2023 Form 5500 filing — Allergy & Immunology Associates Of Ann Arbor 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 20241014093541NAL0025834673001) for Allergy & Immunology Associates Of Ann Arbor 401(K) Profit Sharing Plan, reported by Allergy & Immunology Associates Of Ann Arbor, Pc under EIN 38-3088975 and plan number 001. It reports 46 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6.7MReported net assets$6,729,322
Participants46
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241014093541NAL0025834673001
Plan sponsor
Allergy & Immunology Associates Of Ann Arbor, Pc
EIN
38-3088975
Plan number
001
Location
Ann Arbor, MI
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)$6.7M total assets
Net assets$6.7MLiabilities$0
Money in vs. money out
Total income / additions$1.5M
Total expenses$186.9K
Benefits paid / distributions$158.3K
Contributions
Employer$210K
Participant$269.9K
Full reported line items
Total assets (EOY)
$6,729,322
Total liabilities (EOY)
$0
Net assets (EOY)
$6,729,322
Employer contributions
$209,967
Participant contributions
$269,854
Total income / additions
$1,473,280
Benefits paid
$158,259
Administrative expenses
$28,671
Total expenses
$186,930
Net increase / (decrease)
$1,286,350

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014093541NAL0025834673001 cover?
It is the 2023 Form 5500 filing for Allergy & Immunology Associates Of Ann Arbor 401(K) Profit Sharing Plan, reported by Allergy & Immunology Associates Of Ann Arbor, Pc (EIN 38-3088975).
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