South Florida Orthopaedics & Sports Medicine 401(k) Plan: Login, Facts & Contact Information

South Florida Orthopaedics & Sports Medicine 401(k) Plan Facts

Plan name
SOUTH FLORIDA ORTHOPAEDICS & SPORTS MEDICINE 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
SOUTH FLORIDA ORTHOPAEDICS & SPORTS MEDICINE
Participants
246 (277 active employees)
Former employees with a balance
15
Plan assets
$22,614,271 at Dec 31, 2024
Average account balance
$117,172 across 193 accounts
Employer contributions
$490,205 in plan year 2024 (27% of all contributions)
Recordkeeper
John Hancock Usa
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1993
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 26, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $1.85 million went into the plan in contributions, $490,205 of it from the employer (27%).
  • $3.22 million was paid out to participants.
  • Investment and other income added $3.04 million.
  • Administrative expenses were $115,690, about $599 per account.

How the South Florida Orthopaedics & Sports Medicine 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019154$14.3 million$314,893$330,844
2020201$16.6 million$315,475$1.11 million
2021214$20.0 million$344,332$304,817
2022221$16.8 million$391,434$560,646
2023233$21.1 million$448,407$681,916
2024246$22.6 million$490,205$3.22 million

South Florida Orthopaedics & Sports Medicine 401(k) Contact Information

Phone
772-288-2400
Mailing address
1050 SE MONTEREY ROAD SUITE 400, STUART FL 34994
Plan sponsor
SOUTH FLORIDA ORTHOPAEDICS & SPORTS MEDICINE
Plan administrator
DEFINITI
Employer identification number (EIN)
65-0311858
Plan number
001

Questions about the South Florida Orthopaedics & Sports Medicine 401(k)

Does South Florida Orthopaedics & Sports Medicine contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $490,205, 27% of all contributions.

Does the South Florida Orthopaedics & Sports Medicine 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the South Florida Orthopaedics & Sports Medicine 401(k) plan?

246 participants at the start of plan year 2024, 277 of them active employees, and 15 former employees who still had money in the plan.

What is the average 401(k) balance at South Florida Orthopaedics & Sports Medicine?

About $117,172 per account: $22.6 million in plan assets across 193 accounts with a balance at the end of plan year 2024.

Who manages the South Florida Orthopaedics & Sports Medicine 401(k) accounts?

John Hancock (listed on the filing as JOHN HANCOCK USA) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at South Florida Orthopaedics & Sports Medicine. How do I access my 401(k)?

Your account stays with John Hancock after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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