Original filing (PDF)20250424134607NAL0004220803001

ADVANCED ALLERGY, ASTHMA & IMMUNOLOGY

Name: ADVANCED ALLERGY, ASTHMA & IMMUNOLOGY — ADVANCED ALLERGY, ASTHMA & IMMUNOLOGY PENSION PLAN, Form 5500 (2024)
Creator: ADVANCED ALLERGY, ASTHMA & IMMUNOLOGY

Form 5500-SF

FILING_RECEIVED

ADVANCED ALLERGY, ASTHMA & IMMUNOLOGY PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ADVANCED ALLERGY, ASTHMA & IMMUNOLOGY.

Plan sponsor

Name

ADVANCED ALLERGY, ASTHMA & IMMUNOLOGY

EIN

20-5423393

Address

2349 N LECANTO HIGHWAY · LECANTO, FL · 34461

Phone

(352) 746-3336

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-24

Pension benefit codes

1C · Cash balance or similar hybrid DB

3D · Pre-approved plan (master / prototype / VS)

1I · Frozen plan — no new benefit accrual

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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