Original filing (PDF)20230706163746NAL0015876081001

ALLERGY & ASTHMA ASSOCIATES

Name: ALLERGY & ASTHMA ASSOCIATES — ALLERGY & ASTHMA ASSOCIATES 401 K PLAN, Form 5500 (2022)
Creator: ALLERGY & ASTHMA ASSOCIATES

Form 5500-SF

FILING_RECEIVED

ALLERGY & ASTHMA ASSOCIATES 401 K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

/ 100

Grade B

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

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

Plan sponsor

Name

ALLERGY & ASTHMA ASSOCIATES

EIN

31-1706059

Address

2359 LAKEVIEW DRIVE · BEAVERCREEK, OH · 45431

Phone

(937) 431-0721

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Name

ALLERGY & ASTHMA ASSOCIATES

EIN

31-1706059

City

BEAVERCREEK, OH

Phone

(937) 431-0721

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-07-06

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

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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