Allergy Asthma Specialists Inc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Allergy Asthma Specialists Inc)

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 Specialists Inc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Allergy Asthma Specialists Inc under EIN 59-3228573 and plan number 002. The latest loaded filing year is 2023. The filing reports 45 participants and $2,792,662 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Allergy Asthma Specialists Inc
EIN
59-3228573
Plan number
002
Plan type
2
Location
Altamonte Springs, FL
Latest filing year
2023
Participants
45
End-of-year plan assets
$2,792,662

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202345I20240708102114NAL0019003440001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$2,792,662
Total liabilities (EOY)
$0
Net assets (EOY)
$2,792,662
Net assets (BOY)
$2,164,025

Income & contributions

Employer contributions
$71,535
Participant contributions
$135,255
Total income / additions
$665,096

Expenses & distributions

Benefits paid
$27,588
Administrative expenses
$8,871
Total expenses
$36,459
Net increase / (decrease)
$628,637

Service provider compensation (Schedule C)

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

Related Form 5500 pages