401k Plan data: ALLERGY & ASTHMA CONSULTANTS 401(K) PLAN plan

ALLERGY & ASTHMA CONSULTANTS 401(K) PLAN 401k Plan overview

Plan Name	ALLERGY & ASTHMA CONSULTANTS 401(K) PLAN
Plan identification number	002

ALLERGY & ASTHMA CONSULTANTS 401(K) 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.
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

ALLERGY & ASTHMA CONSULTANTS OF THE OZARKS, LTD has sponsored the creation of one or more 401k plans.

Company Name: ALLERGY & ASTHMA CONSULTANTS OF THE OZARKS, LTD

Employer identification number (EIN): 431486377

NAIC Classification: 621491
NAIC Description: HMO Medical Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALLERGY & ASTHMA CONSULTANTS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 DIANE SPIEKER
002 2016-01-01 DIANE SPIEKER
002 2015-01-01 DIANE SPIEKER
002 2014-01-01 DIANE SPIEKER
002 2013-01-01 DIANE SPIEKER

Plan Statistics for ALLERGY & ASTHMA CONSULTANTS 401(K) PLAN

401k plan membership statisitcs for ALLERGY & ASTHMA CONSULTANTS 401(K) PLAN

Measure Date Value
2023: ALLERGY & ASTHMA CONSULTANTS 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 0
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 0
Number of participants with account balances 2023-01-01 0
2022: ALLERGY & ASTHMA CONSULTANTS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 3
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 12
Total of all active and inactive participants 2022-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 15
Number of participants with account balances 2022-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: ALLERGY & ASTHMA CONSULTANTS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 52
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 29
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 9
Total of all active and inactive participants 2021-01-01 38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 38
Number of participants with account balances 2021-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: ALLERGY & ASTHMA CONSULTANTS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 41
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 43
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 9
Total of all active and inactive participants 2020-01-01 52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 52
Number of participants with account balances 2020-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: ALLERGY & ASTHMA CONSULTANTS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 40
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 35
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 6
Total of all active and inactive participants 2019-01-01 41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 41
Number of participants with account balances 2019-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: ALLERGY & ASTHMA CONSULTANTS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 47
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 34
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 6
Total of all active and inactive participants 2018-01-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 40
Number of participants with account balances 2018-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: ALLERGY & ASTHMA CONSULTANTS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 43
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 42
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 5
Total of all active and inactive participants 2017-01-01 47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 47
Number of participants with account balances 2017-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: ALLERGY & ASTHMA CONSULTANTS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 47
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 38
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 5
Total of all active and inactive participants 2016-01-01 43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 43
Number of participants with account balances 2016-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: ALLERGY & ASTHMA CONSULTANTS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 40
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 44
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 3
Total of all active and inactive participants 2015-01-01 47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 47
Number of participants with account balances 2015-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: ALLERGY & ASTHMA CONSULTANTS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 69
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 39
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 40
Number of participants with account balances 2014-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ALLERGY & ASTHMA CONSULTANTS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 54
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 67
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 2
Total of all active and inactive participants 2013-01-01 69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 69
Number of participants with account balances 2013-01-01 30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1

Measure	Date	Value
2023: ALLERGY & ASTHMA CONSULTANTS 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	0
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	0
Number of participants with account balances	2023-01-01	0
2022: ALLERGY & ASTHMA CONSULTANTS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	3
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	12
Total of all active and inactive participants	2022-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	15
Number of participants with account balances	2022-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: ALLERGY & ASTHMA CONSULTANTS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	52
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	29
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	9
Total of all active and inactive participants	2021-01-01	38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	38
Number of participants with account balances	2021-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: ALLERGY & ASTHMA CONSULTANTS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	41
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	43
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	9
Total of all active and inactive participants	2020-01-01	52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	52
Number of participants with account balances	2020-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: ALLERGY & ASTHMA CONSULTANTS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	40
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	35
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	6
Total of all active and inactive participants	2019-01-01	41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	41
Number of participants with account balances	2019-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: ALLERGY & ASTHMA CONSULTANTS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	47
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	34
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	6
Total of all active and inactive participants	2018-01-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	40
Number of participants with account balances	2018-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: ALLERGY & ASTHMA CONSULTANTS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	43
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	42
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	5
Total of all active and inactive participants	2017-01-01	47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	47
Number of participants with account balances	2017-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: ALLERGY & ASTHMA CONSULTANTS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	47
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	38
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	5
Total of all active and inactive participants	2016-01-01	43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	43
Number of participants with account balances	2016-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: ALLERGY & ASTHMA CONSULTANTS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	40
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	44
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	3
Total of all active and inactive participants	2015-01-01	47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	47
Number of participants with account balances	2015-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: ALLERGY & ASTHMA CONSULTANTS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	69
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	39
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	40
Number of participants with account balances	2014-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ALLERGY & ASTHMA CONSULTANTS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	54
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	67
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	2
Total of all active and inactive participants	2013-01-01	69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	69
Number of participants with account balances	2013-01-01	30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1

Financial Data on ALLERGY & ASTHMA CONSULTANTS 401(K) PLAN

Measure	Date	Value
2023 : ALLERGY & ASTHMA CONSULTANTS 401(K) PLAN 2023 401k financial data
Transfers to/from the plan	2023-03-09	$0
Total plan liabilities at end of year	2023-03-09	$0
Total plan liabilities at beginning of year	2023-03-09	$0
Total income from all sources	2023-03-09	$71,357
Expenses. Total of all expenses incurred	2023-03-09	$1,556,291
Benefits paid (including direct rollovers)	2023-03-09	$1,553,636
Total plan assets at end of year	2023-03-09	$0
Total plan assets at beginning of year	2023-03-09	$1,484,934
Value of fidelity bond covering the plan	2023-03-09	$500,000
Total contributions received or receivable from participants	2023-03-09	$118
Expenses. Other expenses not covered elsewhere	2023-03-09	$0
Contributions received from other sources (not participants or employers)	2023-03-09	$0
Other income received	2023-03-09	$71,239
Noncash contributions received	2023-03-09	$0
Net income (gross income less expenses)	2023-03-09	$-1,484,934
Net plan assets at end of year (total assets less liabilities)	2023-03-09	$0
Net plan assets at beginning of year (total assets less liabilities)	2023-03-09	$1,484,934
Total contributions received or receivable from employer(s)	2023-03-09	$0
Value of certain deemed distributions of participant loans	2023-03-09	$0
Value of corrective distributions	2023-03-09	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-03-09	$2,655
2022 : ALLERGY & ASTHMA CONSULTANTS 401(K) PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-1,234,359
Expenses. Total of all expenses incurred	2022-12-31	$1,899,743
Benefits paid (including direct rollovers)	2022-12-31	$1,877,400
Total plan assets at end of year	2022-12-31	$1,484,934
Total plan assets at beginning of year	2022-12-31	$4,619,036
Value of fidelity bond covering the plan	2022-12-31	$500,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$102,062
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-1,350,258
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-3,134,102
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,484,934
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$4,619,036
Assets. Value of participant loans	2022-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$13,837
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$22,343
2021 : ALLERGY & ASTHMA CONSULTANTS 401(K) PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$676,438
Expenses. Total of all expenses incurred	2021-12-31	$196,184
Benefits paid (including direct rollovers)	2021-12-31	$127,064
Total plan assets at end of year	2021-12-31	$4,619,036
Total plan assets at beginning of year	2021-12-31	$4,138,782
Value of fidelity bond covering the plan	2021-12-31	$500,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$216,173
Assets. Value of loans (other than to participants)	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$561
Other income received	2021-12-31	$428,405
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$480,254
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$4,619,036
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$4,138,782
Assets. Value of participant loans	2021-12-31	$3,277
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$31,299
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$39,868
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$29,252
2020 : ALLERGY & ASTHMA CONSULTANTS 401(K) PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$1,461,811
Expenses. Total of all expenses incurred	2020-12-31	$102,626
Benefits paid (including direct rollovers)	2020-12-31	$28,166
Total plan assets at end of year	2020-12-31	$4,138,782
Total plan assets at beginning of year	2020-12-31	$2,779,597
Value of fidelity bond covering the plan	2020-12-31	$500,000
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$229,900
Assets. Value of loans (other than to participants)	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$2,761
Other income received	2020-12-31	$1,199,759
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$1,359,185
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$4,138,782
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,779,597
Assets. Value of participant loans	2020-12-31	$3,295
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$0
Assets. Value of employer real property	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$29,391
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$53,470
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$20,990
2019 : ALLERGY & ASTHMA CONSULTANTS 401(K) PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$958,141
Expenses. Total of all expenses incurred	2019-12-31	$556,967
Benefits paid (including direct rollovers)	2019-12-31	$475,927
Total plan assets at end of year	2019-12-31	$2,779,597
Total plan assets at beginning of year	2019-12-31	$2,378,423
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$250,167
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$707,974
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$401,174
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,779,597
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,378,423
Assets. Value of participant loans	2019-12-31	$5,830
Total contributions received or receivable from employer(s)	2019-12-31	$0
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$67,463
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$13,577
2018 : ALLERGY & ASTHMA CONSULTANTS 401(K) PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$55,791
Expenses. Total of all expenses incurred	2018-12-31	$185,386
Benefits paid (including direct rollovers)	2018-12-31	$148,414
Total plan assets at end of year	2018-12-31	$2,378,423
Total plan assets at beginning of year	2018-12-31	$2,508,018
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$194,286
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-138,495
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-129,595
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,378,423
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,508,018
Assets. Value of participant loans	2018-12-31	$18,452
Total contributions received or receivable from employer(s)	2018-12-31	$0
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$24,183
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$12,789
2017 : ALLERGY & ASTHMA CONSULTANTS 401(K) PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$586,733
Expenses. Total of all expenses incurred	2017-12-31	$378,962
Benefits paid (including direct rollovers)	2017-12-31	$348,857
Total plan assets at end of year	2017-12-31	$2,508,018
Total plan assets at beginning of year	2017-12-31	$2,300,247
Value of fidelity bond covering the plan	2017-12-31	$500,000
Assets. Value of tangible personal property	2017-12-31	$0
Total contributions received or receivable from participants	2017-12-31	$152,771
Assets. Value of loans (other than to participants)	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$433,962
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$207,771
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,508,018
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,300,247
Assets. Value of participant loans	2017-12-31	$27,473
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$0
Assets. Value of real-estate (other than employer real property)	2017-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2017-12-31	$0
Assets. Value of employer securities	2017-12-31	$0
Assets. Value of employer real property	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$0
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$20,606
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$9,499
2016 : ALLERGY & ASTHMA CONSULTANTS 401(K) PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$350,394
Expenses. Total of all expenses incurred	2016-12-31	$98,242
Benefits paid (including direct rollovers)	2016-12-31	$59,135
Total plan assets at end of year	2016-12-31	$2,300,247
Total plan assets at beginning of year	2016-12-31	$2,048,095
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$145,778
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$34,454
Other income received	2016-12-31	$170,162
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$252,152
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,300,247
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,048,095
Assets. Value of participant loans	2016-12-31	$37,001
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2016-12-31	$0
Total contributions received or receivable from employer(s)	2016-12-31	$0
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$28,444
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$10,663
2015 : ALLERGY & ASTHMA CONSULTANTS 401(K) PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$131,421
Expenses. Total of all expenses incurred	2015-12-31	$65,643
Benefits paid (including direct rollovers)	2015-12-31	$25,973
Total plan assets at end of year	2015-12-31	$2,048,095
Total plan assets at beginning of year	2015-12-31	$1,982,317
Value of fidelity bond covering the plan	2015-12-31	$200,000
Total contributions received or receivable from participants	2015-12-31	$146,921
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$4,556
Other income received	2015-12-31	$-20,056
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$65,778
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,048,095
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,982,317
Assets. Value of participant loans	2015-12-31	$50,000
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2015-12-31	$0
Total contributions received or receivable from employer(s)	2015-12-31	$0
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$29,401
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$10,269
2014 : ALLERGY & ASTHMA CONSULTANTS 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$298,543
Expenses. Total of all expenses incurred	2014-12-31	$170,142
Benefits paid (including direct rollovers)	2014-12-31	$145,931
Total plan assets at end of year	2014-12-31	$1,982,317
Total plan assets at beginning of year	2014-12-31	$1,853,916
Value of fidelity bond covering the plan	2014-12-31	$200,000
Total contributions received or receivable from participants	2014-12-31	$146,731
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$134,667
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$128,401
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,982,317
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,853,916
Assets. Value of participant loans	2014-12-31	$0
Total contributions received or receivable from employer(s)	2014-12-31	$17,145
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$14,433
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$9,778
2013 : ALLERGY & ASTHMA CONSULTANTS 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$514,248
Expenses. Total of all expenses incurred	2013-12-31	$119,021
Benefits paid (including direct rollovers)	2013-12-31	$122,594
Total plan assets at end of year	2013-12-31	$1,853,916
Total plan assets at beginning of year	2013-12-31	$1,458,689
Value of fidelity bond covering the plan	2013-12-31	$200,000
Total contributions received or receivable from participants	2013-12-31	$139,377
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$357,409
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$395,227
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,853,916
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,458,689
Assets. Value of participant loans	2013-12-31	$207
Total contributions received or receivable from employer(s)	2013-12-31	$17,462
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$-3,573

Form 5500 Responses for ALLERGY & ASTHMA CONSULTANTS 401(K) PLAN

2023: ALLERGY & ASTHMA CONSULTANTS 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	Yes
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: ALLERGY & ASTHMA CONSULTANTS 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ALLERGY & ASTHMA CONSULTANTS 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ALLERGY & ASTHMA CONSULTANTS 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ALLERGY & ASTHMA CONSULTANTS 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ALLERGY & ASTHMA CONSULTANTS 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ALLERGY & ASTHMA CONSULTANTS 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ALLERGY & ASTHMA CONSULTANTS 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ALLERGY & ASTHMA CONSULTANTS 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ALLERGY & ASTHMA CONSULTANTS 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ALLERGY & ASTHMA CONSULTANTS 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
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

Insurance Providers Used on plan

UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )

Policy contract number

E78 9511

Policy instance

Insurance contract or identification number	E78 9511
Number of Individuals Covered	0
Insurance policy start date	2013-01-01
Insurance policy end date	2013-04-15
Total amount of commissions paid to insurance broker	USD $2,077
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,662
Amount paid for insurance broker fees	0
Insurance broker name	CARILLON GROUP INC

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Company Name:	ALLERGY & ASTHMA CONSULTANTS OF THE OZARKS, LTD
Employer identification number (EIN):	431486377
NAIC Classification:	621491
NAIC Description:	HMO Medical Centers