401k Plan data: SOUTHERN FLEX 401(K) PLAN plan

SOUTHERN FLEX 401(K) PLAN 401k Plan overview

Plan Name	SOUTHERN FLEX 401(K) PLAN
Plan identification number	001

SOUTHERN FLEX 401(K) 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.
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.
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

SOUTHERN FLEX REHABILITATION & CONSULTING has sponsored the creation of one or more 401k plans.

Company Name: SOUTHERN FLEX REHABILITATION & CONSULTING

Employer identification number (EIN): 470903658

NAIC Classification: 621399
NAIC Description: Offices of All Other Miscellaneous Health Practitioners

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHERN FLEX 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01 JEFFREY HEBERT 2021-07-20 JEFFREY HEBERT 2021-07-20
001 2021-01-01 JEFFREY HEBERT 2021-07-09 JEFFREY HEBERT 2021-07-09
001 2021-01-01 JEFFREY HEBERT 2021-06-29 JEFFREY HEBERT 2021-06-29
001 2020-01-01 JEFFREY HEBERT 2021-02-05 JEFFREY HEBERT 2021-02-05
001 2019-01-01 JEFFREY HEBERT 2020-05-08 JEFFREY HEBERT 2020-05-08
001 2018-01-01 JEFFREY HEBERT 2019-06-10 JEFFREY HEBERT 2019-06-10
001 2017-01-01 DONNA BOUE 2018-03-21 DONNA BOUE 2018-03-21
001 2016-01-01 DONNA BOUE 2017-04-27 DONNA BOUE 2017-04-27
001 2015-01-01 DONNA BOUE 2016-04-20 DONNA BOUE 2016-04-20
001 2014-01-01 DONNA BOUE
001 2013-01-01 DONNA BOUE
001 2012-01-01 DONNA BOUE DONNA BOUE 2014-07-31
001 2011-01-01 DONNA BOUE
001 2010-01-01 DONNA BOUE
001 2009-01-01 DONNA BOUE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-01-01	JEFFREY HEBERT	2021-07-20	JEFFREY HEBERT	2021-07-20
001	2021-01-01	JEFFREY HEBERT	2021-07-09	JEFFREY HEBERT	2021-07-09
001	2021-01-01	JEFFREY HEBERT	2021-06-29	JEFFREY HEBERT	2021-06-29
001	2020-01-01	JEFFREY HEBERT	2021-02-05	JEFFREY HEBERT	2021-02-05
001	2019-01-01	JEFFREY HEBERT	2020-05-08	JEFFREY HEBERT	2020-05-08
001	2018-01-01	JEFFREY HEBERT	2019-06-10	JEFFREY HEBERT	2019-06-10
001	2017-01-01	DONNA BOUE	2018-03-21	DONNA BOUE	2018-03-21
001	2016-01-01	DONNA BOUE	2017-04-27	DONNA BOUE	2017-04-27
001	2015-01-01	DONNA BOUE	2016-04-20	DONNA BOUE	2016-04-20
001	2014-01-01	DONNA BOUE
001	2013-01-01	DONNA BOUE
001	2012-01-01	DONNA BOUE		DONNA BOUE	2014-07-31
001	2011-01-01	DONNA BOUE
001	2010-01-01	DONNA BOUE
001	2009-01-01	DONNA BOUE

Plan Statistics for SOUTHERN FLEX 401(K) PLAN

401k plan membership statisitcs for SOUTHERN FLEX 401(K) PLAN

Measure Date Value
2014: SOUTHERN FLEX 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 89
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 85
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 4
Total of all active and inactive participants 2014-01-01 89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 89
Number of participants with account balances 2014-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: SOUTHERN FLEX 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 87
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 78
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 11
Total of all active and inactive participants 2013-01-01 89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 89
Number of participants with account balances 2013-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: SOUTHERN FLEX 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 76
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 76
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 7
Total of all active and inactive participants 2012-01-01 83
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 83
Number of participants with account balances 2012-01-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: SOUTHERN FLEX 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 63
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 67
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 6
Total of all active and inactive participants 2011-01-01 73
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 73
Number of participants with account balances 2011-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: SOUTHERN FLEX 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 61
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 2
Total of all active and inactive participants 2010-01-01 63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 63
Number of participants with account balances 2010-01-01 30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: SOUTHERN FLEX 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 41
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 34
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 35
Number of participants with account balances 2009-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: SOUTHERN FLEX 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	89
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	85
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	4
Total of all active and inactive participants	2014-01-01	89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	89
Number of participants with account balances	2014-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: SOUTHERN FLEX 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	87
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	78
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	11
Total of all active and inactive participants	2013-01-01	89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	89
Number of participants with account balances	2013-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: SOUTHERN FLEX 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	76
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	76
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	7
Total of all active and inactive participants	2012-01-01	83
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	83
Number of participants with account balances	2012-01-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: SOUTHERN FLEX 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	63
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	67
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	6
Total of all active and inactive participants	2011-01-01	73
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	73
Number of participants with account balances	2011-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: SOUTHERN FLEX 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	61
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	2
Total of all active and inactive participants	2010-01-01	63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	63
Number of participants with account balances	2010-01-01	30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: SOUTHERN FLEX 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	41
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	34
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	35
Number of participants with account balances	2009-01-01	10
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 FLEX 401(K) PLAN

Measure	Date	Value
2014 : SOUTHERN FLEX 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$374,137
Expenses. Total of all expenses incurred	2014-12-31	$142,873
Benefits paid (including direct rollovers)	2014-12-31	$140,781
Total plan assets at end of year	2014-12-31	$1,899,291
Total plan assets at beginning of year	2014-12-31	$1,668,027
Value of fidelity bond covering the plan	2014-12-31	$190,000
Total contributions received or receivable from participants	2014-12-31	$164,937
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$126,182
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$231,264
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,899,291
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,668,027
Assets. Value of participant loans	2014-12-31	$23,528
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2014-12-31	$0
Total contributions received or receivable from employer(s)	2014-12-31	$83,018
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$2,092
2013 : SOUTHERN FLEX 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$557,604
Expenses. Total of all expenses incurred	2013-12-31	$79,049
Benefits paid (including direct rollovers)	2013-12-31	$75,490
Total plan assets at end of year	2013-12-31	$1,668,027
Total plan assets at beginning of year	2013-12-31	$1,189,472
Value of fidelity bond covering the plan	2013-12-31	$120,000
Total contributions received or receivable from participants	2013-12-31	$134,717
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$10,454
Other income received	2013-12-31	$321,590
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$478,555
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,668,027
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,189,472
Assets. Value of participant loans	2013-12-31	$8,630
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2013-12-31	$0
Total contributions received or receivable from employer(s)	2013-12-31	$90,843
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$3,559
2012 : SOUTHERN FLEX 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$390,067
Expenses. Total of all expenses incurred	2012-12-31	$33,242
Benefits paid (including direct rollovers)	2012-12-31	$31,575
Total plan assets at end of year	2012-12-31	$1,189,472
Total plan assets at beginning of year	2012-12-31	$832,647
Value of fidelity bond covering the plan	2012-12-31	$60,000
Total contributions received or receivable from participants	2012-12-31	$143,692
Contributions received from other sources (not participants or employers)	2012-12-31	$17,358
Other income received	2012-12-31	$138,990
Net income (gross income less expenses)	2012-12-31	$356,825
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,189,472
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$832,647
Assets. Value of participant loans	2012-12-31	$9,501
Total contributions received or receivable from employer(s)	2012-12-31	$90,027
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$1,667
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : SOUTHERN FLEX 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$195,105
Expenses. Total of all expenses incurred	2011-12-31	$10,610
Benefits paid (including direct rollovers)	2011-12-31	$9,287
Total plan assets at end of year	2011-12-31	$832,647
Total plan assets at beginning of year	2011-12-31	$648,152
Value of fidelity bond covering the plan	2011-12-31	$60,000
Total contributions received or receivable from participants	2011-12-31	$141,370
Other income received	2011-12-31	$-30,733
Net income (gross income less expenses)	2011-12-31	$184,495
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$832,647
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$648,152
Assets. Value of participant loans	2011-12-31	$1,718
Total contributions received or receivable from employer(s)	2011-12-31	$84,468
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$1,323
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : SOUTHERN FLEX 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$266,187
Expenses. Total of all expenses incurred	2010-12-31	$34,862
Benefits paid (including direct rollovers)	2010-12-31	$34,074
Total plan assets at end of year	2010-12-31	$648,152
Total plan assets at beginning of year	2010-12-31	$416,827
Value of fidelity bond covering the plan	2010-12-31	$40,000
Total contributions received or receivable from participants	2010-12-31	$108,635
Contributions received from other sources (not participants or employers)	2010-12-31	$12,278
Other income received	2010-12-31	$78,881
Net income (gross income less expenses)	2010-12-31	$231,325
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$648,152
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$416,827
Total contributions received or receivable from employer(s)	2010-12-31	$66,393
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$788
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for SOUTHERN FLEX 401(K) PLAN

2014: SOUTHERN FLEX 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
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 – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SOUTHERN FLEX 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SOUTHERN FLEX 401(K) 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	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SOUTHERN FLEX 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: SOUTHERN FLEX 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: SOUTHERN FLEX 401(K) 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 funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SOUTHERN FLEX REHABILITATION & CONSULTING
Employer identification number (EIN):	470903658
NAIC Classification:	621399
NAIC Description:	Offices of All Other Miscellaneous Health Practitioners