Colorado Allergy & Asthma Centers, P.C. Profit Sharing 401(K) Plan — Form 5500 plan (Colorado Allergy & Asthma Centers, P.C.)

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, Colorado Allergy & Asthma Centers, P.C. Profit Sharing 401(K) Plan is a benefit plan reported by Colorado Allergy & Asthma Centers, P.C. under EIN 84-0735271 and plan number 001. The latest loaded filing year is 2023. The filing reports 165 participants and $26,071,654 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Colorado Allergy & Asthma Centers, P.C.
EIN
84-0735271
Plan number
001
Plan type
2
Location
Denver, CO
Latest filing year
2023
Participants
165
End-of-year plan assets
$26,071,654

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023165H, C20241010191223NAL0021664977001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$26,071,654
Total liabilities (EOY)
$0
Net assets (EOY)
$26,071,654
Net assets (BOY)
$23,061,169

Income & contributions

Employer contributions
$989,729
Participant contributions
$632,072
Total contributions
$1,779,283
Total income / additions
$5,740,917

Expenses & distributions

Benefits paid
$2,672,904
Administrative expenses
$57,528
Total expenses
$2,730,432
Net increase / (decrease)
$3,010,485

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$32,994$02023
Pensionmark FinancialINVESTMENT ADVISORY$24,531not reported in the loaded dataset2023

Related Form 5500 pages