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ALLERGY & ASTHMA MEDICAL GROUP OF THE BAY AREA, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameALLERGY & ASTHMA MEDICAL GROUP OF THE BAY AREA, INC. PROFIT SHARING PLAN
Plan identification number 001

ALLERGY & ASTHMA MEDICAL GROUP OF THE BAY AREA, INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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.
  • 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 MEDICAL GROUP OF THE BAY AREA, INC. has sponsored the creation of one or more 401k plans.

Company Name:ALLERGY & ASTHMA MEDICAL GROUP OF THE BAY AREA, INC.
Employer identification number (EIN):942737825
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 MEDICAL GROUP OF THE BAY AREA, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01JOSHUA JACOBS, M.D.
0012015-01-01JOSHUA JACOBS, M.D.
0012014-01-01JOSHUA JACOBS, M.D.
0012013-01-01JOSHUA JACOBS, M.D.
0012012-01-01DAVID COOK, M.D.
0012011-01-01DAVID COOK, M.D.

Plan Statistics for 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
2016: ALLERGY & ASTHMA MEDICAL GROUP OF THE BAY AREA, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0170
Total number of active participants reported on line 7a of the Form 55002016-01-0161
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0112
Total of all active and inactive participants2016-01-0174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0174
Number of participants with account balances2016-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-018
2015: ALLERGY & ASTHMA MEDICAL GROUP OF THE BAY AREA, INC. 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 55002015-01-0156
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0113
Total of all active and inactive participants2015-01-0170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0170
Number of participants with account balances2015-01-0170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-017
2014: ALLERGY & ASTHMA MEDICAL GROUP OF THE BAY AREA, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0170
Total number of active participants reported on line 7a of the Form 55002014-01-0158
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0111
Total of all active and inactive participants2014-01-0171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0171
Number of participants with account balances2014-01-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015
2013: ALLERGY & ASTHMA MEDICAL GROUP OF THE BAY AREA, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0158
Total number of active participants reported on line 7a of the Form 55002013-01-0154
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-019
Total of all active and inactive participants2013-01-0166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0166
Number of participants with account balances2013-01-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: ALLERGY & ASTHMA MEDICAL GROUP OF THE BAY AREA, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0159
Total number of active participants reported on line 7a of the Form 55002012-01-0151
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-017
Total of all active and inactive participants2012-01-0158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0158
Number of participants with account balances2012-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: ALLERGY & ASTHMA MEDICAL GROUP OF THE BAY AREA, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0157
Total number of active participants reported on line 7a of the Form 55002011-01-0147
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-015
Total of all active and inactive participants2011-01-0154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0154
Number of participants with account balances2011-01-0154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013

Financial Data on ALLERGY & ASTHMA MEDICAL GROUP OF THE BAY AREA, INC. PROFIT SHARING PLAN

Measure Date Value
2016 : ALLERGY & ASTHMA MEDICAL GROUP OF THE BAY AREA, INC. PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$45,686
Total income from all sources2016-12-31$910,182
Expenses. Total of all expenses incurred2016-12-31$754,644
Benefits paid (including direct rollovers)2016-12-31$723,474
Total plan assets at end of year2016-12-31$4,201,766
Total plan assets at beginning of year2016-12-31$4,091,914
Value of fidelity bond covering the plan2016-12-31$404,623
Total contributions received or receivable from participants2016-12-31$183,544
Expenses. Other expenses not covered elsewhere2016-12-31$9
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$323,137
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$155,538
Net plan assets at end of year (total assets less liabilities)2016-12-31$4,201,766
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$4,046,228
Assets. Value of participant loans2016-12-31$44,962
Assets. Value of real-estate (other than employer real property)2016-12-31$192,453
Total contributions received or receivable from employer(s)2016-12-31$403,501
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$31,161
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : ALLERGY & ASTHMA MEDICAL GROUP OF THE BAY AREA, INC. PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$45,686
Total plan liabilities at beginning of year2015-12-31$1,168
Total income from all sources2015-12-31$381,850
Expenses. Total of all expenses incurred2015-12-31$105,871
Benefits paid (including direct rollovers)2015-12-31$73,755
Total plan assets at end of year2015-12-31$4,091,914
Total plan assets at beginning of year2015-12-31$3,771,417
Value of fidelity bond covering the plan2015-12-31$377,142
Total contributions received or receivable from participants2015-12-31$150,264
Expenses. Other expenses not covered elsewhere2015-12-31$45
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-182,390
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$275,979
Net plan assets at end of year (total assets less liabilities)2015-12-31$4,046,228
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,770,249
Assets. Value of participant loans2015-12-31$47,858
Assets. Value of real-estate (other than employer real property)2015-12-31$192,453
Total contributions received or receivable from employer(s)2015-12-31$413,976
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$32,071
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : ALLERGY & ASTHMA MEDICAL GROUP OF THE BAY AREA, INC. PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$1,168
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$789,509
Expenses. Total of all expenses incurred2014-12-31$1,544,258
Benefits paid (including direct rollovers)2014-12-31$1,508,842
Total plan assets at end of year2014-12-31$3,771,417
Total plan assets at beginning of year2014-12-31$4,524,998
Value of fidelity bond covering the plan2014-12-31$452,500
Total contributions received or receivable from participants2014-12-31$135,740
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$5,747
Other income received2014-12-31$162,510
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$-754,749
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,770,249
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$4,524,998
Assets. Value of participant loans2014-12-31$50,606
Assets. Value of real-estate (other than employer real property)2014-12-31$192,453
Total contributions received or receivable from employer(s)2014-12-31$485,512
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$35,416
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : ALLERGY & ASTHMA MEDICAL GROUP OF THE BAY AREA, INC. PROFIT SHARING 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$1,094,694
Expenses. Total of all expenses incurred2013-12-31$137,778
Benefits paid (including direct rollovers)2013-12-31$102,187
Total plan assets at end of year2013-12-31$4,524,998
Total plan assets at beginning of year2013-12-31$3,568,082
Value of fidelity bond covering the plan2013-12-31$400,000
Total contributions received or receivable from participants2013-12-31$124,239
Expenses. Other expenses not covered elsewhere2013-12-31$41
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$487,516
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$956,916
Net plan assets at end of year (total assets less liabilities)2013-12-31$4,524,998
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,568,082
Assets. Value of real-estate (other than employer real property)2013-12-31$192,453
Total contributions received or receivable from employer(s)2013-12-31$482,939
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$35,550
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : ALLERGY & ASTHMA MEDICAL GROUP OF THE BAY AREA, INC. 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$781,847
Expenses. Total of all expenses incurred2012-12-31$433,891
Benefits paid (including direct rollovers)2012-12-31$403,520
Total plan assets at end of year2012-12-31$3,568,082
Total plan assets at beginning of year2012-12-31$3,220,126
Value of fidelity bond covering the plan2012-12-31$300,000
Total contributions received or receivable from participants2012-12-31$76,253
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$16,012
Other income received2012-12-31$299,673
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$347,956
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,568,082
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,220,126
Assets. Value of real-estate (other than employer real property)2012-12-31$192,454
Total contributions received or receivable from employer(s)2012-12-31$389,909
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$30,371
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : ALLERGY & ASTHMA MEDICAL GROUP OF THE BAY AREA, INC. PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$160,350
Expenses. Total of all expenses incurred2011-12-31$1,878,597
Benefits paid (including direct rollovers)2011-12-31$1,812,383
Total plan assets at end of year2011-12-31$3,220,126
Total plan assets at beginning of year2011-12-31$4,938,373
Value of fidelity bond covering the plan2011-12-31$300,000
Total contributions received or receivable from participants2011-12-31$5,500
Expenses. Other expenses not covered elsewhere2011-12-31$9
Contributions received from other sources (not participants or employers)2011-12-31$0
Noncash contributions received2011-12-31$-202,194
Net income (gross income less expenses)2011-12-31$-1,718,247
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,220,126
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$4,938,373
Assets. Value of real-estate (other than employer real property)2011-12-31$192,454
Total contributions received or receivable from employer(s)2011-12-31$357,044
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$66,205
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : ALLERGY & ASTHMA MEDICAL GROUP OF THE BAY AREA, INC. PROFIT SHARING PLAN 2010 401k financial data
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$947,427
Expenses. Total of all expenses incurred2010-12-31$144,385
Benefits paid (including direct rollovers)2010-12-31$79,930
Total plan assets at end of year2010-12-31$4,935,763
Total plan assets at beginning of year2010-12-31$4,132,721
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$0
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$605,215
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$803,042
Net plan assets at end of year (total assets less liabilities)2010-12-31$4,935,763
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$4,132,721
Assets. Value of real-estate (other than employer real property)2010-12-31$192,454
Total contributions received or receivable from employer(s)2010-12-31$342,212
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$64,455
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for ALLERGY & ASTHMA MEDICAL GROUP OF THE BAY AREA, INC. PROFIT SHARING PLAN

2016: ALLERGY & ASTHMA MEDICAL GROUP OF THE BAY AREA, INC. 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 MEDICAL GROUP OF THE BAY AREA, INC. 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 MEDICAL GROUP OF THE BAY AREA, INC. 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 MEDICAL GROUP OF THE BAY AREA, INC. 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 MEDICAL GROUP OF THE BAY AREA, INC. 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 MEDICAL GROUP OF THE BAY AREA, INC. 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

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