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| Plan Name | SOUTHLAND BONE & JOINT INSTITUTE SC PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | SOUTHLAND BONE & JOINT INSTITUTE SC |
| Employer identification number (EIN): | 412042297 |
| NAIC Classification: | 621111 |
| NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2011-01-01 | BHASKER KENKARE CPA | 2012-10-14 | ||
| 001 | 2009-01-01 | BHASKER KENKARE CPA |
| Measure | Date | Value |
|---|---|---|
| 2009: SOUTHLAND BONE & JOINT INSTITUTE SC PROFIT SHARING PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-01-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 22 |
| Total of all active and inactive participants | 2009-01-01 | 22 |
| Total participants | 2009-01-01 | 22 |
| Number of participants with account balances | 2009-01-01 | 22 |
| Measure | Date | Value |
|---|---|---|
| 2010 : SOUTHLAND BONE & JOINT INSTITUTE SC PROFIT SHARING PLAN 2010 401k financial data | ||
| Total income from all sources | 2010-12-31 | $302,858 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $95,044 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $94,047 |
| Total plan assets at end of year | 2010-12-31 | $2,149,665 |
| Total plan assets at beginning of year | 2010-12-31 | $1,941,851 |
| Value of fidelity bond covering the plan | 2010-12-31 | $200,000 |
| Other income received | 2010-12-31 | $302,858 |
| Net income (gross income less expenses) | 2010-12-31 | $207,814 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,149,665 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,941,851 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $997 |
| 2009: SOUTHLAND BONE & JOINT INSTITUTE SC PROFIT SHARING PLAN 2009 form 5500 responses | ||
|---|---|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) | |||||||||||||||||
| Policy contract number | 519776 | ||||||||||||||||
| Policy instance | 1 | ||||||||||||||||
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