SOSMA, PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SOUTHERN ORTHOPEDIC & SPORTS MEDICINE ASSOCIATES, PC 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2022 : SOUTHERN ORTHOPEDIC & SPORTS MEDICINE ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-1,108,305 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $10,060,785 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $10,003,836 |
| Total plan assets at end of year | 2022-12-31 | $0 |
| Total plan assets at beginning of year | 2022-12-31 | $11,169,090 |
| Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
| Other income received | 2022-12-31 | $-1,108,305 |
| Net income (gross income less expenses) | 2022-12-31 | $-11,169,090 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $11,169,090 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $8,687 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $48,262 |
| 2021 : SOUTHERN ORTHOPEDIC & SPORTS MEDICINE ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $1,489,331 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $1,329,785 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $1,263,504 |
| Total plan assets at end of year | 2021-12-31 | $11,169,090 |
| Total plan assets at beginning of year | 2021-12-31 | $11,009,544 |
| Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $2,869 |
| Other income received | 2021-12-31 | $1,478,503 |
| Net income (gross income less expenses) | 2021-12-31 | $159,546 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $11,169,090 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $11,009,544 |
| Assets. Value of participant loans | 2021-12-31 | $8,687 |
| Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $109,003 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $7,959 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $66,281 |
| 2020 : SOUTHERN ORTHOPEDIC & SPORTS MEDICINE ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $1,528,680 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $376,594 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $322,667 |
| Total plan assets at end of year | 2020-12-31 | $11,009,544 |
| Total plan assets at beginning of year | 2020-12-31 | $9,857,458 |
| Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $101,991 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $24,419 |
| Other income received | 2020-12-31 | $1,327,092 |
| Net income (gross income less expenses) | 2020-12-31 | $1,152,086 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $11,009,544 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $9,857,458 |
| Assets. Value of participant loans | 2020-12-31 | $59,578 |
| Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $109,003 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $75,178 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $53,927 |
| 2019 : SOUTHERN ORTHOPEDIC & SPORTS MEDICINE ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $1,696,560 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $410,480 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $364,385 |
| Total plan assets at end of year | 2019-12-31 | $9,857,458 |
| Total plan assets at beginning of year | 2019-12-31 | $8,571,378 |
| Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $153,951 |
| Other income received | 2019-12-31 | $1,459,457 |
| Net income (gross income less expenses) | 2019-12-31 | $1,286,080 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $9,857,458 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $8,571,378 |
| Assets. Value of participant loans | 2019-12-31 | $69,537 |
| Assets. Value of real-estate (other than employer real property) | 2019-12-31 | $109,003 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $83,152 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $46,095 |
| 2018 : SOUTHERN ORTHOPEDIC & SPORTS MEDICINE ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $15,428 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $190,393 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $153,816 |
| Total plan assets at end of year | 2018-12-31 | $8,732,026 |
| Total plan assets at beginning of year | 2018-12-31 | $8,906,991 |
| Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $156,211 |
| Other income received | 2018-12-31 | $-382,939 |
| Net income (gross income less expenses) | 2018-12-31 | $-174,965 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $8,732,026 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $8,906,991 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $242,156 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $36,577 |
| 2017 : SOUTHERN ORTHOPEDIC & SPORTS MEDICINE ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $1,681,553 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $196,635 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $170,432 |
| Total plan assets at end of year | 2017-12-31 | $8,906,991 |
| Total plan assets at beginning of year | 2017-12-31 | $7,422,073 |
| Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $149,941 |
| Other income received | 2017-12-31 | $1,295,088 |
| Net income (gross income less expenses) | 2017-12-31 | $1,484,918 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $8,906,991 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $7,422,073 |
| Assets. Value of participant loans | 2017-12-31 | $52,583 |
| Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $109,003 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $236,524 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $950 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $25,253 |
| 2016 : SOUTHERN ORTHOPEDIC & SPORTS MEDICINE ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $859,369 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $1,260,983 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $1,241,515 |
| Total plan assets at end of year | 2016-12-31 | $7,422,073 |
| Total plan assets at beginning of year | 2016-12-31 | $7,823,687 |
| Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $141,997 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $13,166 |
| Other income received | 2016-12-31 | $472,314 |
| Net income (gross income less expenses) | 2016-12-31 | $-401,614 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $7,422,073 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $7,823,687 |
| Assets. Value of participant loans | 2016-12-31 | $50,347 |
| Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $93,781 |
| Assets. Value of real-estate (other than employer real property) | 2016-12-31 | $109,003 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $231,892 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $19,468 |
| 2015 : SOUTHERN ORTHOPEDIC & SPORTS MEDICINE ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $282,742 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $67,183 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $55,901 |
| Total plan assets at end of year | 2015-12-31 | $7,823,687 |
| Total plan assets at beginning of year | 2015-12-31 | $7,608,128 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $142,311 |
| Other income received | 2015-12-31 | $-84,793 |
| Net income (gross income less expenses) | 2015-12-31 | $215,559 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $7,823,687 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $7,608,128 |
| Assets. Value of participant loans | 2015-12-31 | $55,276 |
| Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $89,281 |
| Assets. Value of real-estate (other than employer real property) | 2015-12-31 | $109,003 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $225,224 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $11,282 |
| 2014 : SOUTHERN ORTHOPEDIC & SPORTS MEDICINE ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $573,128 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $28,265 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $27,973 |
| Total plan assets at end of year | 2014-12-31 | $7,608,128 |
| Total plan assets at beginning of year | 2014-12-31 | $7,063,265 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $137,989 |
| Other income received | 2014-12-31 | $217,798 |
| Net income (gross income less expenses) | 2014-12-31 | $544,863 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $7,608,128 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $7,063,265 |
| Assets. Value of participant loans | 2014-12-31 | $52,870 |
| Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $400,672 |
| Assets. Value of real-estate (other than employer real property) | 2014-12-31 | $109,003 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $217,341 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $292 |
| 2013 : SOUTHERN ORTHOPEDIC & SPORTS MEDICINE ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $1,068,364 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $125,223 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $120,819 |
| Total plan assets at end of year | 2013-12-31 | $7,063,265 |
| Total plan assets at beginning of year | 2013-12-31 | $6,120,124 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $117,948 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $17,187 |
| Other income received | 2013-12-31 | $779,859 |
| Net income (gross income less expenses) | 2013-12-31 | $943,141 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $7,063,265 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $6,120,124 |
| Assets. Value of participant loans | 2013-12-31 | $66,218 |
| Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $524,726 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $153,370 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $4,404 |
| 2012 : SOUTHERN ORTHOPEDIC & SPORTS MEDICINE ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2012-12-31 | $4,000 |
| Total income from all sources | 2012-12-31 | $942,415 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $21,181 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $3,035 |
| Total plan assets at end of year | 2012-12-31 | $6,120,124 |
| Total plan assets at beginning of year | 2012-12-31 | $5,202,890 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $98,990 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $4,350 |
| Other income received | 2012-12-31 | $634,042 |
| Net income (gross income less expenses) | 2012-12-31 | $921,234 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $6,120,124 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $5,198,890 |
| Assets. Value of participant loans | 2012-12-31 | $61,900 |
| Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $469,787 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $205,033 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $18,146 |
| 2011 : SOUTHERN ORTHOPEDIC & SPORTS MEDICINE ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-12-31 | $4,000 |
| Total income from all sources | 2011-12-31 | $-83,176 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $87,885 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $63,471 |
| Total plan assets at end of year | 2011-12-31 | $5,202,890 |
| Total plan assets at beginning of year | 2011-12-31 | $5,369,951 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $78,421 |
| Other income received | 2011-12-31 | $-329,982 |
| Net income (gross income less expenses) | 2011-12-31 | $-171,061 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $5,198,890 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $5,369,951 |
| Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $400,255 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $168,385 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $24,414 |
| 2010 : SOUTHERN ORTHOPEDIC & SPORTS MEDICINE ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $852,801 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $108,218 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $86,412 |
| Total plan assets at end of year | 2010-12-31 | $5,369,951 |
| Total plan assets at beginning of year | 2010-12-31 | $4,625,368 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $73,477 |
| Other income received | 2010-12-31 | $621,815 |
| Net income (gross income less expenses) | 2010-12-31 | $744,583 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $5,369,951 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $4,625,368 |
| Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $632,929 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $157,509 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $21,806 |