2023 Form 5500 filing — Arizona Asthma & Allergy Institute 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 20241010124134NAL0034044672001) for Arizona Asthma & Allergy Institute 401(K) Profit Sharing Plan, reported by Arizona Asthma & Allergy Institute, Ltd. under EIN 86-0379167 and plan number 001. It reports 131 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010124134NAL0034044672001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Arizona Asthma & Allergy Institute, Ltd.
- EIN
- 86-0379167
- Plan number
- 001
- Location
- Peoria, AZ
- Participants
- 131
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,241,448
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,241,448
- Employer contributions
- $176,538
- Participant contributions
- $561,848
- Total income / additions
- $1,838,685
- Benefits paid
- $101,844
- Administrative expenses
- $42,423
- Total expenses
- $144,267
- Net increase / (decrease)
- $1,694,418
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Decisionpoint Financial | ADVISOR | $40,018 | not reported in the loaded dataset |
| Newport Group, Inc. | RECORDKEEPER | $2,405 | $0 |