Allergy And Ent Associates, Pllc 401(K) Plan And Trust — Form 5500 plan (Allergy & Ent Associates, 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 And Ent Associates, Pllc 401(K) Plan And Trust is a benefit plan reported by Allergy & Ent Associates, Pllc under EIN 74-2007863 and plan number 001. The latest loaded filing year is 2023. The filing reports 243 participants and $18,340,108 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Allergy & Ent Associates, Pllc
EIN
74-2007863
Plan number
001
Plan type
2
Location
Houston, TX
Latest filing year
2023
Participants
243
End-of-year plan assets
$18,340,108

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023243H, C20241015100347NAL0055488546001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,340,108
Total liabilities (EOY)
$0
Net assets (EOY)
$18,340,108
Net assets (BOY)
$14,963,527

Income & contributions

Employer contributions
$376,009
Participant contributions
$763,256
Total contributions
$1,139,265
Total income / additions
$3,781,001

Expenses & distributions

Benefits paid
$358,831
Administrative expenses
$45,589
Total expenses
$404,420
Net increase / (decrease)
$3,376,581

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bok Financial Asset Mgmt IncNONE$39,995not reported in the loaded dataset2023
Charles Schwab Trust BankNONE$5,594$02023

Related Form 5500 pages