401k Plan data: SOUTH FLORIDA ORTHOPAEDICS 401(K) PLAN plan

SOUTH FLORIDA ORTHOPAEDICS 401(K) PLAN 401k Plan overview

Plan Name	SOUTH FLORIDA ORTHOPAEDICS 401(K) PLAN
Plan identification number	001

SOUTH FLORIDA ORTHOPAEDICS 401(K) 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.
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

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

Company Name: SOUTH FLORIDA ORTHOPAEDICS & SPORTS MEDICINE

Employer identification number (EIN): 650311858

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTH FLORIDA ORTHOPAEDICS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01 WILLIAM CARLSON, MD 2020-06-25
001 2018-01-01 WILLIAM CARLSON, MD 2019-09-26
001 2018-01-01 WILLIAM CARLSON, MD 2019-09-26
001 2018-01-01 WILLIAM CARLSON, MD 2019-09-24
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 WILLIAM E CARLSON 2013-10-07 WILLIAM E CARLSON 2013-10-07
001 2011-01-01 WILLIAM E CARLSON MD 2012-10-11 WILLIAM E CARLSON MD 2012-10-11
001 2010-01-01 WILLIAM E. CARLSON 2011-10-12 WILLIAM E. CARLSON 2011-10-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01	WILLIAM CARLSON, MD	2020-06-25
001	2018-01-01	WILLIAM CARLSON, MD	2019-09-26
001	2018-01-01	WILLIAM CARLSON, MD	2019-09-26
001	2018-01-01	WILLIAM CARLSON, MD	2019-09-24
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	WILLIAM E CARLSON	2013-10-07	WILLIAM E CARLSON	2013-10-07
001	2011-01-01	WILLIAM E CARLSON MD	2012-10-11	WILLIAM E CARLSON MD	2012-10-11
001	2010-01-01	WILLIAM E. CARLSON	2011-10-12	WILLIAM E. CARLSON	2011-10-12

Plan Statistics for SOUTH FLORIDA ORTHOPAEDICS 401(K) PLAN

401k plan membership statisitcs for SOUTH FLORIDA ORTHOPAEDICS 401(K) PLAN

Measure Date Value
2022: SOUTH FLORIDA ORTHOPAEDICS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 221
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 197
Number of retired or separated participants receiving benefits 2022-01-01 6
Number of other retired or separated participants entitled to future benefits 2022-01-01 20
Total of all active and inactive participants 2022-01-01 223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 223
Number of participants with account balances 2022-01-01 144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: SOUTH FLORIDA ORTHOPAEDICS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 214
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 186
Number of retired or separated participants receiving benefits 2021-01-01 5
Number of other retired or separated participants entitled to future benefits 2021-01-01 20
Total of all active and inactive participants 2021-01-01 211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 211
Number of participants with account balances 2021-01-01 131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: SOUTH FLORIDA ORTHOPAEDICS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 201
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 168
Number of retired or separated participants receiving benefits 2020-01-01 2
Number of other retired or separated participants entitled to future benefits 2020-01-01 29
Total of all active and inactive participants 2020-01-01 199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 199
Number of participants with account balances 2020-01-01 132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: SOUTH FLORIDA ORTHOPAEDICS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 154
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 158
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 29
Total of all active and inactive participants 2019-01-01 188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 188
Number of participants with account balances 2019-01-01 127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: SOUTH FLORIDA ORTHOPAEDICS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 131
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 102
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 26
Total of all active and inactive participants 2018-01-01 129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 129
Number of participants with account balances 2018-01-01 105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: SOUTH FLORIDA ORTHOPAEDICS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 134
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 97
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 23
Total of all active and inactive participants 2017-01-01 120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 120
Number of participants with account balances 2017-01-01 103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: SOUTH FLORIDA ORTHOPAEDICS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 128
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 101
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 22
Total of all active and inactive participants 2016-01-01 123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 123
Number of participants with account balances 2016-01-01 97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1

Measure	Date	Value
2022: SOUTH FLORIDA ORTHOPAEDICS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	221
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	197
Number of retired or separated participants receiving benefits	2022-01-01	6
Number of other retired or separated participants entitled to future benefits	2022-01-01	20
Total of all active and inactive participants	2022-01-01	223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	223
Number of participants with account balances	2022-01-01	144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: SOUTH FLORIDA ORTHOPAEDICS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	214
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	186
Number of retired or separated participants receiving benefits	2021-01-01	5
Number of other retired or separated participants entitled to future benefits	2021-01-01	20
Total of all active and inactive participants	2021-01-01	211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	211
Number of participants with account balances	2021-01-01	131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: SOUTH FLORIDA ORTHOPAEDICS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	201
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	168
Number of retired or separated participants receiving benefits	2020-01-01	2
Number of other retired or separated participants entitled to future benefits	2020-01-01	29
Total of all active and inactive participants	2020-01-01	199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	199
Number of participants with account balances	2020-01-01	132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: SOUTH FLORIDA ORTHOPAEDICS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	154
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	158
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	29
Total of all active and inactive participants	2019-01-01	188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	188
Number of participants with account balances	2019-01-01	127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: SOUTH FLORIDA ORTHOPAEDICS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	131
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	102
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	26
Total of all active and inactive participants	2018-01-01	129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	129
Number of participants with account balances	2018-01-01	105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: SOUTH FLORIDA ORTHOPAEDICS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	134
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	97
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	23
Total of all active and inactive participants	2017-01-01	120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	120
Number of participants with account balances	2017-01-01	103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: SOUTH FLORIDA ORTHOPAEDICS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	128
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	101
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	22
Total of all active and inactive participants	2016-01-01	123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	123
Number of participants with account balances	2016-01-01	97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1

Financial Data on SOUTH FLORIDA ORTHOPAEDICS 401(K) PLAN

Measure	Date	Value
2022 : SOUTH FLORIDA ORTHOPAEDICS 401(K) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$-3,333,424
Total unrealized appreciation/depreciation of assets	2022-12-31	$-3,333,424
Total income from all sources (including contributions)	2022-12-31	$-2,575,404
Total loss/gain on sale of assets	2022-12-31	$2,125,617
Total of all expenses incurred	2022-12-31	$657,678
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$560,646
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,205,895
Value of total assets at end of year	2022-12-31	$16,795,645
Value of total assets at beginning of year	2022-12-31	$20,028,727
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$97,032
Total interest from all sources	2022-12-31	$21,376
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$46,691
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$802,823
Participant contributions at end of year	2022-12-31	$54,272
Participant contributions at beginning of year	2022-12-31	$40,668
Participant contributions at end of year	2022-12-31	$5,511
Participant contributions at beginning of year	2022-12-31	$3,540
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$11,638
Other income not declared elsewhere	2022-12-31	$36,147
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-3,233,082
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$16,795,645
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$20,028,727
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$29,198
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$14,005,583
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$17,080,373
Income. Interest from loans (other than to participants)	2022-12-31	$2,855
Income. Interest from corporate debt instruments	2022-12-31	$15,705
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$142,765
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$210,464
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$210,464
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$2,816
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,677,706
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$391,434
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$3,612
Income. Dividends from preferred stock	2022-12-31	$15,716
Income. Dividends from common stock	2022-12-31	$30,975
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$560,646
Asset. Corporate debt instrument debt (other) at end of year	2022-12-31	$1,031,760
Asset. Corporate debt instrument debt (other) at beginning of year	2022-12-31	$1,291,722
Contract administrator fees	2022-12-31	$67,834
Assets. Corporate common stocks other than exployer securities at end of year	2022-12-31	$1,555,754
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-12-31	$1,398,348
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Aggregate proceeds on sale of assets	2022-12-31	$2,125,617
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	ASSURANCE DIMENSIONS
Accountancy firm EIN	2022-12-31	263429295
2021 : SOUTH FLORIDA ORTHOPAEDICS 401(K) PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$-796,038
Total unrealized appreciation/depreciation of assets	2021-12-31	$-796,038
Total income from all sources (including contributions)	2021-12-31	$3,889,895
Total loss/gain on sale of assets	2021-12-31	$1,469,596
Total of all expenses incurred	2021-12-31	$412,782
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$304,817
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,291,994
Value of total assets at end of year	2021-12-31	$20,028,727
Value of total assets at beginning of year	2021-12-31	$16,551,614
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$107,965
Total interest from all sources	2021-12-31	$25,643
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$21,142
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Assets. Corporate prefeered stocks other than exployer securities at end of year	2021-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2021-12-31	$45,350
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$763,126
Participant contributions at end of year	2021-12-31	$37,959
Participant contributions at beginning of year	2021-12-31	$37,959
Participant contributions at end of year	2021-12-31	$3,540
Participant contributions at beginning of year	2021-12-31	$1,000
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$184,536
Other income not declared elsewhere	2021-12-31	$31,706
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$3,477,113
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$20,028,727
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$16,551,614
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$30,359
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$17,083,082
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$14,440,704
Interest on participant loans	2021-12-31	$2,114
Income. Interest from corporate debt instruments	2021-12-31	$23,475
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$210,464
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$167,265
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$167,265
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$54
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,845,852
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$344,332
Employer contributions (assets) at end of year	2021-12-31	$3,612
Employer contributions (assets) at beginning of year	2021-12-31	$0
Income. Dividends from preferred stock	2021-12-31	$11,222
Income. Dividends from common stock	2021-12-31	$9,920
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$304,817
Asset. Corporate debt instrument debt (other) at end of year	2021-12-31	$1,291,722
Asset. Corporate debt instrument debt (other) at beginning of year	2021-12-31	$784,130
Contract administrator fees	2021-12-31	$77,606
Assets. Corporate common stocks other than exployer securities at end of year	2021-12-31	$1,398,348
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-12-31	$1,075,206
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Aggregate proceeds on sale of assets	2021-12-31	$1,469,596
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	ASSURANCE DIMENSIONS
Accountancy firm EIN	2021-12-31	263429295
2020 : SOUTH FLORIDA ORTHOPAEDICS 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$-501,113
Total unrealized appreciation/depreciation of assets	2020-12-31	$-501,113
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$461
Total income from all sources (including contributions)	2020-12-31	$3,355,856
Total loss/gain on sale of assets	2020-12-31	$888,852
Total of all expenses incurred	2020-12-31	$1,148,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,113,198
Expenses. Certain deemed distributions of participant loans	2020-12-31	$63
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,111,116
Value of total assets at end of year	2020-12-31	$16,551,614
Value of total assets at beginning of year	2020-12-31	$14,344,457
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$34,977
Total interest from all sources	2020-12-31	$9,913
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$17,748
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Assets. Corporate prefeered stocks other than exployer securities at end of year	2020-12-31	$45,350
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2020-12-31	$0
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$682,091
Participant contributions at end of year	2020-12-31	$37,959
Participant contributions at beginning of year	2020-12-31	$81,857
Participant contributions at end of year	2020-12-31	$1,000
Participant contributions at beginning of year	2020-12-31	$2,920
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$113,550
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$461
Other income not declared elsewhere	2020-12-31	$19,228
Administrative expenses (other) incurred	2020-12-31	$915
Total non interest bearing cash at end of year	2020-12-31	$0
Total non interest bearing cash at beginning of year	2020-12-31	$21
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,207,618
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$16,551,614
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$14,343,996
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$34,062
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$14,440,704
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$10,960,042
Interest on participant loans	2020-12-31	$3,424
Interest earned on other investments	2020-12-31	$6,354
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$167,265
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$154,750
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$154,750
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$135
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,810,112
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$315,475
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$0
Income. Dividends from preferred stock	2020-12-31	$9,938
Income. Dividends from common stock	2020-12-31	$7,810
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,113,198
Asset. Corporate debt instrument preferred debt at end of year	2020-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2020-12-31	$5,365
Asset. Corporate debt instrument debt (other) at end of year	2020-12-31	$784,130
Asset. Corporate debt instrument debt (other) at beginning of year	2020-12-31	$2,052,494
Assets. Corporate common stocks other than exployer securities at end of year	2020-12-31	$1,075,206
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-12-31	$1,087,008
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Aggregate proceeds on sale of assets	2020-12-31	$888,852
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	ASSURANCE DIMENSIONS
Accountancy firm EIN	2020-12-31	263429295
2019 : SOUTH FLORIDA ORTHOPAEDICS 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$179,679
Total unrealized appreciation/depreciation of assets	2019-12-31	$179,679
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$461
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$3,485,558
Total loss/gain on sale of assets	2019-12-31	$313,082
Total of all expenses incurred	2019-12-31	$357,356
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$330,844
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$968,095
Value of total assets at end of year	2019-12-31	$14,344,457
Value of total assets at beginning of year	2019-12-31	$11,215,794
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$26,512
Total interest from all sources	2019-12-31	$11,352
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$60,466
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Assets. Corporate prefeered stocks other than exployer securities at end of year	2019-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2019-12-31	$24,200
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$617,364
Participant contributions at end of year	2019-12-31	$81,857
Participant contributions at beginning of year	2019-12-31	$84,839
Participant contributions at end of year	2019-12-31	$2,920
Participant contributions at beginning of year	2019-12-31	$1,920
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$35,838
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$461
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$20,278
Total non interest bearing cash at end of year	2019-12-31	$21
Total non interest bearing cash at beginning of year	2019-12-31	$-2,794
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$3,128,202
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$14,343,996
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$11,215,794
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$25,070
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$10,960,042
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$8,493,456
Interest on participant loans	2019-12-31	$4,536
Interest earned on other investments	2019-12-31	$6,092
Income. Interest from corporate debt instruments	2019-12-31	$436
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$154,750
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$130,714
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$130,714
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$288
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,932,606
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$314,893
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$1,292
Income. Dividends from preferred stock	2019-12-31	$10,588
Income. Dividends from common stock	2019-12-31	$49,878
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$330,844
Asset. Corporate debt instrument preferred debt at end of year	2019-12-31	$5,365
Asset. Corporate debt instrument preferred debt at beginning of year	2019-12-31	$6,372
Asset. Corporate debt instrument debt (other) at end of year	2019-12-31	$2,052,494
Asset. Corporate debt instrument debt (other) at beginning of year	2019-12-31	$1,613,631
Contract administrator fees	2019-12-31	$1,442
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$1,087,008
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$862,164
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Aggregate proceeds on sale of assets	2019-12-31	$313,082
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	ASSURANCE DIMENSIONS
Accountancy firm EIN	2019-12-31	263429295
2018 : SOUTH FLORIDA ORTHOPAEDICS 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$12,488
Total loss/gain on sale of assets	2018-12-31	$384,302
Total of all expenses incurred	2018-12-31	$71,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$48,666
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$784,323
Value of total assets at end of year	2018-12-31	$11,215,794
Value of total assets at beginning of year	2018-12-31	$11,275,282
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$23,310
Total interest from all sources	2018-12-31	$11,786
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$72,945
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Assets. Corporate prefeered stocks other than exployer securities at end of year	2018-12-31	$24,200
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2018-12-31	$0
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$499,725
Participant contributions at end of year	2018-12-31	$84,839
Participant contributions at beginning of year	2018-12-31	$118,781
Participant contributions at end of year	2018-12-31	$1,920
Participant contributions at beginning of year	2018-12-31	$1,920
Other income not declared elsewhere	2018-12-31	$-485,511
Total non interest bearing cash at end of year	2018-12-31	$-2,794
Total non interest bearing cash at beginning of year	2018-12-31	$23,216
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-59,488
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$11,215,794
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$11,275,282
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$22,079
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$8,493,456
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$8,098,474
Interest on participant loans	2018-12-31	$4,374
Interest earned on other investments	2018-12-31	$5,433
Income. Interest from corporate debt instruments	2018-12-31	$1,169
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$130,714
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$541,817
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$541,817
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$810
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-755,357
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$284,598
Employer contributions (assets) at end of year	2018-12-31	$1,292
Employer contributions (assets) at beginning of year	2018-12-31	$44,269
Income. Dividends from preferred stock	2018-12-31	$1,375
Income. Dividends from common stock	2018-12-31	$71,570
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$48,666
Asset. Corporate debt instrument preferred debt at end of year	2018-12-31	$6,372
Asset. Corporate debt instrument preferred debt at beginning of year	2018-12-31	$7,036
Asset. Corporate debt instrument debt (other) at end of year	2018-12-31	$1,613,631
Asset. Corporate debt instrument debt (other) at beginning of year	2018-12-31	$958,055
Contract administrator fees	2018-12-31	$1,231
Assets. Corporate common stocks other than exployer securities at end of year	2018-12-31	$862,164
Assets. Corporate common stocks other than exployer securities at beginning of year	2018-12-31	$1,481,714
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Aggregate proceeds on sale of assets	2018-12-31	$384,302
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	ASSURANCE DIMENSIONS
Accountancy firm EIN	2018-12-31	263429295
2017 : SOUTH FLORIDA ORTHOPAEDICS 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets	2017-12-31	$0
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$47
Expenses. Interest paid	2017-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$2,439,551
Total loss/gain on sale of assets	2017-12-31	$220,574
Total of all expenses incurred	2017-12-31	$87,677
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$71,196
Expenses. Certain deemed distributions of participant loans	2017-12-31	$0
Value of total corrective distributions	2017-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$850,884
Value of total assets at end of year	2017-12-31	$11,275,282
Value of total assets at beginning of year	2017-12-31	$8,923,455
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$16,481
Total interest from all sources	2017-12-31	$27,645
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$73,466
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$28,513
Assets. Real estate other than employer real property at beginning of year	2017-12-31	$0
Administrative expenses professional fees incurred	2017-12-31	$14,614
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2017-12-31	$71,660
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$478,604
Participant contributions at end of year	2017-12-31	$118,781
Participant contributions at beginning of year	2017-12-31	$110,175
Participant contributions at end of year	2017-12-31	$1,920
Participant contributions at beginning of year	2017-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$97,591
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2017-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$47
Other income not declared elsewhere	2017-12-31	$73,452
Administrative expenses (other) incurred	2017-12-31	$1,433
Liabilities. Value of operating payables at beginning of year	2017-12-31	$0
Total non interest bearing cash at end of year	2017-12-31	$23,216
Total non interest bearing cash at beginning of year	2017-12-31	$-1,043
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Income. Non cash contributions	2017-12-31	$0
Value of net income/loss	2017-12-31	$2,351,874
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$11,275,282
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$8,923,408
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Assets. partnership/joint venture interests at beginning of year	2017-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$920,741
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$1,560,276
Value of interest in pooled separate accounts at end of year	2017-12-31	$7,177,733
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$5,412,676
Interest on participant loans	2017-12-31	$4,712
Interest earned on other investments	2017-12-31	$22,207
Income. Interest from corporate debt instruments	2017-12-31	$142
Value of interest in master investment trust accounts at beginning of year	2017-12-31	$0
Value of interest in common/collective trusts at beginning of year	2017-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$541,817
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$337,386
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$337,386
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$584
Assets. Value of investments in 103.12 investment entities at beginning of year	2017-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$0
Asset value of US Government securities at beginning of year	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,193,530
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Assets. Invements in employer securities at beginning of year	2017-12-31	$0
Assets. Value of employer real property at beginning of year	2017-12-31	$0
Contributions received in cash from employer	2017-12-31	$274,689
Employer contributions (assets) at end of year	2017-12-31	$44,269
Employer contributions (assets) at beginning of year	2017-12-31	$52,662
Income. Dividends from preferred stock	2017-12-31	$44,953
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$71,196
Asset. Corporate debt instrument preferred debt at end of year	2017-12-31	$7,036
Asset. Corporate debt instrument preferred debt at beginning of year	2017-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2017-12-31	$958,055
Asset. Corporate debt instrument debt (other) at beginning of year	2017-12-31	$6,883
Contract administrator fees	2017-12-31	$434
Assets. Corporate common stocks other than exployer securities at end of year	2017-12-31	$1,481,714
Assets. Corporate common stocks other than exployer securities at beginning of year	2017-12-31	$1,372,780
Liabilities. Value of benefit claims payable at beginning of year	2017-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2017-12-31	$0
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Aggregate proceeds on sale of assets	2017-12-31	$220,574
Aggregate carrying amount (costs) on sale of assets	2017-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2017-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	ASSURANCE DIMENSIONS
Accountancy firm EIN	2017-12-31	263429295
2016 : SOUTH FLORIDA ORTHOPAEDICS 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets	2016-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$0
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$0
Total transfer of assets from this plan	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$47
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$47
Expenses. Interest paid	2016-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,850,707
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$470,800
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$442,795
Expenses. Certain deemed distributions of participant loans	2016-12-31	$0
Value of total corrective distributions	2016-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,335,929
Value of total assets at end of year	2016-12-31	$8,923,455
Value of total assets at beginning of year	2016-12-31	$7,543,548
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$28,005
Total income from rents	2016-12-31	$0
Total interest from all sources	2016-12-31	$5,258
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$65,986
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$7,813
Assets. Real estate other than employer real property at end of year	2016-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2016-12-31	$0
Administrative expenses professional fees incurred	2016-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2016-12-31	$71,660
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2016-12-31	$0
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$452,895
Participant contributions at end of year	2016-12-31	$110,175
Participant contributions at beginning of year	2016-12-31	$57,373
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$624,873
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$0
Assets. Loans (other than to participants) at end of year	2016-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2016-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$47
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$47
Other income not declared elsewhere	2016-12-31	$67,036
Administrative expenses (other) incurred	2016-12-31	$1,572
Liabilities. Value of operating payables at end of year	2016-12-31	$0
Liabilities. Value of operating payables at beginning of year	2016-12-31	$0
Total non interest bearing cash at end of year	2016-12-31	$-1,043
Total non interest bearing cash at beginning of year	2016-12-31	$187
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Income. Non cash contributions	2016-12-31	$0
Value of net income/loss	2016-12-31	$1,379,907
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$8,923,408
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$7,543,501
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Assets. partnership/joint venture interests at end of year	2016-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2016-12-31	$0
Investment advisory and management fees	2016-12-31	$26,073
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$1,560,276
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$300,214
Value of interest in pooled separate accounts at end of year	2016-12-31	$5,412,676
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$4,739,194
Interest on participant loans	2016-12-31	$2,458
Income. Interest from loans (other than to participants)	2016-12-31	$0
Interest earned on other investments	2016-12-31	$0
Income. Interest from US Government securities	2016-12-31	$1,607
Income. Interest from corporate debt instruments	2016-12-31	$984
Value of interest in master investment trust accounts at end of year	2016-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2016-12-31	$0
Value of interest in common/collective trusts at end of year	2016-12-31	$0
Value of interest in common/collective trusts at beginning of year	2016-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$337,386
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$691,289
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$691,289
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$209
Assets. Value of investments in 103.12 investment entities at end of year	2016-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2016-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$0
Asset value of US Government securities at end of year	2016-12-31	$0
Asset value of US Government securities at beginning of year	2016-12-31	$68,613
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$376,498
Net investment gain/loss from pooled separate accounts	2016-12-31	$0
Net investment gain or loss from common/collective trusts	2016-12-31	$0
Net gain/loss from 103.12 investment entities	2016-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Assets. Invements in employer securities at end of year	2016-12-31	$0
Assets. Value of employer real property at end of year	2016-12-31	$0
Assets. Value of employer real property at beginning of year	2016-12-31	$0
Contributions received in cash from employer	2016-12-31	$258,161
Employer contributions (assets) at end of year	2016-12-31	$52,662
Employer contributions (assets) at beginning of year	2016-12-31	$48,671
Income. Dividends from preferred stock	2016-12-31	$0
Income. Dividends from common stock	2016-12-31	$58,173
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$442,795
Asset. Corporate debt instrument preferred debt at end of year	2016-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2016-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2016-12-31	$6,883
Asset. Corporate debt instrument debt (other) at beginning of year	2016-12-31	$30,004
Contract administrator fees	2016-12-31	$360
Assets. Corporate common stocks other than exployer securities at end of year	2016-12-31	$1,372,780
Assets. Corporate common stocks other than exployer securities at beginning of year	2016-12-31	$1,608,003
Liabilities. Value of benefit claims payable at end of year	2016-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2016-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2016-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2016-12-31	$0
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Aggregate proceeds on sale of assets	2016-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2016-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2016-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2016-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	MARI HUFF
Accountancy firm EIN	2016-12-31	472814883

Form 5500 Responses for SOUTH FLORIDA ORTHOPAEDICS 401(K) PLAN

2022: SOUTH FLORIDA ORTHOPAEDICS 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SOUTH FLORIDA ORTHOPAEDICS 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SOUTH FLORIDA ORTHOPAEDICS 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SOUTH FLORIDA ORTHOPAEDICS 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SOUTH FLORIDA ORTHOPAEDICS 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	Yes
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SOUTH FLORIDA ORTHOPAEDICS 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SOUTH FLORIDA ORTHOPAEDICS 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	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

45961

Policy instance

Insurance contract or identification number	45961
Number of Individuals Covered	151
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $36,541
Total amount of fees paid to insurance company	USD $6,205
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $36,541
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKER COMMISSIONS
Insurance broker organization code?	3

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

Policy contract number

45961

Policy instance

Insurance contract or identification number	45961
Number of Individuals Covered	138
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $37,195
Total amount of fees paid to insurance company	USD $6,309
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $37,195
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKER COMMISSIONS
Insurance broker organization code?	3

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

Policy contract number

45961

Policy instance

Insurance contract or identification number	45961
Number of Individuals Covered	139
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $28,813
Total amount of fees paid to insurance company	USD $4,904
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $21,864
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKER COMMISSIONS
Insurance broker organization code?	3

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

Policy contract number

45961

Policy instance

Insurance contract or identification number	45961
Number of Individuals Covered	138
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $24,828
Total amount of fees paid to insurance company	USD $4,241
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $24,828
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKER COMMISSIONS
Insurance broker organization code?	3

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

Policy contract number

45961

Policy instance

Insurance contract or identification number	45961
Number of Individuals Covered	111
Total amount of commissions paid to insurance broker	USD $22,637
Total amount of fees paid to insurance company	USD $3,868
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $22,621
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKER COMMISSION AND OTHER ALLOWANCES
Insurance broker organization code?	3

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

Policy contract number

45961

Policy instance

Insurance contract or identification number	45961
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Insurance broker organization code?	4
Insurance broker name	MORGAN STANLEY SMITH BARNEY

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Company Name:	SOUTH FLORIDA ORTHOPAEDICS & SPORTS MEDICINE
Employer identification number (EIN):	650311858
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)