Allergy And Ent Associates, Pllc 401(K) Plan And Trust — Form 5500 plan (Allergy & Ent Associates, Pllc)
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 And Ent Associates, Pllc 401(K) Plan And Trust is a benefit plan reported by Allergy & Ent Associates, Pllc under EIN 74-2007863 and plan number 001. The latest loaded filing year is 2023. The filing reports 243 participants and $18,340,108 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$18.3MPlan net assets, end of year$18,340,108
Participants243Covered participants reported
Assets / participant$75.5KComputed: assets ÷ participants$75,474 (computed)
Provider compensation$45.6K2 Schedule C provider row(s)$45,589
- Plan sponsor
- Allergy & Ent Associates, Pllc
- EIN
- 74-2007863
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 243 | H, C | 20241015100347NAL0055488546001 |
Schedule H · 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)$18.3M total assets
Net assets$18.3MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $18,340,108
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,340,108
- Net assets (BOY)
- $14,963,527
Income & contributions
- Employer contributions
- $376,009
- Participant contributions
- $763,256
- Total contributions
- $1,139,265
- Total income / additions
- $3,781,001
Expenses & distributions
- Benefits paid
- $358,831
- Administrative expenses
- $45,589
- Total expenses
- $404,420
- Net increase / (decrease)
- $3,376,581
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bok Financial Asset Mgmt Inc | NONE | $39,995 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $5,594 | $0 | 2023 |