Civic Intelligence

Southern Management Group Inc.

Plan context: Southern Management Group 401(K) Plan

EIN 32-0001873 • Destin, FL • 10 filings • 1 plans

4608 Opa Locka LnDestin, FL 32541-0745
Current Snapshot

Latest Year

2022

2022 Participants

41

2022 Assets

$4,549,625

2022 Contributions

$199,065

Historical Graphs

Total Assets Over Time

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

$4,549,625$2,274,813$0201320172021YearValue
$4,549,625Latest year 2021

Participants Over Time

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

79400201320172021YearValue
41Latest year 2021

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
202210$0$199,065-
Southern Management Group 401(K) Plan-0$0$199,065-
2021141$4,549,625$520,831$12,703iApproximate average salary by contribution assumption: employee only about $317,580 at 4% or $211,720 at 6%; with 50% employer match about $211,720 at 4% or $141,147 at 6%; with 100% employer match about $158,790 at 4% or $105,860 at 6%.
Southern Management Group 401(K) Plan-41$4,549,625$520,831$12,703iApproximate average salary by contribution assumption: employee only about $317,580 at 4% or $211,720 at 6%; with 50% employer match about $211,720 at 4% or $141,147 at 6%; with 100% employer match about $158,790 at 4% or $105,860 at 6%.
2020179$3,617,398$384,644$4,869iApproximate average salary by contribution assumption: employee only about $121,723 at 4% or $81,149 at 6%; with 50% employer match about $81,149 at 4% or $54,099 at 6%; with 100% employer match about $60,861 at 4% or $40,574 at 6%.
Southern Management Group 401(K) Plan-79$3,617,398$384,644$4,869iApproximate average salary by contribution assumption: employee only about $121,723 at 4% or $81,149 at 6%; with 50% employer match about $81,149 at 4% or $54,099 at 6%; with 100% employer match about $60,861 at 4% or $40,574 at 6%.
2019153$3,419,320$412,840$7,789iApproximate average salary by contribution assumption: employee only about $194,736 at 4% or $129,824 at 6%; with 50% employer match about $129,824 at 4% or $86,549 at 6%; with 100% employer match about $97,368 at 4% or $64,912 at 6%.
Southern Management Group 401(K) Plan-53$3,419,320$412,840$7,789iApproximate average salary by contribution assumption: employee only about $194,736 at 4% or $129,824 at 6%; with 50% employer match about $129,824 at 4% or $86,549 at 6%; with 100% employer match about $97,368 at 4% or $64,912 at 6%.
2018151$2,618,685$399,372$7,831iApproximate average salary by contribution assumption: employee only about $195,771 at 4% or $130,514 at 6%; with 50% employer match about $130,514 at 4% or $87,009 at 6%; with 100% employer match about $97,885 at 4% or $65,257 at 6%.
Southern Management Group 401(K) Plan-51$2,618,685$399,372$7,831iApproximate average salary by contribution assumption: employee only about $195,771 at 4% or $130,514 at 6%; with 50% employer match about $130,514 at 4% or $87,009 at 6%; with 100% employer match about $97,885 at 4% or $65,257 at 6%.
2017136$1,874,648$294,609$8,184iApproximate average salary by contribution assumption: employee only about $204,590 at 4% or $136,393 at 6%; with 50% employer match about $136,393 at 4% or $90,929 at 6%; with 100% employer match about $102,295 at 4% or $68,197 at 6%.
Southern Management Group 401(K) Plan-36$1,874,648$294,609$8,184iApproximate average salary by contribution assumption: employee only about $204,590 at 4% or $136,393 at 6%; with 50% employer match about $136,393 at 4% or $90,929 at 6%; with 100% employer match about $102,295 at 4% or $68,197 at 6%.
2016140$1,528,609$281,764$7,044iApproximate average salary by contribution assumption: employee only about $176,103 at 4% or $117,402 at 6%; with 50% employer match about $117,402 at 4% or $78,268 at 6%; with 100% employer match about $88,051 at 4% or $58,701 at 6%.
Southern Management Group 401(K) Plan-40$1,528,609$281,764$7,044iApproximate average salary by contribution assumption: employee only about $176,103 at 4% or $117,402 at 6%; with 50% employer match about $117,402 at 4% or $78,268 at 6%; with 100% employer match about $88,051 at 4% or $58,701 at 6%.
2015140$1,230,917$275,510$6,888iApproximate average salary by contribution assumption: employee only about $172,194 at 4% or $114,796 at 6%; with 50% employer match about $114,796 at 4% or $76,531 at 6%; with 100% employer match about $86,097 at 4% or $57,398 at 6%.
Southern Management Group 401(K) Plan-40$1,230,917$275,510$6,888iApproximate average salary by contribution assumption: employee only about $172,194 at 4% or $114,796 at 6%; with 50% employer match about $114,796 at 4% or $76,531 at 6%; with 100% employer match about $86,097 at 4% or $57,398 at 6%.
2014141$996,577$266,609$6,503iApproximate average salary by contribution assumption: employee only about $162,566 at 4% or $108,378 at 6%; with 50% employer match about $108,378 at 4% or $72,252 at 6%; with 100% employer match about $81,283 at 4% or $54,189 at 6%.
Southern Management Group 401(K) Plan-41$996,577$266,609$6,503iApproximate average salary by contribution assumption: employee only about $162,566 at 4% or $108,378 at 6%; with 50% employer match about $108,378 at 4% or $72,252 at 6%; with 100% employer match about $81,283 at 4% or $54,189 at 6%.
2013149$711,764$665,866$13,589iApproximate average salary by contribution assumption: employee only about $339,728 at 4% or $226,485 at 6%; with 50% employer match about $226,485 at 4% or $150,990 at 6%; with 100% employer match about $169,864 at 4% or $113,243 at 6%.
Southern Management Group 401(K) Plan-49$711,764$665,866$13,589iApproximate average salary by contribution assumption: employee only about $339,728 at 4% or $226,485 at 6%; with 50% employer match about $226,485 at 4% or $150,990 at 6%; with 100% employer match about $169,864 at 4% or $113,243 at 6%.