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SOUTHWEST GEORGIA PEDIATRICS, P. C. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameSOUTHWEST GEORGIA PEDIATRICS, P. C. 401(K) PROFIT SHARING PLAN
Plan identification number 001

SOUTHWEST GEORGIA PEDIATRICS, P. C. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

SOUTHWEST GEORGIA PEDIATRICS, P.C. has sponsored the creation of one or more 401k plans.

Company Name:SOUTHWEST GEORGIA PEDIATRICS, P.C.
Employer identification number (EIN):581403593
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHWEST GEORGIA PEDIATRICS, P. C. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01STACY EVANS MD2022-07-20
0012021-01-01STACY EVANS MD2022-04-12
0012020-01-01STACY EVANS MD2021-06-28
0012019-01-01STACY EVANS MD2020-06-04
0012018-01-01STACY EVANS, MD
0012017-01-01STACY EVANS, MD
0012016-01-01STACY EVANS, MD
0012015-01-01STACY EVANS, MD
0012014-01-01BRUCE A. SMITH, M.D. BRUCE A. SMITH, M.D.2015-05-19
0012013-01-01BRUCE A. SMITH, M.D. BRUCE A. SMITH, M.D.2014-06-06
0012012-01-01BRUCE A. SMITH, M.D. BRUCE A. SMITH, M.D.2013-05-31
0012011-01-01BRUCE A. SMITH, M.D. BRUCE A. SMITH, M.D.2012-05-31
0012010-01-01BRUCE A. SMITH, M.D. BRUCE A. SMITH, M.D.2011-06-22
0012009-01-01BRUCE A. SMITH, M.D. BRUCE A. SMITH, M.D.2010-07-09

Plan Statistics for SOUTHWEST GEORGIA PEDIATRICS, P. C. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for SOUTHWEST GEORGIA PEDIATRICS, P. C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2018: SOUTHWEST GEORGIA PEDIATRICS, P. C. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0116
Total number of active participants reported on line 7a of the Form 55002018-01-0113
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-012
Total of all active and inactive participants2018-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0116
Number of participants with account balances2018-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: SOUTHWEST GEORGIA PEDIATRICS, P. C. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0113
Total number of active participants reported on line 7a of the Form 55002017-01-0110
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-013
Total of all active and inactive participants2017-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0113
Number of participants with account balances2017-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SOUTHWEST GEORGIA PEDIATRICS, P. C. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0114
Total number of active participants reported on line 7a of the Form 55002016-01-0110
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-013
Total of all active and inactive participants2016-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0113
Number of participants with account balances2016-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: SOUTHWEST GEORGIA PEDIATRICS, P. C. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0114
Total number of active participants reported on line 7a of the Form 55002015-01-0112
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0113
Number of participants with account balances2015-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SOUTHWEST GEORGIA PEDIATRICS, P. C. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0113
Total number of active participants reported on line 7a of the Form 55002014-01-0114
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0114
Number of participants with account balances2014-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SOUTHWEST GEORGIA PEDIATRICS, P. C. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0113
Total number of active participants reported on line 7a of the Form 55002013-01-0113
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0113
Number of participants with account balances2013-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SOUTHWEST GEORGIA PEDIATRICS, P. C. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0115
Total number of active participants reported on line 7a of the Form 55002012-01-0113
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0113
Number of participants with account balances2012-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SOUTHWEST GEORGIA PEDIATRICS, P. C. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0115
Total number of active participants reported on line 7a of the Form 55002011-01-0115
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0115
Number of participants with account balances2011-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: SOUTHWEST GEORGIA PEDIATRICS, P. C. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0118
Total number of active participants reported on line 7a of the Form 55002010-01-0115
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0115
Number of participants with account balances2010-01-0115
2009: SOUTHWEST GEORGIA PEDIATRICS, P. C. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0117
Total number of active participants reported on line 7a of the Form 55002009-01-0118
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0118
Number of participants with account balances2009-01-0118

Financial Data on SOUTHWEST GEORGIA PEDIATRICS, P. C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2018 : SOUTHWEST GEORGIA PEDIATRICS, P. C. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$44,847
Expenses. Total of all expenses incurred2018-12-31$28,689
Benefits paid (including direct rollovers)2018-12-31$11,531
Total plan assets at end of year2018-12-31$1,149,095
Total plan assets at beginning of year2018-12-31$1,132,937
Value of fidelity bond covering the plan2018-12-31$250,000
Total contributions received or receivable from participants2018-12-31$59,328
Other income received2018-12-31$-104,445
Net income (gross income less expenses)2018-12-31$16,158
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,149,095
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,132,937
Total contributions received or receivable from employer(s)2018-12-31$89,964
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$17,158
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : SOUTHWEST GEORGIA PEDIATRICS, P. C. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$288,126
Expenses. Total of all expenses incurred2017-12-31$17,870
Benefits paid (including direct rollovers)2017-12-31$5,115
Total plan assets at end of year2017-12-31$1,132,937
Total plan assets at beginning of year2017-12-31$862,681
Value of fidelity bond covering the plan2017-12-31$250,000
Total contributions received or receivable from participants2017-12-31$47,805
Other income received2017-12-31$153,443
Net income (gross income less expenses)2017-12-31$270,256
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,132,937
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$862,681
Total contributions received or receivable from employer(s)2017-12-31$86,878
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$12,755
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : SOUTHWEST GEORGIA PEDIATRICS, P. C. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$187,825
Expenses. Total of all expenses incurred2016-12-31$11,576
Benefits paid (including direct rollovers)2016-12-31$1,420
Total plan assets at end of year2016-12-31$862,681
Total plan assets at beginning of year2016-12-31$686,432
Value of fidelity bond covering the plan2016-12-31$250,000
Total contributions received or receivable from participants2016-12-31$35,282
Other income received2016-12-31$76,457
Net income (gross income less expenses)2016-12-31$176,249
Net plan assets at end of year (total assets less liabilities)2016-12-31$862,681
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$686,432
Total contributions received or receivable from employer(s)2016-12-31$76,086
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$10,156
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : SOUTHWEST GEORGIA PEDIATRICS, P. C. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$5,305
Expenses. Total of all expenses incurred2015-12-31$1,325,946
Benefits paid (including direct rollovers)2015-12-31$1,306,884
Total plan assets at end of year2015-12-31$686,432
Total plan assets at beginning of year2015-12-31$2,007,073
Value of fidelity bond covering the plan2015-12-31$250,000
Total contributions received or receivable from participants2015-12-31$42,659
Other income received2015-12-31$-109,505
Net income (gross income less expenses)2015-12-31$-1,320,641
Net plan assets at end of year (total assets less liabilities)2015-12-31$686,432
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,007,073
Total contributions received or receivable from employer(s)2015-12-31$72,151
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$19,062
2014 : SOUTHWEST GEORGIA PEDIATRICS, P. C. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$57,187
Total income from all sources2014-12-31$101,688
Expenses. Total of all expenses incurred2014-12-31$10
Benefits paid (including direct rollovers)2014-12-31$10
Total plan assets at end of year2014-12-31$2,007,073
Total plan assets at beginning of year2014-12-31$1,848,208
Value of fidelity bond covering the plan2014-12-31$250,000
Total contributions received or receivable from participants2014-12-31$59,594
Other income received2014-12-31$14,094
Net income (gross income less expenses)2014-12-31$101,678
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,007,073
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,848,208
Total contributions received or receivable from employer(s)2014-12-31$28,000
2013 : SOUTHWEST GEORGIA PEDIATRICS, P. C. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$334,445
Expenses. Total of all expenses incurred2013-12-31$1,000
Benefits paid (including direct rollovers)2013-12-31$1,000
Total plan assets at end of year2013-12-31$1,848,208
Total plan assets at beginning of year2013-12-31$1,514,763
Value of fidelity bond covering the plan2013-12-31$200,000
Total contributions received or receivable from participants2013-12-31$55,436
Other income received2013-12-31$229,009
Net income (gross income less expenses)2013-12-31$333,445
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,848,208
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,514,763
Total contributions received or receivable from employer(s)2013-12-31$50,000
2012 : SOUTHWEST GEORGIA PEDIATRICS, P. C. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$196,604
Expenses. Total of all expenses incurred2012-12-31$8,837
Benefits paid (including direct rollovers)2012-12-31$8,837
Total plan assets at end of year2012-12-31$1,514,763
Total plan assets at beginning of year2012-12-31$1,326,996
Value of fidelity bond covering the plan2012-12-31$175,000
Total contributions received or receivable from participants2012-12-31$47,900
Other income received2012-12-31$76,704
Net income (gross income less expenses)2012-12-31$187,767
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,514,763
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,326,996
Total contributions received or receivable from employer(s)2012-12-31$72,000
2011 : SOUTHWEST GEORGIA PEDIATRICS, P. C. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$103,582
Total plan assets at end of year2011-12-31$1,326,996
Total plan assets at beginning of year2011-12-31$1,223,414
Value of fidelity bond covering the plan2011-12-31$150,000
Total contributions received or receivable from participants2011-12-31$45,081
Other income received2011-12-31$-6,499
Net income (gross income less expenses)2011-12-31$103,582
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,326,996
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,223,414
Total contributions received or receivable from employer(s)2011-12-31$65,000
2010 : SOUTHWEST GEORGIA PEDIATRICS, P. C. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$278,051
Expenses. Total of all expenses incurred2010-12-31$20,792
Benefits paid (including direct rollovers)2010-12-31$20,792
Total plan assets at end of year2010-12-31$1,223,414
Total plan assets at beginning of year2010-12-31$966,155
Value of fidelity bond covering the plan2010-12-31$125,000
Total contributions received or receivable from participants2010-12-31$42,041
Other income received2010-12-31$192,359
Net income (gross income less expenses)2010-12-31$257,259
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,223,414
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$966,155
Total contributions received or receivable from employer(s)2010-12-31$43,651

Form 5500 Responses for SOUTHWEST GEORGIA PEDIATRICS, P. C. 401(K) PROFIT SHARING PLAN

2018: SOUTHWEST GEORGIA PEDIATRICS, P. C. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SOUTHWEST GEORGIA PEDIATRICS, P. C. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SOUTHWEST GEORGIA PEDIATRICS, P. C. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SOUTHWEST GEORGIA PEDIATRICS, P. C. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SOUTHWEST GEORGIA PEDIATRICS, P. C. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SOUTHWEST GEORGIA PEDIATRICS, P. C. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SOUTHWEST GEORGIA PEDIATRICS, P. C. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SOUTHWEST GEORGIA PEDIATRICS, P. C. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SOUTHWEST GEORGIA PEDIATRICS, P. C. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SOUTHWEST GEORGIA PEDIATRICS, P. C. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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