Allergy Partners Management LLC Retirement Savings Plan — Form 5500 plan (Allergy Partners, Pllc)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Allergy Partners Management LLC Retirement Savings Plan is a benefit plan reported by Allergy Partners, Pllc under EIN 56-1249571 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,238 participants and $119,810,899 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Allergy Partners, Pllc
- EIN
- 56-1249571
- Plan number
- 001
- Plan type
- 2
- Location
- Skyland, NC
- Latest filing year
- 2023
- Participants
- 1,238
- End-of-year plan assets
- $119,810,899
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,238 | H, C | 20260106094611NAL0007682016001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $119,810,899
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $119,810,899
- Net assets (BOY)
- $95,565,493
Income & contributions
- Employer contributions
- $8,188,882
- Participant contributions
- $4,110,939
- Total contributions
- $13,365,280
- Total income / additions
- $30,584,384
Expenses & distributions
- Benefits paid
- $6,192,128
- Administrative expenses
- $146,850
- Total expenses
- $6,338,978
- Net increase / (decrease)
- $24,245,406
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $90,395 | $0 | 2023 |
| Onedigital Investments | INVESTMENT ADVISORY | $25,500 | not reported in the loaded dataset | 2023 |
| Onedigital Investments | INVESTMENT ADVISORY | $8,500 | not reported in the loaded dataset | 2023 |
| Cambridge Investment Research | INV ADV, PARTICIPANTS | $7,517 | not reported in the loaded dataset | 2023 |
| Crawford Investment Counsel In | INV ADV, PARTICIPANTS | $7,425 | not reported in the loaded dataset | 2023 |
| Wealth Care Capital | INVESTMENT ADVISORY | $6,647 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Allergy Partners, Pllc
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Skyland, NC
- Principal Life Insurance Company — Schedule C compensation
- Onedigital Investments — Schedule C compensation
- Cambridge Investment Research — Schedule C compensation
- Crawford Investment Counsel In — Schedule C compensation
- Wealth Care Capital — Schedule C compensation