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SOUTHERN ORTHOPAEDIC SURGEONS, LLC 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameSOUTHERN ORTHOPAEDIC SURGEONS, LLC 401K PROFIT SHARING PLAN
Plan identification number 001

SOUTHERN ORTHOPAEDIC SURGEONS, LLC 401K PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

SOUTHERN ORTHOPAEDIC SURGEONS, LLC has sponsored the creation of one or more 401k plans.

Company Name:SOUTHERN ORTHOPAEDIC SURGEONS, LLC
Employer identification number (EIN):631178354
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHERN ORTHOPAEDIC SURGEONS, LLC 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JENNA ROTON2024-10-14
0012022-01-01JENNA ROTON2023-10-16
0012021-01-01JENNA ROTON2022-10-12
0012020-01-01JENNA ROTON2021-10-12
0012019-01-01JENNA ROTON2020-10-09
0012018-01-01RYAN LUCHNER2019-10-11
0012017-01-01RYAN LUCHNER2018-10-15
0012016-01-01RYAN LUCHNER2017-10-16
0012015-01-01RYAN LUCHNER
0012014-01-01RYAN LUCHNER
0012013-01-01RYAN LUCHNER
0012012-01-01MARK D. DIDIER ROLAND HESTER, MD2013-09-05
0012011-01-01MARK D. DIDIER ROLAND HESTER, MD2012-10-03
0012010-01-01MARK D. DIDIER ROLAND HESTER, MD2011-10-14
0012009-01-01ROLAND A. HESTER, IV

Financial Data on SOUTHERN ORTHOPAEDIC SURGEONS, LLC 401K PROFIT SHARING PLAN

Measure Date Value
2025 : SOUTHERN ORTHOPAEDIC SURGEONS, LLC 401K PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-152700543
Net assets as of the end of the plan year2025-05-15345023
Total assets as of the beginning of the plan year2025-05-152950401
Value of plan covered by a fidelity bond2025-05-15500000
Other income to plan in this plan year2025-05-1595165
Plan net income in this plan year2025-05-15-2605378
Net assets as of the end of the plan year2025-05-15345023
Net assets as of the beginning of the plan year2025-05-152950401
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-153240
2024 : SOUTHERN ORTHOPAEDIC SURGEONS, LLC 401K PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-14122112
Net assets as of the end of the plan year2024-10-142950401
Total assets as of the beginning of the plan year2024-10-142719877
Value of plan covered by a fidelity bond2024-10-14500000
Other income to plan in this plan year2024-10-14352636
Plan net income in this plan year2024-10-14230524
Net assets as of the end of the plan year2024-10-142950401
Net assets as of the beginning of the plan year2024-10-142719877
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-145060
2022 : SOUTHERN ORTHOPAEDIC SURGEONS, LLC 401K PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-10-12341935
Net assets as of the end of the plan year2022-10-1219888959
Total assets as of the beginning of the plan year2022-10-1217030413
Value of plan covered by a fidelity bond2022-10-12500000
Participant contributions to plan in this plan year2022-10-12396689
Other income to plan in this plan year2022-10-122424168
Plan net income in this plan year2022-10-122858546
Net assets as of the end of the plan year2022-10-1219888959
Net assets as of the beginning of the plan year2022-10-1217030413
Employer contributions to plan in this plan year2022-10-12379624
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-1218891
2015 : SOUTHERN ORTHOPAEDIC SURGEONS, LLC 401K PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$-135,051
Expenses. Total of all expenses incurred2015-12-31$491,467
Benefits paid (including direct rollovers)2015-12-31$431,071
Total plan assets at end of year2015-12-31$11,387,172
Total plan assets at beginning of year2015-12-31$12,013,690
Value of fidelity bond covering the plan2015-12-31$10,000,000
Total contributions received or receivable from participants2015-12-31$206,670
Other income received2015-12-31$-703,119
Net income (gross income less expenses)2015-12-31$-626,518
Net plan assets at end of year (total assets less liabilities)2015-12-31$11,387,172
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$12,013,690
Assets. Value of assets in partnership/joint-venture interests2015-12-31$0
Total contributions received or receivable from employer(s)2015-12-31$361,398
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$60,396
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : SOUTHERN ORTHOPAEDIC SURGEONS, LLC 401K PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$1,264,105
Expenses. Total of all expenses incurred2014-12-31$294,198
Benefits paid (including direct rollovers)2014-12-31$241,032
Total plan assets at end of year2014-12-31$12,013,690
Total plan assets at beginning of year2014-12-31$11,043,783
Value of fidelity bond covering the plan2014-12-31$1,000,000
Total contributions received or receivable from participants2014-12-31$255,570
Other income received2014-12-31$677,739
Net income (gross income less expenses)2014-12-31$969,907
Net plan assets at end of year (total assets less liabilities)2014-12-31$12,013,690
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$11,043,783
Assets. Value of assets in partnership/joint-venture interests2014-12-31$300,115
Total contributions received or receivable from employer(s)2014-12-31$330,796
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$53,166
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : SOUTHERN ORTHOPAEDIC SURGEONS, LLC 401K PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$2,241,869
Expenses. Total of all expenses incurred2013-12-31$255,554
Benefits paid (including direct rollovers)2013-12-31$210,364
Total plan assets at end of year2013-12-31$11,043,783
Total plan assets at beginning of year2013-12-31$9,057,468
Value of fidelity bond covering the plan2013-12-31$1,000,000
Total contributions received or receivable from participants2013-12-31$91,640
Other income received2013-12-31$1,610,232
Net income (gross income less expenses)2013-12-31$1,986,315
Net plan assets at end of year (total assets less liabilities)2013-12-31$11,043,783
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$9,057,468
Assets. Value of assets in partnership/joint-venture interests2013-12-31$300,115
Total contributions received or receivable from employer(s)2013-12-31$539,997
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$45,190
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : SOUTHERN ORTHOPAEDIC SURGEONS, LLC 401K PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$-1,308,140
Expenses. Total of all expenses incurred2012-12-31$328,618
Benefits paid (including direct rollovers)2012-12-31$264,501
Total plan assets at end of year2012-12-31$9,057,468
Total plan assets at beginning of year2012-12-31$10,694,226
Value of fidelity bond covering the plan2012-12-31$1,000,000
Total contributions received or receivable from participants2012-12-31$85,432
Other income received2012-12-31$-1,946,220
Net income (gross income less expenses)2012-12-31$-1,636,758
Net plan assets at end of year (total assets less liabilities)2012-12-31$9,057,468
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$10,694,226
Assets. Value of assets in partnership/joint-venture interests2012-12-31$348,679
Total contributions received or receivable from employer(s)2012-12-31$552,648
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$64,117
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : SOUTHERN ORTHOPAEDIC SURGEONS, LLC 401K PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$837,738
Expenses. Total of all expenses incurred2011-12-31$4,304,248
Benefits paid (including direct rollovers)2011-12-31$4,277,561
Total plan assets at end of year2011-12-31$10,694,226
Total plan assets at beginning of year2011-12-31$14,160,736
Value of fidelity bond covering the plan2011-12-31$1,000,000
Total contributions received or receivable from participants2011-12-31$98,887
Expenses. Other expenses not covered elsewhere2011-12-31$26,687
Other income received2011-12-31$213,718
Net income (gross income less expenses)2011-12-31$-3,466,510
Net plan assets at end of year (total assets less liabilities)2011-12-31$10,694,226
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$14,160,736
Assets. Value of assets in partnership/joint-venture interests2011-12-31$690,459
Total contributions received or receivable from employer(s)2011-12-31$525,133
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : SOUTHERN ORTHOPAEDIC SURGEONS, LLC 401K PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$1,923,524
Expenses. Total of all expenses incurred2010-12-31$1,013,679
Benefits paid (including direct rollovers)2010-12-31$978,233
Total plan assets at end of year2010-12-31$14,160,736
Total plan assets at beginning of year2010-12-31$13,250,891
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$81,437
Other income received2010-12-31$1,476,362
Net income (gross income less expenses)2010-12-31$909,845
Net plan assets at end of year (total assets less liabilities)2010-12-31$14,160,736
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$13,250,891
Assets. Value of assets in partnership/joint-venture interests2010-12-31$559,915
Total contributions received or receivable from employer(s)2010-12-31$365,725
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$35,446
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for SOUTHERN ORTHOPAEDIC SURGEONS, LLC 401K PROFIT SHARING PLAN

2015: SOUTHERN ORTHOPAEDIC SURGEONS, LLC 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SOUTHERN ORTHOPAEDIC SURGEONS, LLC 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SOUTHERN ORTHOPAEDIC SURGEONS, LLC 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SOUTHERN ORTHOPAEDIC SURGEONS, LLC 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SOUTHERN ORTHOPAEDIC SURGEONS, LLC 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SOUTHERN ORTHOPAEDIC SURGEONS, LLC 401K PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SOUTHERN ORTHOPAEDIC SURGEONS, LLC 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH2045
Policy instance 1
PROTECTIVE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68136 )
Policy contract numberB00357510
Policy instance 2

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