Original filing (PDF)20250618115235NAL0001380963001

ALLERGY, ASTHMA & IMMUNOLOGY ASSOCIATES, PC

Name: ALLERGY, ASTHMA & IMMUNOLOGY ASSOCIATES, PC — ALLERGY, ASTHMA & IMMUNOLOGY ASSOCIATES, P.C. SAFE HARBOR 401(K) PROFIT-SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: ALLERGY, ASTHMA & IMMUNOLOGY ASSOCIATES, PC

Form 5500-SF

FILING_RECEIVED

ALLERGY, ASTHMA & IMMUNOLOGY ASSOCIATES, P.C. SAFE HARBOR 401(K) PROFIT-SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$24.5M

Net assets (EOY)

$24.5M

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

100

Participation health

Decision-maker contacts

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

Plan sponsor

Name

ALLERGY, ASTHMA & IMMUNOLOGY ASSOCIATES, PC

EIN

47-0608015

Address

600 NORTH COTNER BLVD · SUITE 208 · LINCOLN, NE · 68505

Phone

(402) 417-7478

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-18

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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