401k Plan data: SIDNEY P. SMITH, M.D., P.A. PROFIT SHARING PLAN plan

SIDNEY P. SMITH, M.D., P.A. PROFIT SHARING PLAN 401k Plan overview

Plan Name	SIDNEY P. SMITH, M.D., P.A. PROFIT SHARING PLAN
Plan identification number	001

SIDNEY P. SMITH, M.D., P.A. PROFIT SHARING 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).
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

SIDNEY P. SMITH, M.D., P.A. has sponsored the creation of one or more 401k plans.

Company Name: SIDNEY P. SMITH, M.D., P.A.

Employer identification number (EIN): 582149083

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SIDNEY P. SMITH, M.D., P.A. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2020-01-01 SIDNEY SMITH MD 2021-10-13 SIDNEY SMITH MD 2021-10-13
001 2019-01-01 SIDNEY SMITH MD 2020-10-13 SIDNEY SMITH MD 2020-10-13
001 2018-01-01 SIDNEY P. SMITH, M.D. 2020-03-23 SIDNEY P. SMITH, M.D. 2020-03-23
001 2018-01-01 SIDNEY P. SMITH, M.D. 2019-03-19 SIDNEY P. SMITH, M.D. 2019-03-19
001 2017-01-01
001 2017-01-01
001 2016-01-01
001 2016-01-01 SIDNEY P. SMITH, M.D. 2019-02-27
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 CATHERINE REA CATHERINE REA 2013-10-10
001 2011-01-01 CATHERINE REA 2012-10-13 CATHERINE REA 2012-10-13
001 2009-01-01 CATHERINE REA CATHERINE REA 2010-10-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2020-01-01	SIDNEY SMITH MD	2021-10-13	SIDNEY SMITH MD	2021-10-13
001	2019-01-01	SIDNEY SMITH MD	2020-10-13	SIDNEY SMITH MD	2020-10-13
001	2018-01-01	SIDNEY P. SMITH, M.D.	2020-03-23	SIDNEY P. SMITH, M.D.	2020-03-23
001	2018-01-01	SIDNEY P. SMITH, M.D.	2019-03-19	SIDNEY P. SMITH, M.D.	2019-03-19
001	2017-01-01
001	2017-01-01
001	2016-01-01
001	2016-01-01	SIDNEY P. SMITH, M.D.	2019-02-27
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	CATHERINE REA		CATHERINE REA	2013-10-10
001	2011-01-01	CATHERINE REA	2012-10-13	CATHERINE REA	2012-10-13
001	2009-01-01	CATHERINE REA		CATHERINE REA	2010-10-13

Plan Statistics for SIDNEY P. SMITH, M.D., P.A. PROFIT SHARING PLAN

401k plan membership statisitcs for SIDNEY P. SMITH, M.D., P.A. PROFIT SHARING PLAN

Measure Date Value
2020: SIDNEY P. SMITH, M.D., P.A. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 93
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 74
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 8
Total of all active and inactive participants 2020-01-01 82
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 82
Number of participants with account balances 2020-01-01 73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: SIDNEY P. SMITH, M.D., P.A. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 146
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 62
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 12
Total of all active and inactive participants 2019-01-01 74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 74
Number of participants with account balances 2019-01-01 68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 8
2018: SIDNEY P. SMITH, M.D., P.A. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 131
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 78
Number of retired or separated participants receiving benefits 2018-01-01 18
Number of other retired or separated participants entitled to future benefits 2018-01-01 35
Total of all active and inactive participants 2018-01-01 131
Total participants 2018-01-01 131
Number of participants with account balances 2018-01-01 119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 6
2017: SIDNEY P. SMITH, M.D., P.A. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 63
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 60
Number of retired or separated participants receiving benefits 2017-01-01 6
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 66
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 5
2016: SIDNEY P. SMITH, M.D., P.A. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 72
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 63
Number of retired or separated participants receiving benefits 2016-01-01 9
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 72
Number of participants with account balances 2016-01-01 63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 8
2015: SIDNEY P. SMITH, M.D., P.A. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 89
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 72
Number of other retired or separated participants entitled to future benefits 2015-01-01 25
Total of all active and inactive participants 2015-01-01 97
Total participants 2015-01-01 97
Number of participants with account balances 2015-01-01 97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2
2014: SIDNEY P. SMITH, M.D., P.A. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 83
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 66
Number of other retired or separated participants entitled to future benefits 2014-01-01 23
Total of all active and inactive participants 2014-01-01 89
Total participants 2014-01-01 89
Number of participants with account balances 2014-01-01 89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 4
2013: SIDNEY P. SMITH, M.D., P.A. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 80
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 61
Number of other retired or separated participants entitled to future benefits 2013-01-01 22
Total of all active and inactive participants 2013-01-01 83
Total participants 2013-01-01 83
Number of participants with account balances 2013-01-01 83
2012: SIDNEY P. SMITH, M.D., P.A. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 72
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 70
Number of other retired or separated participants entitled to future benefits 2012-01-01 10
Total of all active and inactive participants 2012-01-01 80
Total participants 2012-01-01 80
Number of participants with account balances 2012-01-01 80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2009: SIDNEY P. SMITH, M.D., P.A. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 57
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 6
Total of all active and inactive participants 2009-01-01 63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 63
Number of participants with account balances 2009-01-01 63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2020: SIDNEY P. SMITH, M.D., P.A. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	93
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	74
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	8
Total of all active and inactive participants	2020-01-01	82
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	82
Number of participants with account balances	2020-01-01	73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: SIDNEY P. SMITH, M.D., P.A. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	146
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	62
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	12
Total of all active and inactive participants	2019-01-01	74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	74
Number of participants with account balances	2019-01-01	68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	8
2018: SIDNEY P. SMITH, M.D., P.A. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	131
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	78
Number of retired or separated participants receiving benefits	2018-01-01	18
Number of other retired or separated participants entitled to future benefits	2018-01-01	35
Total of all active and inactive participants	2018-01-01	131
Total participants	2018-01-01	131
Number of participants with account balances	2018-01-01	119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	6
2017: SIDNEY P. SMITH, M.D., P.A. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	63
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	60
Number of retired or separated participants receiving benefits	2017-01-01	6
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	66
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	5
2016: SIDNEY P. SMITH, M.D., P.A. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	72
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	63
Number of retired or separated participants receiving benefits	2016-01-01	9
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	72
Number of participants with account balances	2016-01-01	63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	8
2015: SIDNEY P. SMITH, M.D., P.A. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	89
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	72
Number of other retired or separated participants entitled to future benefits	2015-01-01	25
Total of all active and inactive participants	2015-01-01	97
Total participants	2015-01-01	97
Number of participants with account balances	2015-01-01	97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2
2014: SIDNEY P. SMITH, M.D., P.A. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	83
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	66
Number of other retired or separated participants entitled to future benefits	2014-01-01	23
Total of all active and inactive participants	2014-01-01	89
Total participants	2014-01-01	89
Number of participants with account balances	2014-01-01	89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	4
2013: SIDNEY P. SMITH, M.D., P.A. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	80
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	61
Number of other retired or separated participants entitled to future benefits	2013-01-01	22
Total of all active and inactive participants	2013-01-01	83
Total participants	2013-01-01	83
Number of participants with account balances	2013-01-01	83
2012: SIDNEY P. SMITH, M.D., P.A. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	72
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	70
Number of other retired or separated participants entitled to future benefits	2012-01-01	10
Total of all active and inactive participants	2012-01-01	80
Total participants	2012-01-01	80
Number of participants with account balances	2012-01-01	80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2009: SIDNEY P. SMITH, M.D., P.A. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	57
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	6
Total of all active and inactive participants	2009-01-01	63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	63
Number of participants with account balances	2009-01-01	63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on SIDNEY P. SMITH, M.D., P.A. PROFIT SHARING PLAN

Measure	Date	Value
2020 : SIDNEY P. SMITH, M.D., P.A. PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$0
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$40,258
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$17,267
Total income from all sources (including contributions)	2020-12-31	$384,124
Total of all expenses incurred	2020-12-31	$102,109
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$100,967
Value of total corrective distributions	2020-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$175,704
Value of total assets at end of year	2020-12-31	$3,732,904
Value of total assets at beginning of year	2020-12-31	$3,427,898
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$1,142
Total interest from all sources	2020-12-31	$227
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$72,046
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$14,697
Assets. Corporate prefeered stocks other than exployer securities at end of year	2020-12-31	$118,820
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2020-12-31	$174,431
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$250,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Assets. Loans (other than to participants) at beginning of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$40,258
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$17,267
Total non interest bearing cash at end of year	2020-12-31	$0
Total non interest bearing cash at beginning of year	2020-12-31	$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	2020-12-31	No
Value of net income/loss	2020-12-31	$282,015
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$3,692,646
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$3,410,631
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$1,142
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$800,032
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$731,990
Value of interest in pooled separate accounts at end of year	2020-12-31	$114,927
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$100,738
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$137,970
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$123,676
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$123,676
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$227
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$421,064
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$390,819
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$144,128
Net investment gain/loss from pooled separate accounts	2020-12-31	$14,189
Net investment gain or loss from common/collective trusts	2020-12-31	$-22,170
Net gain/loss from 103.12 investment entities	2020-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$175,704
Employer contributions (assets) at end of year	2020-12-31	$175,704
Employer contributions (assets) at beginning of year	2020-12-31	$69,784
Income. Dividends from preferred stock	2020-12-31	$0
Income. Dividends from common stock	2020-12-31	$57,349
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$100,967
Assets. Corporate common stocks other than exployer securities at end of year	2020-12-31	$1,964,387
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-12-31	$1,836,460
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	HANCOCK ASKEW & CO., LLP
Accountancy firm EIN	2020-12-31	580662558
2019 : SIDNEY P. SMITH, M.D., P.A. PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$17,267
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$17,267
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$13,576
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$13,576
Total income from all sources (including contributions)	2019-12-31	$602,686
Total income from all sources (including contributions)	2019-12-31	$602,686
Total of all expenses incurred	2019-12-31	$240,862
Total of all expenses incurred	2019-12-31	$240,862
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$223,954
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$223,954
Value of total corrective distributions	2019-12-31	$0
Value of total corrective distributions	2019-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$138,542
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$138,542
Value of total assets at end of year	2019-12-31	$3,427,898
Value of total assets at end of year	2019-12-31	$3,427,898
Value of total assets at beginning of year	2019-12-31	$3,062,383
Value of total assets at beginning of year	2019-12-31	$3,062,383
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$16,908
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$16,908
Total interest from all sources	2019-12-31	$715
Total interest from all sources	2019-12-31	$715
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$65,709
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$65,709
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$16,178
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$16,178
Assets. Real estate other than employer real property at beginning of year	2019-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2019-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2019-12-31	$174,431
Assets. Corporate prefeered stocks other than exployer securities at end of year	2019-12-31	$174,431
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2019-12-31	$159,933
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2019-12-31	$159,933
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$250,000
Value of fidelity bond cover	2019-12-31	$250,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Participant contributions at beginning of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Assets. Loans (other than to participants) at end of year	2019-12-31	$0
Assets. Loans (other than to participants) at end of year	2019-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2019-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$17,267
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$17,267
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$13,576
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$13,576
Other income not declared elsewhere	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$0
Administrative expenses (other) incurred	2019-12-31	$8,393
Administrative expenses (other) incurred	2019-12-31	$8,393
Liabilities. Value of operating payables at beginning of year	2019-12-31	$0
Liabilities. Value of operating payables at beginning of year	2019-12-31	$0
Total non interest bearing cash at end of year	2019-12-31	$0
Total non interest bearing cash at end of year	2019-12-31	$0
Total non interest bearing cash at beginning of year	2019-12-31	$0
Total non interest bearing cash at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$361,824
Value of net income/loss	2019-12-31	$361,824
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$3,410,631
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$3,410,631
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,048,807
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,048,807
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Assets. partnership/joint venture interests at beginning of year	2019-12-31	$311,550
Assets. partnership/joint venture interests at beginning of year	2019-12-31	$311,550
Investment advisory and management fees	2019-12-31	$390
Investment advisory and management fees	2019-12-31	$390
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$731,990
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$731,990
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$690,345
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$690,345
Value of interest in pooled separate accounts at end of year	2019-12-31	$100,738
Value of interest in pooled separate accounts at end of year	2019-12-31	$100,738
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$82,811
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$82,811
Value of interest in master investment trust accounts at beginning of year	2019-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2019-12-31	$0
Value of interest in common/collective trusts at beginning of year	2019-12-31	$0
Value of interest in common/collective trusts at beginning of year	2019-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$123,676
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$123,676
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$202,080
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$202,080
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$202,080
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$202,080
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$715
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$715
Assets. Value of investments in 103.12 investment entities at beginning of year	2019-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2019-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$390,819
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$390,819
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$364,159
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$364,159
Asset value of US Government securities at beginning of year	2019-12-31	$0
Asset value of US Government securities at beginning of year	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$171,980
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$171,980
Net investment gain/loss from pooled separate accounts	2019-12-31	$17,927
Net investment gain/loss from pooled separate accounts	2019-12-31	$17,927
Net investment gain or loss from common/collective trusts	2019-12-31	$207,813
Net investment gain or loss from common/collective trusts	2019-12-31	$207,813
Net gain/loss from 103.12 investment entities	2019-12-31	$0
Net gain/loss from 103.12 investment entities	2019-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Assets. Invements in employer securities at beginning of year	2019-12-31	$0
Assets. Invements in employer securities at beginning of year	2019-12-31	$0
Assets. Value of employer real property at beginning of year	2019-12-31	$0
Assets. Value of employer real property at beginning of year	2019-12-31	$0
Contributions received in cash from employer	2019-12-31	$138,542
Contributions received in cash from employer	2019-12-31	$138,542
Employer contributions (assets) at end of year	2019-12-31	$69,784
Employer contributions (assets) at end of year	2019-12-31	$69,784
Employer contributions (assets) at beginning of year	2019-12-31	$34,242
Employer contributions (assets) at beginning of year	2019-12-31	$34,242
Income. Dividends from preferred stock	2019-12-31	$0
Income. Dividends from preferred stock	2019-12-31	$0
Income. Dividends from common stock	2019-12-31	$49,531
Income. Dividends from common stock	2019-12-31	$49,531
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$223,954
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$223,954
Asset. Corporate debt instrument preferred debt at beginning of year	2019-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2019-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2019-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2019-12-31	$0
Contract administrator fees	2019-12-31	$8,125
Contract administrator fees	2019-12-31	$8,125
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$1,836,460
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$1,836,460
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$1,217,263
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$1,217,263
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2019-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2019-12-31	$0
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Liabilities. Value of acquisition indebtedness at beginning of year	2019-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2019-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Accountancy firm name	2019-12-31	HANCOCK ASKEW & CO., LLP
Accountancy firm name	2019-12-31	HANCOCK ASKEW & CO., LLP
Accountancy firm EIN	2019-12-31	580662558
Accountancy firm EIN	2019-12-31	580662558
2018 : SIDNEY P. SMITH, M.D., P.A. PROFIT SHARING PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets	2018-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$0
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$0
Total transfer of assets from this plan	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
Expenses. Interest paid	2018-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$124,641
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$0
Expenses. Certain deemed distributions of participant loans	2018-12-31	$0
Value of total corrective distributions	2018-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$0
Value of total assets at end of year	2018-12-31	$3,020,407
Value of total assets at beginning of year	2018-12-31	$2,895,766
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$0
Total income from rents	2018-12-31	$0
Total interest from all sources	2018-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
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	$0
Assets. Real estate other than employer real property at end of year	2018-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2018-12-31	$0
Administrative expenses professional fees incurred	2018-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2018-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2018-12-31	$0
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$250,000
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	$0
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$0
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$0
Assets. Loans (other than to participants) at end of year	2018-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$0
Other income not declared elsewhere	2018-12-31	$124,641
Administrative expenses (other) incurred	2018-12-31	$0
Liabilities. Value of operating payables at end of year	2018-12-31	$0
Liabilities. Value of operating payables at beginning of year	2018-12-31	$0
Total non interest bearing cash at end of year	2018-12-31	$3,020,407
Total non interest bearing cash at beginning of year	2018-12-31	$2,895,766
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Income. Non cash contributions	2018-12-31	$0
Value of net income/loss	2018-12-31	$124,641
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$3,020,407
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$2,895,766
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
Assets. partnership/joint venture interests at end of year	2018-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2018-12-31	$0
Investment advisory and management fees	2018-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$0
Value of interest in pooled separate accounts at end of year	2018-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$0
Interest on participant loans	2018-12-31	$0
Income. Interest from loans (other than to participants)	2018-12-31	$0
Interest earned on other investments	2018-12-31	$0
Income. Interest from US Government securities	2018-12-31	$0
Income. Interest from corporate debt instruments	2018-12-31	$0
Value of interest in master investment trust accounts at end of year	2018-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2018-12-31	$0
Value of interest in common/collective trusts at end of year	2018-12-31	$0
Value of interest in common/collective trusts at beginning of year	2018-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2018-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2018-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$0
Asset value of US Government securities at end of year	2018-12-31	$0
Asset value of US Government securities at beginning of year	2018-12-31	$0
Net investment gain/loss from pooled separate accounts	2018-12-31	$0
Net investment gain or loss from common/collective trusts	2018-12-31	$0
Net gain/loss from 103.12 investment entities	2018-12-31	$0
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
Assets. Invements in employer securities at end of year	2018-12-31	$0
Assets. Invements in employer securities at beginning of year	2018-12-31	$0
Assets. Value of employer real property at end of year	2018-12-31	$0
Contributions received in cash from employer	2018-12-31	$0
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$0
Income. Dividends from preferred stock	2018-12-31	$0
Income. Dividends from common stock	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$0
Asset. Corporate debt instrument preferred debt at end of year	2018-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2018-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2018-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2018-12-31	$0
Contract administrator fees	2018-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2018-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2018-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2018-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2018-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2018-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2018-12-31	$0
Did the plan have assets held for investment	2018-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	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
Aggregate proceeds on sale of assets	2018-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2018-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2018-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2018-12-31	$0
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	MICHAEL HOBBS
Accountancy firm EIN	2018-12-31	582276957
2017 : SIDNEY P. SMITH, M.D., P.A. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$639,098
Expenses. Total of all expenses incurred	2017-12-31	$24,378
Benefits paid (including direct rollovers)	2017-12-31	$24,273
Total plan assets at end of year	2017-12-31	$2,912,164
Total plan assets at beginning of year	2017-12-31	$2,297,444
Value of fidelity bond covering the plan	2017-12-31	$150,000
Total contributions received or receivable from participants	2017-12-31	$0
Other income received	2017-12-31	$448,547
Net income (gross income less expenses)	2017-12-31	$614,720
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,912,164
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,297,444
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$155,375
Total contributions received or receivable from employer(s)	2017-12-31	$190,551
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$105
2016 : SIDNEY P. SMITH, M.D., P.A. PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at beginning of year	2016-12-31	$1,786
Total income from all sources	2016-12-31	$236,599
Expenses. Total of all expenses incurred	2016-12-31	$25,491
Benefits paid (including direct rollovers)	2016-12-31	$25,365
Total plan assets at end of year	2016-12-31	$2,297,444
Total plan assets at beginning of year	2016-12-31	$2,088,122
Value of fidelity bond covering the plan	2016-12-31	$150,000
Other income received	2016-12-31	$83,998
Net income (gross income less expenses)	2016-12-31	$211,108
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,297,444
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,086,336
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$153,605
Total contributions received or receivable from employer(s)	2016-12-31	$152,601
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$126
2015 : SIDNEY P. SMITH, M.D., P.A. PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$1,786
Total income from all sources	2015-12-31	$5,682
Expenses. Total of all expenses incurred	2015-12-31	$10,121
Benefits paid (including direct rollovers)	2015-12-31	$8,929
Total plan assets at end of year	2015-12-31	$2,088,122
Total plan assets at beginning of year	2015-12-31	$2,090,775
Value of fidelity bond covering the plan	2015-12-31	$150,000
Expenses. Other expenses not covered elsewhere	2015-12-31	$47
Other income received	2015-12-31	$-144,977
Net income (gross income less expenses)	2015-12-31	$-4,439
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,086,336
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,090,775
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$153,605
Total contributions received or receivable from employer(s)	2015-12-31	$150,659
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$1,145
2014 : SIDNEY P. SMITH, M.D., P.A. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$232,298
Expenses. Total of all expenses incurred	2014-12-31	$82,161
Benefits paid (including direct rollovers)	2014-12-31	$82,161
Total plan assets at end of year	2014-12-31	$2,090,775
Total plan assets at beginning of year	2014-12-31	$1,940,638
Value of fidelity bond covering the plan	2014-12-31	$150,000
Other income received	2014-12-31	$90,956
Net income (gross income less expenses)	2014-12-31	$150,137
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,090,775
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,940,638
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$141,934
Total contributions received or receivable from employer(s)	2014-12-31	$141,342
2013 : SIDNEY P. SMITH, M.D., P.A. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$497,241
Expenses. Total of all expenses incurred	2013-12-31	$233,468
Benefits paid (including direct rollovers)	2013-12-31	$232,807
Total plan assets at end of year	2013-12-31	$1,940,638
Total plan assets at beginning of year	2013-12-31	$1,676,865
Value of fidelity bond covering the plan	2013-12-31	$150,000
Other income received	2013-12-31	$306,937
Net income (gross income less expenses)	2013-12-31	$263,773
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,940,638
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,676,865
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$141,934
Total contributions received or receivable from employer(s)	2013-12-31	$190,304
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$661
2012 : SIDNEY P. SMITH, M.D., P.A. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$277,454
Expenses. Total of all expenses incurred	2012-12-31	$85,829
Benefits paid (including direct rollovers)	2012-12-31	$85,363
Total plan assets at end of year	2012-12-31	$1,676,865
Total plan assets at beginning of year	2012-12-31	$1,485,240
Value of fidelity bond covering the plan	2012-12-31	$150,000
Other income received	2012-12-31	$128,782
Net income (gross income less expenses)	2012-12-31	$191,625
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,676,865
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,485,240
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$141,934
Total contributions received or receivable from employer(s)	2012-12-31	$148,672
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$466
2010 : SIDNEY P. SMITH, M.D., P.A. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$248,065
Expenses. Total of all expenses incurred	2010-12-31	$18,239
Benefits paid (including direct rollovers)	2010-12-31	$18,117
Total plan assets at end of year	2010-12-31	$1,368,064
Total plan assets at beginning of year	2010-12-31	$1,138,238
Value of fidelity bond covering the plan	2010-12-31	$150,000
Other income received	2010-12-31	$104,381
Net income (gross income less expenses)	2010-12-31	$229,826
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,368,064
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,138,238
Total contributions received or receivable from employer(s)	2010-12-31	$143,684
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$122

Form 5500 Responses for SIDNEY P. SMITH, M.D., P.A. PROFIT SHARING PLAN

2020: SIDNEY P. SMITH, M.D., P.A. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SIDNEY P. SMITH, M.D., P.A. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SIDNEY P. SMITH, M.D., P.A. 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	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: SIDNEY P. SMITH, M.D., P.A. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SIDNEY P. SMITH, M.D., P.A. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SIDNEY P. SMITH, M.D., P.A. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SIDNEY P. SMITH, M.D., P.A. PROFIT SHARING 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 – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SIDNEY P. SMITH, M.D., P.A. PROFIT SHARING 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 – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SIDNEY P. SMITH, M.D., P.A. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
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 – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2009: SIDNEY P. SMITH, M.D., P.A. 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 – 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

JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )

Policy contract number

1016070080

Policy instance

Insurance contract or identification number	1016070080
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HARTFORD LIFE (National Association of Insurance Commissioners NAIC id number: 71153 )

Policy contract number

712435085

Policy instance

Insurance contract or identification number	712435085
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )

Policy contract number

1016070080

Policy instance

Insurance contract or identification number	1016070080
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HARTFORD LIFE (National Association of Insurance Commissioners NAIC id number: 71153 )

Policy contract number

712435085

Policy instance

Insurance contract or identification number	712435085
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	3

JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )

Policy contract number

1016070080

Policy instance

Insurance contract or identification number	1016070080
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with allocated funds for individual policies?	1

HARTFORD LIFE (National Association of Insurance Commissioners NAIC id number: 71153 )

Policy contract number

712435085

Policy instance

Insurance contract or identification number	712435085
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	1
Insurance broker organization code?	3

JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )

Policy contract number

1016070080

Policy instance

Insurance contract or identification number	1016070080
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 $0
Are there contracts with allocated funds for individual policies?	1

HARTFORD LIFE (National Association of Insurance Commissioners NAIC id number: 71153 )

Policy contract number

712435085

Policy instance

Insurance contract or identification number	712435085
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 $0
Are there contracts with allocated funds for individual policies?	1
Insurance broker organization code?	3
Insurance broker name	ICC INSURANCE AGENCY, INC.

JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )

Policy contract number

1016070080

Policy instance

Insurance contract or identification number	1016070080
Number of Individuals Covered	1
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes

HARTFORD LIFE (National Association of Insurance Commissioners NAIC id number: 71153 )

Policy contract number

712435085

Policy instance

Insurance contract or identification number	712435085
Number of Individuals Covered	1
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $648
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Commission paid to Insurance Broker	USD $648
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	ICC INSURANCE AGENCY, INC.

HARTFORD LIFE (National Association of Insurance Commissioners NAIC id number: 71153 )

Policy contract number

712435085/35086

Policy instance

Insurance contract or identification number	712435085/35086
Number of Individuals Covered	2
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $1,714
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Commission paid to Insurance Broker	USD $1,714
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	ICC INSURANCE AGENCY, INC.

HARTFORD LIFE (National Association of Insurance Commissioners NAIC id number: 71153 )

Policy contract number

712435085/35086

Policy instance

Insurance contract or identification number	712435085/35086
Number of Individuals Covered	2
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $2,383
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Commission paid to Insurance Broker	USD $2,383
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	ICC INSURANCE AGENCY, INC.

HARTFORD LIFE (National Association of Insurance Commissioners NAIC id number: 71153 )

Policy contract number

712435085/35086

Policy instance

Insurance contract or identification number	712435085/35086
Number of Individuals Covered	2
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $1,877
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Commission paid to Insurance Broker	USD $1,877
Insurance broker organization code?	3
Insurance broker name	ICC INSURANCE AGENCY

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

712262248/71243

Policy instance

Insurance contract or identification number	712262248/71243
Number of Individuals Covered	3
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $1,890
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Commission paid to Insurance Broker	USD $1,890
Insurance broker organization code?	3
Insurance broker name	ICC INSURANCE AGENCY

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Company Name:	SIDNEY P. SMITH, M.D., P.A.
Employer identification number (EIN):	582149083
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)