Civic Intelligence

Southern Associates LLC

Plan context: Southern Associates LLC 401(K) Profit Sharing Plan and Trust

EIN 26-2800376 • Dallas, TX • 13 filings • 3 plans

4245 N Central Expressway, #490Dallas, TX 75205
Current Snapshot

Latest Year

2025

2025 Participants

21

2025 Assets

$2,003,093

2025 Contributions

$250,159

Historical Graphs

Total Assets Over Time

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

$2,003,093$1,001,547$0201320192025YearValue
$2,003,093Latest year 2025

Participants Over Time

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

26130201320192025YearValue
21Latest year 2025

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
2025121$2,003,093$250,159$11,912iApproximate average salary by contribution assumption: employee only about $297,808 at 4% or $198,539 at 6%; with 50% employer match about $198,539 at 4% or $132,359 at 6%; with 100% employer match about $148,904 at 4% or $99,269 at 6%.
Southern Associates LLC 401(K) Profit Sharing Plan and Trust-21$2,003,093$250,159$11,912iApproximate average salary by contribution assumption: employee only about $297,808 at 4% or $198,539 at 6%; with 50% employer match about $198,539 at 4% or $132,359 at 6%; with 100% employer match about $148,904 at 4% or $99,269 at 6%.
2024125$1,650,349$344,151$13,766iApproximate average salary by contribution assumption: employee only about $344,151 at 4% or $229,434 at 6%; with 50% employer match about $229,434 at 4% or $152,956 at 6%; with 100% employer match about $172,076 at 4% or $114,717 at 6%.
Southern Associates LLC 401(K) Profit Sharing Plan and Trust-25$1,650,349$344,151$13,766iApproximate average salary by contribution assumption: employee only about $344,151 at 4% or $229,434 at 6%; with 50% employer match about $229,434 at 4% or $152,956 at 6%; with 100% employer match about $172,076 at 4% or $114,717 at 6%.
2023126$1,274,835$294,365$11,322iApproximate average salary by contribution assumption: employee only about $283,043 at 4% or $188,696 at 6%; with 50% employer match about $188,696 at 4% or $125,797 at 6%; with 100% employer match about $141,522 at 4% or $94,348 at 6%.
Southern Associates LLC 401(K) Profit Sharing Plan and Trust-26$1,274,835$294,365$11,322iApproximate average salary by contribution assumption: employee only about $283,043 at 4% or $188,696 at 6%; with 50% employer match about $188,696 at 4% or $125,797 at 6%; with 100% employer match about $141,522 at 4% or $94,348 at 6%.
2022120$877,714$170,389$8,519iApproximate average salary by contribution assumption: employee only about $212,986 at 4% or $141,991 at 6%; with 50% employer match about $141,991 at 4% or $94,661 at 6%; with 100% employer match about $106,493 at 4% or $70,995 at 6%.
Southern Associates LLC 401(K) Profit Sharing Plan and Trust-20$877,714$170,389$8,519iApproximate average salary by contribution assumption: employee only about $212,986 at 4% or $141,991 at 6%; with 50% employer match about $141,991 at 4% or $94,661 at 6%; with 100% employer match about $106,493 at 4% or $70,995 at 6%.
2021116$791,264$238,755$14,922iApproximate average salary by contribution assumption: employee only about $373,055 at 4% or $248,703 at 6%; with 50% employer match about $248,703 at 4% or $165,802 at 6%; with 100% employer match about $186,527 at 4% or $124,352 at 6%.
Southern Associates LLC 401(K) Profit Sharing Plan and Trust-16$791,264$238,755$14,922iApproximate average salary by contribution assumption: employee only about $373,055 at 4% or $248,703 at 6%; with 50% employer match about $248,703 at 4% or $165,802 at 6%; with 100% employer match about $186,527 at 4% or $124,352 at 6%.
2020115$506,502$83,336$5,556iApproximate average salary by contribution assumption: employee only about $138,893 at 4% or $92,596 at 6%; with 50% employer match about $92,596 at 4% or $61,730 at 6%; with 100% employer match about $69,447 at 4% or $46,298 at 6%.
Southern Associates LLC 401(K) Profit Sharing Plan and Trust-15$506,502$83,336$5,556iApproximate average salary by contribution assumption: employee only about $138,893 at 4% or $92,596 at 6%; with 50% employer match about $92,596 at 4% or $61,730 at 6%; with 100% employer match about $69,447 at 4% or $46,298 at 6%.
2019114$378,356$84,070$6,005iApproximate average salary by contribution assumption: employee only about $150,125 at 4% or $100,083 at 6%; with 50% employer match about $100,083 at 4% or $66,722 at 6%; with 100% employer match about $75,063 at 4% or $50,042 at 6%.
Southern Associates LLC 401(K) Profit Sharing Plan and Trust-14$378,356$84,070$6,005iApproximate average salary by contribution assumption: employee only about $150,125 at 4% or $100,083 at 6%; with 50% employer match about $100,083 at 4% or $66,722 at 6%; with 100% employer match about $75,063 at 4% or $50,042 at 6%.
2018110$246,893$61,339$6,134iApproximate average salary by contribution assumption: employee only about $153,348 at 4% or $102,232 at 6%; with 50% employer match about $102,232 at 4% or $68,154 at 6%; with 100% employer match about $76,674 at 4% or $51,116 at 6%.
Southern Associates LLC 401(K) Profit Sharing Plan and Trust-10$246,893$61,339$6,134iApproximate average salary by contribution assumption: employee only about $153,348 at 4% or $102,232 at 6%; with 50% employer match about $102,232 at 4% or $68,154 at 6%; with 100% employer match about $76,674 at 4% or $51,116 at 6%.
2017117$474,158$101,706$5,983iApproximate average salary by contribution assumption: employee only about $149,568 at 4% or $99,712 at 6%; with 50% employer match about $99,712 at 4% or $66,475 at 6%; with 100% employer match about $74,784 at 4% or $49,856 at 6%.
Southern Associates LLC 401(K) Profit Sharing Plan and Trust-17$474,158$101,706$5,983iApproximate average salary by contribution assumption: employee only about $149,568 at 4% or $99,712 at 6%; with 50% employer match about $99,712 at 4% or $66,475 at 6%; with 100% employer match about $74,784 at 4% or $49,856 at 6%.
2016114$317,328$111,370$7,955iApproximate average salary by contribution assumption: employee only about $198,875 at 4% or $132,583 at 6%; with 50% employer match about $132,583 at 4% or $88,389 at 6%; with 100% employer match about $99,438 at 4% or $66,292 at 6%.
Southern Associates LLC 401(K) Profit Sharing Plan and Trust-14$317,328$111,370$7,955iApproximate average salary by contribution assumption: employee only about $198,875 at 4% or $132,583 at 6%; with 50% employer match about $132,583 at 4% or $88,389 at 6%; with 100% employer match about $99,438 at 4% or $66,292 at 6%.
2015113$189,085$92,995$7,153iApproximate average salary by contribution assumption: employee only about $178,837 at 4% or $119,224 at 6%; with 50% employer match about $119,224 at 4% or $79,483 at 6%; with 100% employer match about $89,418 at 4% or $59,612 at 6%.
Southern Associates LLC 401(K) Profit Sharing Plan and Trust-13$189,085$92,995$7,153iApproximate average salary by contribution assumption: employee only about $178,837 at 4% or $119,224 at 6%; with 50% employer match about $119,224 at 4% or $79,483 at 6%; with 100% employer match about $89,418 at 4% or $59,612 at 6%.
2014113$157,161$74,476$5,729iApproximate average salary by contribution assumption: employee only about $143,223 at 4% or $95,482 at 6%; with 50% employer match about $95,482 at 4% or $63,655 at 6%; with 100% employer match about $71,612 at 4% or $47,741 at 6%.
Southern Associates LLC 401(K) Profit Sharing Plan and Trust-13$157,161$74,476$5,729iApproximate average salary by contribution assumption: employee only about $143,223 at 4% or $95,482 at 6%; with 50% employer match about $95,482 at 4% or $63,655 at 6%; with 100% employer match about $71,612 at 4% or $47,741 at 6%.
2013113$75,622$68,887$5,299iApproximate average salary by contribution assumption: employee only about $132,475 at 4% or $88,317 at 6%; with 50% employer match about $88,317 at 4% or $58,878 at 6%; with 100% employer match about $66,238 at 4% or $44,158 at 6%.
Southern Associates LLC 401(K) Profit Sharing Plan and Trust-13$75,622$68,887$5,299iApproximate average salary by contribution assumption: employee only about $132,475 at 4% or $88,317 at 6%; with 50% employer match about $88,317 at 4% or $58,878 at 6%; with 100% employer match about $66,238 at 4% or $44,158 at 6%.