401k Plan data: SOUTHPOINT EMPLOYEES 401(K) PLAN AND TRUST plan

SOUTHPOINT EMPLOYEES 401(K) PLAN AND TRUST 401k Plan overview

Plan Name	SOUTHPOINT EMPLOYEES 401(K) PLAN AND TRUST
Plan identification number	001

SOUTHPOINT EMPLOYEES 401(K) PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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

SOUTHPOINT SURGERY CENTER, LLC has sponsored the creation of one or more 401k plans.

Company Name: SOUTHPOINT SURGERY CENTER, LLC

Employer identification number (EIN): 203579196

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHPOINT EMPLOYEES 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2024-01-01 RAJESH SHETTY
001 2023-01-01
001 2023-01-01 RAJESH SHETTY
001 2022-01-01
001 2022-01-01 RAJESH SHETTY
001 2021-01-01
001 2021-01-01 RAJESH SHETTY
001 2020-01-01
001 2019-01-01
001 2018-01-01 ERNST NICOLITZ
001 2017-01-01 ERNST NICOLITZ
001 2016-01-01 ERNST NICOLITZ
001 2015-01-01 JACK R. GROOVER
001 2014-01-01 JACK R. GROOVER
001 2013-01-01 JACK GROOVER
001 2012-01-01 ERNST NICOLITZ ERNST NICOLITZ 2013-10-01
001 2011-01-01 ERNST NICOLITZ ERNST NICOLITZ 2012-08-14
001 2009-01-01 ERNST NICOLITZ ERNST NICOLITZ 2010-07-27

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2024-01-01	RAJESH SHETTY
001	2023-01-01
001	2023-01-01	RAJESH SHETTY
001	2022-01-01
001	2022-01-01	RAJESH SHETTY
001	2021-01-01
001	2021-01-01	RAJESH SHETTY
001	2020-01-01
001	2019-01-01
001	2018-01-01	ERNST NICOLITZ
001	2017-01-01	ERNST NICOLITZ
001	2016-01-01	ERNST NICOLITZ
001	2015-01-01	JACK R. GROOVER
001	2014-01-01	JACK R. GROOVER
001	2013-01-01	JACK GROOVER
001	2012-01-01	ERNST NICOLITZ	ERNST NICOLITZ	2013-10-01
001	2011-01-01	ERNST NICOLITZ	ERNST NICOLITZ	2012-08-14
001	2009-01-01	ERNST NICOLITZ	ERNST NICOLITZ	2010-07-27

Financial Data on SOUTHPOINT EMPLOYEES 401(K) PLAN AND TRUST

Measure	Date	Value
2023 : SOUTHPOINT EMPLOYEES 401(K) PLAN AND TRUST 2023 401k financial data
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$230,878
Expenses. Total of all expenses incurred	2023-12-31	$128,094
Benefits paid (including direct rollovers)	2023-12-31	$121,769
Total plan assets at end of year	2023-12-31	$1,002,682
Total plan assets at beginning of year	2023-12-31	$899,898
Value of fidelity bond covering the plan	2023-12-31	$100,000
Total contributions received or receivable from participants	2023-12-31	$52,277
Other income received	2023-12-31	$142,391
Net income (gross income less expenses)	2023-12-31	$102,784
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$1,002,682
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$899,898
Total contributions received or receivable from employer(s)	2023-12-31	$36,210
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$6,325
2022 : SOUTHPOINT EMPLOYEES 401(K) PLAN AND TRUST 2022 401k financial data
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-110,302
Expenses. Total of all expenses incurred	2022-12-31	$100,784
Benefits paid (including direct rollovers)	2022-12-31	$95,974
Total plan assets at end of year	2022-12-31	$899,898
Total plan assets at beginning of year	2022-12-31	$1,110,984
Value of fidelity bond covering the plan	2022-12-31	$100,000
Total contributions received or receivable from participants	2022-12-31	$51,259
Other income received	2022-12-31	$-201,392
Net income (gross income less expenses)	2022-12-31	$-211,086
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$899,898
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,110,984
Total contributions received or receivable from employer(s)	2022-12-31	$39,831
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$4,810
2021 : SOUTHPOINT EMPLOYEES 401(K) PLAN AND TRUST 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$225,745
Expenses. Total of all expenses incurred	2021-12-31	$130,273
Benefits paid (including direct rollovers)	2021-12-31	$127,425
Total plan assets at end of year	2021-12-31	$1,110,984
Total plan assets at beginning of year	2021-12-31	$1,015,512
Value of fidelity bond covering the plan	2021-12-31	$100,000
Total contributions received or receivable from participants	2021-12-31	$44,359
Other income received	2021-12-31	$143,179
Net income (gross income less expenses)	2021-12-31	$95,472
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,110,984
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,015,512
Total contributions received or receivable from employer(s)	2021-12-31	$38,207
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$2,848
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : SOUTHPOINT EMPLOYEES 401(K) PLAN AND TRUST 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$226,833
Expenses. Total of all expenses incurred	2020-12-31	$47,112
Benefits paid (including direct rollovers)	2020-12-31	$41,440
Total plan assets at end of year	2020-12-31	$1,015,512
Total plan assets at beginning of year	2020-12-31	$835,791
Value of fidelity bond covering the plan	2020-12-31	$100,000
Total contributions received or receivable from participants	2020-12-31	$46,004
Other income received	2020-12-31	$140,006
Net income (gross income less expenses)	2020-12-31	$179,721
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,015,512
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$835,791
Total contributions received or receivable from employer(s)	2020-12-31	$40,823
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$5,672
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : SOUTHPOINT EMPLOYEES 401(K) PLAN AND TRUST 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$253,594
Expenses. Total of all expenses incurred	2019-12-31	$54,585
Benefits paid (including direct rollovers)	2019-12-31	$49,373
Total plan assets at end of year	2019-12-31	$835,791
Total plan assets at beginning of year	2019-12-31	$636,782
Value of fidelity bond covering the plan	2019-12-31	$100,000
Total contributions received or receivable from participants	2019-12-31	$60,458
Contributions received from other sources (not participants or employers)	2019-12-31	$351
Other income received	2019-12-31	$140,354
Net income (gross income less expenses)	2019-12-31	$199,009
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$835,791
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$636,782
Total contributions received or receivable from employer(s)	2019-12-31	$52,431
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$5,212
2018 : SOUTHPOINT EMPLOYEES 401(K) PLAN AND TRUST 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$84,772
Expenses. Total of all expenses incurred	2018-12-31	$79,839
Benefits paid (including direct rollovers)	2018-12-31	$75,210
Total plan assets at end of year	2018-12-31	$636,782
Total plan assets at beginning of year	2018-12-31	$631,849
Value of fidelity bond covering the plan	2018-12-31	$100,000
Total contributions received or receivable from participants	2018-12-31	$79,377
Other income received	2018-12-31	$-50,474
Net income (gross income less expenses)	2018-12-31	$4,933
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$636,782
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$631,849
Total contributions received or receivable from employer(s)	2018-12-31	$55,869
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$4,629
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : SOUTHPOINT EMPLOYEES 401(K) PLAN AND TRUST 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$233,432
Expenses. Total of all expenses incurred	2017-12-31	$100,487
Benefits paid (including direct rollovers)	2017-12-31	$96,191
Total plan assets at end of year	2017-12-31	$631,849
Total plan assets at beginning of year	2017-12-31	$498,904
Value of fidelity bond covering the plan	2017-12-31	$100,000
Total contributions received or receivable from participants	2017-12-31	$82,243
Other income received	2017-12-31	$94,848
Net income (gross income less expenses)	2017-12-31	$132,945
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$631,849
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$498,904
Total contributions received or receivable from employer(s)	2017-12-31	$56,341
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$4,296
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : SOUTHPOINT EMPLOYEES 401(K) PLAN AND TRUST 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$176,212
Expenses. Total of all expenses incurred	2016-12-31	$74,938
Benefits paid (including direct rollovers)	2016-12-31	$71,713
Total plan assets at end of year	2016-12-31	$498,904
Total plan assets at beginning of year	2016-12-31	$397,630
Value of fidelity bond covering the plan	2016-12-31	$100,000
Total contributions received or receivable from participants	2016-12-31	$83,223
Contributions received from other sources (not participants or employers)	2016-12-31	$120
Other income received	2016-12-31	$34,165
Net income (gross income less expenses)	2016-12-31	$101,274
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$498,904
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$397,630
Total contributions received or receivable from employer(s)	2016-12-31	$58,704
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$3,225
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : SOUTHPOINT EMPLOYEES 401(K) PLAN AND TRUST 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$118,321
Expenses. Total of all expenses incurred	2015-12-31	$22,552
Benefits paid (including direct rollovers)	2015-12-31	$19,886
Total plan assets at end of year	2015-12-31	$397,630
Total plan assets at beginning of year	2015-12-31	$301,861
Value of fidelity bond covering the plan	2015-12-31	$100,000
Total contributions received or receivable from participants	2015-12-31	$70,825
Other income received	2015-12-31	$-7,614
Net income (gross income less expenses)	2015-12-31	$95,769
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$397,630
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$301,861
Total contributions received or receivable from employer(s)	2015-12-31	$55,110
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$2,666
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : SOUTHPOINT EMPLOYEES 401(K) PLAN AND TRUST 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$90,746
Expenses. Total of all expenses incurred	2014-12-31	$6,256
Benefits paid (including direct rollovers)	2014-12-31	$4,185
Total plan assets at end of year	2014-12-31	$301,861
Total plan assets at beginning of year	2014-12-31	$217,371
Value of fidelity bond covering the plan	2014-12-31	$100,000
Total contributions received or receivable from participants	2014-12-31	$51,925
Contributions received from other sources (not participants or employers)	2014-12-31	$278
Other income received	2014-12-31	$4,362
Net income (gross income less expenses)	2014-12-31	$84,490
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$301,861
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$217,371
Total contributions received or receivable from employer(s)	2014-12-31	$34,181
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$2,071
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : SOUTHPOINT EMPLOYEES 401(K) PLAN AND TRUST 2013 401k financial data
Transfers to/from the plan	2013-12-31	$-1,972,267
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$185,937
Expenses. Total of all expenses incurred	2013-12-31	$75,707
Benefits paid (including direct rollovers)	2013-12-31	$73,870
Total plan assets at end of year	2013-12-31	$217,371
Total plan assets at beginning of year	2013-12-31	$2,079,408
Value of fidelity bond covering the plan	2013-12-31	$100,000
Total contributions received or receivable from participants	2013-12-31	$31,497
Contributions received from other sources (not participants or employers)	2013-12-31	$13,709
Other income received	2013-12-31	$89,523
Net income (gross income less expenses)	2013-12-31	$110,230
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$217,371
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,079,408
Total contributions received or receivable from employer(s)	2013-12-31	$51,208
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$1,837
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : SOUTHPOINT EMPLOYEES 401(K) PLAN AND TRUST 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$328,904
Expenses. Total of all expenses incurred	2012-12-31	$36,448
Benefits paid (including direct rollovers)	2012-12-31	$31,538
Total plan assets at end of year	2012-12-31	$2,079,408
Total plan assets at beginning of year	2012-12-31	$1,786,952
Value of fidelity bond covering the plan	2012-12-31	$100,000
Total contributions received or receivable from participants	2012-12-31	$111,739
Contributions received from other sources (not participants or employers)	2012-12-31	$3,210
Other income received	2012-12-31	$135,062
Net income (gross income less expenses)	2012-12-31	$292,456
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,079,408
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,786,952
Total contributions received or receivable from employer(s)	2012-12-31	$78,893
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$4,910
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : SOUTHPOINT EMPLOYEES 401(K) PLAN AND TRUST 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$166,822
Expenses. Total of all expenses incurred	2011-12-31	$114,926
Benefits paid (including direct rollovers)	2011-12-31	$109,977
Total plan assets at end of year	2011-12-31	$1,786,952
Total plan assets at beginning of year	2011-12-31	$1,735,056
Value of fidelity bond covering the plan	2011-12-31	$100,000
Total contributions received or receivable from participants	2011-12-31	$103,948
Expenses. Other expenses not covered elsewhere	2011-12-31	$348
Other income received	2011-12-31	$-17,316
Net income (gross income less expenses)	2011-12-31	$51,896
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,786,952
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,735,056
Total contributions received or receivable from employer(s)	2011-12-31	$80,190
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$4,601
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : SOUTHPOINT EMPLOYEES 401(K) PLAN AND TRUST 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$310,199
Expenses. Total of all expenses incurred	2010-12-31	$39,812
Benefits paid (including direct rollovers)	2010-12-31	$35,918
Total plan assets at end of year	2010-12-31	$1,735,056
Total plan assets at beginning of year	2010-12-31	$1,464,669
Value of fidelity bond covering the plan	2010-12-31	$100,000
Total contributions received or receivable from participants	2010-12-31	$90,834
Expenses. Other expenses not covered elsewhere	2010-12-31	$27
Other income received	2010-12-31	$144,031
Net income (gross income less expenses)	2010-12-31	$270,387
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,735,056
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,464,669
Total contributions received or receivable from employer(s)	2010-12-31	$75,334
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$3,867
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : SOUTHPOINT EMPLOYEES 401(K) PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for SOUTHPOINT EMPLOYEES 401(K) PLAN AND TRUST

2023: SOUTHPOINT EMPLOYEES 401(K) PLAN AND TRUST 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: SOUTHPOINT EMPLOYEES 401(K) PLAN AND TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
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: SOUTHPOINT EMPLOYEES 401(K) PLAN AND TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
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: SOUTHPOINT EMPLOYEES 401(K) PLAN AND TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
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: SOUTHPOINT EMPLOYEES 401(K) PLAN AND TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
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: SOUTHPOINT EMPLOYEES 401(K) PLAN AND TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
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: SOUTHPOINT EMPLOYEES 401(K) PLAN AND TRUST 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 funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SOUTHPOINT EMPLOYEES 401(K) PLAN AND TRUST 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 funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SOUTHPOINT EMPLOYEES 401(K) PLAN AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SOUTHPOINT EMPLOYEES 401(K) PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SOUTHPOINT EMPLOYEES 401(K) PLAN AND TRUST 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 – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SOUTHPOINT EMPLOYEES 401(K) PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SOUTHPOINT EMPLOYEES 401(K) PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: SOUTHPOINT EMPLOYEES 401(K) PLAN AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

65446

Policy instance

Insurance contract or identification number	65446
Number of Individuals Covered	45
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $4,593
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

65446

Policy instance

Insurance contract or identification number	65446
Number of Individuals Covered	44
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $4,800
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

65446

Policy instance

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

Policy contract number

65446

Policy instance

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

Policy contract number

65446

Policy instance

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

Policy contract number

65446

Policy instance

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

Policy contract number

65446

Policy instance

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

Policy contract number

65446

Policy instance

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

Policy contract number

65446

Policy instance

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

Policy contract number

65446

Policy instance

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

Policy contract number

65446

Policy instance

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

Policy contract number

65446

Policy instance

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

Policy contract number

65446

Policy instance

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Company Name:	SOUTHPOINT SURGERY CENTER, LLC
Employer identification number (EIN):	203579196
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)