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  2. KIRKSVILLE ALLERGY & ASTHMA LLC
Sponsor portfolio

KIRKSVILLE ALLERGY & ASTHMA LLC

EIN 20-2798236-medical practice-Latest filing 2024
Plans
2
Retirement
2
$2.2M assets
Welfare
0
Participants
13
610 ROSEWOOD DR - KIRKSVILLE, MO 63501660-627-2553kvallergy.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$1.8M - 8 part#002CashBalance-$370K - 5 part

Retirement portfolio analytics

2 plans aggregated / $2.2M assets / 13 participants

Assets by plan

Share of aggregate retirement assets

83%top
  • PROFIT SHARING PLAN (#001)83%
  • CASH BALANCE PLAN (#002)17%
Total $2.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)8
  • CASH BALANCE PLAN (#002)5
Total 13Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

KIRKSVILLE ALLERGY & ASTHMA LLC 401(K) PROFIT SHARING PLAN

401k

Assets$1.8M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

KIRKSVILLE ALLERGY & ASTHMA LLC CASH BALANCE PLAN

CashBalance

Assets$370K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001KIRKSVILLE ALLERGY & ASTHMA LLC 401(K) PROFIT SHARING PLAN401k$1.8M82024
002KIRKSVILLE ALLERGY & ASTHMA LLC CASH BALANCE PLANCashBalance$370K52024
Retirement plans
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