401k Plan data: BONE & JOINT INSTITUTE OF SOUTH GEORGIA, PC 401(K) PLAN plan

BONE & JOINT INSTITUTE OF SOUTH GEORGIA, PC 401(K) PLAN 401k Plan overview

Plan Name	BONE & JOINT INSTITUTE OF SOUTH GEORGIA, PC 401(K) PLAN
Plan identification number	001

BONE & JOINT INSTITUTE OF SOUTH GEORGIA, PC 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.
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.

401k Sponsoring company profile

BONE & JOINT INSTITUTE OF SOUTH GEORGIA, PC has sponsored the creation of one or more 401k plans.

Company Name: BONE & JOINT INSTITUTE OF SOUTH GEORGIA, PC

Employer identification number (EIN): 105971850

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BONE & JOINT INSTITUTE OF SOUTH GEORGIA, PC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01 JARED MCFADDEN 2019-10-13
001 2017-01-01
001 2017-01-01 JARED MCFADDEN 2019-05-23

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2018-01-01	JARED MCFADDEN	2019-10-13
001	2017-01-01
001	2017-01-01	JARED MCFADDEN	2019-05-23

Plan Statistics for BONE & JOINT INSTITUTE OF SOUTH GEORGIA, PC 401(K) PLAN

401k plan membership statisitcs for BONE & JOINT INSTITUTE OF SOUTH GEORGIA, PC 401(K) PLAN

Measure Date Value
2018: BONE & JOINT INSTITUTE OF SOUTH GEORGIA, PC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 729
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 713
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 94
Total of all active and inactive participants 2018-01-01 807
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 807
Number of participants with account balances 2018-01-01 169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: BONE & JOINT INSTITUTE OF SOUTH GEORGIA, PC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 51
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 53
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 7
Total of all active and inactive participants 2017-01-01 60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 60
Number of participants with account balances 2017-01-01 60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 7

Measure	Date	Value
2018: BONE & JOINT INSTITUTE OF SOUTH GEORGIA, PC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	729
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	713
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	94
Total of all active and inactive participants	2018-01-01	807
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	807
Number of participants with account balances	2018-01-01	169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: BONE & JOINT INSTITUTE OF SOUTH GEORGIA, PC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	51
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	53
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	7
Total of all active and inactive participants	2017-01-01	60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	60
Number of participants with account balances	2017-01-01	60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	7

Financial Data on BONE & JOINT INSTITUTE OF SOUTH GEORGIA, PC 401(K) PLAN

Measure	Date	Value
2018 : BONE & JOINT INSTITUTE OF SOUTH GEORGIA, PC 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	$143,815
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$63,516
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$60,577
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$205,312
Value of total assets at end of year	2018-12-31	$823,256
Value of total assets at beginning of year	2018-12-31	$742,957
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$2,939
Total interest from all sources	2018-12-31	$264
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$-61,761
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	$-61,761
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$19,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$205,312
Participant contributions at end of year	2018-12-31	$3,341
Participant contributions at beginning of year	2018-12-31	$6,511
Participant contributions at end of year	2018-12-31	$19,263
Participant contributions at beginning of year	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
Value of net income/loss	2018-12-31	$80,299
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$823,256
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$742,957
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
Investment advisory and management fees	2018-12-31	$2,939
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$800,652
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$736,446
Interest on participant loans	2018-12-31	$264
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	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$60,577
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	BATES, CARTER AND CO. LLP
Accountancy firm EIN	2018-12-31	208004844
2017 : BONE & JOINT INSTITUTE OF SOUTH GEORGIA, PC 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	$301,091
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$16,322
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$14,064
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$200,685
Value of total assets at end of year	2017-12-31	$742,957
Value of total assets at beginning of year	2017-12-31	$458,188
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$2,258
Total interest from all sources	2017-12-31	$449
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$172,653
Total plan liabilities at beginning of year	2017-12-31	$251,098
Total income from all sources	2017-12-31	$594,002
Expenses. Total of all expenses incurred	2017-12-31	$42,627
Benefits paid (including direct rollovers)	2017-12-31	$16,604
Total plan assets at end of year	2017-12-31	$2,434,837
Total plan assets at beginning of year	2017-12-31	$1,961,907
Value of fidelity bond covering the plan	2017-12-31	$1,880,000
Total contributions received or receivable from participants	2017-12-31	$117,904
Contributions received from other sources (not participants or employers)	2017-12-31	$15,274
Other income received	2017-12-31	$242,600
Net income (gross income less expenses)	2017-12-31	$551,375
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,262,184
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,710,809
Assets. Value of participant loans	2017-12-31	$1,007
Assets. Value of real-estate (other than employer real property)	2017-12-31	$925,000
Total contributions received or receivable from employer(s)	2017-12-31	$218,224
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$26,023
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$19,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$168,882
Participant contributions at end of year	2017-12-31	$6,511
Participant contributions at beginning of year	2017-12-31	$9,646
Participant contributions at end of year	2017-12-31	$6,674
Participant contributions at beginning of year	2017-12-31	$9,127
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$31,803
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	$284,769
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$742,957
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$458,188
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
Investment advisory and management fees	2017-12-31	$2,258
Value of interest in pooled separate accounts at end of year	2017-12-31	$729,772
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$439,415
Interest on participant loans	2017-12-31	$449
Net investment gain/loss from pooled separate accounts	2017-12-31	$99,957
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	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Assets. Invements in employer securities at beginning of year	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$14,064
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	BATES, CARTER AND CO., LLP
Accountancy firm EIN	2017-12-31	208004844

Form 5500 Responses for BONE & JOINT INSTITUTE OF SOUTH GEORGIA, PC 401(K) PLAN

2018: BONE & JOINT INSTITUTE OF SOUTH GEORGIA, PC 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: BONE & JOINT INSTITUTE OF SOUTH GEORGIA, PC 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

Insurance Providers Used on plan

AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )

Policy contract number

E667101

Policy instance

Insurance contract or identification number	E667101
Number of Individuals Covered	169
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $1,653
Total amount of fees paid to insurance company	USD $0
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?	No
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
Commission paid to Insurance Broker	USD $1,653
Insurance broker organization code?	3

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

512710-000

Policy instance

Insurance contract or identification number	512710-000
Number of Individuals Covered	53
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 $197
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
Amount paid for insurance broker fees	197
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5
Insurance broker name	RETIREMENT PLAN ADMINISTRATORS, LLC

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )

Policy contract number

632905

Policy instance

Insurance contract or identification number	632905
Number of Individuals Covered	168
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $5,024
Total amount of fees paid to insurance company	USD $465
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?	No
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

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Company Name:	BONE & JOINT INSTITUTE OF SOUTH GEORGIA, PC
Employer identification number (EIN):	105971850
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services