2023 Form 5500 filing — Allergy And Pulmonary Associates, P.A. Cash Balance Pension 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 20240813184738NAL0010841041001) for Allergy And Pulmonary Associates, P.A. Cash Balance Pension Plan, reported by Allergy And Pulmonary Associates, P.A. under EIN 22-3044454 and plan number 003. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.3MReported net assets$1,291,459
Participants4
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240813184738NAL0010841041001
Plan sponsor
Allergy And Pulmonary Associates, P.A.
EIN
22-3044454
Plan number
003
Location
Trenton, NJ
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)$1.3M total assets
Net assets$1.3MLiabilities
Money in vs. money out
Total income / additions$248.4K
Total expenses$3.7K
Benefits paid / distributionsNot reported
Contributions
Employer$84K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$1,291,459
Net assets (EOY)
$1,291,459
Employer contributions
$84,022
Total income / additions
$248,355
Administrative expenses
$3,693
Total expenses
$3,693
Net increase / (decrease)
$244,662

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240813184738NAL0010841041001 cover?
It is the 2023 Form 5500 filing for Allergy And Pulmonary Associates, P.A. Cash Balance Pension Plan, reported by Allergy And Pulmonary Associates, P.A. (EIN 22-3044454).
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