Retirement plan

ALLERGY & ASTHMA AFFILIATES, INC. PROFIT SHARING PLAN

Name: ALLERGY & ASTHMA AFFILIATES, INC. - ALLERGY & ASTHMA AFFILIATES, INC. PROFIT SHARING PLAN (2017) Form 5500
Creator: ALLERGY & ASTHMA AFFILIATES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALLERGY & ASTHMA AFFILIATES, INC. PROFIT SHARING PLAN, ALLERGY & ASTHMA AFFILIATES, INC.

ALLERGY & ASTHMA AFFILIATES, INC.EIN 05-0521824Plan #003PY 2017

19415 DEERFIELD AVE, SUITE 210 - LANSDOWNE, VA 20176703-538-5110vasneezers.comLinkedIn11-50 employeesmedical practice

Other plans on this EIN

2 filings

#002Retirement-$1.9M assets #001Retirement--

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$135K

+391.7% from 2016

Total participants

+25.0% from 2016

Average account balance

$13,501

+293.4% from 2016

Annual return

56.15%

+56.15 pp from 2016

Benchmarks

See 32,058 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,058 peers

Snapshot2017

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$840K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$49K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

340.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$85K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+12.89%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$301

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2D2E2J3D

Plan features

2D
Offset plan
Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
2E
Profit-sharing
Profit-sharing plan.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$13,501

$99,011-86.4%

$86,582-84.4%

$147,586-90.9%

Participation rate

100.0%

76.3%+23.7pp

73.5%+26.5pp

82.8%+17.2pp

Annual return

56.15%

1312.75%-1256.6pp

965.08%-908.9pp

578.59%-522.4pp

Employer contribution / active EE

$5,604

$3,132+78.9%

$2,839+97.4%

$4,876+14.9%

Participant deferral / active EE

$7,558

$3,972+90.3%

$3,609+109.4%

$5,439+39.0%

Admin fee / account holder

$5,709-100.0%

$4,904-100.0%

$10,886-100.0%

ALLERGY & ASTHMA AFFILIATES, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ALLERGY & ASTHMA AFFILIATES, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion