401k Plan data: SOUTHERN MEDICAL GROUP, PLLC 401(K) PROFIT SHARING PLAN plan

SOUTHERN MEDICAL GROUP, PLLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	SOUTHERN MEDICAL GROUP, PLLC 401(K) PROFIT SHARING PLAN
Plan identification number	001

SOUTHERN MEDICAL GROUP, PLLC 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SOUTHERN MEDICAL GROUP, PLLC has sponsored the creation of one or more 401k plans.

Company Name: SOUTHERN MEDICAL GROUP, PLLC

Employer identification number (EIN): 204124194

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHERN MEDICAL GROUP, PLLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01 LORI PENSE
001 2012-01-01 LORI PENSE
001 2011-01-01 SCOTT CHAIN
001 2010-01-01 DR. CALEB WARREN
001 2009-01-01 DR. CALEB WARREN

Plan id#	Filing Submission Date	Name of Administrator
001	2013-01-01	LORI PENSE
001	2012-01-01	LORI PENSE
001	2011-01-01	SCOTT CHAIN
001	2010-01-01	DR. CALEB WARREN
001	2009-01-01	DR. CALEB WARREN

Plan Statistics for SOUTHERN MEDICAL GROUP, PLLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for SOUTHERN MEDICAL GROUP, PLLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2013: SOUTHERN MEDICAL GROUP, PLLC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 51
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 0
Number of participants with account balances 2013-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: SOUTHERN MEDICAL GROUP, PLLC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 55
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 7
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 44
Total of all active and inactive participants 2012-01-01 51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 51
Number of participants with account balances 2012-01-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: SOUTHERN MEDICAL GROUP, PLLC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 59
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 47
Number of retired or separated participants receiving benefits 2011-01-01 2
Number of other retired or separated participants entitled to future benefits 2011-01-01 6
Total of all active and inactive participants 2011-01-01 55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 55
Number of participants with account balances 2011-01-01 55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 8
2010: SOUTHERN MEDICAL GROUP, PLLC 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 56
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 48
Number of retired or separated participants receiving benefits 2010-01-01 2
Number of other retired or separated participants entitled to future benefits 2010-01-01 4
Total of all active and inactive participants 2010-01-01 54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 54
Number of participants with account balances 2010-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: SOUTHERN MEDICAL GROUP, PLLC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 51
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 46
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 8
Total of all active and inactive participants 2009-01-01 54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 54
Number of participants with account balances 2009-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 5

Measure	Date	Value
2013: SOUTHERN MEDICAL GROUP, PLLC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	51
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	0
Number of participants with account balances	2013-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: SOUTHERN MEDICAL GROUP, PLLC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	55
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	7
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	44
Total of all active and inactive participants	2012-01-01	51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	51
Number of participants with account balances	2012-01-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: SOUTHERN MEDICAL GROUP, PLLC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	59
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	47
Number of retired or separated participants receiving benefits	2011-01-01	2
Number of other retired or separated participants entitled to future benefits	2011-01-01	6
Total of all active and inactive participants	2011-01-01	55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	55
Number of participants with account balances	2011-01-01	55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	8
2010: SOUTHERN MEDICAL GROUP, PLLC 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	56
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	48
Number of retired or separated participants receiving benefits	2010-01-01	2
Number of other retired or separated participants entitled to future benefits	2010-01-01	4
Total of all active and inactive participants	2010-01-01	54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	54
Number of participants with account balances	2010-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: SOUTHERN MEDICAL GROUP, PLLC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	51
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	46
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	8
Total of all active and inactive participants	2009-01-01	54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	54
Number of participants with account balances	2009-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	5

Financial Data on SOUTHERN MEDICAL GROUP, PLLC 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2013 : SOUTHERN MEDICAL GROUP, PLLC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$661,073
Expenses. Total of all expenses incurred	2013-12-31	$3,997,671
Benefits paid (including direct rollovers)	2013-12-31	$3,993,190
Total plan assets at end of year	2013-12-31	$0
Total plan assets at beginning of year	2013-12-31	$3,336,598
Contributions received from other sources (not participants or employers)	2013-12-31	$191,677
Other income received	2013-12-31	$469,396
Net income (gross income less expenses)	2013-12-31	$-3,336,598
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,336,598
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$4,481
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : SOUTHERN MEDICAL GROUP, PLLC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$768,087
Expenses. Total of all expenses incurred	2012-12-31	$14,771
Benefits paid (including direct rollovers)	2012-12-31	$11,433
Total plan assets at end of year	2012-12-31	$3,336,598
Total plan assets at beginning of year	2012-12-31	$2,583,282
Total contributions received or receivable from participants	2012-12-31	$177,038
Other income received	2012-12-31	$325,640
Net income (gross income less expenses)	2012-12-31	$753,316
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,336,598
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,583,282
Assets. Value of participant loans	2012-12-31	$52,648
Total contributions received or receivable from employer(s)	2012-12-31	$265,409
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$3,338
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : SOUTHERN MEDICAL GROUP, PLLC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$375,736
Expenses. Total of all expenses incurred	2011-12-31	$141,499
Benefits paid (including direct rollovers)	2011-12-31	$136,092
Total plan assets at end of year	2011-12-31	$2,583,282
Total plan assets at beginning of year	2011-12-31	$2,349,045
Total contributions received or receivable from participants	2011-12-31	$171,908
Expenses. Other expenses not covered elsewhere	2011-12-31	$5,407
Other income received	2011-12-31	$-78,526
Net income (gross income less expenses)	2011-12-31	$234,237
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,583,282
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,349,045
Assets. Value of participant loans	2011-12-31	$44,366
Total contributions received or receivable from employer(s)	2011-12-31	$282,354
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : SOUTHERN MEDICAL GROUP, PLLC 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$616,129
Expenses. Total of all expenses incurred	2010-12-31	$66,693
Benefits paid (including direct rollovers)	2010-12-31	$66,492
Total plan assets at end of year	2010-12-31	$2,349,045
Total plan assets at beginning of year	2010-12-31	$1,799,609
Total contributions received or receivable from participants	2010-12-31	$177,764
Expenses. Other expenses not covered elsewhere	2010-12-31	$201
Contributions received from other sources (not participants or employers)	2010-12-31	$506
Other income received	2010-12-31	$191,187
Net income (gross income less expenses)	2010-12-31	$549,436
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,349,045
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,799,609
Assets. Value of participant loans	2010-12-31	$34,022
Total contributions received or receivable from employer(s)	2010-12-31	$246,672
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : SOUTHERN MEDICAL GROUP, PLLC 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for SOUTHERN MEDICAL GROUP, PLLC 401(K) PROFIT SHARING PLAN

2013: SOUTHERN MEDICAL GROUP, PLLC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	Yes
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SOUTHERN MEDICAL GROUP, PLLC 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SOUTHERN MEDICAL GROUP, PLLC 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: SOUTHERN MEDICAL GROUP, PLLC 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: SOUTHERN MEDICAL GROUP, PLLC 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SOUTHERN MEDICAL GROUP, PLLC
Employer identification number (EIN):	204124194
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)