401k Plan data: R. DAVID HEEKIN, M.D., P.A. DBA SOUTHEAST ORTHOPEDIC SPECIALISTS 401(K) PLAN plan

R. DAVID HEEKIN, M.D., P.A. DBA SOUTHEAST ORTHOPEDIC SPECIALISTS 401(K) PLAN 401k Plan overview

Plan Name	R. DAVID HEEKIN, M.D., P.A. DBA SOUTHEAST ORTHOPEDIC SPECIALISTS 401(K) PLAN
Plan identification number	002

R. DAVID HEEKIN, M.D., P.A. DBA SOUTHEAST ORTHOPEDIC SPECIALISTS 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SOUTHEAST ORTHOPEDIC SPECIALISTS, INC. has sponsored the creation of one or more 401k plans.

Company Name: SOUTHEAST ORTHOPEDIC SPECIALISTS, INC.

Employer identification number (EIN): 593696338

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

Additional information about SOUTHEAST ORTHOPEDIC SPECIALISTS, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 2001-02-07

Company Identification Number: P01000014210

Legal Registered Office Address: 6500 BOWDEN ROAD, SUITE 103

JACKSONVILLE

32216

More information about SOUTHEAST ORTHOPEDIC SPECIALISTS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan R. DAVID HEEKIN, M.D., P.A. DBA SOUTHEAST ORTHOPEDIC SPECIALISTS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 DINA VICKERS 2024-02-09
002 2021-01-01 DINA VICKERS 2023-02-07
002 2020-01-01 ROBERT K. HURFORD, JR., M.D. 2021-10-15 ROBERT K. HURFORD, JR., M.D. 2021-10-15
002 2019-01-01 DONNIE ROMINE 2020-10-14 DONNIE ROMINE 2020-10-14
002 2018-01-01 DONNIE ROMINE 2019-10-07 DONNIE ROMINE 2019-10-07
002 2017-01-01
002 2016-01-01 GAVAN DUFFY GAVAN DUFFY 2017-10-13
002 2015-01-01 GAVAN DUFFY GAVAN DUFFY 2016-09-21
002 2014-01-01 GAVAN DUFFY GAVAN DUFFY 2016-02-08
002 2014-01-01 GAVAN DUFFY GAVAN DUFFY 2015-10-15
002 2013-01-01 GAVAN DUFFY GAVAN DUFFY 2016-02-08
002 2012-01-01 CLAIRE HEEKIN
002 2011-01-01 CLAIRE HEEKIN 2012-10-12
002 2010-01-01 CLAIRE HEEKIN 2011-10-17

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	DINA VICKERS	2024-02-09
002	2021-01-01	DINA VICKERS	2023-02-07
002	2020-01-01	ROBERT K. HURFORD, JR., M.D.	2021-10-15	ROBERT K. HURFORD, JR., M.D.	2021-10-15
002	2019-01-01	DONNIE ROMINE	2020-10-14	DONNIE ROMINE	2020-10-14
002	2018-01-01	DONNIE ROMINE	2019-10-07	DONNIE ROMINE	2019-10-07
002	2017-01-01
002	2016-01-01	GAVAN DUFFY		GAVAN DUFFY	2017-10-13
002	2015-01-01	GAVAN DUFFY		GAVAN DUFFY	2016-09-21
002	2014-01-01	GAVAN DUFFY		GAVAN DUFFY	2016-02-08
002	2014-01-01	GAVAN DUFFY		GAVAN DUFFY	2015-10-15
002	2013-01-01	GAVAN DUFFY		GAVAN DUFFY	2016-02-08
002	2012-01-01	CLAIRE HEEKIN
002	2011-01-01	CLAIRE HEEKIN	2012-10-12
002	2010-01-01	CLAIRE HEEKIN	2011-10-17

Plan Statistics for R. DAVID HEEKIN, M.D., P.A. DBA SOUTHEAST ORTHOPEDIC SPECIALISTS 401(K) PLAN

401k plan membership statisitcs for R. DAVID HEEKIN, M.D., P.A. DBA SOUTHEAST ORTHOPEDIC SPECIALISTS 401(K) PLAN

Measure Date Value
2022: R. DAVID HEEKIN, M.D., P.A. DBA SOUTHEAST ORTHOPEDIC SPECIALISTS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 591
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 108
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 242
Total of all active and inactive participants 2022-01-01 350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 350
Number of participants with account balances 2022-01-01 335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 3
2021: R. DAVID HEEKIN, M.D., P.A. DBA SOUTHEAST ORTHOPEDIC SPECIALISTS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 567
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 86
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 481
Total of all active and inactive participants 2021-01-01 567
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 567
Number of participants with account balances 2021-01-01 561
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: R. DAVID HEEKIN, M.D., P.A. DBA SOUTHEAST ORTHOPEDIC SPECIALISTS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 639
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 81
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 486
Total of all active and inactive participants 2020-01-01 567
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 567
Number of participants with account balances 2020-01-01 557
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 79
2019: R. DAVID HEEKIN, M.D., P.A. DBA SOUTHEAST ORTHOPEDIC SPECIALISTS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 539
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 274
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 342
Total of all active and inactive participants 2019-01-01 616
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 616
Number of participants with account balances 2019-01-01 593
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 77
2018: R. DAVID HEEKIN, M.D., P.A. DBA SOUTHEAST ORTHOPEDIC SPECIALISTS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 426
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 284
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 245
Total of all active and inactive participants 2018-01-01 529
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 529
Number of participants with account balances 2018-01-01 512
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 3
2017: R. DAVID HEEKIN, M.D., P.A. DBA SOUTHEAST ORTHOPEDIC SPECIALISTS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 350
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 221
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 199
Total of all active and inactive participants 2017-01-01 420
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 420
Number of participants with account balances 2017-01-01 397
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: R. DAVID HEEKIN, M.D., P.A. DBA SOUTHEAST ORTHOPEDIC SPECIALISTS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 308
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 207
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 142
Total of all active and inactive participants 2016-01-01 349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 349
Number of participants with account balances 2016-01-01 323
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 6
2015: R. DAVID HEEKIN, M.D., P.A. DBA SOUTHEAST ORTHOPEDIC SPECIALISTS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 250
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 211
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 89
Total of all active and inactive participants 2015-01-01 300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 300
Number of participants with account balances 2015-01-01 283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 10
2014: R. DAVID HEEKIN, M.D., P.A. DBA SOUTHEAST ORTHOPEDIC SPECIALISTS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 219
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 193
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 56
Total of all active and inactive participants 2014-01-01 249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 249
Number of participants with account balances 2014-01-01 199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 37
2013: R. DAVID HEEKIN, M.D., P.A. DBA SOUTHEAST ORTHOPEDIC SPECIALISTS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 164
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 169
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 49
Total of all active and inactive participants 2013-01-01 218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 218
Number of participants with account balances 2013-01-01 159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 25
2012: R. DAVID HEEKIN, M.D., P.A. DBA SOUTHEAST ORTHOPEDIC SPECIALISTS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 136
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 138
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 26
Total of all active and inactive participants 2012-01-01 164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 164
Number of participants with account balances 2012-01-01 164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 17

Measure	Date	Value
2022: R. DAVID HEEKIN, M.D., P.A. DBA SOUTHEAST ORTHOPEDIC SPECIALISTS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	591
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	108
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	242
Total of all active and inactive participants	2022-01-01	350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	350
Number of participants with account balances	2022-01-01	335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	3
2021: R. DAVID HEEKIN, M.D., P.A. DBA SOUTHEAST ORTHOPEDIC SPECIALISTS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	567
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	86
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	481
Total of all active and inactive participants	2021-01-01	567
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	567
Number of participants with account balances	2021-01-01	561
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: R. DAVID HEEKIN, M.D., P.A. DBA SOUTHEAST ORTHOPEDIC SPECIALISTS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	639
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	81
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	486
Total of all active and inactive participants	2020-01-01	567
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	567
Number of participants with account balances	2020-01-01	557
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	79
2019: R. DAVID HEEKIN, M.D., P.A. DBA SOUTHEAST ORTHOPEDIC SPECIALISTS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	539
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	274
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	342
Total of all active and inactive participants	2019-01-01	616
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	616
Number of participants with account balances	2019-01-01	593
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	77
2018: R. DAVID HEEKIN, M.D., P.A. DBA SOUTHEAST ORTHOPEDIC SPECIALISTS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	426
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	284
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	245
Total of all active and inactive participants	2018-01-01	529
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	529
Number of participants with account balances	2018-01-01	512
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	3
2017: R. DAVID HEEKIN, M.D., P.A. DBA SOUTHEAST ORTHOPEDIC SPECIALISTS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	350
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	221
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	199
Total of all active and inactive participants	2017-01-01	420
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	420
Number of participants with account balances	2017-01-01	397
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: R. DAVID HEEKIN, M.D., P.A. DBA SOUTHEAST ORTHOPEDIC SPECIALISTS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	308
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	207
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	142
Total of all active and inactive participants	2016-01-01	349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	349
Number of participants with account balances	2016-01-01	323
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	6
2015: R. DAVID HEEKIN, M.D., P.A. DBA SOUTHEAST ORTHOPEDIC SPECIALISTS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	250
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	211
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	89
Total of all active and inactive participants	2015-01-01	300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	300
Number of participants with account balances	2015-01-01	283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	10
2014: R. DAVID HEEKIN, M.D., P.A. DBA SOUTHEAST ORTHOPEDIC SPECIALISTS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	219
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	193
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	56
Total of all active and inactive participants	2014-01-01	249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	249
Number of participants with account balances	2014-01-01	199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	37
2013: R. DAVID HEEKIN, M.D., P.A. DBA SOUTHEAST ORTHOPEDIC SPECIALISTS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	164
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	169
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	49
Total of all active and inactive participants	2013-01-01	218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	218
Number of participants with account balances	2013-01-01	159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	25
2012: R. DAVID HEEKIN, M.D., P.A. DBA SOUTHEAST ORTHOPEDIC SPECIALISTS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	136
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	138
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	26
Total of all active and inactive participants	2012-01-01	164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	164
Number of participants with account balances	2012-01-01	164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	17

Financial Data on R. DAVID HEEKIN, M.D., P.A. DBA SOUTHEAST ORTHOPEDIC SPECIALISTS 401(K) PLAN

Measure	Date	Value
2022 : R. DAVID HEEKIN, M.D., P.A. DBA SOUTHEAST ORTHOPEDIC SPECIALISTS 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-30,917
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$715,807
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$634,809
Value of total corrective distributions	2022-12-31	$36,649
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,757,695
Value of total assets at end of year	2022-12-31	$16,668,805
Value of total assets at beginning of year	2022-12-31	$17,415,529
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$44,349
Total interest from all sources	2022-12-31	$37,117
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$6
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$6
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,153,104
Participant contributions at end of year	2022-12-31	$31,291
Participant contributions at beginning of year	2022-12-31	$142,045
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$295,268
Other income not declared elsewhere	2022-12-31	$38,014
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Income. Non cash contributions	2022-12-31	$0
Value of net income/loss	2022-12-31	$-746,724
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$16,668,805
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$17,415,529
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$30,416
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$15,647,286
Value of interest in pooled separate accounts at end of year	2022-12-31	$14,500,081
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$0
Interest earned on other investments	2022-12-31	$37,117
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$822,448
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$724,901
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,863,749
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$1,309,323
Employer contributions (assets) at end of year	2022-12-31	$1,314,985
Employer contributions (assets) at beginning of year	2022-12-31	$901,297
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$634,809
Contract administrator fees	2022-12-31	$13,933
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	PIVOT CPAS
Accountancy firm EIN	2022-12-31	200708248
2021 : R. DAVID HEEKIN, M.D., P.A. DBA SOUTHEAST ORTHOPEDIC SPECIALISTS 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$3,924,161
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,205,490
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,170,576
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,790,523
Value of total assets at end of year	2021-12-31	$17,415,529
Value of total assets at beginning of year	2021-12-31	$14,696,858
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$34,914
Total interest from all sources	2021-12-31	$41,131
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$889,226
Participant contributions at end of year	2021-12-31	$142,045
Participant contributions at beginning of year	2021-12-31	$14,814
Other income not declared elsewhere	2021-12-31	$41,676
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,718,671
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$17,415,529
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$14,696,858
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$30,285
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$15,647,286
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$13,529,539
Interest earned on other investments	2021-12-31	$41,131
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$724,901
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$817,669
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$2,050,831
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$901,297
Employer contributions (assets) at end of year	2021-12-31	$901,297
Employer contributions (assets) at beginning of year	2021-12-31	$334,836
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,170,576
Contract administrator fees	2021-12-31	$4,629
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	ASSURANCE DIMENSIONS
Accountancy firm EIN	2021-12-31	263429295
2020 : R. DAVID HEEKIN, M.D., P.A. DBA SOUTHEAST ORTHOPEDIC SPECIALISTS 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$2,934,555
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$853,958
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$816,638
Expenses. Certain deemed distributions of participant loans	2020-12-31	$5,112
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,290,196
Value of total assets at end of year	2020-12-31	$14,696,858
Value of total assets at beginning of year	2020-12-31	$12,616,261
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$32,208
Total interest from all sources	2020-12-31	$657
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$680,018
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$5,112
Participant contributions at end of year	2020-12-31	$14,814
Participant contributions at beginning of year	2020-12-31	$26,647
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$281,923
Other income not declared elsewhere	2020-12-31	$1,643,702
Administrative expenses (other) incurred	2020-12-31	$3,506
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,080,597
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$14,696,858
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$12,616,261
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$25,152
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$13,529,539
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$11,649,317
Interest on participant loans	2020-12-31	$0
Interest earned on other investments	2020-12-31	$657
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$817,669
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$813,610
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$328,255
Employer contributions (assets) at end of year	2020-12-31	$334,836
Employer contributions (assets) at beginning of year	2020-12-31	$121,575
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$816,638
Contract administrator fees	2020-12-31	$3,550
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	ASSURANCE DIMENSIONS
Accountancy firm EIN	2020-12-31	263429295
2019 : R. DAVID HEEKIN, M.D., P.A. DBA SOUTHEAST ORTHOPEDIC SPECIALISTS 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$3,440,217
Total income from all sources (including contributions)	2019-12-31	$3,440,217
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$477,240
Total of all expenses incurred	2019-12-31	$477,240
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$460,448
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$460,448
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,367,837
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,367,837
Value of total assets at end of year	2019-12-31	$12,616,261
Value of total assets at end of year	2019-12-31	$12,616,261
Value of total assets at beginning of year	2019-12-31	$9,653,284
Value of total assets at beginning of year	2019-12-31	$9,653,284
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$16,792
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$16,792
Total interest from all sources	2019-12-31	$372
Total interest from all sources	2019-12-31	$372
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$322
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$322
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$322
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$322
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$910,280
Contributions received from participants	2019-12-31	$910,280
Participant contributions at end of year	2019-12-31	$5,112
Participant contributions at end of year	2019-12-31	$5,112
Participant contributions at beginning of year	2019-12-31	$2,292
Participant contributions at beginning of year	2019-12-31	$2,292
Participant contributions at end of year	2019-12-31	$26,647
Participant contributions at end of year	2019-12-31	$26,647
Participant contributions at beginning of year	2019-12-31	$6,145
Participant contributions at beginning of year	2019-12-31	$6,145
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$23,923
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$23,923
Other income not declared elsewhere	2019-12-31	$2,071,686
Other income not declared elsewhere	2019-12-31	$2,071,686
Administrative expenses (other) incurred	2019-12-31	$0
Administrative expenses (other) incurred	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,962,977
Value of net income/loss	2019-12-31	$2,962,977
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$12,616,261
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$12,616,261
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$9,653,284
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$9,653,284
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$9,889
Investment advisory and management fees	2019-12-31	$9,889
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$11,649,317
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$11,649,317
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$9,404,981
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$9,404,981
Interest on participant loans	2019-12-31	$367
Interest on participant loans	2019-12-31	$367
Income. Interest from loans (other than to participants)	2019-12-31	$0
Income. Interest from loans (other than to participants)	2019-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$5
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$5
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$813,610
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$813,610
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$149,093
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$149,093
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$433,634
Contributions received in cash from employer	2019-12-31	$433,634
Employer contributions (assets) at end of year	2019-12-31	$121,575
Employer contributions (assets) at end of year	2019-12-31	$121,575
Employer contributions (assets) at beginning of year	2019-12-31	$90,773
Employer contributions (assets) at beginning of year	2019-12-31	$90,773
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$460,448
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$460,448
Contract administrator fees	2019-12-31	$6,903
Contract administrator fees	2019-12-31	$6,903
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	ASSURANCE DIMENSIONS
Accountancy firm name	2019-12-31	ASSURANCE DIMENSIONS
Accountancy firm EIN	2019-12-31	263429295
Accountancy firm EIN	2019-12-31	263429295
2018 : R. DAVID HEEKIN, M.D., P.A. DBA SOUTHEAST ORTHOPEDIC SPECIALISTS 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$416,680
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$269,042
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$265,745
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,108,853
Value of total assets at end of year	2018-12-31	$9,653,284
Value of total assets at beginning of year	2018-12-31	$9,505,646
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$3,297
Total income from rents	2018-12-31	$0
Total interest from all sources	2018-12-31	$296
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$4,885
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$4,885
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$750,910
Participant contributions at end of year	2018-12-31	$2,292
Participant contributions at beginning of year	2018-12-31	$2,948
Participant contributions at end of year	2018-12-31	$6,145
Participant contributions at beginning of year	2018-12-31	$27,948
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$34,179
Other income not declared elsewhere	2018-12-31	$-697,354
Administrative expenses (other) incurred	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Income. Non cash contributions	2018-12-31	$0
Value of net income/loss	2018-12-31	$147,638
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$9,653,284
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$9,505,646
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$9,404,981
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$9,019,780
Interest on participant loans	2018-12-31	$296
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$149,093
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$393,258
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$323,764
Employer contributions (assets) at end of year	2018-12-31	$90,773
Employer contributions (assets) at beginning of year	2018-12-31	$61,712
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$265,745
Contract administrator fees	2018-12-31	$3,297
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	ASSURANCE DIMENSIONS
Accountancy firm EIN	2018-12-31	263429295
2017 : R. DAVID HEEKIN, M.D., P.A. DBA SOUTHEAST ORTHOPEDIC SPECIALISTS 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$2,279,789
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$471,480
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$465,304
Expenses. Certain deemed distributions of participant loans	2017-12-31	$2,547
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$924,826
Value of total assets at end of year	2017-12-31	$9,505,646
Value of total assets at beginning of year	2017-12-31	$7,697,337
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$3,629
Total interest from all sources	2017-12-31	$205
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$4,149
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$4,149
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$649,780
Participant contributions at end of year	2017-12-31	$2,948
Participant contributions at beginning of year	2017-12-31	$3,500
Participant contributions at end of year	2017-12-31	$27,948
Participant contributions at beginning of year	2017-12-31	$13,844
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$0
Other income not declared elsewhere	2017-12-31	$1,350,609
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,808,309
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$9,505,646
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$7,697,337
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$9,019,780
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$7,613,682
Interest on participant loans	2017-12-31	$205
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$704
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$704
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$393,258
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$275,046
Employer contributions (assets) at end of year	2017-12-31	$61,712
Employer contributions (assets) at beginning of year	2017-12-31	$65,607
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$465,304
Contract administrator fees	2017-12-31	$3,629
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	ASSURANCE DIMENSIONS
Accountancy firm EIN	2017-12-31	263429295
2016 : R. DAVID HEEKIN, M.D., P.A. DBA SOUTHEAST ORTHOPEDIC SPECIALISTS 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$0
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$0
Total transfer of assets from this plan	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,419,852
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$290,410
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$284,210
Expenses. Certain deemed distributions of participant loans	2016-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$898,526
Value of total assets at end of year	2016-12-31	$7,697,337
Value of total assets at beginning of year	2016-12-31	$6,567,895
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$6,200
Total interest from all sources	2016-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$10,528
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$10,528
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$617,563
Participant contributions at end of year	2016-12-31	$3,500
Participant contributions at end of year	2016-12-31	$13,844
Participant contributions at beginning of year	2016-12-31	$14,984
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$26,057
Administrative expenses (other) incurred	2016-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,129,442
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$7,697,337
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$6,567,895
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$7,613,682
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$6,425,635
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$704
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$7,240
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$7,240
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$510,798
Net investment gain or loss from common/collective trusts	2016-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$254,906
Employer contributions (assets) at end of year	2016-12-31	$65,607
Employer contributions (assets) at beginning of year	2016-12-31	$120,036
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$284,210
Contract administrator fees	2016-12-31	$6,200
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BARLEY MCNAMARA WILD CPAS & ASSOC
Accountancy firm EIN	2016-12-31	273236857
2015 : R. DAVID HEEKIN, M.D., P.A. DBA SOUTHEAST ORTHOPEDIC SPECIALISTS 401(K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$0
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$0
Total transfer of assets from this plan	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$861,392
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,437,242
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,431,752
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$954,151
Value of total assets at end of year	2015-12-31	$6,567,895
Value of total assets at beginning of year	2015-12-31	$7,143,745
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$5,490
Total interest from all sources	2015-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$3,296
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$3,296
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$528,239
Participant contributions at end of year	2015-12-31	$14,984
Participant contributions at beginning of year	2015-12-31	$25,035
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$207,971
Administrative expenses (other) incurred	2015-12-31	$0
Total non interest bearing cash at beginning of year	2015-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-575,850
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$6,567,895
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$7,143,745
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$6,425,635
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$6,860,763
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$7,240
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$8,372
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$8,372
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-96,055
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$217,941
Employer contributions (assets) at end of year	2015-12-31	$120,036
Employer contributions (assets) at beginning of year	2015-12-31	$249,575
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,431,752
Contract administrator fees	2015-12-31	$5,490
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BARLEY MCNAMARA WILD CPAS & ASSOC
Accountancy firm EIN	2015-12-31	273236857
2014 : R. DAVID HEEKIN, M.D., P.A. DBA SOUTHEAST ORTHOPEDIC SPECIALISTS 401(K) PLAN 2014 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$2,451,472
Total of all expenses incurred	2014-12-31	$284,707
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$269,523
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$2,221,503
Value of total assets at end of year	2014-12-31	$7,143,745
Value of total assets at beginning of year	2014-12-31	$4,976,980
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$15,184
Total interest from all sources	2014-12-31	$158
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$567,030
Participant contributions at end of year	2014-12-31	$25,035
Participant contributions at beginning of year	2014-12-31	$20,200
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$1,418,815
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$0
Total non interest bearing cash at beginning of year	2014-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Income. Non cash contributions	2014-12-31	$0
Value of net income/loss	2014-12-31	$2,166,765
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$7,143,745
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$4,976,980
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$6,860,763
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$83,939
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$4,209,647
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$8,372
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$158
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$229,811
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$235,658
Employer contributions (assets) at end of year	2014-12-31	$249,575
Employer contributions (assets) at beginning of year	2014-12-31	$663,194
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$269,523
Contract administrator fees	2014-12-31	$15,184
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	Yes
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BARLEY MCNAMARA WILD CPAS & ASSOC
Accountancy firm EIN	2014-12-31	273236857
2013 : R. DAVID HEEKIN, M.D., P.A. DBA SOUTHEAST ORTHOPEDIC SPECIALISTS 401(K) PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$17,843
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$1,709,256
Total of all expenses incurred	2013-12-31	$154,451
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$151,013
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,140,563
Value of total assets at end of year	2013-12-31	$4,942,382
Value of total assets at beginning of year	2013-12-31	$3,369,734
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$3,438
Total interest from all sources	2013-12-31	$658
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$372
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$372
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$190,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$454,260
Participant contributions at end of year	2013-12-31	$44
Participant contributions at beginning of year	2013-12-31	$44
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$37,551
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$17,843
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,554,805
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$4,924,539
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$3,369,734
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$83,939
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$27,749
Value of interest in pooled separate accounts at end of year	2013-12-31	$4,209,647
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$2,624,412
Interest earned on other investments	2013-12-31	$658
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$99,766
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$9,765
Net investment gain/loss from pooled separate accounts	2013-12-31	$557,898
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$648,752
Employer contributions (assets) at end of year	2013-12-31	$648,752
Employer contributions (assets) at beginning of year	2013-12-31	$617,763
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$151,013
Contract administrator fees	2013-12-31	$3,438
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	CORNELIUS, SCHOU & LEONE
Accountancy firm EIN	2013-12-31	300008892
2012 : R. DAVID HEEKIN, M.D., P.A. DBA SOUTHEAST ORTHOPEDIC SPECIALISTS 401(K) PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$1,300,933
Total of all expenses incurred	2012-12-31	$17,858
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$15,889
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,064,044
Value of total assets at end of year	2012-12-31	$3,369,734
Value of total assets at beginning of year	2012-12-31	$2,086,659
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$1,969
Total interest from all sources	2012-12-31	$1,205
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$310
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$310
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$190,000
If this is an individual account plan, was there a blackout period	2012-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$429,752
Participant contributions at end of year	2012-12-31	$44
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$16,529
Other income not declared elsewhere	2012-12-31	$1,962
Total non interest bearing cash at beginning of year	2012-12-31	$8,954
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,283,075
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$3,369,734
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$2,086,659
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$27,749
Value of interest in pooled separate accounts at end of year	2012-12-31	$2,624,412
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$1,597,912
Interest earned on other investments	2012-12-31	$1,205
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$99,766
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,209
Net investment gain/loss from pooled separate accounts	2012-12-31	$232,203
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$617,763
Employer contributions (assets) at end of year	2012-12-31	$617,763
Employer contributions (assets) at beginning of year	2012-12-31	$479,793
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$15,889
Contract administrator fees	2012-12-31	$1,969
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	Yes
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	CORNELIUS, SCHOU & LEONE
Accountancy firm EIN	2012-12-31	300008892

Form 5500 Responses for R. DAVID HEEKIN, M.D., P.A. DBA SOUTHEAST ORTHOPEDIC SPECIALISTS 401(K) PLAN

2022: R. DAVID HEEKIN, M.D., P.A. DBA SOUTHEAST ORTHOPEDIC SPECIALISTS 401(K) PLAN 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: R. DAVID HEEKIN, M.D., P.A. DBA SOUTHEAST ORTHOPEDIC SPECIALISTS 401(K) PLAN 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: R. DAVID HEEKIN, M.D., P.A. DBA SOUTHEAST ORTHOPEDIC SPECIALISTS 401(K) PLAN 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: R. DAVID HEEKIN, M.D., P.A. DBA SOUTHEAST ORTHOPEDIC SPECIALISTS 401(K) PLAN 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: R. DAVID HEEKIN, M.D., P.A. DBA SOUTHEAST ORTHOPEDIC SPECIALISTS 401(K) PLAN 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: R. DAVID HEEKIN, M.D., P.A. DBA SOUTHEAST ORTHOPEDIC SPECIALISTS 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: R. DAVID HEEKIN, M.D., P.A. DBA SOUTHEAST ORTHOPEDIC SPECIALISTS 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: R. DAVID HEEKIN, M.D., P.A. DBA SOUTHEAST ORTHOPEDIC SPECIALISTS 401(K) PLAN 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: R. DAVID HEEKIN, M.D., P.A. DBA SOUTHEAST ORTHOPEDIC SPECIALISTS 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
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: R. DAVID HEEKIN, M.D., P.A. DBA SOUTHEAST ORTHOPEDIC SPECIALISTS 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
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: R. DAVID HEEKIN, M.D., P.A. DBA SOUTHEAST ORTHOPEDIC SPECIALISTS 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
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

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

812515

Policy instance

Insurance contract or identification number	812515
Number of Individuals Covered	336
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

812515

Policy instance

Insurance contract or identification number	812515
Number of Individuals Covered	561
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
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

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

812515

Policy instance

Insurance contract or identification number	812515
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $28,702
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	3550
Additional information about fees paid to insurance broker	DISTRIBUTION PROCESSING
Insurance broker organization code?	5

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

812515

Policy instance

Insurance contract or identification number	812515
Number of Individuals Covered	622
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $28,829
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	6903
Additional information about fees paid to insurance broker	DISTRIBUTION & ADMINISTRATION FEES
Insurance broker organization code?	5

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

812515

Policy instance

Insurance contract or identification number	812515
Number of Individuals Covered	512
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $22,837
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	3297
Additional information about fees paid to insurance broker	DISTRIBUTION & ADMINISTRATION FEES
Insurance broker organization code?	5

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

812515

Policy instance

Insurance contract or identification number	812515
Number of Individuals Covered	398
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $20,022
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	3425
Additional information about fees paid to insurance broker	DISTRIBUTION & ADMINISTRATION FEES
Insurance broker organization code?	5
Insurance broker name	INDEPENDENT FINANCIAL PARTNERS

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

812515

Policy instance

Insurance contract or identification number	812515
Number of Individuals Covered	271
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $8,484
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	8484
Additional information about fees paid to insurance broker	PLAN ADMINISTRATION/REVENUE SHARING
Insurance broker organization code?	5
Insurance broker name	INDEPENDENT FINANCIAL PARTNERS

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

712202

Policy instance

Insurance contract or identification number	712202
Number of Individuals Covered	0
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-15
Total amount of commissions paid to insurance broker	USD $5,153
Total amount of fees paid to insurance company	USD $1,550
Commission paid to Insurance Broker	USD $4,829
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker name	MATTHEWS BENEFIT GROUP, INC.

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	0
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-15
Total amount of commissions paid to insurance broker	USD $402
Total amount of fees paid to insurance company	USD $175
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $278
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker name	MATTHEWS BENEFIT GROUP INC

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

812525

Policy instance

Insurance contract or identification number	812525
Number of Individuals Covered	203
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

712202

Policy instance

Insurance contract or identification number	712202
Number of Individuals Covered	147
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	147
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $12,719
Total amount of fees paid to insurance company	USD $3,609
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $5,697
Amount paid for insurance broker fees	62
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3
Insurance broker name	RAYMOND JAMES & ASSOCIATES INC.

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

712202

Policy instance

Insurance contract or identification number	712202
Number of Individuals Covered	156
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	156
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $6,314
Total amount of fees paid to insurance company	USD $2,998
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6,314
Amount paid for insurance broker fees	38
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3
Insurance broker name	MATTHEWS BENEFIT GROUP, INC.

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Company Name:	SOUTHEAST ORTHOPEDIC SPECIALISTS, INC.
Employer identification number (EIN):	593696338
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	2001-02-07
Company Identification Number:	P01000014210
Legal Registered Office Address:	6500 BOWDEN ROAD, SUITE 103 JACKSONVILLE 32216