014-12-31$26,547,527
Total plan assets at beginning of year2014-12-31$23,209,661
Value of fidelity bond covering the plan2014-12-31$650,000
Total contributions received or receivable from participants2014-12-31$317,595
Expenses. Other expenses not covered elsewhere2014-12-31$1,080
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$3,889,349
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$3,337,866
Net plan assets at end of year (total assets less liabilities)2014-12-31$26,547,527
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$23,209,661
Assets. Value of participant loans2014-12-31$128,082
Assets. Value of assets in partnership/joint-venture interests2014-12-31$864,163
Total contributions received or receivable from employer(s)2014-12-31$356,625
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$12,422
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : ALLERGY & ASTHMA ASSOCIATES PROFIT SHARING PLAN 2013 401k financial data
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$3,985,328
Expenses. Total of all expenses incurred2013-12-31$791,060
Benefits paid (including direct rollovers)2013-12-31$778,324
Total plan assets at end of year2013-12-31$23,209,661
Total plan assets at beginning of year2013-12-31$20,015,393
Value of fidelity bond covering the plan2013-12-31$650,000
Total contributions received or receivable from participants2013-12-31$344,074
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$3,288,574
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$3,194,268
Net plan assets at end of year (total assets less liabilities)2013-12-31$23,209,661
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$20,015,393
Assets. Value of participant loans2013-12-31$135,983
Assets. Value of assets in partnership/joint-venture interests2013-12-31$700,000
Total contributions received or receivable from employer(s)2013-12-31$352,680
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$12,736
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : ALLERGY & ASTHMA ASSOCIATES PROFIT SHARING 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$3,458,323
Expenses. Total of all expenses incurred2012-12-31$670,635
Benefits paid (including direct rollovers)2012-12-31$656,649
Total plan assets at end of year2012-12-31$20,015,393
Total plan assets at beginning of year2012-12-31$17,227,705
Value of fidelity bond covering the plan2012-12-31$650,000
Total contributions received or receivable from participants2012-12-31$357,840
Expenses. Other expenses not covered elsewhere2012-12-31$480
Contributions received from other sources (not participants or employers)2012-12-31$39,830
Other income received2012-12-31$2,709,335
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$2,787,688
Net plan assets at end of year (total assets less liabilities)2012-12-31$20,015,393
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$17,227,705
Assets. Value of participant loans2012-12-31$160,178
Assets. Value of assets in partnership/joint-venture interests2012-12-31$315,000
Total contributions received or receivable from employer(s)2012-12-31$351,318
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$13,506
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : ALLERGY & ASTHMA ASSOCIATES PROFIT SHARING 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$1,402,466
Expenses. Total of all expenses incurred2011-12-31$717,185
Benefits paid (including direct rollovers)2011-12-31$705,953
Total plan assets at end of year2011-12-31$17,227,705
Total plan assets at beginning of year2011-12-31$16,542,424
Value of fidelity bond covering the plan2011-12-31$650,000
Total contributions received or receivable from participants2011-12-31$335,763
Expenses. Other expenses not covered elsewhere2011-12-31$360
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$749,579
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$685,281
Net plan assets at end of year (total assets less liabilities)2011-12-31$17,227,705
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$16,542,424
Assets. Value of participant loans2011-12-31$183,991
Assets. Value of assets in partnership/joint-venture interests2011-12-31$225,000
Total contributions received or receivable from employer(s)2011-12-31$317,124
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$10,872
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : ALLERGY & ASTHMA ASSOCIATES PROFIT SHARING 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$2,794,303
Expenses. Total of all expenses incurred2010-12-31$10,087
Benefits paid (including direct rollovers)2010-12-31$5,222
Total plan assets at end of year2010-12-31$16,542,424
Total plan assets at beginning of year2010-12-31$13,758,208
Value of fidelity bond covering the plan2010-12-31$650,000
Total contributions received or receivable from participants2010-12-31$98,483
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$2,474,232
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$2,784,216
Net plan assets at end of year (total assets less liabilities)2010-12-31$16,542,424
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$13,758,208
Assets. Value of participant loans2010-12-31$216,675
Assets. Value of assets in partnership/joint-venture interests2010-12-31$125,000
Total contributions received or receivable from employer(s)2010-12-31$221,588
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$4,865
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for ALLERGY & ASTHMA ASSOCIATES PROFIT SHARING PLAN

2023: ALLERGY & ASTHMA ASSOCIATES PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: ALLERGY & ASTHMA ASSOCIATES PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ALLERGY & ASTHMA ASSOCIATES PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ALLERGY & ASTHMA ASSOCIATES PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ALLERGY & ASTHMA ASSOCIATES PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ALLERGY & ASTHMA ASSOCIATES PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ALLERGY & ASTHMA ASSOCIATES PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ALLERGY & ASTHMA ASSOCIATES PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ALLERGY & ASTHMA ASSOCIATES PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ALLERGY & ASTHMA ASSOCIATES PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ALLERGY & ASTHMA ASSOCIATES PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ALLERGY & ASTHMA ASSOCIATES PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ALLERGY & ASTHMA ASSOCIATES PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ALLERGY & ASTHMA ASSOCIATES PROFIT SHARING PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: ALLERGY & ASTHMA ASSOCIATES PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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