· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ACADEMY ALLERGY ASTHMA & SINUS PC — ACADEMY ALLERGY ASTHMA & SINUS 401(K) PROFIT SHARING PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20240509130143NAL0016599539001
ACADEMY ALLERGY ASTHMA & SINUS PC
Form 5500-SF
FILING_RECEIVED
ACADEMY ALLERGY ASTHMA & SINUS 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
14
Accounts w/ balance
12
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ACADEMY ALLERGY ASTHMA & SINUS PC
.
Find decision makers
Plan sponsor
Name
ACADEMY ALLERGY ASTHMA & SINUS PC
EIN
35-2121042
Address
14540 PRAIRIE LAKES BOULEVARD N · SUITE 207 · NOBLESVILLE, IN · 46060
Phone
(317) 621-2455
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-05-09
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Physicians plans
INNERHEALTH PC
INNERHEALTH PC 401(K) PLAN
$1.1M · 4 participants
METRO INFECTIOUS DISEASE CONSULTANT S, PC
METRO INFECTIOUS DISEASE CONSULTANTS, PC 401(K) PROFIT SHARING PLAN
$1.1M · 3 participants
SAGAR PATEL AESTHETICS, PC
SPA 401(K) PROFIT SHARING PLAN
$1.1M · 8 participants
UNION SQUARE FACIAL PLASTIC SURGERY, INC.
UNION SQUARE FACIAL PLASTIC SURGERY, INC. RETIREMENT PLAN
$1.1M · 1 participants
DEWITT AND CHISOLM, LLC
DEWITT AND CHISOLM, LLC 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.1M · 9 participants
SANTA BARBARA CARDIOVASCULAR MEDICAL GROUP, INC.
SANTA BARBARA CARDIOVASCULAR MEDICAL GROUP, INC. DEFINED BENEFIT PLAN
$1.1M · 2 participants
Large plans in Indiana
ELI LILLY AND COMPANY
LILLY SAVINGS PLAN MASTER TRUST FUND B
$13.5B
ELI LILLY AND COMPANY
THE LILLY EMPLOYEE 401(K) PLAN
$13.1B · 21,803 participants
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN MASTER TRUST
$12.1B
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH 401(K) PLAN
$12.1B · 71,880 participants
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH DEFINED CONTRIBUTION MASTER TRUST
$11.9B
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN
$11.8B · 21,629 participants
