ALLERGY & ASTHMA CENTER OF FREDERIC KSBURG, LTD. — ALLERGY & ASTHMA CENTER OF FREDERICKSBURG, LTD. 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
ALLERGY & ASTHMA CENTER OF FREDERICKSBURG, LTD. 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
21
Accounts w/ balance
27
Plan assets (EOY)
$4.2M
Net assets (EOY)
$4.2M
Plan health score
90
/ 100
Grade A
Top-tier plan health
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
65
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALLERGY & ASTHMA CENTER OF FREDERIC KSBURG, LTD..
Plan sponsor
Name
ALLERGY & ASTHMA CENTER OF FREDERIC KSBURG, LTD.
EIN
54-1104436
Address
1500 DIXON STREET, SUITE 203 · FREDERICKSBURG, VA · 22401
Phone
(540) 371-6810
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
2025-05-29
Pension benefit codes
2H · Partial participant-directed accounts
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.
