401k Plan data: SOUTHERN ORTHOPEDIC & SPORTS MEDICINE ASSOCIATES, PC 401(K) PROFIT SHARING PLAN plan

SOUTHERN ORTHOPEDIC & SPORTS MEDICINE ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	SOUTHERN ORTHOPEDIC & SPORTS MEDICINE ASSOCIATES, PC 401(K) PROFIT SHARING PLAN
Plan identification number	001

SOUTHERN ORTHOPEDIC & SPORTS MEDICINE ASSOCIATES, PC 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SOSMA, PC has sponsored the creation of one or more 401k plans.

Company Name: SOSMA, PC

Employer identification number (EIN): 630889081

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHERN ORTHOPEDIC & SPORTS MEDICINE ASSOCIATES, PC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 KENDALL C. VAGUE, M.D.
001 2018-01-01
001 2017-01-01 KENDALL C. VAGUE, M.D.
001 2016-01-01 KENDALL C. VAGUE, M.D.
001 2015-01-01 KENDALL C. VAGUE, M.D.
001 2014-01-01 KENDALL C. VAGUE, M.D.
001 2013-01-01 KENDALL C. VAGUE, M.D.
001 2012-01-01 KENDALL C. VAGUE, M.D.
001 2011-01-01 KENDALL C. VAGUE, M.D.
001 2010-01-01 KENDALL C. VAGUE, M.D.
001 2009-01-01 KENDALL C. VAGUE, M.D.

Plan Statistics for SOUTHERN ORTHOPEDIC & SPORTS MEDICINE ASSOCIATES, PC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for SOUTHERN ORTHOPEDIC & SPORTS MEDICINE ASSOCIATES, PC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: SOUTHERN ORTHOPEDIC & SPORTS MEDICINE ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 0
Total participants 2022-01-01 0
Number of participants with account balances 2022-01-01 0
2021: SOUTHERN ORTHOPEDIC & SPORTS MEDICINE ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 9
Number of other retired or separated participants entitled to future benefits 2021-01-01 4
Total of all active and inactive participants 2021-01-01 13
Total participants 2021-01-01 13
Number of participants with account balances 2021-01-01 13
2020: SOUTHERN ORTHOPEDIC & SPORTS MEDICINE ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 29
Number of other retired or separated participants entitled to future benefits 2020-01-01 5
Total of all active and inactive participants 2020-01-01 34
Total participants 2020-01-01 34
Number of participants with account balances 2020-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 2
2019: SOUTHERN ORTHOPEDIC & SPORTS MEDICINE ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 43
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 34
Number of retired or separated participants receiving benefits 2019-01-01 11
Number of other retired or separated participants entitled to future benefits 2019-01-01 1
Total of all active and inactive participants 2019-01-01 46
Total participants 2019-01-01 46
Number of participants with account balances 2019-01-01 46
2018: SOUTHERN ORTHOPEDIC & SPORTS MEDICINE ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 40
Number of other retired or separated participants entitled to future benefits 2018-01-01 1
Total of all active and inactive participants 2018-01-01 41
Total participants 2018-01-01 41
Number of participants with account balances 2018-01-01 38
2017: SOUTHERN ORTHOPEDIC & SPORTS MEDICINE ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 44
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 38
Number of retired or separated participants receiving benefits 2017-01-01 3
Number of other retired or separated participants entitled to future benefits 2017-01-01 3
Total of all active and inactive participants 2017-01-01 44
Total participants 2017-01-01 44
Number of participants with account balances 2017-01-01 43
2016: SOUTHERN ORTHOPEDIC & SPORTS MEDICINE ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 48
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 39
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 40
Total participants 2016-01-01 40
Number of participants with account balances 2016-01-01 40
2015: SOUTHERN ORTHOPEDIC & SPORTS MEDICINE ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 56
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 42
Number of retired or separated participants receiving benefits 2015-01-01 4
Number of other retired or separated participants entitled to future benefits 2015-01-01 2
Total of all active and inactive participants 2015-01-01 48
Total participants 2015-01-01 48
Number of participants with account balances 2015-01-01 44
2014: SOUTHERN ORTHOPEDIC & SPORTS MEDICINE ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 55
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 39
Number of retired or separated participants receiving benefits 2014-01-01 6
Number of other retired or separated participants entitled to future benefits 2014-01-01 10
Total of all active and inactive participants 2014-01-01 55
Total participants 2014-01-01 55
Number of participants with account balances 2014-01-01 53
2013: SOUTHERN ORTHOPEDIC & SPORTS MEDICINE ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 52
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 38
Number of retired or separated participants receiving benefits 2013-01-01 7
Number of other retired or separated participants entitled to future benefits 2013-01-01 10
Total of all active and inactive participants 2013-01-01 55
Total participants 2013-01-01 55
Number of participants with account balances 2013-01-01 55
2012: SOUTHERN ORTHOPEDIC & SPORTS MEDICINE ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 47
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 42
Number of retired or separated participants receiving benefits 2012-01-01 2
Number of other retired or separated participants entitled to future benefits 2012-01-01 8
Total of all active and inactive participants 2012-01-01 52
Total participants 2012-01-01 52
Number of participants with account balances 2012-01-01 48
2011: SOUTHERN ORTHOPEDIC & SPORTS MEDICINE ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 44
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 39
Number of retired or separated participants receiving benefits 2011-01-01 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 7
Total of all active and inactive participants 2011-01-01 47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 47
Number of participants with account balances 2011-01-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: SOUTHERN ORTHOPEDIC & SPORTS MEDICINE ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 43
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 34
Number of retired or separated participants receiving benefits 2010-01-01 1
Number of other retired or separated participants entitled to future benefits 2010-01-01 9
Total of all active and inactive participants 2010-01-01 44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 44
Number of participants with account balances 2010-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: SOUTHERN ORTHOPEDIC & SPORTS MEDICINE ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 33
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 9
Total of all active and inactive participants 2009-01-01 43
Total participants 2009-01-01 43
Number of participants with account balances 2009-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: SOUTHERN ORTHOPEDIC & SPORTS MEDICINE ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	0
Total participants	2022-01-01	0
Number of participants with account balances	2022-01-01	0
2021: SOUTHERN ORTHOPEDIC & SPORTS MEDICINE ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	9
Number of other retired or separated participants entitled to future benefits	2021-01-01	4
Total of all active and inactive participants	2021-01-01	13
Total participants	2021-01-01	13
Number of participants with account balances	2021-01-01	13
2020: SOUTHERN ORTHOPEDIC & SPORTS MEDICINE ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	29
Number of other retired or separated participants entitled to future benefits	2020-01-01	5
Total of all active and inactive participants	2020-01-01	34
Total participants	2020-01-01	34
Number of participants with account balances	2020-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	2
2019: SOUTHERN ORTHOPEDIC & SPORTS MEDICINE ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	43
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	34
Number of retired or separated participants receiving benefits	2019-01-01	11
Number of other retired or separated participants entitled to future benefits	2019-01-01	1
Total of all active and inactive participants	2019-01-01	46
Total participants	2019-01-01	46
Number of participants with account balances	2019-01-01	46
2018: SOUTHERN ORTHOPEDIC & SPORTS MEDICINE ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	40
Number of other retired or separated participants entitled to future benefits	2018-01-01	1
Total of all active and inactive participants	2018-01-01	41
Total participants	2018-01-01	41
Number of participants with account balances	2018-01-01	38
2017: SOUTHERN ORTHOPEDIC & SPORTS MEDICINE ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	44
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	38
Number of retired or separated participants receiving benefits	2017-01-01	3
Number of other retired or separated participants entitled to future benefits	2017-01-01	3
Total of all active and inactive participants	2017-01-01	44
Total participants	2017-01-01	44
Number of participants with account balances	2017-01-01	43
2016: SOUTHERN ORTHOPEDIC & SPORTS MEDICINE ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	48
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	39
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	40
Total participants	2016-01-01	40
Number of participants with account balances	2016-01-01	40
2015: SOUTHERN ORTHOPEDIC & SPORTS MEDICINE ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	56
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	42
Number of retired or separated participants receiving benefits	2015-01-01	4
Number of other retired or separated participants entitled to future benefits	2015-01-01	2
Total of all active and inactive participants	2015-01-01	48
Total participants	2015-01-01	48
Number of participants with account balances	2015-01-01	44
2014: SOUTHERN ORTHOPEDIC & SPORTS MEDICINE ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	55
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	39
Number of retired or separated participants receiving benefits	2014-01-01	6
Number of other retired or separated participants entitled to future benefits	2014-01-01	10
Total of all active and inactive participants	2014-01-01	55
Total participants	2014-01-01	55
Number of participants with account balances	2014-01-01	53
2013: SOUTHERN ORTHOPEDIC & SPORTS MEDICINE ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	52
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	38
Number of retired or separated participants receiving benefits	2013-01-01	7
Number of other retired or separated participants entitled to future benefits	2013-01-01	10
Total of all active and inactive participants	2013-01-01	55
Total participants	2013-01-01	55
Number of participants with account balances	2013-01-01	55
2012: SOUTHERN ORTHOPEDIC & SPORTS MEDICINE ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	47
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	42
Number of retired or separated participants receiving benefits	2012-01-01	2
Number of other retired or separated participants entitled to future benefits	2012-01-01	8
Total of all active and inactive participants	2012-01-01	52
Total participants	2012-01-01	52
Number of participants with account balances	2012-01-01	48
2011: SOUTHERN ORTHOPEDIC & SPORTS MEDICINE ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	44
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	39
Number of retired or separated participants receiving benefits	2011-01-01	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	7
Total of all active and inactive participants	2011-01-01	47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	47
Number of participants with account balances	2011-01-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: SOUTHERN ORTHOPEDIC & SPORTS MEDICINE ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	43
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	34
Number of retired or separated participants receiving benefits	2010-01-01	1
Number of other retired or separated participants entitled to future benefits	2010-01-01	9
Total of all active and inactive participants	2010-01-01	44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	44
Number of participants with account balances	2010-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: SOUTHERN ORTHOPEDIC & SPORTS MEDICINE ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	33
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	9
Total of all active and inactive participants	2009-01-01	43
Total participants	2009-01-01	43
Number of participants with account balances	2009-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on SOUTHERN ORTHOPEDIC & SPORTS MEDICINE ASSOCIATES, PC 401(K) PROFIT SHARING PLAN

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

Form 5500 Responses for SOUTHERN ORTHOPEDIC & SPORTS MEDICINE ASSOCIATES, PC 401(K) PROFIT SHARING PLAN

2022: SOUTHERN ORTHOPEDIC & SPORTS MEDICINE ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SOUTHERN ORTHOPEDIC & SPORTS MEDICINE ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SOUTHERN ORTHOPEDIC & SPORTS MEDICINE ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SOUTHERN ORTHOPEDIC & SPORTS MEDICINE ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SOUTHERN ORTHOPEDIC & SPORTS MEDICINE ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SOUTHERN ORTHOPEDIC & SPORTS MEDICINE ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SOUTHERN ORTHOPEDIC & SPORTS MEDICINE ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SOUTHERN ORTHOPEDIC & SPORTS MEDICINE ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SOUTHERN ORTHOPEDIC & SPORTS MEDICINE ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SOUTHERN ORTHOPEDIC & SPORTS MEDICINE ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SOUTHERN ORTHOPEDIC & SPORTS MEDICINE ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SOUTHERN ORTHOPEDIC & SPORTS MEDICINE ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: SOUTHERN ORTHOPEDIC & SPORTS MEDICINE ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: SOUTHERN ORTHOPEDIC & SPORTS MEDICINE ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

15658

Policy instance

Insurance contract or identification number	15658
Number of Individuals Covered	0
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $9,085
Total amount of fees paid to insurance company	USD $0
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 $9,085
Insurance broker organization code?	4
Insurance broker name	BHK INVESTMENT ADVISORS

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

Policy contract number

15658

Policy instance

Insurance contract or identification number	15658
Number of Individuals Covered	48
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $12,181
Total amount of fees paid to insurance company	USD $5,823
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 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 $12,181
Amount paid for insurance broker fees	0
Insurance broker organization code?	2
Insurance broker name	PEARCE BEVILL LEESBURG MOORE

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

Policy contract number

15658

Policy instance

Insurance contract or identification number	15658
Number of Individuals Covered	48
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $14,361
Total amount of fees paid to insurance company	USD $400
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 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 $14,361
Insurance broker organization code?	2
Amount paid for insurance broker fees	400
Insurance broker name	PEARCE BEVILL LEESBURG MOORE

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

Policy contract number

15658

Policy instance

Insurance contract or identification number	15658
Number of Individuals Covered	48
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $15,609
Total amount of fees paid to insurance company	USD $1,269
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 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 $15,609
Insurance broker organization code?	2
Amount paid for insurance broker fees	1269
Insurance broker name	PEARCE BEVILL LEESBURG MOORE

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

Policy contract number

15658

Policy instance

Insurance contract or identification number	15658
Number of Individuals Covered	43
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $18,348
Total amount of fees paid to insurance company	USD $0
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 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

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

Policy contract number

15658

Policy instance

Insurance contract or identification number	15658
Number of Individuals Covered	40
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $14,175
Total amount of fees paid to insurance company	USD $1,612
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 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 $14,175
Insurance broker organization code?	2
Amount paid for insurance broker fees	1612
Insurance broker name	PEARCE BEVILL LEESBURG MOORE

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Company Name:	SOSMA, PC
Employer identification number (EIN):	630889081
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)