Civic Intelligence

Southern Enterprises, LLC

Plan context: Southern Enterprises LLC Profit Sharing Plan

EIN 01-0561752 • Newton, AL • 24 filings • 3 plans

14094 US Highway 84 WestNewton, AL 36352
Current Snapshot

Latest Year

2024

2024 Participants

13

2024 Assets

$1,374,637

2024 Contributions

$25,024

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,374,637$687,319$0200620152024YearValue
$1,374,637Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1370200620152024YearValue
13Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024213$1,374,637$25,024$1,925iApproximate average salary by contribution assumption: employee only about $48,123 at 4% or $32,082 at 6%; with 50% employer match about $32,082 at 4% or $21,388 at 6%; with 100% employer match about $24,062 at 4% or $16,041 at 6%.
Southern Enterprises LLC Profit Sharing Plan-13$795,061$25,024$1,925iApproximate average salary by contribution assumption: employee only about $48,123 at 4% or $32,082 at 6%; with 50% employer match about $32,082 at 4% or $21,388 at 6%; with 100% employer match about $24,062 at 4% or $16,041 at 6%.
SOUTHERN ENTERPRISES, LLC CASH BALANCE PLAN-7$579,576$0-
2023212$1,275,396$59,824$4,985iApproximate average salary by contribution assumption: employee only about $124,633 at 4% or $83,089 at 6%; with 50% employer match about $83,089 at 4% or $55,393 at 6%; with 100% employer match about $62,317 at 4% or $41,544 at 6%.
Southern Enterprises LLC Profit Sharing Plan-12$758,927$44,824$3,735iApproximate average salary by contribution assumption: employee only about $93,383 at 4% or $62,256 at 6%; with 50% employer match about $62,256 at 4% or $41,504 at 6%; with 100% employer match about $46,692 at 4% or $31,128 at 6%.
SOUTHERN ENTERPRISES, LLC CASH BALANCE PLAN-7$516,469$15,000$2,143iApproximate average salary by contribution assumption: employee only about $53,571 at 4% or $35,714 at 6%; with 50% employer match about $35,714 at 4% or $23,810 at 6%; with 100% employer match about $26,786 at 4% or $17,857 at 6%.
2022212$1,144,349$42,593$3,549iApproximate average salary by contribution assumption: employee only about $88,735 at 4% or $59,157 at 6%; with 50% employer match about $59,157 at 4% or $39,438 at 6%; with 100% employer match about $44,368 at 4% or $29,578 at 6%.
Southern Enterprises LLC Profit Sharing Plan-12$707,666$27,593$2,299iApproximate average salary by contribution assumption: employee only about $57,485 at 4% or $38,324 at 6%; with 50% employer match about $38,324 at 4% or $25,549 at 6%; with 100% employer match about $28,743 at 4% or $19,162 at 6%.
SOUTHERN ENTERPRISES, LLC CASH BALANCE PLAN-5$436,683$15,000$3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%.
2021213$1,152,404$321,502$24,731iApproximate average salary by contribution assumption: employee only about $618,273 at 4% or $412,182 at 6%; with 50% employer match about $412,182 at 4% or $274,788 at 6%; with 100% employer match about $309,137 at 4% or $206,091 at 6%.
Southern Enterprises LLC Profit Sharing Plan-13$683,872$89,736$6,903iApproximate average salary by contribution assumption: employee only about $172,569 at 4% or $115,046 at 6%; with 50% employer match about $115,046 at 4% or $76,697 at 6%; with 100% employer match about $86,285 at 4% or $57,523 at 6%.
SOUTHERN ENTERPRISES, LLC CASH BALANCE PLAN-7$468,532$231,766$33,109iApproximate average salary by contribution assumption: employee only about $827,736 at 4% or $551,824 at 6%; with 50% employer match about $551,824 at 4% or $367,883 at 6%; with 100% employer match about $413,868 at 4% or $275,912 at 6%.
2020210$821,802$282,372$28,237iApproximate average salary by contribution assumption: employee only about $705,930 at 4% or $470,620 at 6%; with 50% employer match about $470,620 at 4% or $313,747 at 6%; with 100% employer match about $352,965 at 4% or $235,310 at 6%.
Southern Enterprises LLC Profit Sharing Plan-10$590,281$50,851$5,085iApproximate average salary by contribution assumption: employee only about $127,128 at 4% or $84,752 at 6%; with 50% employer match about $84,752 at 4% or $56,501 at 6%; with 100% employer match about $63,564 at 4% or $42,376 at 6%.
SOUTHERN ENTERPRISES, LLC CASH BALANCE PLAN-7$231,521$231,521$33,074iApproximate average salary by contribution assumption: employee only about $826,861 at 4% or $551,240 at 6%; with 50% employer match about $551,240 at 4% or $367,494 at 6%; with 100% employer match about $413,430 at 4% or $275,620 at 6%.
201917$556,349$113,684$16,241iApproximate average salary by contribution assumption: employee only about $406,014 at 4% or $270,676 at 6%; with 50% employer match about $270,676 at 4% or $180,451 at 6%; with 100% employer match about $203,007 at 4% or $135,338 at 6%.
Southern Enterprises LLC Profit Sharing Plan-7$556,349$113,684$16,241iApproximate average salary by contribution assumption: employee only about $406,014 at 4% or $270,676 at 6%; with 50% employer match about $270,676 at 4% or $180,451 at 6%; with 100% employer match about $203,007 at 4% or $135,338 at 6%.
201812$438,279$0-
Southern Enterprises LLC Profit Sharing Plan-2$438,279--
201712$446,810$0-
Southern Enterprises LLC Profit Sharing Plan-2$446,810--
201612$447,438$0-
Southern Enterprises LLC Profit Sharing Plan-2$447,438--
201512$438,794$0-
Southern Enterprises LLC Profit Sharing Plan-2$438,794--
201413$449,389$68,113$22,704iApproximate average salary by contribution assumption: employee only about $567,608 at 4% or $378,406 at 6%; with 50% employer match about $378,406 at 4% or $252,270 at 6%; with 100% employer match about $283,804 at 4% or $189,203 at 6%.
Southern Enterprises LLC Profit Sharing Plan-3$449,389$68,113$22,704iApproximate average salary by contribution assumption: employee only about $567,608 at 4% or $378,406 at 6%; with 50% employer match about $378,406 at 4% or $252,270 at 6%; with 100% employer match about $283,804 at 4% or $189,203 at 6%.
201313$389,998$64,487$21,496iApproximate average salary by contribution assumption: employee only about $537,392 at 4% or $358,261 at 6%; with 50% employer match about $358,261 at 4% or $238,841 at 6%; with 100% employer match about $268,696 at 4% or $179,131 at 6%.
Southern Enterprises LLC Profit Sharing Plan-3$389,998$64,487$21,496iApproximate average salary by contribution assumption: employee only about $537,392 at 4% or $358,261 at 6%; with 50% employer match about $358,261 at 4% or $238,841 at 6%; with 100% employer match about $268,696 at 4% or $179,131 at 6%.
201213$318,761$62,114$20,705iApproximate average salary by contribution assumption: employee only about $517,617 at 4% or $345,078 at 6%; with 50% employer match about $345,078 at 4% or $230,052 at 6%; with 100% employer match about $258,808 at 4% or $172,539 at 6%.
Southern Enterprises LLC Profit Sharing Plan-3$318,761$62,114$20,705iApproximate average salary by contribution assumption: employee only about $517,617 at 4% or $345,078 at 6%; with 50% employer match about $345,078 at 4% or $230,052 at 6%; with 100% employer match about $258,808 at 4% or $172,539 at 6%.
201112$255,870$30,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
Southern Enterprises LLC Profit Sharing Plan-2$255,870$30,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
201012$226,593$0-
Southern Enterprises LLC Profit Sharing Plan-2$226,593$0-
200912$223,955$0-
Southern Enterprises LLC Profit Sharing Plan-2$223,955--
200812$212,722$82,500$41,250iApproximate average salary by contribution assumption: employee only about $1,031,250 at 4% or $687,500 at 6%; with 50% employer match about $687,500 at 4% or $458,333 at 6%; with 100% employer match about $515,625 at 4% or $343,750 at 6%.
Southern Enterprises LLC Profit Sharing Plan-2$212,722$82,500$41,250iApproximate average salary by contribution assumption: employee only about $1,031,250 at 4% or $687,500 at 6%; with 50% employer match about $687,500 at 4% or $458,333 at 6%; with 100% employer match about $515,625 at 4% or $343,750 at 6%.
200713$129,297$58,691$19,564iApproximate average salary by contribution assumption: employee only about $489,092 at 4% or $326,061 at 6%; with 50% employer match about $326,061 at 4% or $217,374 at 6%; with 100% employer match about $244,546 at 4% or $163,031 at 6%.
Southern Enterprises LLC Profit Sharing Plan-3$129,297$58,691$19,564iApproximate average salary by contribution assumption: employee only about $489,092 at 4% or $326,061 at 6%; with 50% employer match about $326,061 at 4% or $217,374 at 6%; with 100% employer match about $244,546 at 4% or $163,031 at 6%.
200612$68,985$68,985$34,493iApproximate average salary by contribution assumption: employee only about $862,313 at 4% or $574,875 at 6%; with 50% employer match about $574,875 at 4% or $383,250 at 6%; with 100% employer match about $431,156 at 4% or $287,438 at 6%.
Southern Enterprises LLC Profit Sharing Plan-2$68,985$68,985$34,493iApproximate average salary by contribution assumption: employee only about $862,313 at 4% or $574,875 at 6%; with 50% employer match about $574,875 at 4% or $383,250 at 6%; with 100% employer match about $431,156 at 4% or $287,438 at 6%.