2023 Form 5500 filing — Allergy Asthma & Immunology As 401(K) Profit Sharing Plan & Trust

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 20240710095405NAL0008488579001) for Allergy Asthma & Immunology As 401(K) Profit Sharing Plan & Trust, reported by Allergy Asthma & Immunology As under EIN 86-0217027 and plan number 001. It reports 36 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.3MReported net assets$2,318,312
Participants36
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240710095405NAL0008488579001
Plan sponsor
Allergy Asthma & Immunology As
EIN
86-0217027
Plan number
001
Location
Scottsdale, AZ
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)$2.3M total assets
Net assets$2.3MLiabilities$0
Money in vs. money out
Total income / additions$585.1K
Total expenses$43.9K
Benefits paid / distributions$29.4K
Contributions
Employer$82.7K
Participant$197K
Full reported line items
Total assets (EOY)
$2,318,312
Total liabilities (EOY)
$0
Net assets (EOY)
$2,318,312
Employer contributions
$82,686
Participant contributions
$197,030
Total income / additions
$585,134
Benefits paid
$29,447
Administrative expenses
$14,492
Total expenses
$43,939
Net increase / (decrease)
$541,195

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240710095405NAL0008488579001 cover?
It is the 2023 Form 5500 filing for Allergy Asthma & Immunology As 401(K) Profit Sharing Plan & Trust, reported by Allergy Asthma & Immunology As (EIN 86-0217027).
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