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MISSISSIPPI SPORTS MEDICINE AND ORTHOPAEDIC CENTER PROFIT SHARING PLAN 401k Plan overview

Plan NameMISSISSIPPI SPORTS MEDICINE AND ORTHOPAEDIC CENTER PROFIT SHARING PLAN
Plan identification number 001

MISSISSIPPI SPORTS MEDICINE AND ORTHOPAEDIC CENTER PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Offset plan - Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

MISSISSIPPI SPORTS MEDICINE AND ORTHOPAEDIC CENTER, PLLC has sponsored the creation of one or more 401k plans.

Company Name:MISSISSIPPI SPORTS MEDICINE AND ORTHOPAEDIC CENTER, PLLC
Employer identification number (EIN):640699768
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MISSISSIPPI SPORTS MEDICINE AND ORTHOPAEDIC CENTER PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01GLEN SILVERMAN
0012016-01-01
0012016-01-01GLEN SILVERMAN2017-10-13
0012016-01-01GLEN M SILVERMAN2019-04-05
0012015-01-01JUDI GRIFFIN
0012014-01-01JUDI GRIFFIN
0012013-01-01ROBERT R. LODES
0012012-01-01ROBERT R. LODES
0012011-01-01ROBERT R. LODES
0012010-01-01ROBERT R. LODES
0012009-01-01ROBERT R. LODES ROBERT R.LODES2010-10-14

Financial Data on MISSISSIPPI SPORTS MEDICINE AND ORTHOPAEDIC CENTER PROFIT SHARING PLAN

Measure Date Value
2020 : MISSISSIPPI SPORTS MEDICINE AND ORTHOPAEDIC CENTER PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$24,549
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$26,321
Total income from all sources (including contributions)2020-12-31$6,334,060
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$5,458,436
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,341,943
Expenses. Certain deemed distributions of participant loans2020-12-31$1,025
Value of total corrective distributions2020-12-31$23,319
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,506,887
Value of total assets at end of year2020-12-31$28,081,347
Value of total assets at beginning of year2020-12-31$27,207,495
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$92,149
Total interest from all sources2020-12-31$46,351
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$818,798
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$774,993
Administrative expenses professional fees incurred2020-12-31$92,149
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,025,446
Participant contributions at end of year2020-12-31$108,324
Participant contributions at beginning of year2020-12-31$72,946
Participant contributions at end of year2020-12-31$6,053
Participant contributions at beginning of year2020-12-31$34,874
Assets. Other investments not covered elsewhere at end of year2020-12-31$704,695
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$607,186
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$998
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$24,549
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$26,321
Other income not declared elsewhere2020-12-31$747,796
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$875,624
Value of net assets at end of year (total assets less liabilities)2020-12-31$28,056,798
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$27,181,174
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$19,441,483
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$17,301,713
Interest on participant loans2020-12-31$2,936
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$359,276
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$201,351
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$201,351
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$43,415
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$4,266,097
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,854,416
Asset value of US Government securities at end of year2020-12-31$102,949
Asset value of US Government securities at beginning of year2020-12-31$967,938
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,214,228
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,480,443
Employer contributions (assets) at end of year2020-12-31$6,889
Employer contributions (assets) at beginning of year2020-12-31$56,918
Income. Dividends from common stock2020-12-31$43,805
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,341,943
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$3,085,581
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$4,110,153
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31GRANTHAM POOLE
Accountancy firm EIN2020-12-31640903390
2019 : MISSISSIPPI SPORTS MEDICINE AND ORTHOPAEDIC CENTER PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$26,321
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$26,321
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$22,713
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$22,713
Total income from all sources (including contributions)2019-12-31$7,307,978
Total income from all sources (including contributions)2019-12-31$7,307,978
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,392,875
Total of all expenses incurred2019-12-31$2,392,875
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,273,941
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,273,941
Value of total corrective distributions2019-12-31$26,321
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,533,738
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,533,738
Value of total assets at end of year2019-12-31$27,207,495
Value of total assets at end of year2019-12-31$27,207,495
Value of total assets at beginning of year2019-12-31$22,288,784
Value of total assets at beginning of year2019-12-31$22,288,784
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$92,613
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$92,613
Total interest from all sources2019-12-31$42,521
Total interest from all sources2019-12-31$42,521
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$753,908
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$753,908
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$640,853
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$640,853
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,037,347
Contributions received from participants2019-12-31$1,037,347
Participant contributions at end of year2019-12-31$72,946
Participant contributions at end of year2019-12-31$72,946
Participant contributions at beginning of year2019-12-31$66,879
Participant contributions at beginning of year2019-12-31$66,879
Participant contributions at end of year2019-12-31$34,874
Participant contributions at end of year2019-12-31$34,874
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$607,186
Assets. Other investments not covered elsewhere at end of year2019-12-31$607,186
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$275,667
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$275,667
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$42,198
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$42,198
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$26,321
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$26,321
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$22,713
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$22,713
Other income not declared elsewhere2019-12-31$1,150,693
Other income not declared elsewhere2019-12-31$1,150,693
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,915,103
Value of net income/loss2019-12-31$4,915,103
Value of net assets at end of year (total assets less liabilities)2019-12-31$27,181,174
Value of net assets at end of year (total assets less liabilities)2019-12-31$27,181,174
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$22,266,071
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$22,266,071
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$17,301,713
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$17,301,713
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$14,375,511
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$14,375,511
Interest on participant loans2019-12-31$3,618
Interest on participant loans2019-12-31$3,618
Income. Interest from US Government securities2019-12-31$35,025
Income. Interest from US Government securities2019-12-31$35,025
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$201,351
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$201,351
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$475,596
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$475,596
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$475,596
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$475,596
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$3,878
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$3,878
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,854,416
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,034,176
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,034,176
Asset value of US Government securities at end of year2019-12-31$967,938
Asset value of US Government securities at end of year2019-12-31$967,938
Asset value of US Government securities at beginning of year2019-12-31$919,879
Asset value of US Government securities at beginning of year2019-12-31$919,879
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,827,118
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,827,118
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,454,193
Contributions received in cash from employer2019-12-31$1,454,193
Employer contributions (assets) at end of year2019-12-31$56,918
Employer contributions (assets) at end of year2019-12-31$56,918
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Income. Dividends from common stock2019-12-31$113,055
Income. Dividends from common stock2019-12-31$113,055
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,273,941
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,273,941
Contract administrator fees2019-12-31$92,613
Contract administrator fees2019-12-31$92,613
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$4,110,153
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$4,110,153
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$3,141,076
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$3,141,076
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31GRANTHAM POOLE
Accountancy firm name2019-12-31GRANTHAM POOLE
Accountancy firm EIN2019-12-31640903390
Accountancy firm EIN2019-12-31640903390
2018 : MISSISSIPPI SPORTS MEDICINE AND ORTHOPAEDIC CENTER PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$22,713
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$65,484
Total income from all sources (including contributions)2018-12-31$1,200,029
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$528,435
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$419,473
Value of total corrective distributions2018-12-31$22,713
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,302,678
Value of total assets at end of year2018-12-31$22,288,784
Value of total assets at beginning of year2018-12-31$21,659,961
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$86,249
Total interest from all sources2018-12-31$62,206
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$830,452
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$705,401
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$936,072
Participant contributions at end of year2018-12-31$66,879
Participant contributions at beginning of year2018-12-31$83,056
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$1,482
Assets. Other investments not covered elsewhere at end of year2018-12-31$275,667
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$278,287
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$43,247
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$22,713
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$65,484
Other income not declared elsewhere2018-12-31$-426,232
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$671,594
Value of net assets at end of year (total assets less liabilities)2018-12-31$22,266,071
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$21,594,477
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$14,375,511
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$13,442,965
Interest on participant loans2018-12-31$3,036
Income. Interest from US Government securities2018-12-31$45,594
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$475,596
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$174,930
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$174,930
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$13,576
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$3,034,176
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$3,034,176
Asset value of US Government securities at end of year2018-12-31$919,879
Asset value of US Government securities at beginning of year2018-12-31$959,183
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,569,075
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,323,359
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$21,745
Income. Dividends from common stock2018-12-31$125,051
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$419,473
Contract administrator fees2018-12-31$86,249
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$3,141,076
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$3,664,137
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31GRANTHAM POOLE
Accountancy firm EIN2018-12-31640903390
2017 : MISSISSIPPI SPORTS MEDICINE AND ORTHOPAEDIC CENTER PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$65,484
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$4,769,923
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,266,396
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,139,638
Expenses. Certain deemed distributions of participant loans2017-12-31$4,842
Value of total corrective distributions2017-12-31$60,642
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,088,043
Value of total assets at end of year2017-12-31$21,659,961
Value of total assets at beginning of year2017-12-31$18,090,950
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$61,274
Total interest from all sources2017-12-31$54,400
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$655,562
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$577,820
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$777,971
Participant contributions at end of year2017-12-31$83,056
Participant contributions at beginning of year2017-12-31$139,958
Participant contributions at end of year2017-12-31$1,482
Participant contributions at beginning of year2017-12-31$81
Assets. Other investments not covered elsewhere at end of year2017-12-31$278,287
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$4,584,716
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$192,253
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$65,484
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$596,321
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,503,527
Value of net assets at end of year (total assets less liabilities)2017-12-31$21,594,477
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$18,090,950
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$13,442,965
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$11,983,829
Interest on participant loans2017-12-31$3,859
Income. Interest from US Government securities2017-12-31$47,224
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$830,069
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$174,930
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$548,874
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$548,874
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$3,317
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$3,034,176
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$0
Asset value of US Government securities at end of year2017-12-31$959,183
Asset value of US Government securities at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,375,597
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,117,819
Employer contributions (assets) at end of year2017-12-31$21,745
Employer contributions (assets) at beginning of year2017-12-31$3,423
Income. Dividends from common stock2017-12-31$77,742
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,139,638
Contract administrator fees2017-12-31$61,274
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$3,664,137
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31GRANTHAM POOLE
Accountancy firm EIN2017-12-31640903390
2016 : MISSISSIPPI SPORTS MEDICINE AND ORTHOPAEDIC CENTER PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,479,513
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,642,201
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,542,701
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$42,562
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,108,041
Value of total assets at end of year2016-12-31$18,028,918
Value of total assets at beginning of year2016-12-31$16,191,606
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$56,938
Total interest from all sources2016-12-31$6,122
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$209,615
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$209,615
Administrative expenses professional fees incurred2016-12-31$14,548
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$692,449
Participant contributions at end of year2016-12-31$139,958
Participant contributions at beginning of year2016-12-31$206,350
Participant contributions at end of year2016-12-31$10,420
Participant contributions at beginning of year2016-12-31$3,528
Assets. Other investments not covered elsewhere at end of year2016-12-31$4,858,742
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$460,686
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$4
Other income not declared elsewhere2016-12-31$456,494
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,837,312
Value of net assets at end of year (total assets less liabilities)2016-12-31$18,028,918
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$16,191,606
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at beginning of year2016-12-31$100,000
Investment advisory and management fees2016-12-31$27,330
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$11,983,829
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$15,285,301
Interest on participant loans2016-12-31$6,030
Value of interest in common/collective trusts at end of year2016-12-31$830,069
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$183,536
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$587,279
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$587,279
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$92
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$686,947
Net investment gain or loss from common/collective trusts2016-12-31$12,294
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$954,906
Employer contributions (assets) at end of year2016-12-31$22,364
Employer contributions (assets) at beginning of year2016-12-31$9,144
Income. Dividends from common stock2016-12-31$102,619
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,542,701
Contract administrator fees2016-12-31$42,390
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31GRANTHAM POOL
Accountancy firm EIN2016-12-31640903390
2015 : MISSISSIPPI SPORTS MEDICINE AND ORTHOPAEDIC CENTER PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$494,803
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$674,277
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$599,381
Value of total corrective distributions2015-12-31$31,543
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,507,172
Value of total assets at end of year2015-12-31$16,191,606
Value of total assets at beginning of year2015-12-31$16,371,080
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$43,353
Total interest from all sources2015-12-31$8,351
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$638,803
Participant contributions at end of year2015-12-31$206,350
Participant contributions at beginning of year2015-12-31$259,025
Participant contributions at end of year2015-12-31$3,528
Participant contributions at beginning of year2015-12-31$19,263
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,895
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$4
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$3,219
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-179,474
Value of net assets at end of year (total assets less liabilities)2015-12-31$16,191,606
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$16,371,080
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at end of year2015-12-31$100,000
Assets. partnership/joint venture interests at beginning of year2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$15,285,301
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$14,894,055
Interest on participant loans2015-12-31$8,056
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$587,279
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,164,291
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,164,291
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$295
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,020,720
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$866,474
Employer contributions (assets) at end of year2015-12-31$9,144
Employer contributions (assets) at beginning of year2015-12-31$31,227
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$599,381
Contract administrator fees2015-12-31$43,353
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31GRANTHAM POOL
Accountancy firm EIN2015-12-31640903390
2014 : MISSISSIPPI SPORTS MEDICINE AND ORTHOPAEDIC CENTER PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$604,001
Total unrealized appreciation/depreciation of assets2014-12-31$604,001
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,976,080
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,693,705
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,624,627
Value of total corrective distributions2014-12-31$27,034
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,356,722
Value of total assets at end of year2014-12-31$16,371,080
Value of total assets at beginning of year2014-12-31$17,088,705
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$42,044
Total interest from all sources2014-12-31$15,357
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$566,329
Participant contributions at end of year2014-12-31$259,025
Participant contributions at beginning of year2014-12-31$226,805
Participant contributions at end of year2014-12-31$19,263
Participant contributions at beginning of year2014-12-31$19,385
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$14,540
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$3,219
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$8,194
Administrative expenses (other) incurred2014-12-31$42,044
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-717,625
Value of net assets at end of year (total assets less liabilities)2014-12-31$16,371,080
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$17,088,705
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$14,894,055
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$15,033,425
Interest on participant loans2014-12-31$7,825
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,164,291
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,769,956
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,769,956
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$7,532
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$775,853
Employer contributions (assets) at end of year2014-12-31$31,227
Employer contributions (assets) at beginning of year2014-12-31$30,940
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,624,627
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31GRANTHAM POOLE
Accountancy firm EIN2014-12-31640903390
2013 : MISSISSIPPI SPORTS MEDICINE AND ORTHOPAEDIC CENTER PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$2,246,476
Total unrealized appreciation/depreciation of assets2013-12-31$2,246,476
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,618,775
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$407,990
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$372,218
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,366,870
Value of total assets at end of year2013-12-31$17,088,705
Value of total assets at beginning of year2013-12-31$13,877,920
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$35,772
Total interest from all sources2013-12-31$5,429
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$582,961
Participant contributions at end of year2013-12-31$226,805
Participant contributions at beginning of year2013-12-31$169,916
Participant contributions at end of year2013-12-31$19,385
Participant contributions at beginning of year2013-12-31$16,637
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$680
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$8,194
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$6,131
Administrative expenses (other) incurred2013-12-31$35,772
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,210,785
Value of net assets at end of year (total assets less liabilities)2013-12-31$17,088,705
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$13,877,920
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$15,033,425
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$12,114,041
Interest on participant loans2013-12-31$7,557
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,769,956
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,544,382
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,544,382
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$-2,128
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$783,229
Employer contributions (assets) at end of year2013-12-31$30,940
Employer contributions (assets) at beginning of year2013-12-31$26,813
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$372,218
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31GRANTHAM POOLE
Accountancy firm EIN2013-12-31640903390
2012 : MISSISSIPPI SPORTS MEDICINE AND ORTHOPAEDIC CENTER PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$1,176,617
Total unrealized appreciation/depreciation of assets2012-12-31$1,176,617
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,380,059
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,644,131
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,604,235
Value of total corrective distributions2012-12-31$13,205
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,198,072
Value of total assets at end of year2012-12-31$13,877,920
Value of total assets at beginning of year2012-12-31$13,141,992
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$26,691
Total interest from all sources2012-12-31$5,370
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$508,608
Participant contributions at end of year2012-12-31$169,916
Participant contributions at beginning of year2012-12-31$148,650
Participant contributions at end of year2012-12-31$16,637
Participant contributions at beginning of year2012-12-31$13,409
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$6,131
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,977
Administrative expenses (other) incurred2012-12-31$26,691
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$735,928
Value of net assets at end of year (total assets less liabilities)2012-12-31$13,877,920
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$13,141,992
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Assets. partnership/joint venture interests at beginning of year2012-12-31$550,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$12,114,041
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$10,011,990
Interest on participant loans2012-12-31$6,456
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,544,382
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,565,788
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,565,788
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$-1,086
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$689,464
Employer contributions (assets) at end of year2012-12-31$26,813
Employer contributions (assets) at beginning of year2012-12-31$29,480
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,604,235
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$820,698
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31GRAMHAM POOLE
Accountancy firm EIN2012-12-31640903390
2011 : MISSISSIPPI SPORTS MEDICINE AND ORTHOPAEDIC CENTER PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-696,611
Total unrealized appreciation/depreciation of assets2011-12-31$-696,611
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$442,096
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$40,100
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$40,100
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,130,091
Value of total assets at end of year2011-12-31$13,141,992
Value of total assets at beginning of year2011-12-31$12,739,996
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$8,616
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$459,598
Participant contributions at end of year2011-12-31$148,650
Participant contributions at beginning of year2011-12-31$115,513
Participant contributions at end of year2011-12-31$13,409
Participant contributions at beginning of year2011-12-31$34,068
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$40,466
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,977
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$3,086
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$401,996
Value of net assets at end of year (total assets less liabilities)2011-12-31$13,141,992
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$12,739,996
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Assets. partnership/joint venture interests at end of year2011-12-31$550,000
Assets. partnership/joint venture interests at beginning of year2011-12-31$626,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$10,011,990
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$9,644,805
Interest on participant loans2011-12-31$6,051
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,565,788
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,502,764
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,502,764
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$2,565
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$630,027
Employer contributions (assets) at end of year2011-12-31$29,480
Employer contributions (assets) at beginning of year2011-12-31$68,195
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$40,100
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$820,698
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$745,565
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31GRANTHAM POOLE
Accountancy firm EIN2011-12-31640903390
2010 : MISSISSIPPI SPORTS MEDICINE AND ORTHOPAEDIC CENTER PROFIT SHARING PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$787,105
Total unrealized appreciation/depreciation of assets2010-12-31$787,105
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,921,577
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$125,032
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$86,622
Value of total corrective distributions2010-12-31$4,190
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,116,806
Value of total assets at end of year2010-12-31$12,739,996
Value of total assets at beginning of year2010-12-31$10,943,451
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$34,220
Total interest from all sources2010-12-31$17,666
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$14,000
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$750,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$413,687
Participant contributions at end of year2010-12-31$115,513
Participant contributions at beginning of year2010-12-31$92,568
Participant contributions at end of year2010-12-31$34,068
Participant contributions at beginning of year2010-12-31$42,412
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$141,231
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$3,086
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$3,431
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,796,545
Value of net assets at end of year (total assets less liabilities)2010-12-31$12,739,996
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$10,943,451
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$626,000
Assets. partnership/joint venture interests at beginning of year2010-12-31$550,000
Investment advisory and management fees2010-12-31$20,220
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$9,644,805
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$8,475,610
Interest on participant loans2010-12-31$6,251
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,502,764
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,319,091
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,319,091
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$11,415
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$561,888
Employer contributions (assets) at end of year2010-12-31$68,195
Employer contributions (assets) at beginning of year2010-12-31$65,504
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$86,622
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$745,565
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$394,835
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31GRANTHAM POOLE
Accountancy firm EIN2010-12-31640903390

Form 5500 Responses for MISSISSIPPI SPORTS MEDICINE AND ORTHOPAEDIC CENTER PROFIT SHARING PLAN

2020: MISSISSIPPI SPORTS MEDICINE AND ORTHOPAEDIC CENTER PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MISSISSIPPI SPORTS MEDICINE AND ORTHOPAEDIC CENTER PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MISSISSIPPI SPORTS MEDICINE AND ORTHOPAEDIC CENTER PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MISSISSIPPI SPORTS MEDICINE AND ORTHOPAEDIC CENTER PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MISSISSIPPI SPORTS MEDICINE AND ORTHOPAEDIC CENTER PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MISSISSIPPI SPORTS MEDICINE AND ORTHOPAEDIC CENTER 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: MISSISSIPPI SPORTS MEDICINE AND ORTHOPAEDIC CENTER 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: MISSISSIPPI SPORTS MEDICINE AND ORTHOPAEDIC CENTER 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 - TrustYes
2012: MISSISSIPPI SPORTS MEDICINE AND ORTHOPAEDIC CENTER 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 - TrustYes
2011: MISSISSIPPI SPORTS MEDICINE AND ORTHOPAEDIC CENTER 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 - TrustYes
2010: MISSISSIPPI SPORTS MEDICINE AND ORTHOPAEDIC CENTER PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
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 – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MISSISSIPPI SPORTS MEDICINE AND ORTHOPAEDIC CENTER PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number501496-01
Policy instance 1
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number501496-01
Policy instance 1
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number501496-01
Policy instance 1
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number501496-01
Policy instance 1

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