Allergy & Asthma Associates P 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Allergy & Asthma Associates P)

Plain-English plan 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, Allergy & Asthma Associates P 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Allergy & Asthma Associates P under EIN 04-2499980 and plan number 001. The latest loaded filing year is 2023. The filing reports 4 participants and $6,921,076 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$6.9MPlan net assets, end of year$6,921,076
Participants4Covered participants reported
Assets / participant$1.7MComputed: assets ÷ participants$1,730,269 (computed)
Provider compensationNone reported
Plan sponsor
Allergy & Asthma Associates P
EIN
04-2499980
Plan number
001
Plan type
2
Location
Boston, MA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    4 participants · 2Sch I
    View filing →
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$6.9M total assets
Net assets$6.9MLiabilities$0
Money in vs. money out
Total income / additions$3M
Total expenses$1.3K
Benefits paid / distributions$0
Contributions
Employer$5.8K
Participant$81.8K
Full reported line items

Net assets

Total assets (EOY)
$6,921,076
Total liabilities (EOY)
$0
Net assets (EOY)
$6,921,076
Net assets (BOY)
$3,894,660

Income & contributions

Employer contributions
$5,796
Participant contributions
$81,812
Total income / additions
$3,027,695

Expenses & distributions

Benefits paid
$0
Administrative expenses
$1,279
Total expenses
$1,279
Net increase / (decrease)
$3,026,416
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 7%Participant 93%
Total expenses ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

What to inspect next

Frequently asked questions

Who sponsors the Allergy & Asthma Associates P 401(K) Profit Sharing Plan & Trust?
Allergy & Asthma Associates P 401(K) Profit Sharing Plan & Trust is reported as sponsored by Allergy & Asthma Associates P (EIN 04-2499980, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Allergy & Asthma Associates P 401(K) Profit Sharing Plan & Trust?
The latest Form 5500 filing year loaded for Allergy & Asthma Associates P 401(K) Profit Sharing Plan & Trust is 2023.
How many participants does Allergy & Asthma Associates P 401(K) Profit Sharing Plan & Trust report?
Allergy & Asthma Associates P 401(K) Profit Sharing Plan & Trust reports 4 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Allergy & Asthma Associates P 401(K) Profit Sharing Plan & Trust?
Allergy & Asthma Associates P 401(K) Profit Sharing Plan & Trust reports $6,921,076 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages