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SOUTHERN MEDICAL ASSOCIATION 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameSOUTHERN MEDICAL ASSOCIATION 401(K) PROFIT SHARING PLAN
Plan identification number 002

SOUTHERN MEDICAL ASSOCIATION 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SOUTHERN MEDICAL ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name:SOUTHERN MEDICAL ASSOCIATION
Employer identification number (EIN):630196615
NAIC Classification:621498
NAIC Description:All Other Outpatient Care Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHERN MEDICAL ASSOCIATION 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01RANDALL GLICK2023-09-14
0022021-01-01RANDALL GLICK2022-10-12
0022020-01-01RANDALL GLICK2021-09-14
0022018-01-01KIMBERLY WOODS2019-06-04
0022017-01-01KIMBERLY WOODS2018-07-11
0022016-01-01KIMBERLY WOODS2017-07-13
0022015-01-01DONALD CASEY
0022014-01-01DONALD CASEY
0022013-01-01DONALD CASEY
0022012-01-01DONALD CASEY
0022011-01-01DONALD CASEY
0022010-01-01DONALD CASEY
0022009-01-01DONALD CASEY

Plan Statistics for SOUTHERN MEDICAL ASSOCIATION 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for SOUTHERN MEDICAL ASSOCIATION 401(K) PROFIT SHARING PLAN

Measure Date Value
2015: SOUTHERN MEDICAL ASSOCIATION 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0127
Total number of active participants reported on line 7a of the Form 55002015-01-0121
Number of other retired or separated participants entitled to future benefits2015-01-0113
Total of all active and inactive participants2015-01-0134
Total participants2015-01-0134
Number of participants with account balances2015-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: SOUTHERN MEDICAL ASSOCIATION 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0141
Total number of active participants reported on line 7a of the Form 55002014-01-0121
Number of other retired or separated participants entitled to future benefits2014-01-016
Total of all active and inactive participants2014-01-0127
Total participants2014-01-0127
Number of participants with account balances2014-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: SOUTHERN MEDICAL ASSOCIATION 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0140
Total number of active participants reported on line 7a of the Form 55002013-01-0129
Number of other retired or separated participants entitled to future benefits2013-01-0112
Total of all active and inactive participants2013-01-0141
Total participants2013-01-0141
Number of participants with account balances2013-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SOUTHERN MEDICAL ASSOCIATION 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0147
Total number of active participants reported on line 7a of the Form 55002012-01-0128
Number of other retired or separated participants entitled to future benefits2012-01-0112
Total of all active and inactive participants2012-01-0140
Total participants2012-01-0140
Number of participants with account balances2012-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: SOUTHERN MEDICAL ASSOCIATION 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0146
Total number of active participants reported on line 7a of the Form 55002011-01-0130
Number of other retired or separated participants entitled to future benefits2011-01-0117
Total of all active and inactive participants2011-01-0147
Total participants2011-01-0147
Number of participants with account balances2011-01-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: SOUTHERN MEDICAL ASSOCIATION 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0147
Total number of active participants reported on line 7a of the Form 55002010-01-0131
Number of other retired or separated participants entitled to future benefits2010-01-0115
Total of all active and inactive participants2010-01-0146
Total participants2010-01-0146
Number of participants with account balances2010-01-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: SOUTHERN MEDICAL ASSOCIATION 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0154
Total number of active participants reported on line 7a of the Form 55002009-01-0135
Number of other retired or separated participants entitled to future benefits2009-01-0112
Total of all active and inactive participants2009-01-0147
Total participants2009-01-0147
Number of participants with account balances2009-01-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on SOUTHERN MEDICAL ASSOCIATION 401(K) PROFIT SHARING PLAN

Measure Date Value
2015 : SOUTHERN MEDICAL ASSOCIATION 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$72,889
Expenses. Total of all expenses incurred2015-12-31$275,259
Benefits paid (including direct rollovers)2015-12-31$265,503
Total plan assets at end of year2015-12-31$3,876,874
Total plan assets at beginning of year2015-12-31$4,079,244
Value of fidelity bond covering the plan2015-12-31$3,000,000
Total contributions received or receivable from participants2015-12-31$24,925
Other income received2015-12-31$-53,870
Net income (gross income less expenses)2015-12-31$-202,370
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,876,874
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$4,079,244
Assets. Value of participant loans2015-12-31$110,507
Total contributions received or receivable from employer(s)2015-12-31$101,834
Value of certain deemed distributions of participant loans2015-12-31$3,162
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$6,594
2014 : SOUTHERN MEDICAL ASSOCIATION 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$300,898
Expenses. Total of all expenses incurred2014-12-31$562,804
Benefits paid (including direct rollovers)2014-12-31$544,001
Total plan assets at end of year2014-12-31$4,079,244
Total plan assets at beginning of year2014-12-31$4,341,150
Value of fidelity bond covering the plan2014-12-31$1,000,000
Total contributions received or receivable from participants2014-12-31$28,499
Other income received2014-12-31$157,019
Net income (gross income less expenses)2014-12-31$-261,906
Net plan assets at end of year (total assets less liabilities)2014-12-31$4,079,244
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$4,341,150
Assets. Value of participant loans2014-12-31$120,488
Total contributions received or receivable from employer(s)2014-12-31$115,380
Value of certain deemed distributions of participant loans2014-12-31$14,178
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$4,625
2013 : SOUTHERN MEDICAL ASSOCIATION 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$828,053
Expenses. Total of all expenses incurred2013-12-31$608,233
Benefits paid (including direct rollovers)2013-12-31$600,002
Total plan assets at end of year2013-12-31$4,341,150
Total plan assets at beginning of year2013-12-31$4,121,330
Value of fidelity bond covering the plan2013-12-31$1,000,000
Total contributions received or receivable from participants2013-12-31$127,272
Other income received2013-12-31$668,690
Net income (gross income less expenses)2013-12-31$219,820
Net plan assets at end of year (total assets less liabilities)2013-12-31$4,341,150
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$4,121,330
Assets. Value of participant loans2013-12-31$144,835
Total contributions received or receivable from employer(s)2013-12-31$32,091
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$8,231
2012 : SOUTHERN MEDICAL ASSOCIATION 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$670,167
Expenses. Total of all expenses incurred2012-12-31$194,178
Benefits paid (including direct rollovers)2012-12-31$187,051
Total plan assets at end of year2012-12-31$4,121,330
Total plan assets at beginning of year2012-12-31$3,645,341
Value of fidelity bond covering the plan2012-12-31$1,000,000
Total contributions received or receivable from participants2012-12-31$136,442
Other income received2012-12-31$499,977
Net income (gross income less expenses)2012-12-31$475,989
Net plan assets at end of year (total assets less liabilities)2012-12-31$4,121,330
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,645,341
Total contributions received or receivable from employer(s)2012-12-31$33,748
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$7,127
2011 : SOUTHERN MEDICAL ASSOCIATION 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$74,063
Expenses. Total of all expenses incurred2011-12-31$196,844
Benefits paid (including direct rollovers)2011-12-31$190,939
Total plan assets at end of year2011-12-31$3,645,341
Total plan assets at beginning of year2011-12-31$3,768,122
Value of fidelity bond covering the plan2011-12-31$1,000,000
Total contributions received or receivable from participants2011-12-31$141,032
Contributions received from other sources (not participants or employers)2011-12-31$29,353
Other income received2011-12-31$-130,553
Net income (gross income less expenses)2011-12-31$-122,781
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,645,341
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,768,122
Assets. Value of participant loans2011-12-31$120,137
Total contributions received or receivable from employer(s)2011-12-31$34,231
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$5,905
2010 : SOUTHERN MEDICAL ASSOCIATION 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$7,740
Total income from all sources2010-12-31$627,555
Expenses. Total of all expenses incurred2010-12-31$121,700
Benefits paid (including direct rollovers)2010-12-31$116,432
Total plan assets at end of year2010-12-31$3,768,122
Total plan assets at beginning of year2010-12-31$3,270,007
Value of fidelity bond covering the plan2010-12-31$1,000,000
Total contributions received or receivable from participants2010-12-31$148,670
Other income received2010-12-31$443,075
Net income (gross income less expenses)2010-12-31$505,855
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,768,122
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,262,267
Assets. Value of participant loans2010-12-31$205,862
Total contributions received or receivable from employer(s)2010-12-31$35,810
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$5,268

Form 5500 Responses for SOUTHERN MEDICAL ASSOCIATION 401(K) PROFIT SHARING PLAN

2015: SOUTHERN MEDICAL ASSOCIATION 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SOUTHERN MEDICAL ASSOCIATION 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SOUTHERN MEDICAL ASSOCIATION 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SOUTHERN MEDICAL ASSOCIATION 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SOUTHERN MEDICAL ASSOCIATION 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SOUTHERN MEDICAL ASSOCIATION 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SOUTHERN MEDICAL ASSOCIATION 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number93245
Policy instance 1
Insurance contract or identification number93245
Number of Individuals Covered31
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $9,851
Total amount of fees paid to insurance companyUSD $700
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,851
Insurance broker organization code?4
Amount paid for insurance broker fees700
Insurance broker namePEARCE, BEVILL, LEESBURG, MOORE, PC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number93245
Policy instance 1
Insurance contract or identification number93245
Number of Individuals Covered36
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $10,022
Total amount of fees paid to insurance companyUSD $800
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,022
Amount paid for insurance broker fees0
Insurance broker organization code?4
Insurance broker namePEARCE, BEVILL, LEESBURG, MOORE, PC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number93245
Policy instance 1
Insurance contract or identification number93245
Number of Individuals Covered42
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $9,826
Total amount of fees paid to insurance companyUSD $900
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,826
Insurance broker organization code?4
Amount paid for insurance broker fees900
Insurance broker namePEARCE, BEVILL, LEESBURG, MOORE, PC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number93245
Policy instance 1
Insurance contract or identification number93245
Number of Individuals Covered41
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $9,556
Total amount of fees paid to insurance companyUSD $1,251
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,556
Insurance broker organization code?4
Amount paid for insurance broker fees1251
Insurance broker namePEARCE, BEVILL, LEESBURG, MOORE, PC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number93245
Policy instance 1
Insurance contract or identification number93245
Number of Individuals Covered46
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $11,274
Total amount of fees paid to insurance companyUSD $75
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 number93245
Policy instance 1
Insurance contract or identification number93245
Number of Individuals Covered46
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $5,758
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,327
Insurance broker organization code?3
Insurance broker namePEARCE, BEVILL, LEESBURG, MOORE, PC

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