401k Plan data: SOUTHERN MEDICAL GROUP, P.A. PROFIT SHARING PLAN plan

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

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

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

401k Plan Type

Defined 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 Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 MICHAEL FORSTHOEFEL 2023-09-07 MICHAEL FORSTHOEFEL 2023-09-07
001 2021-01-01 MICHAEL FORSTHOEFEL 2022-12-04 MICHAEL FORSTHOEFEL 2022-12-04
001 2020-01-01 MICHAEL FORSTHOEFEL 2021-05-25
001 2019-01-01 MICHAEL FORSTHOEFEL 2020-07-09 MICHAEL FORSTHOEFEL 2020-07-09
001 2018-01-01 MICHAEL FORSTHOEFEL 2019-10-04 MICHAEL FORSTHOEFEL 2019-10-04
001 2017-01-01 MICHAEL FORSTHOEFEL 2018-08-30 MICHAEL FORSTHOEFEL 2018-08-30
001 2016-01-01 MICHAEL FORSTHOEFEL 2017-10-10 MICHAEL FORSTHOEFEL 2017-10-10
001 2015-01-01 MICHAEL FORSTHOEFEL 2016-10-07 MICHAEL FORSTHOEFEL 2016-10-07
001 2014-01-01 MICHAEL FORSTHOEFEL 2015-10-14 MICHAEL FORSTHOEFEL 2015-10-14
001 2013-01-01 MICHAEL FORSTHOEFEL 2014-10-15 MICHAEL FORSTHOEFEL 2014-10-15
001 2012-01-01 MARNIE DEKLOET
001 2011-01-01 MARNIE DEKLOET
001 2010-01-01 ARUN DHANARAJAN
001 2009-01-01 ARUN DHANARAJAN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	MICHAEL FORSTHOEFEL	2023-09-07	MICHAEL FORSTHOEFEL	2023-09-07
001	2021-01-01	MICHAEL FORSTHOEFEL	2022-12-04	MICHAEL FORSTHOEFEL	2022-12-04
001	2020-01-01	MICHAEL FORSTHOEFEL	2021-05-25
001	2019-01-01	MICHAEL FORSTHOEFEL	2020-07-09	MICHAEL FORSTHOEFEL	2020-07-09
001	2018-01-01	MICHAEL FORSTHOEFEL	2019-10-04	MICHAEL FORSTHOEFEL	2019-10-04
001	2017-01-01	MICHAEL FORSTHOEFEL	2018-08-30	MICHAEL FORSTHOEFEL	2018-08-30
001	2016-01-01	MICHAEL FORSTHOEFEL	2017-10-10	MICHAEL FORSTHOEFEL	2017-10-10
001	2015-01-01	MICHAEL FORSTHOEFEL	2016-10-07	MICHAEL FORSTHOEFEL	2016-10-07
001	2014-01-01	MICHAEL FORSTHOEFEL	2015-10-14	MICHAEL FORSTHOEFEL	2015-10-14
001	2013-01-01	MICHAEL FORSTHOEFEL	2014-10-15	MICHAEL FORSTHOEFEL	2014-10-15
001	2012-01-01	MARNIE DEKLOET
001	2011-01-01	MARNIE DEKLOET
001	2010-01-01	ARUN DHANARAJAN
001	2009-01-01	ARUN DHANARAJAN

Plan Statistics for SOUTHERN MEDICAL GROUP, P.A. PROFIT SHARING PLAN

401k plan membership statisitcs for SOUTHERN MEDICAL GROUP, P.A. PROFIT SHARING PLAN

Measure Date Value
2012: SOUTHERN MEDICAL GROUP, P.A. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 238
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 32
Number of retired or separated participants receiving benefits 2012-01-01 11
Number of other retired or separated participants entitled to future benefits 2012-01-01 41
Total of all active and inactive participants 2012-01-01 84
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 85
Number of participants with account balances 2012-01-01 85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: SOUTHERN MEDICAL GROUP, P.A. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 238
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 60
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 179
Total of all active and inactive participants 2011-01-01 239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 239
Number of participants with account balances 2011-01-01 236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 58
2010: SOUTHERN MEDICAL GROUP, P.A. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 206
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 134
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 96
Total of all active and inactive participants 2010-01-01 230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 230
Number of participants with account balances 2010-01-01 230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 18
2009: SOUTHERN MEDICAL GROUP, P.A. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 219
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 158
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 48
Total of all active and inactive participants 2009-01-01 206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 206
Number of participants with account balances 2009-01-01 206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 17

Measure	Date	Value
2012: SOUTHERN MEDICAL GROUP, P.A. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	238
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	32
Number of retired or separated participants receiving benefits	2012-01-01	11
Number of other retired or separated participants entitled to future benefits	2012-01-01	41
Total of all active and inactive participants	2012-01-01	84
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	85
Number of participants with account balances	2012-01-01	85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: SOUTHERN MEDICAL GROUP, P.A. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	238
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	60
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	179
Total of all active and inactive participants	2011-01-01	239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	239
Number of participants with account balances	2011-01-01	236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	58
2010: SOUTHERN MEDICAL GROUP, P.A. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	206
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	134
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	96
Total of all active and inactive participants	2010-01-01	230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	230
Number of participants with account balances	2010-01-01	230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	18
2009: SOUTHERN MEDICAL GROUP, P.A. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	219
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	158
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	48
Total of all active and inactive participants	2009-01-01	206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	206
Number of participants with account balances	2009-01-01	206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	17

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

Measure	Date	Value
2012 : SOUTHERN MEDICAL GROUP, P.A. PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets from this plan	2012-12-31	$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 assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$652,771
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$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 year	2012-12-31	$18,251,656
Value of total assets at beginning of year	2012-12-31	$20,189,730
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$2,256
Total interest from all sources	2012-12-31	$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 year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
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
Contributions received from participants	2012-12-31	$332,213
Participant contributions at end of year	2012-12-31	$156,780
Participant contributions at beginning of year	2012-12-31	$390,127
Participant contributions at end of year	2012-12-31	$25,561
Participant contributions at beginning of year	2012-12-31	$31,677
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$94,362
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$398,669
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$41,282
Administrative expenses (other) incurred	2012-12-31	$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 appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$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)	2012-12-31	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	$10,472,658
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$11,240,505
Interest on participant loans	2012-12-31	$8,309
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$1,938,984
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$2,529,760
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$2,529,760
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$5,272,666
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$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 assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	Yes
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	$270,645
Employer contributions (assets) at end of year	2012-12-31	$290,645
Employer contributions (assets) at beginning of year	2012-12-31	$60,721
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$650,515
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	THOMAS HOWELL FERGUSON PA
Accountancy firm EIN	2012-12-31	593186310
2011 : SOUTHERN MEDICAL GROUP, P.A. PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$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 assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$1,035,399
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,024,248
Expenses. Certain deemed distributions of participant loans	2011-12-31	$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 year	2011-12-31	$20,189,730
Value of total assets at beginning of year	2011-12-31	$20,392,793
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$4,545
Total interest from all sources	2011-12-31	$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 year	2011-12-31	No
Assets. Real estate other than employer real property at beginning of year	2011-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2011-12-31	$0
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$410,622
Participant contributions at end of year	2011-12-31	$390,127
Participant contributions at beginning of year	2011-12-31	$287,444
Participant contributions at end of year	2011-12-31	$31,677
Participant contributions at beginning of year	2011-12-31	$128,486
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$398,669
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$86,271
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2011-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$0
Administrative expenses (other) incurred	2011-12-31	$4,545
Liabilities. Value of operating payables at beginning of year	2011-12-31	$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	2011-12-31	No
Value of net income/loss	2011-12-31	$-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)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Assets. partnership/joint venture interests at beginning of year	2011-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$11,240,505
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$11,817,307
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$0
Interest on participant loans	2011-12-31	$14,420
Value of interest in master investment trust accounts at beginning of year	2011-12-31	$0
Value of interest in common/collective trusts at beginning of year	2011-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$2,529,760
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$2,422,380
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$2,422,380
Assets. Value of investments in 103.12 investment entities at beginning of year	2011-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$5,538,271
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$5,142,629
Asset value of US Government securities at beginning of year	2011-12-31	$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 assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Assets. Invements in employer securities at beginning of year	2011-12-31	$0
Assets. Value of employer real property at beginning of year	2011-12-31	$0
Contributions received in cash from employer	2011-12-31	$473,229
Employer contributions (assets) at end of year	2011-12-31	$60,721
Employer contributions (assets) at beginning of year	2011-12-31	$508,276
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,024,248
Asset. Corporate debt instrument preferred debt at beginning of year	2011-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2011-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2011-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2011-12-31	$0
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Liabilities. Value of acquisition indebtedness at beginning of year	2011-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	THOMAS HOWELL FERGUSON PA
Accountancy firm EIN	2011-12-31	593186310
2010 : SOUTHERN MEDICAL GROUP, P.A. PROFIT SHARING PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets	2010-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$0
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$0
Total transfer of assets from this plan	2010-12-31	$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 paid	2010-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$2,713,308
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$1,451,089
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,422,284
Expenses. Certain deemed distributions of participant loans	2010-12-31	$28,805
Value of total corrective distributions	2010-12-31	$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 year	2010-12-31	$20,392,793
Value of total assets at beginning of year	2010-12-31	$19,130,574
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$0
Total income from rents	2010-12-31	$0
Total interest from all sources	2010-12-31	$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 year	2010-12-31	No
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 year	2010-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2010-12-31	$0
Administrative expenses professional fees incurred	2010-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2010-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2010-12-31	$0
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$449,810
Participant contributions at end of year	2010-12-31	$287,444
Participant contributions at beginning of year	2010-12-31	$294,222
Participant contributions at end of year	2010-12-31	$128,486
Participant contributions at beginning of year	2010-12-31	$132,090
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$86,271
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$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 year	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$18,610
Assets. Loans (other than to participants) at end of year	2010-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2010-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$0
Other income not declared elsewhere	2010-12-31	$0
Administrative expenses (other) incurred	2010-12-31	$0
Liabilities. Value of operating payables at end of year	2010-12-31	$0
Liabilities. Value of operating payables at beginning of year	2010-12-31	$0
Total non interest bearing cash at end of year	2010-12-31	$0
Total non interest bearing cash at beginning of year	2010-12-31	$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	2010-12-31	No
Income. Non cash contributions	2010-12-31	$0
Value of net income/loss	2010-12-31	$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)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Assets. partnership/joint venture interests at end of year	2010-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2010-12-31	$0
Investment advisory and management fees	2010-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$11,817,307
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$10,849,325
Value of interest in pooled separate accounts at end of year	2010-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$0
Interest on participant loans	2010-12-31	$16,143
Income. Interest from loans (other than to participants)	2010-12-31	$0
Interest earned on other investments	2010-12-31	$0
Income. Interest from US Government securities	2010-12-31	$0
Income. Interest from corporate debt instruments	2010-12-31	$0
Value of interest in master investment trust accounts at end of year	2010-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2010-12-31	$0
Value of interest in common/collective trusts at end of year	2010-12-31	$0
Value of interest in common/collective trusts at beginning of year	2010-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$2,422,380
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$2,904,808
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$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 year	2010-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2010-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$5,142,629
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$4,059,251
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$0
Asset value of US Government securities at end of year	2010-12-31	$0
Asset value of US Government securities at beginning of year	2010-12-31	$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 assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Assets. Invements in employer securities at end of year	2010-12-31	$0
Assets. Invements in employer securities at beginning of year	2010-12-31	$0
Assets. Value of employer real property at end of year	2010-12-31	$0
Assets. Value of employer real property at beginning of year	2010-12-31	$0
Contributions received in cash from employer	2010-12-31	$611,279
Employer contributions (assets) at end of year	2010-12-31	$508,276
Employer contributions (assets) at beginning of year	2010-12-31	$735,674
Income. Dividends from preferred stock	2010-12-31	$0
Income. Dividends from common stock	2010-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,422,284
Asset. Corporate debt instrument preferred debt at end of year	2010-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2010-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2010-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2010-12-31	$0
Contract administrator fees	2010-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$80,309
Liabilities. Value of benefit claims payable at end of year	2010-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2010-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2010-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2010-12-31	$0
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2010-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2010-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	THOMAS HOWELL FERGUSON PA
Accountancy firm EIN	2010-12-31	593186310
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 securities	2009-12-31	$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
2012-01-01	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 – 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
2011: SOUTHERN MEDICAL GROUP, P.A. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: SOUTHERN MEDICAL GROUP, P.A. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: SOUTHERN MEDICAL GROUP, P.A. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-B2-RU78

Policy instance

Insurance contract or identification number	GAP-B2-RU78
Number of Individuals Covered	85
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $7,770
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $7,770
Insurance broker organization code?	4
Insurance broker name	AMERIPRISE FINANCIAL SERVICES

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-B2-RU78

Policy instance

Insurance contract or identification number	GAP-B2-RU78
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $8,395
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-B2-RU78

Policy instance

Insurance contract or identification number	GAP-B2-RU78
Number of Individuals Covered	230
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $7,553
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $7,553
Insurance broker organization code?	4
Insurance broker name	AMERIPRISE FINANCIAL SERVICES

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

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