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ALLERGY & ASTHMATIC DISEASES, A MEDICAL GROUP, INC. — ALLERGY & ASTHMATIC DISEASES, A MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250624092221NAL0016405906001
ALLERGY & ASTHMATIC DISEASES, A MEDICAL GROUP, INC.
Form 5500-SF
FILING_RECEIVED
ALLERGY & ASTHMATIC DISEASES, A MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
6
Accounts w/ balance
4
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
Plan health score (directional)
86
/ 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
ALLERGY & ASTHMATIC DISEASES, A MEDICAL GROUP, INC.
.
Find decision makers
Plan sponsor
Name
ALLERGY & ASTHMATIC DISEASES, A MEDICAL GROUP, INC.
EIN
95-3078648
Address
39000 BOB HOPE DRIVE · SUITE 100 · RANCHO MIRAGE, CA · 92270
Phone
(760) 568-3595
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
006
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-06-24
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
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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Knocking points off
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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.
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