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, Arizona Asthma & Allergy Institute 401(K) Profit Sharing Plan is a benefit plan reported by Arizona Asthma & Allergy Institute, Ltd. under EIN 86-0379167 and plan number 001. The latest loaded filing year is 2023. The filing reports 131 participants and $9,241,448 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,241,448
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,241,448
- Net assets (BOY)
- $7,547,030
Income & contributions
- Employer contributions
- $176,538
- Participant contributions
- $561,848
- Total contributions
- $738,386
- Total income / additions
- $1,838,685
Expenses & distributions
- Benefits paid
- $101,844
- Administrative expenses
- $42,423
- Total expenses
- $144,267
- Net increase / (decrease)
- $1,694,418