2023 Form 5500 filing — Allergy & Asthma Consultants 401(K) Profit Sharing Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240418160019NAL0005705168001) for Allergy & Asthma Consultants 401(K) Profit Sharing Plan, reported by Allergy & Asthma Consultants, Pc under EIN 81-5450499 and plan number 002. It reports 6 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.4MReported net assets$4,398,971
Participants6
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240418160019NAL0005705168001
Plan sponsor
Allergy & Asthma Consultants, Pc
EIN
81-5450499
Plan number
002
Location
Redwood City, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$4.4M total assets
Net assets$4.4MLiabilities$325
Money in vs. money out
Total income / additions$736.9K
Total expenses$563
Benefits paid / distributions$563
Contributions
Employer$8K
Participant$67.8K
Full reported line items
Total assets (EOY)
$4,399,296
Total liabilities (EOY)
$325
Net assets (EOY)
$4,398,971
Employer contributions
$7,951
Participant contributions
$67,800
Total income / additions
$736,875
Benefits paid
$563
Administrative expenses
$0
Total expenses
$563
Net increase / (decrease)
$736,312

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240418160019NAL0005705168001 cover?
It is the 2023 Form 5500 filing for Allergy & Asthma Consultants 401(K) Profit Sharing Plan, reported by Allergy & Asthma Consultants, Pc (EIN 81-5450499).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages