401k Plan data: SOUTHERN ORTHOPEDIC SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN plan

SOUTHERN ORTHOPEDIC SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	SOUTHERN ORTHOPEDIC SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN
Plan identification number	001

SOUTHERN ORTHOPEDIC SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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.
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 ORTHOPEDIC SPECIALISTS, P.A. has sponsored the creation of one or more 401k plans.

Company Name: SOUTHERN ORTHOPEDIC SPECIALISTS, P.A.

Employer identification number (EIN): 593603332

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

Additional information about SOUTHERN ORTHOPEDIC SPECIALISTS, P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1999-10-12

Company Identification Number: P99000090037

Legal Registered Office Address: 1827 HARRISON AVE

PANAMA CITY

32405

More information about SOUTHERN ORTHOPEDIC SPECIALISTS, P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHERN ORTHOPEDIC SPECIALISTS, P.A. 401(K) 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 THOMAS C. MITCHELL 2023-10-09
001 2021-01-01 THOMAS C. MITCHELL 2022-07-15
001 2020-01-01 THOMAS C. MITCHELL 2021-08-02
001 2019-01-01 THOMAS C. MITCHELL 2020-09-14
001 2018-01-01 THOMAS C. MITCHELL 2019-10-14
001 2017-01-01 SAMUEL COMBS, MD 2018-07-23
001 2016-01-01 SAMUEL COMBS, MD 2017-07-13
001 2015-01-01 SAMUEL COMBS, MD 2016-07-21
001 2014-01-01
001 2013-01-01
001 2012-01-01 SAMUEL COMBS, M.D. 2013-04-02 SAMUEL COMBS, M.D. 2013-04-02
001 2011-01-01 SAMUEL COMBS, M.D. SAMUEL COMBS, M.D. 2012-05-07
001 2010-01-01 SAMUEL COMBS, M.D. SAMUEL COMBS, M.D. 2011-04-07
001 2009-01-01 SAMUEL COMBS, MD SAMUEL COMBS, MD 2010-07-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	THOMAS C. MITCHELL	2023-10-09
001	2021-01-01	THOMAS C. MITCHELL	2022-07-15
001	2020-01-01	THOMAS C. MITCHELL	2021-08-02
001	2019-01-01	THOMAS C. MITCHELL	2020-09-14
001	2018-01-01	THOMAS C. MITCHELL	2019-10-14
001	2017-01-01	SAMUEL COMBS, MD	2018-07-23
001	2016-01-01	SAMUEL COMBS, MD	2017-07-13
001	2015-01-01	SAMUEL COMBS, MD	2016-07-21
001	2014-01-01
001	2013-01-01
001	2012-01-01	SAMUEL COMBS, M.D.	2013-04-02	SAMUEL COMBS, M.D.	2013-04-02
001	2011-01-01	SAMUEL COMBS, M.D.		SAMUEL COMBS, M.D.	2012-05-07
001	2010-01-01	SAMUEL COMBS, M.D.		SAMUEL COMBS, M.D.	2011-04-07
001	2009-01-01	SAMUEL COMBS, MD		SAMUEL COMBS, MD	2010-07-14

Plan Statistics for SOUTHERN ORTHOPEDIC SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for SOUTHERN ORTHOPEDIC SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN

Measure Date Value
2011: SOUTHERN ORTHOPEDIC SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 84
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 72
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 18
Total of all active and inactive participants 2011-01-01 90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 90
Number of participants with account balances 2011-01-01 75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2010: SOUTHERN ORTHOPEDIC SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 83
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 69
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 14
Total of all active and inactive participants 2010-01-01 83
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 83
Number of participants with account balances 2010-01-01 67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: SOUTHERN ORTHOPEDIC SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 81
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 67
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 15
Total of all active and inactive participants 2009-01-01 82
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 82
Number of participants with account balances 2009-01-01 64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2011: SOUTHERN ORTHOPEDIC SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	84
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	72
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	18
Total of all active and inactive participants	2011-01-01	90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	90
Number of participants with account balances	2011-01-01	75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2010: SOUTHERN ORTHOPEDIC SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	83
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	69
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	14
Total of all active and inactive participants	2010-01-01	83
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	83
Number of participants with account balances	2010-01-01	67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: SOUTHERN ORTHOPEDIC SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	81
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	67
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	15
Total of all active and inactive participants	2009-01-01	82
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	82
Number of participants with account balances	2009-01-01	64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on SOUTHERN ORTHOPEDIC SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2011 : SOUTHERN ORTHOPEDIC SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$161,618
Expenses. Total of all expenses incurred	2011-12-31	$25,831
Benefits paid (including direct rollovers)	2011-12-31	$25,831
Total plan assets at end of year	2011-12-31	$2,551,683
Total plan assets at beginning of year	2011-12-31	$2,415,896
Value of fidelity bond covering the plan	2011-12-31	$255,168
Total contributions received or receivable from participants	2011-12-31	$192,955
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-150,145
Net income (gross income less expenses)	2011-12-31	$135,787
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,551,683
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,415,896
Total contributions received or receivable from employer(s)	2011-12-31	$118,808
2010 : SOUTHERN ORTHOPEDIC SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$565,781
Expenses. Total of all expenses incurred	2010-12-31	$19,557
Benefits paid (including direct rollovers)	2010-12-31	$19,557
Total plan assets at end of year	2010-12-31	$2,415,896
Total plan assets at beginning of year	2010-12-31	$1,869,672
Value of fidelity bond covering the plan	2010-12-31	$241,589
Total contributions received or receivable from participants	2010-12-31	$167,955
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$299,115
Net income (gross income less expenses)	2010-12-31	$546,224
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,415,896
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,869,672
Total contributions received or receivable from employer(s)	2010-12-31	$98,711

Form 5500 Responses for SOUTHERN ORTHOPEDIC SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN

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

15865

Policy instance

Insurance contract or identification number	15865
Number of Individuals Covered	67
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $6,130
Total amount of fees paid to insurance company	USD $0

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

Policy contract number

15865

Policy instance

Insurance contract or identification number	15865
Number of Individuals Covered	65
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $4,816
Total amount of fees paid to insurance company	USD $50
Commission paid to Insurance Broker	USD $4,816
Insurance broker organization code?	5
Amount paid for insurance broker fees	50
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker name	CLEMONS & CAMPBELL, INC.

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Company Name:	SOUTHERN ORTHOPEDIC SPECIALISTS, P.A.
Employer identification number (EIN):	593603332
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1999-10-12
Company Identification Number:	P99000090037
Legal Registered Office Address:	1827 HARRISON AVE PANAMA CITY 32405