401k Plan data: SOUTHERN ORTHOPAEDIC SPECIALISTS, PC CASH BALANCE PLAN plan

SOUTHERN ORTHOPAEDIC SPECIALISTS, PC CASH BALANCE PLAN 401k Plan overview

Plan Name	SOUTHERN ORTHOPAEDIC SPECIALISTS, PC CASH BALANCE PLAN
Plan identification number	002

SOUTHERN ORTHOPAEDIC SPECIALISTS, PC CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
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 ORTHOPAEDIC SPECIALISTS PC has sponsored the creation of one or more 401k plans.

Company Name: SOUTHERN ORTHOPAEDIC SPECIALISTS PC

Employer identification number (EIN): 631280331

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 SPECIALISTS, PC CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2017-01-01 GREGG K. CARR
002 2016-01-01 GREGG K. CARR
002 2015-01-01 GREGG K. CARR
002 2014-01-01 GREGG K. CARR
002 2013-01-01 GREGG K. CARR
002 2012-01-01 GREGG K. CARR
002 2011-01-01 GREGG CARR
002 2010-01-01 GREGG CARR
002 2009-01-01 GREGG CARR

Plan id#	Filing Submission Date	Name of Administrator
002	2017-01-01	GREGG K. CARR
002	2016-01-01	GREGG K. CARR
002	2015-01-01	GREGG K. CARR
002	2014-01-01	GREGG K. CARR
002	2013-01-01	GREGG K. CARR
002	2012-01-01	GREGG K. CARR
002	2011-01-01	GREGG CARR
002	2010-01-01	GREGG CARR
002	2009-01-01	GREGG CARR

Plan Statistics for SOUTHERN ORTHOPAEDIC SPECIALISTS, PC CASH BALANCE PLAN

401k plan membership statisitcs for SOUTHERN ORTHOPAEDIC SPECIALISTS, PC CASH BALANCE PLAN

Measure Date Value
2017: SOUTHERN ORTHOPAEDIC SPECIALISTS, PC CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,161,062
Acturial value of plan assets 2017-12-31 1,161,062
Number of terminated vested participants 2017-12-31 5
Fundng target for terminated vested participants 2017-12-31 15,962
Active participant vested funding target 2017-12-31 754,224
Number of active participants 2017-12-31 7
Total funding liabilities for active participants 2017-12-31 754,224
Total participant count 2017-12-31 12
Total funding target for all participants 2017-12-31 770,186
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 123,082
Amount remaining of prefunding balance 2017-12-31 123,082
Present value of excess contributions 2017-12-31 177,448
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 177,448
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 127,685
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 51,142
Unpaid minimum required contributions for current year 2017-12-31 0
Total participants, beginning-of-year 2017-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: SOUTHERN ORTHOPAEDIC SPECIALISTS, PC CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 937,891
Acturial value of plan assets 2016-12-31 937,891
Number of terminated vested participants 2016-12-31 4
Fundng target for terminated vested participants 2016-12-31 18,501
Active participant vested funding target 2016-12-31 633,224
Number of active participants 2016-12-31 6
Total funding liabilities for active participants 2016-12-31 633,224
Total participant count 2016-12-31 10
Total funding target for all participants 2016-12-31 651,725
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 126,368
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 126,368
Present value of excess contributions 2016-12-31 95,893
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 95,893
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 123,082
Total employer contributions 2016-12-31 182,324
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 177,448
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 113,038
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 177,448
Unpaid minimum required contributions for current year 2016-12-31 0
Total participants, beginning-of-year 2016-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 5
Number of retired or separated participants receiving benefits 2016-01-01 2
Number of other retired or separated participants entitled to future benefits 2016-01-01 3
Total of all active and inactive participants 2016-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: SOUTHERN ORTHOPAEDIC SPECIALISTS, PC CASH BALANCE PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 7
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 3
Total of all active and inactive participants 2015-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: SOUTHERN ORTHOPAEDIC SPECIALISTS, PC CASH BALANCE PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 5
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 3
Total of all active and inactive participants 2014-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: SOUTHERN ORTHOPAEDIC SPECIALISTS, PC CASH BALANCE PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 7
Number of retired or separated participants receiving benefits 2013-01-01 2
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2
2012: SOUTHERN ORTHOPAEDIC SPECIALISTS, PC CASH BALANCE PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 7
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: SOUTHERN ORTHOPAEDIC SPECIALISTS, PC CASH BALANCE PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 6
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 2
Total of all active and inactive participants 2011-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2010: SOUTHERN ORTHOPAEDIC SPECIALISTS, PC CASH BALANCE PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 8
Number of retired or separated participants receiving benefits 2010-01-01 6
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: SOUTHERN ORTHOPAEDIC SPECIALISTS, PC CASH BALANCE PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 10
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 0
Total of all active and inactive participants 2009-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 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
2017: SOUTHERN ORTHOPAEDIC SPECIALISTS, PC CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,161,062
Acturial value of plan assets	2017-12-31	1,161,062
Number of terminated vested participants	2017-12-31	5
Fundng target for terminated vested participants	2017-12-31	15,962
Active participant vested funding target	2017-12-31	754,224
Number of active participants	2017-12-31	7
Total funding liabilities for active participants	2017-12-31	754,224
Total participant count	2017-12-31	12
Total funding target for all participants	2017-12-31	770,186
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	123,082
Amount remaining of prefunding balance	2017-12-31	123,082
Present value of excess contributions	2017-12-31	177,448
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	177,448
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	127,685
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	51,142
Unpaid minimum required contributions for current year	2017-12-31	0
Total participants, beginning-of-year	2017-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: SOUTHERN ORTHOPAEDIC SPECIALISTS, PC CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	937,891
Acturial value of plan assets	2016-12-31	937,891
Number of terminated vested participants	2016-12-31	4
Fundng target for terminated vested participants	2016-12-31	18,501
Active participant vested funding target	2016-12-31	633,224
Number of active participants	2016-12-31	6
Total funding liabilities for active participants	2016-12-31	633,224
Total participant count	2016-12-31	10
Total funding target for all participants	2016-12-31	651,725
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	126,368
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	126,368
Present value of excess contributions	2016-12-31	95,893
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	95,893
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	123,082
Total employer contributions	2016-12-31	182,324
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	177,448
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	113,038
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	177,448
Unpaid minimum required contributions for current year	2016-12-31	0
Total participants, beginning-of-year	2016-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	5
Number of retired or separated participants receiving benefits	2016-01-01	2
Number of other retired or separated participants entitled to future benefits	2016-01-01	3
Total of all active and inactive participants	2016-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: SOUTHERN ORTHOPAEDIC SPECIALISTS, PC CASH BALANCE PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	7
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	3
Total of all active and inactive participants	2015-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: SOUTHERN ORTHOPAEDIC SPECIALISTS, PC CASH BALANCE PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	5
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	3
Total of all active and inactive participants	2014-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: SOUTHERN ORTHOPAEDIC SPECIALISTS, PC CASH BALANCE PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	7
Number of retired or separated participants receiving benefits	2013-01-01	2
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2
2012: SOUTHERN ORTHOPAEDIC SPECIALISTS, PC CASH BALANCE PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	7
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: SOUTHERN ORTHOPAEDIC SPECIALISTS, PC CASH BALANCE PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	6
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	2
Total of all active and inactive participants	2011-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2010: SOUTHERN ORTHOPAEDIC SPECIALISTS, PC CASH BALANCE PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	8
Number of retired or separated participants receiving benefits	2010-01-01	6
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: SOUTHERN ORTHOPAEDIC SPECIALISTS, PC CASH BALANCE PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	10
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	0
Total of all active and inactive participants	2009-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	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 ORTHOPAEDIC SPECIALISTS, PC CASH BALANCE PLAN

Measure	Date	Value
2017 : SOUTHERN ORTHOPAEDIC SPECIALISTS, PC CASH BALANCE PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$118,119
Expenses. Total of all expenses incurred	2017-12-31	$1,175,289
Benefits paid (including direct rollovers)	2017-12-31	$1,164,903
Total plan assets at end of year	2017-12-31	$0
Total plan assets at beginning of year	2017-12-31	$1,057,170
Other income received	2017-12-31	$55,005
Net income (gross income less expenses)	2017-12-31	$-1,057,170
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,057,170
Total contributions received or receivable from employer(s)	2017-12-31	$63,114
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$10,386
2016 : SOUTHERN ORTHOPAEDIC SPECIALISTS, PC CASH BALANCE PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$166,674
Expenses. Total of all expenses incurred	2016-12-31	$9,651
Benefits paid (including direct rollovers)	2016-12-31	$1,692
Total plan assets at end of year	2016-12-31	$1,057,170
Total plan assets at beginning of year	2016-12-31	$900,147
Value of fidelity bond covering the plan	2016-12-31	$106,000
Other income received	2016-12-31	$39,350
Net income (gross income less expenses)	2016-12-31	$157,023
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,057,170
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$900,147
Total contributions received or receivable from employer(s)	2016-12-31	$127,324
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$7,959
2015 : SOUTHERN ORTHOPAEDIC SPECIALISTS, PC CASH BALANCE PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$87,327
Expenses. Total of all expenses incurred	2015-12-31	$7,857
Total plan assets at end of year	2015-12-31	$900,147
Total plan assets at beginning of year	2015-12-31	$820,677
Value of fidelity bond covering the plan	2015-12-31	$91,000
Other income received	2015-12-31	$-12,673
Net income (gross income less expenses)	2015-12-31	$79,470
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$900,147
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$820,677
Total contributions received or receivable from employer(s)	2015-12-31	$100,000
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$7,857
2014 : SOUTHERN ORTHOPAEDIC SPECIALISTS, PC CASH BALANCE PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$82,731
Expenses. Total of all expenses incurred	2014-12-31	$5,308
Total plan assets at end of year	2014-12-31	$820,677
Total plan assets at beginning of year	2014-12-31	$743,254
Value of fidelity bond covering the plan	2014-12-31	$83,000
Other income received	2014-12-31	$27,581
Net income (gross income less expenses)	2014-12-31	$77,423
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$820,677
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$743,254
Total contributions received or receivable from employer(s)	2014-12-31	$55,150
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$5,308
2013 : SOUTHERN ORTHOPAEDIC SPECIALISTS, PC CASH BALANCE PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$90,587
Expenses. Total of all expenses incurred	2013-12-31	$7,143
Benefits paid (including direct rollovers)	2013-12-31	$763
Total plan assets at end of year	2013-12-31	$743,254
Total plan assets at beginning of year	2013-12-31	$659,810
Value of fidelity bond covering the plan	2013-12-31	$75,000
Other income received	2013-12-31	$34,311
Net income (gross income less expenses)	2013-12-31	$83,444
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$743,254
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$659,810
Total contributions received or receivable from employer(s)	2013-12-31	$56,276
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$6,380
2012 : SOUTHERN ORTHOPAEDIC SPECIALISTS, PC CASH BALANCE PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$99,284
Expenses. Total of all expenses incurred	2012-12-31	$5,584
Total plan assets at end of year	2012-12-31	$659,810
Total plan assets at beginning of year	2012-12-31	$566,110
Value of fidelity bond covering the plan	2012-12-31	$66,000
Other income received	2012-12-31	$44,145
Net income (gross income less expenses)	2012-12-31	$93,700
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$659,810
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$566,110
Total contributions received or receivable from employer(s)	2012-12-31	$55,139
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$5,584
2011 : SOUTHERN ORTHOPAEDIC SPECIALISTS, PC CASH BALANCE PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$86,812
Expenses. Total of all expenses incurred	2011-12-31	$328,442
Benefits paid (including direct rollovers)	2011-12-31	$324,309
Total plan assets at end of year	2011-12-31	$566,110
Total plan assets at beginning of year	2011-12-31	$807,740
Value of fidelity bond covering the plan	2011-12-31	$57,000
Other income received	2011-12-31	$32,207
Net income (gross income less expenses)	2011-12-31	$-241,630
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$566,110
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$807,740
Total contributions received or receivable from employer(s)	2011-12-31	$54,605
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$4,133
2010 : SOUTHERN ORTHOPAEDIC SPECIALISTS, PC CASH BALANCE PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$146,669
Expenses. Total of all expenses incurred	2010-12-31	$8,118
Benefits paid (including direct rollovers)	2010-12-31	$2,324
Total plan assets at end of year	2010-12-31	$807,740
Total plan assets at beginning of year	2010-12-31	$669,189
Value of fidelity bond covering the plan	2010-12-31	$81,000
Other income received	2010-12-31	$38,110
Net income (gross income less expenses)	2010-12-31	$138,551
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$807,740
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$669,189
Total contributions received or receivable from employer(s)	2010-12-31	$108,559
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$5,794

Form 5500 Responses for SOUTHERN ORTHOPAEDIC SPECIALISTS, PC CASH BALANCE PLAN

2017: SOUTHERN ORTHOPAEDIC SPECIALISTS, PC CASH BALANCE PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	This submission is the final filing	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SOUTHERN ORTHOPAEDIC SPECIALISTS, PC CASH BALANCE PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SOUTHERN ORTHOPAEDIC SPECIALISTS, PC CASH BALANCE PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SOUTHERN ORTHOPAEDIC SPECIALISTS, PC CASH BALANCE PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SOUTHERN ORTHOPAEDIC SPECIALISTS, PC CASH BALANCE PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SOUTHERN ORTHOPAEDIC SPECIALISTS, PC CASH BALANCE PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SOUTHERN ORTHOPAEDIC SPECIALISTS, PC CASH BALANCE PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: SOUTHERN ORTHOPAEDIC SPECIALISTS, PC CASH BALANCE PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: SOUTHERN ORTHOPAEDIC SPECIALISTS, PC CASH BALANCE PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SOUTHERN ORTHOPAEDIC SPECIALISTS PC
Employer identification number (EIN):	631280331
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)