401k Plan data: BONE AND JOINT INSTITUTE OF SOUTH GEORGIA, P.C. PSP plan

BONE AND JOINT INSTITUTE OF SOUTH GEORGIA, P.C. PSP 401k Plan overview

Plan Name	BONE AND JOINT INSTITUTE OF SOUTH GEORGIA, P.C. PSP
Plan identification number	001

BONE AND JOINT INSTITUTE OF SOUTH GEORGIA, P.C. PSP 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.
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

BONE & JOINT INSTITUTE OF SOUTH GEORGIA, PC has sponsored the creation of one or more 401k plans.

Company Name: BONE & JOINT INSTITUTE OF SOUTH GEORGIA, PC

Employer identification number (EIN): 205971850

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BONE AND JOINT INSTITUTE OF SOUTH GEORGIA, P.C. PSP

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 J. LEX KENERLY, III, MD 2023-10-02
001 2021-01-01 J. LEX KENERLY, III, MD 2022-09-21
001 2020-01-01 J. LEX KENERLY, III, MD 2021-08-12 J. LEX KENERLY, III, MD 2021-08-12
001 2019-01-01 J. LEX KENERLY, III, MD 2020-08-28 J. LEX KENERLY, III, MD 2020-08-28
001 2018-01-01 J. LEX KENERLY, III, MD 2019-10-11 J. LEX KENERLY, III, MD 2019-10-11
001 2016-01-01
001 2015-01-01
001 2014-01-01 J. LEX KENERLY, III, M.D.
001 2013-01-01 J. LEX KENERLY, III, M.D.
001 2012-01-01 J. LEX KENERLY, III, M.D.
001 2011-01-01 J. LEX KENERLY, III, M.D.
001 2009-01-01 J. LEX KENERLY, III, M.D.

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	J. LEX KENERLY, III, MD	2023-10-02
001	2021-01-01	J. LEX KENERLY, III, MD	2022-09-21
001	2020-01-01	J. LEX KENERLY, III, MD	2021-08-12	J. LEX KENERLY, III, MD	2021-08-12
001	2019-01-01	J. LEX KENERLY, III, MD	2020-08-28	J. LEX KENERLY, III, MD	2020-08-28
001	2018-01-01	J. LEX KENERLY, III, MD	2019-10-11	J. LEX KENERLY, III, MD	2019-10-11
001	2016-01-01
001	2015-01-01
001	2014-01-01	J. LEX KENERLY, III, M.D.
001	2013-01-01	J. LEX KENERLY, III, M.D.
001	2012-01-01	J. LEX KENERLY, III, M.D.
001	2011-01-01	J. LEX KENERLY, III, M.D.
001	2009-01-01	J. LEX KENERLY, III, M.D.

Plan Statistics for BONE AND JOINT INSTITUTE OF SOUTH GEORGIA, P.C. PSP

401k plan membership statisitcs for BONE AND JOINT INSTITUTE OF SOUTH GEORGIA, P.C. PSP

Measure Date Value
2022: BONE AND JOINT INSTITUTE OF SOUTH GEORGIA, P.C. PSP 2022 401k membership
Total participants, beginning-of-year 2022-01-01 71
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 57
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 15
Total of all active and inactive participants 2022-01-01 72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 72
Number of participants with account balances 2022-01-01 72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: BONE AND JOINT INSTITUTE OF SOUTH GEORGIA, P.C. PSP 2021 401k membership
Total participants, beginning-of-year 2021-01-01 72
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 57
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 14
Total of all active and inactive participants 2021-01-01 71
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 71
Number of participants with account balances 2021-01-01 71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 2
2020: BONE AND JOINT INSTITUTE OF SOUTH GEORGIA, P.C. PSP 2020 401k membership
Total participants, beginning-of-year 2020-01-01 65
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 63
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 9
Total of all active and inactive participants 2020-01-01 72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 72
Number of participants with account balances 2020-01-01 72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: BONE AND JOINT INSTITUTE OF SOUTH GEORGIA, P.C. PSP 2019 401k membership
Total participants, beginning-of-year 2019-01-01 66
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 55
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 10
Total of all active and inactive participants 2019-01-01 65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 65
Number of participants with account balances 2019-01-01 65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 5
2018: BONE AND JOINT INSTITUTE OF SOUTH GEORGIA, P.C. PSP 2018 401k membership
Total participants, beginning-of-year 2018-01-01 63
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 55
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 10
Total of all active and inactive participants 2018-01-01 65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 65
Number of participants with account balances 2018-01-01 65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 4
2016: BONE AND JOINT INSTITUTE OF SOUTH GEORGIA, P.C. PSP 2016 401k membership
Total participants, beginning-of-year 2016-01-01 42
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 45
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 3
Total of all active and inactive participants 2016-01-01 48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 48
Number of participants with account balances 2016-01-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: BONE AND JOINT INSTITUTE OF SOUTH GEORGIA, P.C. PSP 2015 401k membership
Total participants, beginning-of-year 2015-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 35
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 35
Number of participants with account balances 2015-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: BONE AND JOINT INSTITUTE OF SOUTH GEORGIA, P.C. PSP 2014 401k membership
Total participants, beginning-of-year 2014-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 31
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 31
Number of participants with account balances 2014-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: BONE AND JOINT INSTITUTE OF SOUTH GEORGIA, P.C. PSP 2013 401k membership
Total participants, beginning-of-year 2013-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 19
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 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 19
Number of participants with account balances 2013-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: BONE AND JOINT INSTITUTE OF SOUTH GEORGIA, P.C. PSP 2012 401k membership
Total participants, beginning-of-year 2012-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 14
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 1
Total of all active and inactive participants 2012-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 15
Number of participants with account balances 2012-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: BONE AND JOINT INSTITUTE OF SOUTH GEORGIA, P.C. PSP 2011 401k membership
Total participants, beginning-of-year 2011-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 7
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 8
Number of participants with account balances 2011-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2009: BONE AND JOINT INSTITUTE OF SOUTH GEORGIA, P.C. PSP 2009 401k membership
Total participants, beginning-of-year 2009-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 10
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 3
Total of all active and inactive participants 2009-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 13
Number of participants with account balances 2009-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2022: BONE AND JOINT INSTITUTE OF SOUTH GEORGIA, P.C. PSP 2022 401k membership
Total participants, beginning-of-year	2022-01-01	71
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	57
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	15
Total of all active and inactive participants	2022-01-01	72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	72
Number of participants with account balances	2022-01-01	72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: BONE AND JOINT INSTITUTE OF SOUTH GEORGIA, P.C. PSP 2021 401k membership
Total participants, beginning-of-year	2021-01-01	72
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	57
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	14
Total of all active and inactive participants	2021-01-01	71
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	71
Number of participants with account balances	2021-01-01	71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	2
2020: BONE AND JOINT INSTITUTE OF SOUTH GEORGIA, P.C. PSP 2020 401k membership
Total participants, beginning-of-year	2020-01-01	65
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	63
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	9
Total of all active and inactive participants	2020-01-01	72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	72
Number of participants with account balances	2020-01-01	72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: BONE AND JOINT INSTITUTE OF SOUTH GEORGIA, P.C. PSP 2019 401k membership
Total participants, beginning-of-year	2019-01-01	66
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	55
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	10
Total of all active and inactive participants	2019-01-01	65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	65
Number of participants with account balances	2019-01-01	65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	5
2018: BONE AND JOINT INSTITUTE OF SOUTH GEORGIA, P.C. PSP 2018 401k membership
Total participants, beginning-of-year	2018-01-01	63
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	55
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	10
Total of all active and inactive participants	2018-01-01	65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	65
Number of participants with account balances	2018-01-01	65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	4
2016: BONE AND JOINT INSTITUTE OF SOUTH GEORGIA, P.C. PSP 2016 401k membership
Total participants, beginning-of-year	2016-01-01	42
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	45
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	3
Total of all active and inactive participants	2016-01-01	48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	48
Number of participants with account balances	2016-01-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: BONE AND JOINT INSTITUTE OF SOUTH GEORGIA, P.C. PSP 2015 401k membership
Total participants, beginning-of-year	2015-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	35
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	35
Number of participants with account balances	2015-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: BONE AND JOINT INSTITUTE OF SOUTH GEORGIA, P.C. PSP 2014 401k membership
Total participants, beginning-of-year	2014-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	31
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	31
Number of participants with account balances	2014-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: BONE AND JOINT INSTITUTE OF SOUTH GEORGIA, P.C. PSP 2013 401k membership
Total participants, beginning-of-year	2013-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	19
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	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	19
Number of participants with account balances	2013-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: BONE AND JOINT INSTITUTE OF SOUTH GEORGIA, P.C. PSP 2012 401k membership
Total participants, beginning-of-year	2012-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	14
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	1
Total of all active and inactive participants	2012-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	15
Number of participants with account balances	2012-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: BONE AND JOINT INSTITUTE OF SOUTH GEORGIA, P.C. PSP 2011 401k membership
Total participants, beginning-of-year	2011-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	7
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	8
Number of participants with account balances	2011-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2009: BONE AND JOINT INSTITUTE OF SOUTH GEORGIA, P.C. PSP 2009 401k membership
Total participants, beginning-of-year	2009-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	10
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	3
Total of all active and inactive participants	2009-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	13
Number of participants with account balances	2009-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on BONE AND JOINT INSTITUTE OF SOUTH GEORGIA, P.C. PSP

Measure	Date	Value
2022 : BONE AND JOINT INSTITUTE OF SOUTH GEORGIA, P.C. PSP 2022 401k financial data
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-73,567
Expenses. Total of all expenses incurred	2022-12-31	$144,396
Benefits paid (including direct rollovers)	2022-12-31	$113,783
Total plan assets at end of year	2022-12-31	$3,984,342
Total plan assets at beginning of year	2022-12-31	$4,202,305
Value of fidelity bond covering the plan	2022-12-31	$900,000
Total contributions received or receivable from participants	2022-12-31	$163,308
Expenses. Other expenses not covered elsewhere	2022-12-31	$30,613
Other income received	2022-12-31	$-331,889
Net income (gross income less expenses)	2022-12-31	$-217,963
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$3,984,342
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$4,202,305
Assets. Value of participant loans	2022-12-31	$43,867
Assets. Value of real-estate (other than employer real property)	2022-12-31	$872,259
Total contributions received or receivable from employer(s)	2022-12-31	$95,014
2021 : BONE AND JOINT INSTITUTE OF SOUTH GEORGIA, P.C. PSP 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$749,153
Expenses. Total of all expenses incurred	2021-12-31	$225,247
Benefits paid (including direct rollovers)	2021-12-31	$192,177
Total plan assets at end of year	2021-12-31	$4,202,305
Total plan assets at beginning of year	2021-12-31	$3,678,399
Value of fidelity bond covering the plan	2021-12-31	$900,000
Total contributions received or receivable from participants	2021-12-31	$192,211
Other income received	2021-12-31	$452,629
Net income (gross income less expenses)	2021-12-31	$523,906
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$4,202,305
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$3,678,399
Assets. Value of participant loans	2021-12-31	$17,486
Assets. Value of real-estate (other than employer real property)	2021-12-31	$893,313
Total contributions received or receivable from employer(s)	2021-12-31	$104,313
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$33,070
2020 : BONE AND JOINT INSTITUTE OF SOUTH GEORGIA, P.C. PSP 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$45,621
Total income from all sources	2020-12-31	$746,133
Expenses. Total of all expenses incurred	2020-12-31	$61,895
Benefits paid (including direct rollovers)	2020-12-31	$54,383
Total plan assets at end of year	2020-12-31	$3,678,399
Total plan assets at beginning of year	2020-12-31	$3,039,782
Value of fidelity bond covering the plan	2020-12-31	$4,100,000
Total contributions received or receivable from participants	2020-12-31	$184,998
Other income received	2020-12-31	$421,458
Net income (gross income less expenses)	2020-12-31	$684,238
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$3,678,399
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,994,161
Assets. Value of participant loans	2020-12-31	$12,409
Assets. Value of real-estate (other than employer real property)	2020-12-31	$932,241
Total contributions received or receivable from employer(s)	2020-12-31	$139,677
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$7,512
2019 : BONE AND JOINT INSTITUTE OF SOUTH GEORGIA, P.C. PSP 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$45,621
Total plan liabilities at beginning of year	2019-12-31	$132,397
Total income from all sources	2019-12-31	$726,663
Expenses. Total of all expenses incurred	2019-12-31	$166,259
Benefits paid (including direct rollovers)	2019-12-31	$137,723
Total plan assets at end of year	2019-12-31	$3,039,782
Total plan assets at beginning of year	2019-12-31	$2,566,154
Value of fidelity bond covering the plan	2019-12-31	$3,100,000
Total contributions received or receivable from participants	2019-12-31	$177,902
Other income received	2019-12-31	$431,322
Net income (gross income less expenses)	2019-12-31	$560,404
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,994,161
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,433,757
Assets. Value of participant loans	2019-12-31	$10,688
Assets. Value of real-estate (other than employer real property)	2019-12-31	$922,000
Total contributions received or receivable from employer(s)	2019-12-31	$117,439
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$28,536
2018 : BONE AND JOINT INSTITUTE OF SOUTH GEORGIA, P.C. PSP 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$132,397
Total plan liabilities at beginning of year	2018-12-31	$172,653
Total income from all sources	2018-12-31	$231,849
Expenses. Total of all expenses incurred	2018-12-31	$60,276
Benefits paid (including direct rollovers)	2018-12-31	$31,240
Total plan assets at end of year	2018-12-31	$2,566,154
Total plan assets at beginning of year	2018-12-31	$2,434,837
Value of fidelity bond covering the plan	2018-12-31	$2,550,000
Total contributions received or receivable from participants	2018-12-31	$159,030
Other income received	2018-12-31	$-37,356
Net income (gross income less expenses)	2018-12-31	$171,573
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,433,757
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,262,184
Assets. Value of participant loans	2018-12-31	$0
Assets. Value of real-estate (other than employer real property)	2018-12-31	$922,000
Total contributions received or receivable from employer(s)	2018-12-31	$110,175
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$29,036
2016 : BONE AND JOINT INSTITUTE OF SOUTH GEORGIA, P.C. PSP 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$251,098
Total plan liabilities at beginning of year	2016-12-31	$273,261
Total income from all sources	2016-12-31	$356,263
Expenses. Total of all expenses incurred	2016-12-31	$243,634
Benefits paid (including direct rollovers)	2016-12-31	$200,000
Total plan assets at end of year	2016-12-31	$1,961,907
Total plan assets at beginning of year	2016-12-31	$1,871,441
Value of fidelity bond covering the plan	2016-12-31	$910,000
Total contributions received or receivable from participants	2016-12-31	$42,391
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$238,487
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$112,629
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,710,809
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,598,180
Assets. Value of real-estate (other than employer real property)	2016-12-31	$923,000
Total contributions received or receivable from employer(s)	2016-12-31	$75,385
Value of certain deemed distributions of participant loans	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$43,634
2015 : BONE AND JOINT INSTITUTE OF SOUTH GEORGIA, P.C. PSP 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$273,261
Total plan liabilities at beginning of year	2015-12-31	$294,554
Total income from all sources	2015-12-31	$6,353
Expenses. Total of all expenses incurred	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$1,871,441
Total plan assets at beginning of year	2015-12-31	$1,886,381
Value of fidelity bond covering the plan	2015-12-31	$632,980
Other income received	2015-12-31	$6,353
Net income (gross income less expenses)	2015-12-31	$6,353
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,598,180
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,591,827
Assets. Value of real-estate (other than employer real property)	2015-12-31	$906,241
2014 : BONE AND JOINT INSTITUTE OF SOUTH GEORGIA, P.C. PSP 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$294,554
Total plan liabilities at beginning of year	2014-12-31	$313,893
Total income from all sources	2014-12-31	$127,367
Expenses. Total of all expenses incurred	2014-12-31	$77
Benefits paid (including direct rollovers)	2014-12-31	$77
Total plan assets at end of year	2014-12-31	$1,886,381
Total plan assets at beginning of year	2014-12-31	$1,778,430
Value of fidelity bond covering the plan	2014-12-31	$611,687
Other income received	2014-12-31	$127,367
Net income (gross income less expenses)	2014-12-31	$127,290
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,591,827
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,464,537
Assets. Value of real-estate (other than employer real property)	2014-12-31	$906,241
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : BONE AND JOINT INSTITUTE OF SOUTH GEORGIA, P.C. PSP 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$313,893
Total plan liabilities at beginning of year	2013-12-31	$334,454
Total income from all sources	2013-12-31	$268,420
Expenses. Total of all expenses incurred	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$1,778,430
Total plan assets at beginning of year	2013-12-31	$1,530,571
Value of fidelity bond covering the plan	2013-12-31	$460,000
Other income received	2013-12-31	$268,420
Net income (gross income less expenses)	2013-12-31	$268,420
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,464,537
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,196,117
Assets. Value of real-estate (other than employer real property)	2013-12-31	$904,541
2012 : BONE AND JOINT INSTITUTE OF SOUTH GEORGIA, P.C. PSP 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$334,454
Total plan liabilities at beginning of year	2012-12-31	$351,136
Total income from all sources	2012-12-31	$239,317
Expenses. Total of all expenses incurred	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$1,530,571
Total plan assets at beginning of year	2012-12-31	$1,307,936
Value of fidelity bond covering the plan	2012-12-31	$910,000
Other income received	2012-12-31	$239,317
Net income (gross income less expenses)	2012-12-31	$239,317
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,196,117
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$956,800
Assets. Value of real-estate (other than employer real property)	2012-12-31	$904,451
2011 : BONE AND JOINT INSTITUTE OF SOUTH GEORGIA, P.C. PSP 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$351,136
Total plan liabilities at beginning of year	2011-12-31	$366,853
Total income from all sources	2011-12-31	$-63,398
Expenses. Total of all expenses incurred	2011-12-31	$564
Benefits paid (including direct rollovers)	2011-12-31	$564
Total plan assets at end of year	2011-12-31	$1,307,936
Total plan assets at beginning of year	2011-12-31	$1,387,615
Value of fidelity bond covering the plan	2011-12-31	$810,000
Other income received	2011-12-31	$-63,398
Net income (gross income less expenses)	2011-12-31	$-63,962
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$956,800
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,020,762
Assets. Value of real-estate (other than employer real property)	2011-12-31	$808,954
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : BONE AND JOINT INSTITUTE OF SOUTH GEORGIA, P.C. PSP 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$366,853
Total income from all sources	2010-12-31	$-10,337
Expenses. Total of all expenses incurred	2010-12-31	$2,060
Benefits paid (including direct rollovers)	2010-12-31	$2,060
Total plan assets at end of year	2010-12-31	$1,387,615
Total plan assets at beginning of year	2010-12-31	$1,033,159
Value of fidelity bond covering the plan	2010-12-31	$810,000
Other income received	2010-12-31	$-10,337
Net income (gross income less expenses)	2010-12-31	$-12,397
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,020,762
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,033,159
Assets. Value of real-estate (other than employer real property)	2010-12-31	$808,954
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : BONE AND JOINT INSTITUTE OF SOUTH GEORGIA, P.C. PSP 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 BONE AND JOINT INSTITUTE OF SOUTH GEORGIA, P.C. PSP

2022: BONE AND JOINT INSTITUTE OF SOUTH GEORGIA, P.C. PSP 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: BONE AND JOINT INSTITUTE OF SOUTH GEORGIA, P.C. PSP 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BONE AND JOINT INSTITUTE OF SOUTH GEORGIA, P.C. PSP 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BONE AND JOINT INSTITUTE OF SOUTH GEORGIA, P.C. PSP 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BONE AND JOINT INSTITUTE OF SOUTH GEORGIA, P.C. PSP 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2016: BONE AND JOINT INSTITUTE OF SOUTH GEORGIA, P.C. PSP 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BONE AND JOINT INSTITUTE OF SOUTH GEORGIA, P.C. PSP 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BONE AND JOINT INSTITUTE OF SOUTH GEORGIA, P.C. PSP 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: BONE AND JOINT INSTITUTE OF SOUTH GEORGIA, P.C. PSP 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	No
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: BONE AND JOINT INSTITUTE OF SOUTH GEORGIA, P.C. PSP 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: BONE AND JOINT INSTITUTE OF SOUTH GEORGIA, P.C. PSP 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
2009: BONE AND JOINT INSTITUTE OF SOUTH GEORGIA, P.C. PSP 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

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

512710-000

Policy instance

Insurance contract or identification number	512710-000
Number of Individuals Covered	72
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for types other than group deferred annuity or individual?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

512710-000

Policy instance

Insurance contract or identification number	512710-000
Number of Individuals Covered	71
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for types other than group deferred annuity or individual?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

512710-000

Policy instance

Insurance contract or identification number	512710-000
Number of Individuals Covered	72
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for types other than group deferred annuity or individual?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

512710-000

Policy instance

Insurance contract or identification number	512710-000
Number of Individuals Covered	65
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

512710-000

Policy instance

Insurance contract or identification number	512710-000
Number of Individuals Covered	65
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	BONE & JOINT INSTITUTE OF SOUTH GEORGIA, PC
Employer identification number (EIN):	205971850
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)