Civic Intelligence

The Southbury Group Inc.

Plan context: The Southbury Group Inc. 401(K) Plan

EIN 27-4253054 • Naples, FL • 12 filings • 3 plans

1016 Collier Center Way, Suite 105Naples, FL 34110
Current Snapshot

Latest Year

2020

2020 Participants

7

2020 Assets

$124,205

2020 Contributions

$3,415

Historical Graphs

Total Assets Over Time

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

$173,642$86,821$0201020152019YearValue
$124,205Latest year 2019

Participants Over Time

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

740201020152019YearValue
7Latest year 2019

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
202010$0$3,415-
The Southbury Group Inc. 401(K) Plan-0$0$3,415-
201917$124,205$25,599$3,657iApproximate average salary by contribution assumption: employee only about $91,425 at 4% or $60,950 at 6%; with 50% employer match about $60,950 at 4% or $40,633 at 6%; with 100% employer match about $45,713 at 4% or $30,475 at 6%.
The Southbury Group Inc. 401(K) Plan-7$124,205$25,599$3,657iApproximate average salary by contribution assumption: employee only about $91,425 at 4% or $60,950 at 6%; with 50% employer match about $60,950 at 4% or $40,633 at 6%; with 100% employer match about $45,713 at 4% or $30,475 at 6%.
201817$82,111$25,949$3,707iApproximate average salary by contribution assumption: employee only about $92,675 at 4% or $61,783 at 6%; with 50% employer match about $61,783 at 4% or $41,189 at 6%; with 100% employer match about $46,338 at 4% or $30,892 at 6%.
The Southbury Group Inc. 401(K) Plan-7$82,111$25,949$3,707iApproximate average salary by contribution assumption: employee only about $92,675 at 4% or $61,783 at 6%; with 50% employer match about $61,783 at 4% or $41,189 at 6%; with 100% employer match about $46,338 at 4% or $30,892 at 6%.
201717$62,185$42,371$6,053iApproximate average salary by contribution assumption: employee only about $151,325 at 4% or $100,883 at 6%; with 50% employer match about $100,883 at 4% or $67,256 at 6%; with 100% employer match about $75,663 at 4% or $50,442 at 6%.
The Southbury Group Inc. 401(K) Plan-7$62,185$42,371$6,053iApproximate average salary by contribution assumption: employee only about $151,325 at 4% or $100,883 at 6%; with 50% employer match about $100,883 at 4% or $67,256 at 6%; with 100% employer match about $75,663 at 4% or $50,442 at 6%.
201626$15,964$16,000$2,667iApproximate average salary by contribution assumption: employee only about $66,667 at 4% or $44,444 at 6%; with 50% employer match about $44,444 at 4% or $29,630 at 6%; with 100% employer match about $33,333 at 4% or $22,222 at 6%.
The Southbury Group Inc. 401(K) Plan-6$15,964$16,000$2,667iApproximate average salary by contribution assumption: employee only about $66,667 at 4% or $44,444 at 6%; with 50% employer match about $44,444 at 4% or $29,630 at 6%; with 100% employer match about $33,333 at 4% or $22,222 at 6%.
The Southbury Group Inc. 401(K) Plan-0---
201515$167,869$0-
The Southbury Group Inc. 401(K) Plan-5$167,869--
201414$104,020$0-
The Southbury Group Inc. 401(K) Plan-4$104,020--
201313$126,672$0-
The Southbury Group Inc. 401(K) Plan-3$126,672--
201213$54,966$0-
The Southbury Group Inc. 401(K) Plan-3$54,966--
201111$137,001$0-
The Southbury Group Inc. 401(K) Plan-1$137,001--
201011$173,642$145,000$145,000iApproximate average salary by contribution assumption: employee only about $3,625,000 at 4% or $2,416,667 at 6%; with 50% employer match about $2,416,667 at 4% or $1,611,111 at 6%; with 100% employer match about $1,812,500 at 4% or $1,208,333 at 6%.
The Southbury Group Inc. 401(K) Plan-1$173,642$145,000$145,000iApproximate average salary by contribution assumption: employee only about $3,625,000 at 4% or $2,416,667 at 6%; with 50% employer match about $2,416,667 at 4% or $1,611,111 at 6%; with 100% employer match about $1,812,500 at 4% or $1,208,333 at 6%.