Southeastern Agency Group Inc
Plan context: Southeastern Agency Group Inc 401(K) Profit Sharing Plan & Trust
EIN 20-0097068 • Greensboro, NC • 19 filings • 5 plans
Current Snapshot
Latest Year
2023
2023 Participants
24
2023 Assets
$4,332,885
2023 Contributions
$3,518
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2023 | 1 | 0 | $0 | $3,518 | - |
| Southeastern Agency Group Inc 401(K) Profit Sharing Plan & Trust | - | 0 | - | $3,518 | - |
| 2022 | 1 | 24 | $4,332,885 | $279,444 | $11,644iApproximate average salary by contribution assumption: employee only about $291,088 at 4% or $194,058 at 6%; with 50% employer match about $194,058 at 4% or $129,372 at 6%; with 100% employer match about $145,544 at 4% or $97,029 at 6%. |
| Southeastern Agency Group Inc 401(K) Profit Sharing Plan & Trust | - | 24 | $4,332,885 | $279,444 | $11,644iApproximate average salary by contribution assumption: employee only about $291,088 at 4% or $194,058 at 6%; with 50% employer match about $194,058 at 4% or $129,372 at 6%; with 100% employer match about $145,544 at 4% or $97,029 at 6%. |
| 2021 | 1 | 25 | $5,417,263 | $298,790 | $11,952iApproximate average salary by contribution assumption: employee only about $298,790 at 4% or $199,193 at 6%; with 50% employer match about $199,193 at 4% or $132,796 at 6%; with 100% employer match about $149,395 at 4% or $99,597 at 6%. |
| Southeastern Agency Group Inc 401(K) Profit Sharing Plan & Trust | - | 25 | $5,417,263 | $298,790 | $11,952iApproximate average salary by contribution assumption: employee only about $298,790 at 4% or $199,193 at 6%; with 50% employer match about $199,193 at 4% or $132,796 at 6%; with 100% employer match about $149,395 at 4% or $99,597 at 6%. |
| 2020 | 1 | 24 | $4,518,067 | $262,181 | $10,924iApproximate average salary by contribution assumption: employee only about $273,105 at 4% or $182,070 at 6%; with 50% employer match about $182,070 at 4% or $121,380 at 6%; with 100% employer match about $136,553 at 4% or $91,035 at 6%. |
| Southeastern Agency Group Inc 401(K) Profit Sharing Plan & Trust | - | 24 | $4,518,067 | $262,181 | $10,924iApproximate average salary by contribution assumption: employee only about $273,105 at 4% or $182,070 at 6%; with 50% employer match about $182,070 at 4% or $121,380 at 6%; with 100% employer match about $136,553 at 4% or $91,035 at 6%. |
| 2019 | 1 | 22 | $3,590,207 | $238,701 | $10,850iApproximate average salary by contribution assumption: employee only about $271,251 at 4% or $180,834 at 6%; with 50% employer match about $180,834 at 4% or $120,556 at 6%; with 100% employer match about $135,626 at 4% or $90,417 at 6%. |
| Southeastern Agency Group Inc 401(K) Profit Sharing Plan & Trust | - | 22 | $3,590,207 | $238,701 | $10,850iApproximate average salary by contribution assumption: employee only about $271,251 at 4% or $180,834 at 6%; with 50% employer match about $180,834 at 4% or $120,556 at 6%; with 100% employer match about $135,626 at 4% or $90,417 at 6%. |
| 2018 | 1 | 21 | $2,707,178 | $226,808 | $10,800iApproximate average salary by contribution assumption: employee only about $270,010 at 4% or $180,006 at 6%; with 50% employer match about $180,006 at 4% or $120,004 at 6%; with 100% employer match about $135,005 at 4% or $90,003 at 6%. |
| Southeastern Agency Group Inc 401(K) Profit Sharing Plan & Trust | - | 21 | $2,707,178 | $226,808 | $10,800iApproximate average salary by contribution assumption: employee only about $270,010 at 4% or $180,006 at 6%; with 50% employer match about $180,006 at 4% or $120,004 at 6%; with 100% employer match about $135,005 at 4% or $90,003 at 6%. |
| 2017 | 1 | 19 | $2,661,726 | $203,773 | $10,725iApproximate average salary by contribution assumption: employee only about $268,122 at 4% or $178,748 at 6%; with 50% employer match about $178,748 at 4% or $119,165 at 6%; with 100% employer match about $134,061 at 4% or $89,374 at 6%. |
| Southeastern Agency Group Inc 401(K) Profit Sharing Plan & Trust | - | 19 | $2,661,726 | $203,773 | $10,725iApproximate average salary by contribution assumption: employee only about $268,122 at 4% or $178,748 at 6%; with 50% employer match about $178,748 at 4% or $119,165 at 6%; with 100% employer match about $134,061 at 4% or $89,374 at 6%. |
| 2016 | 1 | 17 | $2,091,914 | $177,912 | $10,465iApproximate average salary by contribution assumption: employee only about $261,635 at 4% or $174,424 at 6%; with 50% employer match about $174,424 at 4% or $116,282 at 6%; with 100% employer match about $130,818 at 4% or $87,212 at 6%. |
| Southeastern Agency Group Inc 401(K) Profit Sharing Plan & Trust | - | 17 | $2,091,914 | $177,912 | $10,465iApproximate average salary by contribution assumption: employee only about $261,635 at 4% or $174,424 at 6%; with 50% employer match about $174,424 at 4% or $116,282 at 6%; with 100% employer match about $130,818 at 4% or $87,212 at 6%. |
| 2015 | 1 | 16 | $1,778,603 | $246,458 | $15,404iApproximate average salary by contribution assumption: employee only about $385,091 at 4% or $256,727 at 6%; with 50% employer match about $256,727 at 4% or $171,151 at 6%; with 100% employer match about $192,545 at 4% or $128,364 at 6%. |
| Southeastern Agency Group Inc 401(K) Profit Sharing Plan & Trust | - | 16 | $1,778,603 | $246,458 | $15,404iApproximate average salary by contribution assumption: employee only about $385,091 at 4% or $256,727 at 6%; with 50% employer match about $256,727 at 4% or $171,151 at 6%; with 100% employer match about $192,545 at 4% or $128,364 at 6%. |
| 2014 | 1 | 15 | $1,587,725 | $138,257 | $9,217iApproximate average salary by contribution assumption: employee only about $230,428 at 4% or $153,619 at 6%; with 50% employer match about $153,619 at 4% or $102,413 at 6%; with 100% employer match about $115,214 at 4% or $76,809 at 6%. |
| Southeastern Agency Group Inc 401(K) Profit Sharing Plan & Trust | - | 15 | $1,587,725 | $138,257 | $9,217iApproximate average salary by contribution assumption: employee only about $230,428 at 4% or $153,619 at 6%; with 50% employer match about $153,619 at 4% or $102,413 at 6%; with 100% employer match about $115,214 at 4% or $76,809 at 6%. |
| 2013 | 1 | 15 | $1,364,014 | $122,865 | $8,191iApproximate average salary by contribution assumption: employee only about $204,775 at 4% or $136,517 at 6%; with 50% employer match about $136,517 at 4% or $91,011 at 6%; with 100% employer match about $102,388 at 4% or $68,258 at 6%. |
| Southeastern Agency Group Inc 401(K) Profit Sharing Plan & Trust | - | 15 | $1,364,014 | $122,865 | $8,191iApproximate average salary by contribution assumption: employee only about $204,775 at 4% or $136,517 at 6%; with 50% employer match about $136,517 at 4% or $91,011 at 6%; with 100% employer match about $102,388 at 4% or $68,258 at 6%. |
| 2012 | 1 | 15 | $1,128,990 | $110,322 | $7,355iApproximate average salary by contribution assumption: employee only about $183,870 at 4% or $122,580 at 6%; with 50% employer match about $122,580 at 4% or $81,720 at 6%; with 100% employer match about $91,935 at 4% or $61,290 at 6%. |
| Southeastern Agency Group Inc 401(K) Profit Sharing Plan & Trust | - | 15 | $1,128,990 | $110,322 | $7,355iApproximate average salary by contribution assumption: employee only about $183,870 at 4% or $122,580 at 6%; with 50% employer match about $122,580 at 4% or $81,720 at 6%; with 100% employer match about $91,935 at 4% or $61,290 at 6%. |
| 2011 | 1 | 12 | $977,905 | $90,486 | $7,541iApproximate average salary by contribution assumption: employee only about $188,513 at 4% or $125,675 at 6%; with 50% employer match about $125,675 at 4% or $83,783 at 6%; with 100% employer match about $94,256 at 4% or $62,838 at 6%. |
| Southeastern Agency Group Inc 401(K) Profit Sharing Plan & Trust | - | 12 | $977,905 | $90,486 | $7,541iApproximate average salary by contribution assumption: employee only about $188,513 at 4% or $125,675 at 6%; with 50% employer match about $125,675 at 4% or $83,783 at 6%; with 100% employer match about $94,256 at 4% or $62,838 at 6%. |
| 2010 | 1 | 14 | $963,435 | $83,350 | $5,954iApproximate average salary by contribution assumption: employee only about $148,839 at 4% or $99,226 at 6%; with 50% employer match about $99,226 at 4% or $66,151 at 6%; with 100% employer match about $74,420 at 4% or $49,613 at 6%. |
| Southeastern Agency Group Inc 401(K) Profit Sharing Plan & Trust | - | 14 | $963,435 | $83,350 | $5,954iApproximate average salary by contribution assumption: employee only about $148,839 at 4% or $99,226 at 6%; with 50% employer match about $99,226 at 4% or $66,151 at 6%; with 100% employer match about $74,420 at 4% or $49,613 at 6%. |
| 2009 | 1 | 14 | $908,830 | $124,916 | $8,923iApproximate average salary by contribution assumption: employee only about $223,064 at 4% or $148,710 at 6%; with 50% employer match about $148,710 at 4% or $99,140 at 6%; with 100% employer match about $111,532 at 4% or $74,355 at 6%. |
| Southeastern Agency Group Inc 401(K) Profit Sharing Plan & Trust | - | 14 | $908,830 | $124,916 | $8,923iApproximate average salary by contribution assumption: employee only about $223,064 at 4% or $148,710 at 6%; with 50% employer match about $148,710 at 4% or $99,140 at 6%; with 100% employer match about $111,532 at 4% or $74,355 at 6%. |
| 2007 | 1 | 14 | $753,330 | $115,049 | $8,218iApproximate average salary by contribution assumption: employee only about $205,445 at 4% or $136,963 at 6%; with 50% employer match about $136,963 at 4% or $91,309 at 6%; with 100% employer match about $102,722 at 4% or $68,482 at 6%. |
| Southeastern Agency Group Inc 401(K) Profit Sharing Plan & Trust | - | 14 | $753,330 | $115,049 | $8,218iApproximate average salary by contribution assumption: employee only about $205,445 at 4% or $136,963 at 6%; with 50% employer match about $136,963 at 4% or $91,309 at 6%; with 100% employer match about $102,722 at 4% or $68,482 at 6%. |
| 2006 | 1 | 13 | $645,198 | $91,888 | $7,068iApproximate average salary by contribution assumption: employee only about $176,708 at 4% or $117,805 at 6%; with 50% employer match about $117,805 at 4% or $78,537 at 6%; with 100% employer match about $88,354 at 4% or $58,903 at 6%. |
| Southeastern Agency Group Inc 401(K) Profit Sharing Plan & Trust | - | 13 | $645,198 | $91,888 | $7,068iApproximate average salary by contribution assumption: employee only about $176,708 at 4% or $117,805 at 6%; with 50% employer match about $117,805 at 4% or $78,537 at 6%; with 100% employer match about $88,354 at 4% or $58,903 at 6%. |
| 2005 | 1 | 12 | $505,415 | $40,545 | $3,379iApproximate average salary by contribution assumption: employee only about $84,469 at 4% or $56,313 at 6%; with 50% employer match about $56,313 at 4% or $37,542 at 6%; with 100% employer match about $42,234 at 4% or $28,156 at 6%. |
| Southeastern Agency Group Inc 401(K) Profit Sharing Plan & Trust | - | 12 | $505,415 | $40,545 | $3,379iApproximate average salary by contribution assumption: employee only about $84,469 at 4% or $56,313 at 6%; with 50% employer match about $56,313 at 4% or $37,542 at 6%; with 100% employer match about $42,234 at 4% or $28,156 at 6%. |
| 2003 | 1 | 9 | $386,419 | $30,838 | $3,426iApproximate average salary by contribution assumption: employee only about $85,661 at 4% or $57,107 at 6%; with 50% employer match about $57,107 at 4% or $38,072 at 6%; with 100% employer match about $42,831 at 4% or $28,554 at 6%. |
| Southeastern Agency Group Inc 401(K) Profit Sharing Plan & Trust | - | 9 | $386,419 | $30,838 | $3,426iApproximate average salary by contribution assumption: employee only about $85,661 at 4% or $57,107 at 6%; with 50% employer match about $57,107 at 4% or $38,072 at 6%; with 100% employer match about $42,831 at 4% or $28,554 at 6%. |