401k Plan data: ALABAMA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN plan

ALABAMA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	ALABAMA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN
Plan identification number	001

ALABAMA ORTHOPAEDIC CENTER, P.C. 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

ALABAMA ORTHOPAEDIC CENTER, P.C. has sponsored the creation of one or more 401k plans.

Company Name: ALABAMA ORTHOPAEDIC CENTER, P.C.

Employer identification number (EIN): 631120263

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALABAMA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01 ROBERT SORRELL, M.D. 2019-05-24
001 2018-01-01 ROBERT SORRELL, M.D. 2019-05-24
001 2017-01-01 ROBERT SORRELL, M.D. 2018-07-24
001 2016-01-01 ROBERT SORRELL, M.D. 2017-09-20
001 2015-01-01 ROBERT SORRELL, M.D. 2016-09-01
001 2014-01-01 ROBERT SORRELL, M.D. 2015-09-15
001 2013-01-01 ROBERT SORRELL, M.D.
001 2012-01-01 ROBERT SORRELL, M.D.
001 2011-01-01 ROBERT SORRELL, M.D.

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2019-01-01	ROBERT SORRELL, M.D.	2019-05-24
001	2018-01-01	ROBERT SORRELL, M.D.	2019-05-24
001	2017-01-01	ROBERT SORRELL, M.D.	2018-07-24
001	2016-01-01	ROBERT SORRELL, M.D.	2017-09-20
001	2015-01-01	ROBERT SORRELL, M.D.	2016-09-01
001	2014-01-01	ROBERT SORRELL, M.D.	2015-09-15
001	2013-01-01	ROBERT SORRELL, M.D.
001	2012-01-01	ROBERT SORRELL, M.D.
001	2011-01-01	ROBERT SORRELL, M.D.

Plan Statistics for ALABAMA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for ALABAMA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2013: ALABAMA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 23
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 4
Total of all active and inactive participants 2013-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 27
Number of participants with account balances 2013-01-01 25
2012: ALABAMA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 25
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 4
Total of all active and inactive participants 2012-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 29
Number of participants with account balances 2012-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 3
2011: ALABAMA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 30
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 3
Total of all active and inactive participants 2011-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 33
Number of participants with account balances 2011-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2013: ALABAMA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	23
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	4
Total of all active and inactive participants	2013-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	27
Number of participants with account balances	2013-01-01	25
2012: ALABAMA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	25
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	4
Total of all active and inactive participants	2012-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	29
Number of participants with account balances	2012-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	3
2011: ALABAMA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	30
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	3
Total of all active and inactive participants	2011-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	33
Number of participants with account balances	2011-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on ALABAMA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2013 : ALABAMA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$878,837
Expenses. Total of all expenses incurred	2013-12-31	$35,202
Benefits paid (including direct rollovers)	2013-12-31	$22,871
Total plan assets at end of year	2013-12-31	$3,623,359
Total plan assets at beginning of year	2013-12-31	$2,779,724
Value of fidelity bond covering the plan	2013-12-31	$150,000
Total contributions received or receivable from participants	2013-12-31	$101,726
Other income received	2013-12-31	$604,826
Net income (gross income less expenses)	2013-12-31	$843,635
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,623,359
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,779,724
Assets. Value of participant loans	2013-12-31	$2,706
Total contributions received or receivable from employer(s)	2013-12-31	$172,285
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$12,331
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : ALABAMA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$515,737
Expenses. Total of all expenses incurred	2012-12-31	$128,840
Benefits paid (including direct rollovers)	2012-12-31	$119,142
Total plan assets at end of year	2012-12-31	$2,779,724
Total plan assets at beginning of year	2012-12-31	$2,392,827
Value of fidelity bond covering the plan	2012-12-31	$150,000
Total contributions received or receivable from participants	2012-12-31	$90,109
Other income received	2012-12-31	$271,497
Net income (gross income less expenses)	2012-12-31	$386,897
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,779,724
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,392,827
Assets. Value of participant loans	2012-12-31	$3,374
Total contributions received or receivable from employer(s)	2012-12-31	$154,131
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$9,698
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : ALABAMA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$219,556
Expenses. Total of all expenses incurred	2011-12-31	$56,345
Benefits paid (including direct rollovers)	2011-12-31	$49,444
Total plan assets at end of year	2011-12-31	$2,392,827
Total plan assets at beginning of year	2011-12-31	$2,229,616
Value of fidelity bond covering the plan	2011-12-31	$150,000
Total contributions received or receivable from participants	2011-12-31	$91,323
Other income received	2011-12-31	$-20,867
Net income (gross income less expenses)	2011-12-31	$163,211
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,392,827
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,229,616
Assets. Value of participant loans	2011-12-31	$7,444
Total contributions received or receivable from employer(s)	2011-12-31	$149,100
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$6,901
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0

Form 5500 Responses for ALABAMA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN

2013: ALABAMA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ALABAMA ORTHOPAEDIC CENTER, P.C. 401(K) 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 – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ALABAMA ORTHOPAEDIC CENTER, P.C. 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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ALABAMA ORTHOPAEDIC CENTER, P.C.
Employer identification number (EIN):	631120263
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)