401k Plan data: ADVANCED ENT AND ALLERGY, PLLC PROFIT SHARING PLAN plan

ADVANCED ENT AND ALLERGY, PLLC PROFIT SHARING PLAN 401k Plan overview

Plan Name	ADVANCED ENT AND ALLERGY, PLLC PROFIT SHARING PLAN
Plan identification number	004

ADVANCED ENT AND ALLERGY, PLLC PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all 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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ADVANCED ENT AND ALLERGY PLLC has sponsored the creation of one or more 401k plans.

Company Name: ADVANCED ENT AND ALLERGY PLLC

Employer identification number (EIN): 270810245

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ADVANCED ENT AND ALLERGY, PLLC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2022-01-01
004 2021-01-01
004 2020-01-01
004 2019-01-01
004 2018-01-01
004 2017-01-01 KENNETH M HODGE MD
004 2016-01-01 KENNETH M HODGE MD
004 2015-01-01 KENNETH M HODGE MD
004 2014-01-01 KENNETH M HODGE MD
004 2013-01-01 KENNETH M HODGE MD
004 2012-01-01 KENNETH M HODGE MD
004 2011-01-01 KENNETH M HODGE MD 2012-09-26

Plan Statistics for ADVANCED ENT AND ALLERGY, PLLC PROFIT SHARING PLAN

401k plan membership statisitcs for ADVANCED ENT AND ALLERGY, PLLC PROFIT SHARING PLAN

Measure Date Value
2022: ADVANCED ENT AND ALLERGY, PLLC PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 172
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 112
Number of retired or separated participants receiving benefits 2022-01-01 3
Number of other retired or separated participants entitled to future benefits 2022-01-01 39
Total of all active and inactive participants 2022-01-01 154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 154
Number of participants with account balances 2022-01-01 144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 17
2021: ADVANCED ENT AND ALLERGY, PLLC PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 158
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 121
Number of retired or separated participants receiving benefits 2021-01-01 3
Number of other retired or separated participants entitled to future benefits 2021-01-01 31
Total of all active and inactive participants 2021-01-01 155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 155
Number of participants with account balances 2021-01-01 142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 9
2020: ADVANCED ENT AND ALLERGY, PLLC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 162
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 113
Number of retired or separated participants receiving benefits 2020-01-01 4
Number of other retired or separated participants entitled to future benefits 2020-01-01 34
Total of all active and inactive participants 2020-01-01 151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 151
Number of participants with account balances 2020-01-01 138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 12
2019: ADVANCED ENT AND ALLERGY, PLLC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 177
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 112
Number of retired or separated participants receiving benefits 2019-01-01 2
Number of other retired or separated participants entitled to future benefits 2019-01-01 48
Total of all active and inactive participants 2019-01-01 162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 162
Number of participants with account balances 2019-01-01 153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 10
2018: ADVANCED ENT AND ALLERGY, PLLC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 172
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 119
Number of retired or separated participants receiving benefits 2018-01-01 2
Number of other retired or separated participants entitled to future benefits 2018-01-01 48
Total of all active and inactive participants 2018-01-01 169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 169
Number of participants with account balances 2018-01-01 154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 8
2017: ADVANCED ENT AND ALLERGY, PLLC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 140
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 108
Number of retired or separated participants receiving benefits 2017-01-01 2
Number of other retired or separated participants entitled to future benefits 2017-01-01 35
Total of all active and inactive participants 2017-01-01 145
Total participants 2017-01-01 145
Number of participants with account balances 2017-01-01 136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 13
2016: ADVANCED ENT AND ALLERGY, PLLC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 134
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 109
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 24
Total of all active and inactive participants 2016-01-01 134
Total participants 2016-01-01 134
Number of participants with account balances 2016-01-01 125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 5
2015: ADVANCED ENT AND ALLERGY, PLLC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 134
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 108
Number of other retired or separated participants entitled to future benefits 2015-01-01 21
Total of all active and inactive participants 2015-01-01 129
Total participants 2015-01-01 129
Number of participants with account balances 2015-01-01 121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 10
2014: ADVANCED ENT AND ALLERGY, PLLC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 132
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 105
Number of other retired or separated participants entitled to future benefits 2014-01-01 21
Total of all active and inactive participants 2014-01-01 126
Total participants 2014-01-01 126
Number of participants with account balances 2014-01-01 119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 8
2013: ADVANCED ENT AND ALLERGY, PLLC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 131
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 114
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 14
Total of all active and inactive participants 2013-01-01 128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 128
Number of participants with account balances 2013-01-01 110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 6
2012: ADVANCED ENT AND ALLERGY, PLLC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 160
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 106
Number of other retired or separated participants entitled to future benefits 2012-01-01 16
Total of all active and inactive participants 2012-01-01 122
Total participants 2012-01-01 122
Number of participants with account balances 2012-01-01 120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 7

Measure	Date	Value
2022: ADVANCED ENT AND ALLERGY, PLLC PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	172
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	112
Number of retired or separated participants receiving benefits	2022-01-01	3
Number of other retired or separated participants entitled to future benefits	2022-01-01	39
Total of all active and inactive participants	2022-01-01	154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	154
Number of participants with account balances	2022-01-01	144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	17
2021: ADVANCED ENT AND ALLERGY, PLLC PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	158
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	121
Number of retired or separated participants receiving benefits	2021-01-01	3
Number of other retired or separated participants entitled to future benefits	2021-01-01	31
Total of all active and inactive participants	2021-01-01	155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	155
Number of participants with account balances	2021-01-01	142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	9
2020: ADVANCED ENT AND ALLERGY, PLLC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	162
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	113
Number of retired or separated participants receiving benefits	2020-01-01	4
Number of other retired or separated participants entitled to future benefits	2020-01-01	34
Total of all active and inactive participants	2020-01-01	151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	151
Number of participants with account balances	2020-01-01	138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	12
2019: ADVANCED ENT AND ALLERGY, PLLC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	177
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	112
Number of retired or separated participants receiving benefits	2019-01-01	2
Number of other retired or separated participants entitled to future benefits	2019-01-01	48
Total of all active and inactive participants	2019-01-01	162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	162
Number of participants with account balances	2019-01-01	153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	10
2018: ADVANCED ENT AND ALLERGY, PLLC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	172
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	119
Number of retired or separated participants receiving benefits	2018-01-01	2
Number of other retired or separated participants entitled to future benefits	2018-01-01	48
Total of all active and inactive participants	2018-01-01	169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	169
Number of participants with account balances	2018-01-01	154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	8
2017: ADVANCED ENT AND ALLERGY, PLLC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	140
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	108
Number of retired or separated participants receiving benefits	2017-01-01	2
Number of other retired or separated participants entitled to future benefits	2017-01-01	35
Total of all active and inactive participants	2017-01-01	145
Total participants	2017-01-01	145
Number of participants with account balances	2017-01-01	136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	13
2016: ADVANCED ENT AND ALLERGY, PLLC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	134
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	109
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	24
Total of all active and inactive participants	2016-01-01	134
Total participants	2016-01-01	134
Number of participants with account balances	2016-01-01	125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	5
2015: ADVANCED ENT AND ALLERGY, PLLC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	134
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	108
Number of other retired or separated participants entitled to future benefits	2015-01-01	21
Total of all active and inactive participants	2015-01-01	129
Total participants	2015-01-01	129
Number of participants with account balances	2015-01-01	121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	10
2014: ADVANCED ENT AND ALLERGY, PLLC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	132
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	105
Number of other retired or separated participants entitled to future benefits	2014-01-01	21
Total of all active and inactive participants	2014-01-01	126
Total participants	2014-01-01	126
Number of participants with account balances	2014-01-01	119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	8
2013: ADVANCED ENT AND ALLERGY, PLLC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	131
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	114
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	14
Total of all active and inactive participants	2013-01-01	128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	128
Number of participants with account balances	2013-01-01	110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	6
2012: ADVANCED ENT AND ALLERGY, PLLC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	160
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	106
Number of other retired or separated participants entitled to future benefits	2012-01-01	16
Total of all active and inactive participants	2012-01-01	122
Total participants	2012-01-01	122
Number of participants with account balances	2012-01-01	120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	7

Financial Data on ADVANCED ENT AND ALLERGY, PLLC PROFIT SHARING PLAN

Measure	Date	Value
2022 : ADVANCED ENT AND ALLERGY, PLLC PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-2,828,278
Total of all expenses incurred	2022-12-31	$2,061,137
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$2,056,726
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,576,905
Value of total assets at end of year	2022-12-31	$17,597,131
Value of total assets at beginning of year	2022-12-31	$22,486,546
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$4,411
Total interest from all sources	2022-12-31	$12,947
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$354,789
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$354,789
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$636,817
Participant contributions at end of year	2022-12-31	$111,554
Participant contributions at beginning of year	2022-12-31	$105,752
Participant contributions at end of year	2022-12-31	$20,363
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$5,926,452
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$9,321,892
Other income not declared elsewhere	2022-12-31	$-2,332,354
Administrative expenses (other) incurred	2022-12-31	$4,411
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-4,889,415
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$17,597,131
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$22,486,546
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$10,502,713
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$11,974,308
Income. Interest from loans (other than to participants)	2022-12-31	$5,634
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$455,961
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$610,479
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$610,479
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$7,313
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,440,565
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$940,088
Employer contributions (assets) at end of year	2022-12-31	$580,088
Employer contributions (assets) at beginning of year	2022-12-31	$474,115
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$2,056,726
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	JONES, NALE & MATTINGLY, PLC
Accountancy firm EIN	2022-12-31	610420207
2021 : ADVANCED ENT AND ALLERGY, PLLC PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$4,116,491
Total of all expenses incurred	2021-12-31	$1,311,095
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,306,180
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,417,879
Value of total assets at end of year	2021-12-31	$22,486,546
Value of total assets at beginning of year	2021-12-31	$19,681,150
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$4,915
Total interest from all sources	2021-12-31	$4,770
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$286,735
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$286,735
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$577,346
Participant contributions at end of year	2021-12-31	$105,752
Participant contributions at beginning of year	2021-12-31	$67,086
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$9,321,892
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$8,713,165
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$15,418
Other income not declared elsewhere	2021-12-31	$1,250,544
Administrative expenses (other) incurred	2021-12-31	$4,915
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,805,396
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$22,486,546
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$19,681,150
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$11,974,308
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$10,020,360
Income. Interest from loans (other than to participants)	2021-12-31	$4,666
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$610,479
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$426,782
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$426,782
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$104
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,156,563
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$825,115
Employer contributions (assets) at end of year	2021-12-31	$474,115
Employer contributions (assets) at beginning of year	2021-12-31	$453,757
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,306,180
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	JONES, NALE & MATTINGLY, PLC
Accountancy firm EIN	2021-12-31	610420207
2020 : ADVANCED ENT AND ALLERGY, PLLC PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$4,598,553
Total of all expenses incurred	2020-12-31	$1,307,435
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,301,101
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,271,060
Value of total assets at end of year	2020-12-31	$19,681,150
Value of total assets at beginning of year	2020-12-31	$16,390,032
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$6,334
Total interest from all sources	2020-12-31	$7,057
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$204,303
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	$204,303
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
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$528,572
Participant contributions at end of year	2020-12-31	$67,086
Participant contributions at beginning of year	2020-12-31	$107,497
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$8,713,165
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$5,497,772
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$36,731
Other income not declared elsewhere	2020-12-31	$2,216,557
Administrative expenses (other) incurred	2020-12-31	$6,334
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
Value of net income/loss	2020-12-31	$3,291,118
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$19,681,150
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$16,390,032
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	$10,020,360
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$10,301,945
Interest on participant loans	2020-12-31	$5,380
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$426,782
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$13,909
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$13,909
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$1,677
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$899,576
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	$705,757
Employer contributions (assets) at end of year	2020-12-31	$453,757
Employer contributions (assets) at beginning of year	2020-12-31	$468,909
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,301,101
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	No
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	JONES, NALE & MATTINGLY, PLC
Accountancy firm EIN	2020-12-31	610420207
2019 : ADVANCED ENT AND ALLERGY, PLLC PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$4,079,081
Total of all expenses incurred	2019-12-31	$455,322
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$444,329
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,208,829
Value of total assets at end of year	2019-12-31	$16,390,032
Value of total assets at beginning of year	2019-12-31	$12,766,273
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$10,993
Total interest from all sources	2019-12-31	$13,552
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$249,264
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$249,264
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$487,743
Participant contributions at end of year	2019-12-31	$107,497
Participant contributions at beginning of year	2019-12-31	$90,322
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$5,497,772
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$4,401,852
Other income not declared elsewhere	2019-12-31	$1,074,376
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$3,623,759
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$16,390,032
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$12,766,273
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$10,301,945
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$7,633,200
Interest on participant loans	2019-12-31	$6,638
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$13,909
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$181,689
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$181,689
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$6,914
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,533,060
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$721,086
Employer contributions (assets) at end of year	2019-12-31	$468,909
Employer contributions (assets) at beginning of year	2019-12-31	$459,210
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$444,329
Contract administrator fees	2019-12-31	$10,993
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	JONES, NALE & MATTINGLY, PLC
Accountancy firm EIN	2019-12-31	610420207
2018 : ADVANCED ENT AND ALLERGY, PLLC PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$414,162
Total of all expenses incurred	2018-12-31	$1,553,858
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,550,402
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,173,903
Value of total assets at end of year	2018-12-31	$12,766,273
Value of total assets at beginning of year	2018-12-31	$13,905,969
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$3,456
Total interest from all sources	2018-12-31	$8,959
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$230,374
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$230,374
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$462,641
Participant contributions at end of year	2018-12-31	$90,322
Participant contributions at beginning of year	2018-12-31	$93,954
Participant contributions at beginning of year	2018-12-31	$2,392
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$4,401,852
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$5,222,579
Other income not declared elsewhere	2018-12-31	$-260,414
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-1,139,696
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$12,766,273
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$13,905,969
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$7,633,200
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$8,164,382
Interest on participant loans	2018-12-31	$5,349
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$181,689
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$22,027
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$22,027
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$3,610
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-738,660
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$711,262
Employer contributions (assets) at end of year	2018-12-31	$459,210
Employer contributions (assets) at beginning of year	2018-12-31	$400,635
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,550,402
Contract administrator fees	2018-12-31	$3,456
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	JONES, NALE & MATTINGLY, PLC
Accountancy firm EIN	2018-12-31	610420207
2017 : ADVANCED ENT AND ALLERGY, PLLC PROFIT SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$12,651
Total unrealized appreciation/depreciation of assets	2017-12-31	$12,651
Total income from all sources (including contributions)	2017-12-31	$3,011,319
Total of all expenses incurred	2017-12-31	$2,046,916
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$2,037,890
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,158,743
Value of total assets at end of year	2017-12-31	$13,905,969
Value of total assets at beginning of year	2017-12-31	$12,941,566
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$9,026
Total interest from all sources	2017-12-31	$5,250
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$190,907
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$190,907
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$506,108
Participant contributions at end of year	2017-12-31	$93,954
Participant contributions at beginning of year	2017-12-31	$89,743
Participant contributions at end of year	2017-12-31	$2,392
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$5,222,579
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$4,375,610
Other income not declared elsewhere	2017-12-31	$752,621
Administrative expenses (other) incurred	2017-12-31	$3,410
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$964,403
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$13,905,969
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$12,941,566
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$8,164,382
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$6,852,426
Interest on participant loans	2017-12-31	$5,033
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$22,027
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$217
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$1,221,881
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$891,147
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$652,635
Employer contributions (assets) at end of year	2017-12-31	$400,635
Employer contributions (assets) at beginning of year	2017-12-31	$401,906
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$2,037,890
Contract administrator fees	2017-12-31	$5,616
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	Yes
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	JONES, NALE & MATTINGLY, PLC
Accountancy firm EIN	2017-12-31	610420207
2016 : ADVANCED ENT AND ALLERGY, PLLC PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$22,677
Total unrealized appreciation/depreciation of assets	2016-12-31	$22,677
Total income from all sources (including contributions)	2016-12-31	$1,733,522
Total of all expenses incurred	2016-12-31	$865,105
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$818,253
Expenses. Certain deemed distributions of participant loans	2016-12-31	$23,174
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,151,704
Value of total assets at end of year	2016-12-31	$12,941,566
Value of total assets at beginning of year	2016-12-31	$12,073,149
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$23,678
Total interest from all sources	2016-12-31	$5,392
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$270,615
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$270,615
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$507,188
Participant contributions at end of year	2016-12-31	$89,743
Participant contributions at beginning of year	2016-12-31	$136,235
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$4,375,610
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$4,118,542
Other income not declared elsewhere	2016-12-31	$107,493
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$868,417
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$12,941,566
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$12,073,149
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$6,852,426
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$6,203,464
Interest on participant loans	2016-12-31	$5,392
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$1,221,881
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$1,247,680
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$175,641
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$644,516
Employer contributions (assets) at end of year	2016-12-31	$401,906
Employer contributions (assets) at beginning of year	2016-12-31	$367,228
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$818,253
Contract administrator fees	2016-12-31	$23,678
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	JONES, NALE & MATTINGLY, PLC
Accountancy firm EIN	2016-12-31	610420207
2015 : ADVANCED ENT AND ALLERGY, PLLC PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$23,047
Total unrealized appreciation/depreciation of assets	2015-12-31	$23,047
Total income from all sources (including contributions)	2015-12-31	$962,469
Total of all expenses incurred	2015-12-31	$579,217
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$549,756
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,156,177
Value of total assets at end of year	2015-12-31	$12,073,149
Value of total assets at beginning of year	2015-12-31	$11,689,897
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$29,461
Total interest from all sources	2015-12-31	$6,877
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$248,072
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$248,072
Administrative expenses professional fees incurred	2015-12-31	$16,800
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$523,646
Participant contributions at end of year	2015-12-31	$136,235
Participant contributions at beginning of year	2015-12-31	$151,174
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$4,118,542
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$3,996,368
Other income not declared elsewhere	2015-12-31	$-257,839
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$383,252
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$12,073,149
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$11,689,897
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$6,203,464
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$5,945,823
Interest on participant loans	2015-12-31	$6,877
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$1,247,680
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$1,263,939
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-213,865
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$632,531
Employer contributions (assets) at end of year	2015-12-31	$367,228
Employer contributions (assets) at beginning of year	2015-12-31	$332,593
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$549,756
Contract administrator fees	2015-12-31	$12,661
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BLUE & CO. LLC
Accountancy firm EIN	2015-12-31	351178661
2014 : ADVANCED ENT AND ALLERGY, PLLC PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$25,687
Total unrealized appreciation/depreciation of assets	2014-12-31	$25,687
Total income from all sources (including contributions)	2014-12-31	$1,605,781
Total of all expenses incurred	2014-12-31	$252,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$222,638
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,074,149
Value of total assets at end of year	2014-12-31	$11,689,897
Value of total assets at beginning of year	2014-12-31	$10,337,051
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$30,297
Total interest from all sources	2014-12-31	$6,144
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$280,207
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$280,207
Administrative expenses professional fees incurred	2014-12-31	$16,000
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$489,556
Participant contributions at end of year	2014-12-31	$151,174
Participant contributions at beginning of year	2014-12-31	$96,242
Participant contributions at beginning of year	2014-12-31	$7,081
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$3,996,368
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$3,515,194
Other income not declared elsewhere	2014-12-31	$83,131
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,352,846
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$11,689,897
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$10,337,051
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$5,945,823
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$5,223,568
Interest on participant loans	2014-12-31	$6,144
Value of interest in common/collective trusts at beginning of year	2014-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$1,263,939
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$1,157,877
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$136,463
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$584,593
Employer contributions (assets) at end of year	2014-12-31	$332,593
Employer contributions (assets) at beginning of year	2014-12-31	$337,089
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$222,638
Contract administrator fees	2014-12-31	$14,297
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BLUE & CO. LLC
Accountancy firm EIN	2014-12-31	351178661
2013 : ADVANCED ENT AND ALLERGY, PLLC PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$2,263
Total unrealized appreciation/depreciation of assets	2013-12-31	$2,263
Total income from all sources (including contributions)	2013-12-31	$1,849,497
Total of all expenses incurred	2013-12-31	$244,833
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$220,072
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,076,222
Value of total assets at end of year	2013-12-31	$10,337,051
Value of total assets at beginning of year	2013-12-31	$8,732,387
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$24,761
Total interest from all sources	2013-12-31	$4,058
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$158,086
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$158,086
Administrative expenses professional fees incurred	2013-12-31	$8,000
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$463,892
Participant contributions at end of year	2013-12-31	$96,242
Participant contributions at beginning of year	2013-12-31	$50,547
Participant contributions at end of year	2013-12-31	$7,081
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$3,515,194
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$3,122,395
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$44,241
Other income not declared elsewhere	2013-12-31	$28,823
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,604,664
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$10,337,051
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$8,732,387
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$5,223,568
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$4,126,044
Interest on participant loans	2013-12-31	$4,058
Value of interest in common/collective trusts at end of year	2013-12-31	$0
Value of interest in common/collective trusts at beginning of year	2013-12-31	$1,124,369
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$1,157,877
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$590,803
Net investment gain or loss from common/collective trusts	2013-12-31	$-10,758
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$568,089
Employer contributions (assets) at end of year	2013-12-31	$337,089
Employer contributions (assets) at beginning of year	2013-12-31	$309,032
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$220,072
Contract administrator fees	2013-12-31	$16,761
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	BLUE & CO. LLC
Accountancy firm EIN	2013-12-31	351178661
2012 : ADVANCED ENT AND ALLERGY, PLLC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$1,689,165
Total of all expenses incurred	2012-12-31	$1,584,892
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,555,458
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$993,891
Value of total assets at end of year	2012-12-31	$8,732,387
Value of total assets at beginning of year	2012-12-31	$8,628,114
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$29,434
Total interest from all sources	2012-12-31	$2,178
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$174,312
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$174,312
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$458,405
Participant contributions at end of year	2012-12-31	$50,547
Participant contributions at beginning of year	2012-12-31	$37,400
Participant contributions at beginning of year	2012-12-31	$11,356
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$3,122,395
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$3,798,851
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$16,454
Other income not declared elsewhere	2012-12-31	$156,695
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$104,273
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$8,732,387
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$8,628,114
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$4,126,044
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$3,544,973
Interest on participant loans	2012-12-31	$2,178
Value of interest in common/collective trusts at end of year	2012-12-31	$1,124,369
Value of interest in common/collective trusts at beginning of year	2012-12-31	$862,297
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$331,418
Net investment gain or loss from common/collective trusts	2012-12-31	$30,671
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$519,032
Employer contributions (assets) at end of year	2012-12-31	$309,032
Employer contributions (assets) at beginning of year	2012-12-31	$373,237
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,555,458
Contract administrator fees	2012-12-31	$29,434
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	BLUE & CO LLC
Accountancy firm EIN	2012-12-31	351178661

Form 5500 Responses for ADVANCED ENT AND ALLERGY, PLLC PROFIT SHARING PLAN

2022: ADVANCED ENT AND ALLERGY, PLLC PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ADVANCED ENT AND ALLERGY, PLLC PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ADVANCED ENT AND ALLERGY, PLLC PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ADVANCED ENT AND ALLERGY, PLLC PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ADVANCED ENT AND ALLERGY, PLLC PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ADVANCED ENT AND ALLERGY, PLLC PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ADVANCED ENT AND ALLERGY, PLLC PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ADVANCED ENT AND ALLERGY, PLLC PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ADVANCED ENT AND ALLERGY, PLLC PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ADVANCED ENT AND ALLERGY, PLLC PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ADVANCED ENT AND ALLERGY, PLLC PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

807965

Policy instance

Insurance contract or identification number	807965
Number of Individuals Covered	0
Insurance policy start date	2017-01-01
Insurance policy end date	2017-09-30
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

807965

Policy instance

Insurance contract or identification number	807965
Number of Individuals Covered	121
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

807965

Policy instance

Insurance contract or identification number	807965
Number of Individuals Covered	119
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

807965

Policy instance

Insurance contract or identification number	807965
Number of Individuals Covered	110
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Contracts With Unallocated Funds Deposit Administration	1

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	ADVANCED ENT AND ALLERGY PLLC
Employer identification number (EIN):	270810245
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)