401k Plan data: SOUTH FLORIDA MEDICINE CASH BALANCE PLAN plan

SOUTH FLORIDA MEDICINE CASH BALANCE PLAN 401k Plan overview

Plan Name	SOUTH FLORIDA MEDICINE CASH BALANCE PLAN
Plan identification number	002

SOUTH FLORIDA MEDICINE CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SOUTH FLORIDA MEDICINE has sponsored the creation of one or more 401k plans.

Company Name: SOUTH FLORIDA MEDICINE

Employer identification number (EIN): 270186002

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTH FLORIDA MEDICINE CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01
002 2013-01-01
002 2012-01-01 RAVI PATEL
002 2011-01-01 RAVI PATEL 2012-10-07

Plan Statistics for SOUTH FLORIDA MEDICINE CASH BALANCE PLAN

401k plan membership statisitcs for SOUTH FLORIDA MEDICINE CASH BALANCE PLAN

Measure Date Value
2017: SOUTH FLORIDA MEDICINE CASH BALANCE PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 299
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: SOUTH FLORIDA MEDICINE CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 7,700,236
Acturial value of plan assets 2016-12-31 7,700,236
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 68
Fundng target for terminated vested participants 2016-12-31 176,000
Active participant vested funding target 2016-12-31 8,097,421
Number of active participants 2016-12-31 237
Total funding liabilities for active participants 2016-12-31 8,126,703
Total participant count 2016-12-31 305
Total funding target for all participants 2016-12-31 8,302,703
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 129,499
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 129,499
Present value of excess contributions 2016-12-31 145
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 154
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 126,741
Total employer contributions 2016-12-31 0
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 0
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 0
Net shortfall amortization installment of oustanding balance 2016-12-31 729,208
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 100,402
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 100,402
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
Total participants, beginning-of-year 2016-01-01 306
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 212
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 87
Total of all active and inactive participants 2016-01-01 299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 5
2015: SOUTH FLORIDA MEDICINE CASH BALANCE PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 282
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 237
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 69
Total of all active and inactive participants 2015-01-01 306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 306
2014: SOUTH FLORIDA MEDICINE CASH BALANCE PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 244
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 219
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 55
Total of all active and inactive participants 2014-01-01 274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 274
2013: SOUTH FLORIDA MEDICINE CASH BALANCE PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 187
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 205
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 28
Total of all active and inactive participants 2013-01-01 233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 233
2012: SOUTH FLORIDA MEDICINE CASH BALANCE PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 144
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 148
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 11
Total of all active and inactive participants 2012-01-01 159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2017: SOUTH FLORIDA MEDICINE CASH BALANCE PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	299
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: SOUTH FLORIDA MEDICINE CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	7,700,236
Acturial value of plan assets	2016-12-31	7,700,236
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	68
Fundng target for terminated vested participants	2016-12-31	176,000
Active participant vested funding target	2016-12-31	8,097,421
Number of active participants	2016-12-31	237
Total funding liabilities for active participants	2016-12-31	8,126,703
Total participant count	2016-12-31	305
Total funding target for all participants	2016-12-31	8,302,703
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	129,499
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	129,499
Present value of excess contributions	2016-12-31	145
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	154
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	126,741
Total employer contributions	2016-12-31	0
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	0
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	0
Net shortfall amortization installment of oustanding balance	2016-12-31	729,208
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	100,402
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	100,402
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
Total participants, beginning-of-year	2016-01-01	306
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	212
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	87
Total of all active and inactive participants	2016-01-01	299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	5
2015: SOUTH FLORIDA MEDICINE CASH BALANCE PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	282
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	237
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	69
Total of all active and inactive participants	2015-01-01	306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	306
2014: SOUTH FLORIDA MEDICINE CASH BALANCE PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	244
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	219
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	55
Total of all active and inactive participants	2014-01-01	274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	274
2013: SOUTH FLORIDA MEDICINE CASH BALANCE PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	187
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	205
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	28
Total of all active and inactive participants	2013-01-01	233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	233
2012: SOUTH FLORIDA MEDICINE CASH BALANCE PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	144
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	148
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	11
Total of all active and inactive participants	2012-01-01	159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on SOUTH FLORIDA MEDICINE CASH BALANCE PLAN

Measure	Date	Value
2017 : SOUTH FLORIDA MEDICINE CASH BALANCE PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$2,191,442
Total of all expenses incurred	2017-12-31	$9,931,370
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$9,903,407
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,157,459
Value of total assets at end of year	2017-12-31	$0
Value of total assets at beginning of year	2017-12-31	$7,739,928
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$27,963
Total interest from all sources	2017-12-31	$33,983
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2017-12-31	$0
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Total non interest bearing cash at end of year	2017-12-31	$0
Total non interest bearing cash at beginning of year	2017-12-31	$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$-7,739,928
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$7,739,928
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$7,739,927
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$7,739,927
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$33,983
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$2,157,459
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$9,903,407
Contract administrator fees	2017-12-31	$27,963
Did the plan have assets held for investment	2017-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	No
Opinion of an independent qualified public accountant for this plan	2017-12-31	Unqualified
Accountancy firm name	2017-12-31	MORRISON, BROWN, ARGIZ & FARRA, LLC
Accountancy firm EIN	2017-12-31	010720052
2016 : SOUTH FLORIDA MEDICINE CASH BALANCE PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$66,381
Total loss/gain on sale of assets	2016-12-31	$38,163
Total of all expenses incurred	2016-12-31	$66,898
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$45,632
Value of total assets at end of year	2016-12-31	$7,739,928
Value of total assets at beginning of year	2016-12-31	$7,740,445
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$21,266
Total interest from all sources	2016-12-31	$3,917
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$23,899
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2016-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$22,835
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Other income not declared elsewhere	2016-12-31	$402
Total non interest bearing cash at end of year	2016-12-31	$1
Total non interest bearing cash at beginning of year	2016-12-31	$1,643
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$-517
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$7,739,928
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$7,740,445
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$6,326,190
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$7,739,927
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$158,096
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$158,096
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$3,917
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Employer contributions (assets) at beginning of year	2016-12-31	$972,968
Income. Dividends from common stock	2016-12-31	$1,064
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$45,632
Contract administrator fees	2016-12-31	$21,266
Assets. Corporate common stocks other than exployer securities at beginning of year	2016-12-31	$281,548
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Aggregate proceeds on sale of assets	2016-12-31	$7,026,925
Aggregate carrying amount (costs) on sale of assets	2016-12-31	$6,988,762
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Unqualified
Accountancy firm name	2016-12-31	MORRISON, BROWN, ARGIZ & FARRA, LLC
Accountancy firm EIN	2016-12-31	010720052
2015 : SOUTH FLORIDA MEDICINE CASH BALANCE PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$4,098
Total unrealized appreciation/depreciation of assets	2015-12-31	$4,098
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$2,132
Total income from all sources (including contributions)	2015-12-31	$904,463
Total loss/gain on sale of assets	2015-12-31	$15,924
Total of all expenses incurred	2015-12-31	$52,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$972,968
Value of total assets at end of year	2015-12-31	$7,740,445
Value of total assets at beginning of year	2015-12-31	$6,890,471
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$52,357
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$155,272
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$152,530
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$2,132
Total non interest bearing cash at end of year	2015-12-31	$1,643
Total non interest bearing cash at beginning of year	2015-12-31	$3,581
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$852,106
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$7,740,445
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$6,888,339
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$6,326,190
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$4,844,776
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$158,096
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$81,630
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$81,630
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-243,799
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$972,968
Employer contributions (assets) at end of year	2015-12-31	$972,968
Employer contributions (assets) at beginning of year	2015-12-31	$1,755,859
Income. Dividends from common stock	2015-12-31	$2,742
Contract administrator fees	2015-12-31	$52,357
Assets. Corporate common stocks other than exployer securities at end of year	2015-12-31	$281,548
Assets. Corporate common stocks other than exployer securities at beginning of year	2015-12-31	$204,625
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Aggregate proceeds on sale of assets	2015-12-31	$284,338
Aggregate carrying amount (costs) on sale of assets	2015-12-31	$268,414
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	MORRISON, BROWN, ARGIZ & FARRA, LLC
Accountancy firm EIN	2015-12-31	010720052
2014 : SOUTH FLORIDA MEDICINE CASH BALANCE PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$14,182
Total unrealized appreciation/depreciation of assets	2014-12-31	$14,182
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$2,132
Total income from all sources (including contributions)	2014-12-31	$1,898,942
Total loss/gain on sale of assets	2014-12-31	$9,471
Total of all expenses incurred	2014-12-31	$45,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,755,859
Value of total assets at end of year	2014-12-31	$6,890,471
Value of total assets at beginning of year	2014-12-31	$5,034,754
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$45,357
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$123,556
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$121,677
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$2,132
Total non interest bearing cash at end of year	2014-12-31	$3,581
Total non interest bearing cash at beginning of year	2014-12-31	$3,299
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,853,585
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$6,888,339
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$5,034,754
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$4,844,776
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$3,276,350
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$81,630
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$48,970
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$48,970
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-4,126
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$1,755,859
Employer contributions (assets) at end of year	2014-12-31	$1,755,859
Employer contributions (assets) at beginning of year	2014-12-31	$1,586,897
Income. Dividends from common stock	2014-12-31	$1,879
Contract administrator fees	2014-12-31	$45,357
Assets. Corporate common stocks other than exployer securities at end of year	2014-12-31	$204,625
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-12-31	$119,238
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Aggregate proceeds on sale of assets	2014-12-31	$302,074
Aggregate carrying amount (costs) on sale of assets	2014-12-31	$292,603
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	MORRISON, BROWN, ARGIZ & FARRA, LLP
Accountancy firm EIN	2014-12-31	010720052
2013 : SOUTH FLORIDA MEDICINE CASH BALANCE PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$14,228
Total unrealized appreciation/depreciation of assets	2013-12-31	$14,228
Total income from all sources (including contributions)	2013-12-31	$1,837,857
Total loss/gain on sale of assets	2013-12-31	$1,485
Total of all expenses incurred	2013-12-31	$24,318
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,586,897
Value of total assets at end of year	2013-12-31	$5,034,754
Value of total assets at beginning of year	2013-12-31	$3,221,215
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$24,318
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$44,837
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$44,150
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2013-12-31	$81
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Total non interest bearing cash at end of year	2013-12-31	$3,299
Total non interest bearing cash at beginning of year	2013-12-31	$1,323
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,813,539
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$5,034,754
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$3,221,215
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$3,276,350
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$1,550,824
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$48,970
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$13,449
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$13,449
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$190,410
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$1,586,897
Employer contributions (assets) at end of year	2013-12-31	$1,586,897
Employer contributions (assets) at beginning of year	2013-12-31	$1,609,577
Income. Dividends from common stock	2013-12-31	$687
Contract administrator fees	2013-12-31	$24,318
Assets. Corporate common stocks other than exployer securities at end of year	2013-12-31	$119,238
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-12-31	$45,961
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Aggregate proceeds on sale of assets	2013-12-31	$29,936
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$28,451
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	MORRISON, BROWN, ARGIZ & FARRA, LLP
Accountancy firm EIN	2013-12-31	010720052
2012 : SOUTH FLORIDA MEDICINE CASH BALANCE PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$378
Total unrealized appreciation/depreciation of assets	2012-12-31	$378
Total income from all sources (including contributions)	2012-12-31	$1,728,649
Total loss/gain on sale of assets	2012-12-31	$-365
Total of all expenses incurred	2012-12-31	$9,182
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,609,577
Value of total assets at end of year	2012-12-31	$3,221,215
Value of total assets at beginning of year	2012-12-31	$1,501,748
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$9,182
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$9,663
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$9,467
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Total non interest bearing cash at end of year	2012-12-31	$1,323
Total non interest bearing cash at beginning of year	2012-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,719,467
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$3,221,215
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$1,501,748
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$1,550,824
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$767,686
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$13,449
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$109,396
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$1,609,577
Employer contributions (assets) at end of year	2012-12-31	$1,609,577
Employer contributions (assets) at beginning of year	2012-12-31	$734,062
Income. Dividends from common stock	2012-12-31	$196
Asset. Corporate debt instrument preferred debt at end of year	2012-12-31	$81
Asset. Corporate debt instrument preferred debt at beginning of year	2012-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2012-12-31	$45,961
Asset. Corporate debt instrument debt (other) at beginning of year	2012-12-31	$0
Contract administrator fees	2012-12-31	$9,182
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Aggregate proceeds on sale of assets	2012-12-31	$46,891
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$47,256
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	MORRISON, BROWN, ARGIZ & FARRA, LLP
Accountancy firm EIN	2012-12-31	010720052

Form 5500 Responses for SOUTH FLORIDA MEDICINE CASH BALANCE PLAN

2017: SOUTH FLORIDA MEDICINE CASH BALANCE PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	This submission is the final filing	Yes
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SOUTH FLORIDA MEDICINE CASH BALANCE PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SOUTH FLORIDA MEDICINE CASH BALANCE PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SOUTH FLORIDA MEDICINE CASH BALANCE PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SOUTH FLORIDA MEDICINE CASH BALANCE PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SOUTH FLORIDA MEDICINE CASH BALANCE PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

75479

Policy instance

Insurance contract or identification number	75479
Number of Individuals Covered	0
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $2,150
Total amount of fees paid to insurance company	USD $1,097
Commission paid to Insurance Broker	USD $2,150
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	3
Amount paid for insurance broker fees	1085
Insurance broker name	THE PENSION STUDIO

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

75479

Policy instance

Insurance contract or identification number	75479
Number of Individuals Covered	306
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $7,821
Total amount of fees paid to insurance company	USD $535
Commission paid to Insurance Broker	USD $7,821
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	3
Amount paid for insurance broker fees	524
Insurance broker name	THE PENSION STUDIO

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

75479

Policy instance

Insurance contract or identification number	75479
Number of Individuals Covered	274
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $7,751
Total amount of fees paid to insurance company	USD $532
Commission paid to Insurance Broker	USD $7,751
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	3
Amount paid for insurance broker fees	519
Insurance broker name	THE PENSION STUDIO

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

75479

Policy instance

Insurance contract or identification number	75479
Number of Individuals Covered	233
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $7,040
Total amount of fees paid to insurance company	USD $482
Commission paid to Insurance Broker	USD $7,040
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	3
Amount paid for insurance broker fees	471
Insurance broker name	THE PENSION STUDIO

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

75479

Policy instance

Insurance contract or identification number	75479
Number of Individuals Covered	159
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $6,207
Total amount of fees paid to insurance company	USD $1,078
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $6,207
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	3
Amount paid for insurance broker fees	244
Insurance broker name	THE PENSION STUDIO

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Company Name:	SOUTH FLORIDA MEDICINE
Employer identification number (EIN):	270186002
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)