Southern Group Inc
Plan context: Southern Group Inc Money Purchase Pension Plan and Trust
EIN 31-1204334 • Hamilton, OH • 52 filings • 13 plans
Current Snapshot
Latest Year
2024
2024 Participants
6
2024 Assets
$7,204,473
2024 Contributions
$59,496
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 6 | $7,204,473 | $59,496 | $9,916iApproximate average salary by contribution assumption: employee only about $247,900 at 4% or $165,267 at 6%; with 50% employer match about $165,267 at 4% or $110,178 at 6%; with 100% employer match about $123,950 at 4% or $82,633 at 6%. |
| Southern Group Inc Money Purchase Pension Plan and Trust | - | 6 | $4,859,130 | $59,496 | $9,916iApproximate average salary by contribution assumption: employee only about $247,900 at 4% or $165,267 at 6%; with 50% employer match about $165,267 at 4% or $110,178 at 6%; with 100% employer match about $123,950 at 4% or $82,633 at 6%. |
| Southern Group Inc Profit Sharing Plan | - | 5 | $2,345,343 | - | - |
| 2023 | 2 | 6 | $6,023,503 | $51,645 | $8,608iApproximate average salary by contribution assumption: employee only about $215,188 at 4% or $143,458 at 6%; with 50% employer match about $143,458 at 4% or $95,639 at 6%; with 100% employer match about $107,594 at 4% or $71,729 at 6%. |
| Southern Group Inc Money Purchase Pension Plan and Trust | - | 6 | $4,140,821 | $51,645 | $8,608iApproximate average salary by contribution assumption: employee only about $215,188 at 4% or $143,458 at 6%; with 50% employer match about $143,458 at 4% or $95,639 at 6%; with 100% employer match about $107,594 at 4% or $71,729 at 6%. |
| Southern Group Inc Profit Sharing Plan | - | 5 | $1,882,682 | - | - |
| 2022 | 2 | 7 | $4,795,268 | $40,572 | $5,796iApproximate average salary by contribution assumption: employee only about $144,900 at 4% or $96,600 at 6%; with 50% employer match about $96,600 at 4% or $64,400 at 6%; with 100% employer match about $72,450 at 4% or $48,300 at 6%. |
| Southern Group Inc Money Purchase Pension Plan and Trust | - | 7 | $3,325,323 | $40,572 | $5,796iApproximate average salary by contribution assumption: employee only about $144,900 at 4% or $96,600 at 6%; with 50% employer match about $96,600 at 4% or $64,400 at 6%; with 100% employer match about $72,450 at 4% or $48,300 at 6%. |
| Southern Group Inc Profit Sharing Plan | - | 5 | $1,469,945 | - | - |
| 2021 | 2 | 5 | $6,016,536 | $32,907 | $6,581iApproximate average salary by contribution assumption: employee only about $164,535 at 4% or $109,690 at 6%; with 50% employer match about $109,690 at 4% or $73,127 at 6%; with 100% employer match about $82,268 at 4% or $54,845 at 6%. |
| Southern Group Inc Money Purchase Pension Plan and Trust | - | 5 | $4,073,826 | $32,907 | $6,581iApproximate average salary by contribution assumption: employee only about $164,535 at 4% or $109,690 at 6%; with 50% employer match about $109,690 at 4% or $73,127 at 6%; with 100% employer match about $82,268 at 4% or $54,845 at 6%. |
| Southern Group Inc Profit Sharing Plan | - | 4 | $1,942,710 | - | - |
| 2020 | 2 | 6 | $4,855,306 | $30,260 | $5,043iApproximate average salary by contribution assumption: employee only about $126,083 at 4% or $84,056 at 6%; with 50% employer match about $84,056 at 4% or $56,037 at 6%; with 100% employer match about $63,042 at 4% or $42,028 at 6%. |
| Southern Group Inc Money Purchase Pension Plan and Trust | - | 6 | $3,249,803 | $30,260 | $5,043iApproximate average salary by contribution assumption: employee only about $126,083 at 4% or $84,056 at 6%; with 50% employer match about $84,056 at 4% or $56,037 at 6%; with 100% employer match about $63,042 at 4% or $42,028 at 6%. |
| Southern Group Inc Profit Sharing Plan | - | 5 | $1,605,503 | - | - |
| 2019 | 2 | 6 | $3,992,672 | $31,781 | $5,297iApproximate average salary by contribution assumption: employee only about $132,421 at 4% or $88,281 at 6%; with 50% employer match about $88,281 at 4% or $58,854 at 6%; with 100% employer match about $66,210 at 4% or $44,140 at 6%. |
| Southern Group Inc Money Purchase Pension Plan and Trust | - | 6 | $2,696,966 | $31,781 | $5,297iApproximate average salary by contribution assumption: employee only about $132,421 at 4% or $88,281 at 6%; with 50% employer match about $88,281 at 4% or $58,854 at 6%; with 100% employer match about $66,210 at 4% or $44,140 at 6%. |
| Southern Group Inc Profit Sharing Plan | - | 5 | $1,295,706 | - | - |
| 2018 | 2 | 5 | $3,066,826 | $27,025 | $5,405iApproximate average salary by contribution assumption: employee only about $135,125 at 4% or $90,083 at 6%; with 50% employer match about $90,083 at 4% or $60,056 at 6%; with 100% employer match about $67,563 at 4% or $45,042 at 6%. |
| Southern Group Inc Money Purchase Pension Plan and Trust | - | 5 | $2,053,115 | $27,025 | $5,405iApproximate average salary by contribution assumption: employee only about $135,125 at 4% or $90,083 at 6%; with 50% employer match about $90,083 at 4% or $60,056 at 6%; with 100% employer match about $67,563 at 4% or $45,042 at 6%. |
| Southern Group Inc Profit Sharing Plan | - | 5 | $1,013,711 | - | - |
| 2017 | 2 | 5 | $3,415,004 | $15,502 | $3,100iApproximate average salary by contribution assumption: employee only about $77,510 at 4% or $51,673 at 6%; with 50% employer match about $51,673 at 4% or $34,449 at 6%; with 100% employer match about $38,755 at 4% or $25,837 at 6%. |
| Southern Group Inc Money Purchase Pension Plan and Trust | - | 5 | $2,286,374 | $15,502 | $3,100iApproximate average salary by contribution assumption: employee only about $77,510 at 4% or $51,673 at 6%; with 50% employer match about $51,673 at 4% or $34,449 at 6%; with 100% employer match about $38,755 at 4% or $25,837 at 6%. |
| Southern Group Inc Profit Sharing Plan | - | 4 | $1,128,630 | - | - |
| 2016 | 2 | 4 | $2,774,549 | $13,968 | $3,492iApproximate average salary by contribution assumption: employee only about $87,300 at 4% or $58,200 at 6%; with 50% employer match about $58,200 at 4% or $38,800 at 6%; with 100% employer match about $43,650 at 4% or $29,100 at 6%. |
| Southern Group Inc Money Purchase Pension Plan and Trust | - | 4 | $1,875,627 | $13,968 | $3,492iApproximate average salary by contribution assumption: employee only about $87,300 at 4% or $58,200 at 6%; with 50% employer match about $58,200 at 4% or $38,800 at 6%; with 100% employer match about $43,650 at 4% or $29,100 at 6%. |
| Southern Group Inc Profit Sharing Plan | - | 4 | $898,922 | - | - |
| 2015 | 2 | 6 | $2,511,984 | $18,359 | $3,060iApproximate average salary by contribution assumption: employee only about $76,496 at 4% or $50,997 at 6%; with 50% employer match about $50,997 at 4% or $33,998 at 6%; with 100% employer match about $38,248 at 4% or $25,499 at 6%. |
| Southern Group Inc Money Purchase Pension Plan and Trust | - | 6 | $1,679,359 | $18,359 | $3,060iApproximate average salary by contribution assumption: employee only about $76,496 at 4% or $50,997 at 6%; with 50% employer match about $50,997 at 4% or $33,998 at 6%; with 100% employer match about $38,248 at 4% or $25,499 at 6%. |
| Southern Group Inc Profit Sharing Plan | - | 6 | $832,625 | - | - |
| 2014 | 2 | 5 | $2,635,187 | $13,895 | $2,779iApproximate average salary by contribution assumption: employee only about $69,475 at 4% or $46,317 at 6%; with 50% employer match about $46,317 at 4% or $30,878 at 6%; with 100% employer match about $34,738 at 4% or $23,158 at 6%. |
| Southern Group Inc Money Purchase Pension Plan and Trust | - | 5 | $1,761,696 | $13,895 | $2,779iApproximate average salary by contribution assumption: employee only about $69,475 at 4% or $46,317 at 6%; with 50% employer match about $46,317 at 4% or $30,878 at 6%; with 100% employer match about $34,738 at 4% or $23,158 at 6%. |
| Southern Group Inc Profit Sharing Plan | - | 5 | $873,491 | - | - |
| 2013 | 2 | 5 | $2,422,440 | $12,854 | $2,571iApproximate average salary by contribution assumption: employee only about $64,270 at 4% or $42,847 at 6%; with 50% employer match about $42,847 at 4% or $28,564 at 6%; with 100% employer match about $32,135 at 4% or $21,423 at 6%. |
| Southern Group Inc Money Purchase Pension Plan and Trust | - | 5 | $1,608,382 | $12,854 | $2,571iApproximate average salary by contribution assumption: employee only about $64,270 at 4% or $42,847 at 6%; with 50% employer match about $42,847 at 4% or $28,564 at 6%; with 100% employer match about $32,135 at 4% or $21,423 at 6%. |
| Southern Group Inc Profit Sharing Plan | - | 5 | $814,058 | - | - |
| 2012 | 2 | 4 | $1,850,728 | $16,464 | $4,116iApproximate average salary by contribution assumption: employee only about $102,900 at 4% or $68,600 at 6%; with 50% employer match about $68,600 at 4% or $45,733 at 6%; with 100% employer match about $51,450 at 4% or $34,300 at 6%. |
| Southern Group Inc Money Purchase Pension Plan and Trust | - | 4 | $1,221,953 | $16,464 | $4,116iApproximate average salary by contribution assumption: employee only about $102,900 at 4% or $68,600 at 6%; with 50% employer match about $68,600 at 4% or $45,733 at 6%; with 100% employer match about $51,450 at 4% or $34,300 at 6%. |
| Southern Group Inc Profit Sharing Plan | - | 4 | $628,775 | - | - |
| 2011 | 2 | 4 | $1,591,662 | $15,112 | $3,778iApproximate average salary by contribution assumption: employee only about $94,450 at 4% or $62,967 at 6%; with 50% employer match about $62,967 at 4% or $41,978 at 6%; with 100% employer match about $47,225 at 4% or $31,483 at 6%. |
| Southern Group Inc Money Purchase Pension Plan and Trust | - | 4 | $1,052,627 | $15,112 | $3,778iApproximate average salary by contribution assumption: employee only about $94,450 at 4% or $62,967 at 6%; with 50% employer match about $62,967 at 4% or $41,978 at 6%; with 100% employer match about $47,225 at 4% or $31,483 at 6%. |
| Southern Group Inc Profit Sharing Plan | - | 4 | $539,035 | - | - |
| 2010 | 2 | 5 | $1,674,230 | $18,715 | $3,743iApproximate average salary by contribution assumption: employee only about $93,575 at 4% or $62,383 at 6%; with 50% employer match about $62,383 at 4% or $41,589 at 6%; with 100% employer match about $46,788 at 4% or $31,192 at 6%. |
| Southern Group Inc Money Purchase Pension Plan and Trust | - | 5 | $1,103,825 | $18,715 | $3,743iApproximate average salary by contribution assumption: employee only about $93,575 at 4% or $62,383 at 6%; with 50% employer match about $62,383 at 4% or $41,589 at 6%; with 100% employer match about $46,788 at 4% or $31,192 at 6%. |
| Southern Group Inc Profit Sharing Plan | - | 5 | $570,405 | - | - |
| 2009 | 2 | 6 | $1,425,223 | $26,258 | $4,376iApproximate average salary by contribution assumption: employee only about $109,408 at 4% or $72,939 at 6%; with 50% employer match about $72,939 at 4% or $48,626 at 6%; with 100% employer match about $54,704 at 4% or $36,469 at 6%. |
| Southern Group Inc Money Purchase Pension Plan and Trust | - | 6 | $925,520 | $26,258 | $4,376iApproximate average salary by contribution assumption: employee only about $109,408 at 4% or $72,939 at 6%; with 50% employer match about $72,939 at 4% or $48,626 at 6%; with 100% employer match about $54,704 at 4% or $36,469 at 6%. |
| Southern Group Inc Profit Sharing Plan | - | 6 | $499,703 | - | - |
| 2008 | 2 | 8 | $652,704 | $27,405 | $3,426iApproximate average salary by contribution assumption: employee only about $85,641 at 4% or $57,094 at 6%; with 50% employer match about $57,094 at 4% or $38,063 at 6%; with 100% employer match about $42,820 at 4% or $28,547 at 6%. |
| Southern Group Inc Money Purchase Pension Plan and Trust | - | 8 | $652,704 | $27,405 | $3,426iApproximate average salary by contribution assumption: employee only about $85,641 at 4% or $57,094 at 6%; with 50% employer match about $57,094 at 4% or $38,063 at 6%; with 100% employer match about $42,820 at 4% or $28,547 at 6%. |
| Southern Group Inc Profit Sharing Plan | - | 8 | - | - | - |
| 2007 | 2 | 11 | $0 | $0 | - |
| Southern Group Inc Money Purchase Pension Plan and Trust | - | 11 | - | - | - |
| Southern Group Inc Profit Sharing Plan | - | 11 | - | - | - |
| 2006 | 2 | 11 | $1,440,156 | $115,826 | $10,530iApproximate average salary by contribution assumption: employee only about $263,241 at 4% or $175,494 at 6%; with 50% employer match about $175,494 at 4% or $116,996 at 6%; with 100% employer match about $131,620 at 4% or $87,747 at 6%. |
| Southern Group Inc Money Purchase Pension Plan and Trust | - | 11 | $868,254 | $57,913 | $5,265iApproximate average salary by contribution assumption: employee only about $131,620 at 4% or $87,747 at 6%; with 50% employer match about $87,747 at 4% or $58,498 at 6%; with 100% employer match about $65,810 at 4% or $43,873 at 6%. |
| Southern Group Inc Profit Sharing Plan | - | 11 | $571,902 | $57,913 | $5,265iApproximate average salary by contribution assumption: employee only about $131,620 at 4% or $87,747 at 6%; with 50% employer match about $87,747 at 4% or $58,498 at 6%; with 100% employer match about $65,810 at 4% or $43,873 at 6%. |
| 2005 | 2 | 23 | $1,135,481 | $75,380 | $3,277iApproximate average salary by contribution assumption: employee only about $81,935 at 4% or $54,623 at 6%; with 50% employer match about $54,623 at 4% or $36,415 at 6%; with 100% employer match about $40,967 at 4% or $27,312 at 6%. |
| Southern Group Inc Money Purchase Pension Plan and Trust | - | 23 | $696,624 | $30,152 | $1,311iApproximate average salary by contribution assumption: employee only about $32,774 at 4% or $21,849 at 6%; with 50% employer match about $21,849 at 4% or $14,566 at 6%; with 100% employer match about $16,387 at 4% or $10,925 at 6%. |
| Southern Group Inc Profit Sharing Plan | - | 21 | $438,857 | $45,228 | $2,154iApproximate average salary by contribution assumption: employee only about $53,843 at 4% or $35,895 at 6%; with 50% employer match about $35,895 at 4% or $23,930 at 6%; with 100% employer match about $26,921 at 4% or $17,948 at 6%. |
| 2004 | 2 | 23 | $975,530 | $23,193 | $1,008iApproximate average salary by contribution assumption: employee only about $25,210 at 4% or $16,807 at 6%; with 50% employer match about $16,807 at 4% or $11,204 at 6%; with 100% employer match about $12,605 at 4% or $8,403 at 6%. |
| Southern Group Inc Money Purchase Pension Plan and Trust | - | 23 | $610,317 | $23,193 | $1,008iApproximate average salary by contribution assumption: employee only about $25,210 at 4% or $16,807 at 6%; with 50% employer match about $16,807 at 4% or $11,204 at 6%; with 100% employer match about $12,605 at 4% or $8,403 at 6%. |
| Southern Group Inc Profit Sharing Plan | - | 21 | $365,213 | - | - |
| 2003 | 2 | 22 | $815,823 | $22,766 | $1,035iApproximate average salary by contribution assumption: employee only about $25,870 at 4% or $17,247 at 6%; with 50% employer match about $17,247 at 4% or $11,498 at 6%; with 100% employer match about $12,935 at 4% or $8,623 at 6%. |
| Southern Group Inc Money Purchase Pension Plan and Trust | - | 22 | $500,685 | $22,766 | $1,035iApproximate average salary by contribution assumption: employee only about $25,870 at 4% or $17,247 at 6%; with 50% employer match about $17,247 at 4% or $11,498 at 6%; with 100% employer match about $12,935 at 4% or $8,623 at 6%. |
| Southern Group Inc Profit Sharing Plan | - | 20 | $315,138 | - | - |
| 2002 | 2 | 23 | $599,447 | $35,519 | $1,544iApproximate average salary by contribution assumption: employee only about $38,608 at 4% or $25,738 at 6%; with 50% employer match about $25,738 at 4% or $17,159 at 6%; with 100% employer match about $19,304 at 4% or $12,869 at 6%. |
| Southern Group Inc Money Purchase Pension Plan and Trust | - | 23 | $363,298 | $35,519 | $1,544iApproximate average salary by contribution assumption: employee only about $38,608 at 4% or $25,738 at 6%; with 50% employer match about $25,738 at 4% or $17,159 at 6%; with 100% employer match about $19,304 at 4% or $12,869 at 6%. |
| Southern Group Inc Profit Sharing Plan | - | 23 | $236,149 | - | - |
| 2001 | 2 | 22 | $0 | $0 | - |
| Southern Group Inc Profit Sharing Plan | - | 22 | - | - | - |
| Southern Group Inc Money Purchase Pension Plan and Trust | - | 22 | - | - | - |
| 2000 | 2 | 17 | $674,960 | $33,525 | $1,972iApproximate average salary by contribution assumption: employee only about $49,301 at 4% or $32,868 at 6%; with 50% employer match about $32,868 at 4% or $21,912 at 6%; with 100% employer match about $24,651 at 4% or $16,434 at 6%. |
| Southern Group Inc Money Purchase Pension Plan and Trust | - | 17 | $374,879 | $33,525 | $1,972iApproximate average salary by contribution assumption: employee only about $49,301 at 4% or $32,868 at 6%; with 50% employer match about $32,868 at 4% or $21,912 at 6%; with 100% employer match about $24,651 at 4% or $16,434 at 6%. |
| Southern Group Inc Profit Sharing Plan | - | 17 | $300,081 | - | - |
| 1999 | 2 | 15 | $699,395 | $45,839 | $3,056iApproximate average salary by contribution assumption: employee only about $76,398 at 4% or $50,932 at 6%; with 50% employer match about $50,932 at 4% or $33,955 at 6%; with 100% employer match about $38,199 at 4% or $25,466 at 6%. |
| Southern Group Inc Money Purchase Pension Plan and Trust | - | 15 | $391,892 | $45,839 | $3,056iApproximate average salary by contribution assumption: employee only about $76,398 at 4% or $50,932 at 6%; with 50% employer match about $50,932 at 4% or $33,955 at 6%; with 100% employer match about $38,199 at 4% or $25,466 at 6%. |
| Southern Group Inc Profit Sharing Plan | - | 13 | $307,503 | - | - |