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SOUTHERN MEDICAL GROUP, P.A. PROFIT SHARING PLAN 401k Plan overview

Plan NameSOUTHERN MEDICAL GROUP, P.A. PROFIT SHARING PLAN
Plan identification number 001

SOUTHERN MEDICAL GROUP, P.A. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:SOUTHERN MEDICAL GROUP, P.A.
Employer identification number (EIN):592871336
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about SOUTHERN MEDICAL GROUP, P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1988-02-02
Company Identification Number: M66745
Legal Registered Office Address: 1300 MEDICAL DRIVE

TALLAHASSEE

32308

More information about SOUTHERN MEDICAL GROUP, P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHERN MEDICAL GROUP, P.A. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MICHAEL FORSTHOEFEL2024-09-20
0012022-01-01MICHAEL FORSTHOEFEL2023-09-07 MICHAEL FORSTHOEFEL2023-09-07
0012022-01-01MICHAEL FORSTHOEFEL2024-10-02 MICHAEL FORSTHOEFEL2024-10-02
0012021-01-01MICHAEL FORSTHOEFEL2022-12-04 MICHAEL FORSTHOEFEL2022-12-04
0012020-01-01MICHAEL FORSTHOEFEL2021-05-25
0012019-01-01MICHAEL FORSTHOEFEL2020-07-09 MICHAEL FORSTHOEFEL2020-07-09
0012018-01-01MICHAEL FORSTHOEFEL2019-10-04 MICHAEL FORSTHOEFEL2019-10-04
0012017-01-01MICHAEL FORSTHOEFEL2018-08-30 MICHAEL FORSTHOEFEL2018-08-30
0012016-01-01MICHAEL FORSTHOEFEL2017-10-10 MICHAEL FORSTHOEFEL2017-10-10
0012015-01-01MICHAEL FORSTHOEFEL2016-10-07 MICHAEL FORSTHOEFEL2016-10-07
0012014-01-01MICHAEL FORSTHOEFEL2015-10-14 MICHAEL FORSTHOEFEL2015-10-14
0012013-01-01MICHAEL FORSTHOEFEL2014-10-15 MICHAEL FORSTHOEFEL2014-10-15
0012012-01-01MARNIE DEKLOET
0012011-01-01MARNIE DEKLOET
0012010-01-01ARUN DHANARAJAN
0012009-01-01ARUN DHANARAJAN

Financial Data on SOUTHERN MEDICAL GROUP, P.A. PROFIT SHARING PLAN

Measure Date Value
2025 : SOUTHERN MEDICAL GROUP, P.A. PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-240
Total liabilities as of the end of the plan year2025-09-240
Total liabilities as of the beginning of the plan year2025-09-240
Total expenses incurred by plan in this plan year2025-09-245055976
Net assets as of the end of the plan year2025-09-2437461463
Total assets as of the beginning of the plan year2025-09-2436142647
Value of plan covered by a fidelity bond2025-09-24500000
Participant contributions to plan in this plan year2025-09-241058543
Value of participant loans at end of plan year2025-09-24103784
Other expenses paid from plan in this plan year2025-09-240
Other contributions to plan in this plan year2025-09-2421051
Other income to plan in this plan year2025-09-244304954
Plan net income in this plan year2025-09-241318816
Net assets as of the end of the plan year2025-09-2437461463
Net assets as of the beginning of the plan year2025-09-2436142647
Employer contributions to plan in this plan year2025-09-24990244
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-2425731
2024 : SOUTHERN MEDICAL GROUP, P.A. PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-2053930
Total expenses incurred by plan in this plan year2024-09-205129823
Net assets as of the end of the plan year2024-09-2036142647
Total assets as of the beginning of the plan year2024-09-2034236784
Value of plan covered by a fidelity bond2024-09-20500000
Participant contributions to plan in this plan year2024-09-201073150
Value of participant loans at end of plan year2024-09-2098183
Other contributions to plan in this plan year2024-09-2036512
Other income to plan in this plan year2024-09-205032783
Plan net income in this plan year2024-09-201851933
Net assets as of the end of the plan year2024-09-2036142647
Net assets as of the beginning of the plan year2024-09-2034236784
Employer contributions to plan in this plan year2024-09-20839311
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-2024601
2022 : SOUTHERN MEDICAL GROUP, P.A. PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-12-04860434
Net assets as of the end of the plan year2022-12-0439945483
Total assets as of the beginning of the plan year2022-12-0434960207
Value of plan covered by a fidelity bond2022-12-04500000
Participant contributions to plan in this plan year2022-12-04933509
Value of participant loans at end of plan year2022-12-0472488
Other contributions to plan in this plan year2022-12-04-13
Other income to plan in this plan year2022-12-044092923
Plan net income in this plan year2022-12-044985276
Net assets as of the end of the plan year2022-12-0439945483
Net assets as of the beginning of the plan year2022-12-0434960207
Employer contributions to plan in this plan year2022-12-04819291
Expensese paid to adminstrative service provicers from plan in this plan year2022-12-0431827
2012 : SOUTHERN MEDICAL GROUP, P.A. PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets from this plan2012-12-31$3,355,565
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,070,262
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$652,771
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$650,515
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$644,140
Value of total assets at end of year2012-12-31$18,251,656
Value of total assets at beginning of year2012-12-31$20,189,730
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,256
Total interest from all sources2012-12-31$8,309
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$332,213
Participant contributions at end of year2012-12-31$156,780
Participant contributions at beginning of year2012-12-31$390,127
Participant contributions at end of year2012-12-31$25,561
Participant contributions at beginning of year2012-12-31$31,677
Assets. Other investments not covered elsewhere at end of year2012-12-31$94,362
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$398,669
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$41,282
Administrative expenses (other) incurred2012-12-31$2,256
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,417,491
Value of net assets at end of year (total assets less liabilities)2012-12-31$18,251,656
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$20,189,730
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$10,472,658
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$11,240,505
Interest on participant loans2012-12-31$8,309
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,938,984
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,529,760
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,529,760
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$5,272,666
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$5,538,271
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,417,813
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$270,645
Employer contributions (assets) at end of year2012-12-31$290,645
Employer contributions (assets) at beginning of year2012-12-31$60,721
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$650,515
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31THOMAS HOWELL FERGUSON PA
Accountancy firm EIN2012-12-31593186310
2011 : SOUTHERN MEDICAL GROUP, P.A. PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$832,336
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,035,399
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,024,248
Expenses. Certain deemed distributions of participant loans2011-12-31$6,606
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$883,851
Value of total assets at end of year2011-12-31$20,189,730
Value of total assets at beginning of year2011-12-31$20,392,793
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,545
Total interest from all sources2011-12-31$14,420
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Assets. Real estate other than employer real property at beginning of year2011-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$410,622
Participant contributions at end of year2011-12-31$390,127
Participant contributions at beginning of year2011-12-31$287,444
Participant contributions at end of year2011-12-31$31,677
Participant contributions at beginning of year2011-12-31$128,486
Assets. Other investments not covered elsewhere at end of year2011-12-31$398,669
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$86,271
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Assets. Loans (other than to participants) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Administrative expenses (other) incurred2011-12-31$4,545
Liabilities. Value of operating payables at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-203,063
Value of net assets at end of year (total assets less liabilities)2011-12-31$20,189,730
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$20,392,793
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Assets. partnership/joint venture interests at beginning of year2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$11,240,505
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$11,817,307
Value of interest in pooled separate accounts at beginning of year2011-12-31$0
Interest on participant loans2011-12-31$14,420
Value of interest in master investment trust accounts at beginning of year2011-12-31$0
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2,529,760
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$2,422,380
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$2,422,380
Assets. Value of investments in 103.12 investment entities at beginning of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$5,538,271
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$5,142,629
Asset value of US Government securities at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-65,935
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at beginning of year2011-12-31$0
Assets. Value of employer real property at beginning of year2011-12-31$0
Contributions received in cash from employer2011-12-31$473,229
Employer contributions (assets) at end of year2011-12-31$60,721
Employer contributions (assets) at beginning of year2011-12-31$508,276
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,024,248
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31THOMAS HOWELL FERGUSON PA
Accountancy firm EIN2011-12-31593186310
2010 : SOUTHERN MEDICAL GROUP, P.A. PROFIT SHARING PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Expenses. Interest paid2010-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,713,308
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,451,089
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,422,284
Expenses. Certain deemed distributions of participant loans2010-12-31$28,805
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,208,466
Value of total assets at end of year2010-12-31$20,392,793
Value of total assets at beginning of year2010-12-31$19,130,574
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$43,413
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$0
Assets. Real estate other than employer real property at end of year2010-12-31$0
Assets. Real estate other than employer real property at beginning of year2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$449,810
Participant contributions at end of year2010-12-31$287,444
Participant contributions at beginning of year2010-12-31$294,222
Participant contributions at end of year2010-12-31$128,486
Participant contributions at beginning of year2010-12-31$132,090
Assets. Other investments not covered elsewhere at end of year2010-12-31$86,271
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$56,285
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$147,377
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$18,610
Assets. Loans (other than to participants) at end of year2010-12-31$0
Assets. Loans (other than to participants) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$0
Liabilities. Value of operating payables at end of year2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$1,262,219
Value of net assets at end of year (total assets less liabilities)2010-12-31$20,392,793
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$19,130,574
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$0
Assets. partnership/joint venture interests at beginning of year2010-12-31$0
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$11,817,307
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$10,849,325
Value of interest in pooled separate accounts at end of year2010-12-31$0
Value of interest in pooled separate accounts at beginning of year2010-12-31$0
Interest on participant loans2010-12-31$16,143
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$0
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Value of interest in master investment trust accounts at end of year2010-12-31$0
Value of interest in master investment trust accounts at beginning of year2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$2,422,380
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$2,904,808
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$2,904,808
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$27,270
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$5,142,629
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$4,059,251
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Asset value of US Government securities at end of year2010-12-31$0
Asset value of US Government securities at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,461,429
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$0
Assets. Invements in employer securities at beginning of year2010-12-31$0
Assets. Value of employer real property at end of year2010-12-31$0
Assets. Value of employer real property at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$611,279
Employer contributions (assets) at end of year2010-12-31$508,276
Employer contributions (assets) at beginning of year2010-12-31$735,674
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,422,284
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$0
Contract administrator fees2010-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$80,309
Liabilities. Value of benefit claims payable at end of year2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31THOMAS HOWELL FERGUSON PA
Accountancy firm EIN2010-12-31593186310
2009 : SOUTHERN MEDICAL GROUP, P.A. PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SOUTHERN MEDICAL GROUP, P.A. PROFIT SHARING PLAN

2012: SOUTHERN MEDICAL GROUP, P.A. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SOUTHERN MEDICAL GROUP, P.A. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SOUTHERN MEDICAL GROUP, P.A. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SOUTHERN MEDICAL GROUP, P.A. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-RU78
Policy instance 1
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-RU78
Policy instance 1
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-RU78
Policy instance 1

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