Civic Intelligence

Elm Investment

Plan context: Southern Sheet Metal 401K Profit Sharing Plan

EIN 54-1120593 • Suffolk, VA • 26 filings • 3 plans

114 Plover DriveSuffolk, VA 23434-6320
Current Snapshot

Latest Year

2024

2024 Participants

20

2024 Assets

$1,797,305

2024 Contributions

$146,878

Historical Graphs

Total Assets Over Time

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

$1,797,305$898,653$0199920142024YearValue
$1,797,305Latest year 2024

Participants Over Time

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

23120200020122024YearValue
20Latest year 2024

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
2024120$1,797,305$146,878$7,344iApproximate average salary by contribution assumption: employee only about $183,598 at 4% or $122,398 at 6%; with 50% employer match about $122,398 at 4% or $81,599 at 6%; with 100% employer match about $91,799 at 4% or $61,199 at 6%.
Southern Sheet Metal 401K Profit Sharing Plan-20$1,797,305$146,878$7,344iApproximate average salary by contribution assumption: employee only about $183,598 at 4% or $122,398 at 6%; with 50% employer match about $122,398 at 4% or $81,599 at 6%; with 100% employer match about $91,799 at 4% or $61,199 at 6%.
2023121$1,461,818$136,243$6,488iApproximate average salary by contribution assumption: employee only about $162,194 at 4% or $108,129 at 6%; with 50% employer match about $108,129 at 4% or $72,086 at 6%; with 100% employer match about $81,097 at 4% or $54,065 at 6%.
Southern Sheet Metal 401K Profit Sharing Plan-21$1,461,818$136,243$6,488iApproximate average salary by contribution assumption: employee only about $162,194 at 4% or $108,129 at 6%; with 50% employer match about $108,129 at 4% or $72,086 at 6%; with 100% employer match about $81,097 at 4% or $54,065 at 6%.
2022123$1,060,411$119,216$5,183iApproximate average salary by contribution assumption: employee only about $129,583 at 4% or $86,388 at 6%; with 50% employer match about $86,388 at 4% or $57,592 at 6%; with 100% employer match about $64,791 at 4% or $43,194 at 6%.
Southern Sheet Metal 401K Profit Sharing Plan-23$1,060,411$119,216$5,183iApproximate average salary by contribution assumption: employee only about $129,583 at 4% or $86,388 at 6%; with 50% employer match about $86,388 at 4% or $57,592 at 6%; with 100% employer match about $64,791 at 4% or $43,194 at 6%.
2021119$856,699$86,814$4,569iApproximate average salary by contribution assumption: employee only about $114,229 at 4% or $76,153 at 6%; with 50% employer match about $76,153 at 4% or $50,768 at 6%; with 100% employer match about $57,114 at 4% or $38,076 at 6%.
Southern Sheet Metal 401K Profit Sharing Plan-19$856,699$86,814$4,569iApproximate average salary by contribution assumption: employee only about $114,229 at 4% or $76,153 at 6%; with 50% employer match about $76,153 at 4% or $50,768 at 6%; with 100% employer match about $57,114 at 4% or $38,076 at 6%.
2020118$978,286$82,731$4,596iApproximate average salary by contribution assumption: employee only about $114,904 at 4% or $76,603 at 6%; with 50% employer match about $76,603 at 4% or $51,069 at 6%; with 100% employer match about $57,452 at 4% or $38,301 at 6%.
Southern Sheet Metal 401K Profit Sharing Plan-18$978,286$82,731$4,596iApproximate average salary by contribution assumption: employee only about $114,904 at 4% or $76,603 at 6%; with 50% employer match about $76,603 at 4% or $51,069 at 6%; with 100% employer match about $57,452 at 4% or $38,301 at 6%.
2019116$768,362$75,225$4,702iApproximate average salary by contribution assumption: employee only about $117,539 at 4% or $78,359 at 6%; with 50% employer match about $78,359 at 4% or $52,240 at 6%; with 100% employer match about $58,770 at 4% or $39,180 at 6%.
Southern Sheet Metal 401K Profit Sharing Plan-16$768,362$75,225$4,702iApproximate average salary by contribution assumption: employee only about $117,539 at 4% or $78,359 at 6%; with 50% employer match about $78,359 at 4% or $52,240 at 6%; with 100% employer match about $58,770 at 4% or $39,180 at 6%.
2018115$684,153$70,279$4,685iApproximate average salary by contribution assumption: employee only about $117,132 at 4% or $78,088 at 6%; with 50% employer match about $78,088 at 4% or $52,059 at 6%; with 100% employer match about $58,566 at 4% or $39,044 at 6%.
Southern Sheet Metal 401K Profit Sharing Plan-15$684,153$70,279$4,685iApproximate average salary by contribution assumption: employee only about $117,132 at 4% or $78,088 at 6%; with 50% employer match about $78,088 at 4% or $52,059 at 6%; with 100% employer match about $58,566 at 4% or $39,044 at 6%.
2017116$756,588$55,597$3,475iApproximate average salary by contribution assumption: employee only about $86,870 at 4% or $57,914 at 6%; with 50% employer match about $57,914 at 4% or $38,609 at 6%; with 100% employer match about $43,435 at 4% or $28,957 at 6%.
Southern Sheet Metal 401K Profit Sharing Plan-16$756,588$55,597$3,475iApproximate average salary by contribution assumption: employee only about $86,870 at 4% or $57,914 at 6%; with 50% employer match about $57,914 at 4% or $38,609 at 6%; with 100% employer match about $43,435 at 4% or $28,957 at 6%.
2016111$657,644$47,538$4,322iApproximate average salary by contribution assumption: employee only about $108,041 at 4% or $72,027 at 6%; with 50% employer match about $72,027 at 4% or $48,018 at 6%; with 100% employer match about $54,020 at 4% or $36,014 at 6%.
Southern Sheet Metal 401K Profit Sharing Plan-11$657,644$47,538$4,322iApproximate average salary by contribution assumption: employee only about $108,041 at 4% or $72,027 at 6%; with 50% employer match about $72,027 at 4% or $48,018 at 6%; with 100% employer match about $54,020 at 4% or $36,014 at 6%.
201519$685,898$45,471$5,052iApproximate average salary by contribution assumption: employee only about $126,308 at 4% or $84,206 at 6%; with 50% employer match about $84,206 at 4% or $56,137 at 6%; with 100% employer match about $63,154 at 4% or $42,103 at 6%.
Southern Sheet Metal 401K Profit Sharing Plan-9$685,898$45,471$5,052iApproximate average salary by contribution assumption: employee only about $126,308 at 4% or $84,206 at 6%; with 50% employer match about $84,206 at 4% or $56,137 at 6%; with 100% employer match about $63,154 at 4% or $42,103 at 6%.
201419$644,712$26,771$2,975iApproximate average salary by contribution assumption: employee only about $74,364 at 4% or $49,576 at 6%; with 50% employer match about $49,576 at 4% or $33,051 at 6%; with 100% employer match about $37,182 at 4% or $24,788 at 6%.
Southern Sheet Metal 401K Profit Sharing Plan-9$644,712$26,771$2,975iApproximate average salary by contribution assumption: employee only about $74,364 at 4% or $49,576 at 6%; with 50% employer match about $49,576 at 4% or $33,051 at 6%; with 100% employer match about $37,182 at 4% or $24,788 at 6%.
201319$639,748$28,398$3,155iApproximate average salary by contribution assumption: employee only about $78,883 at 4% or $52,589 at 6%; with 50% employer match about $52,589 at 4% or $35,059 at 6%; with 100% employer match about $39,442 at 4% or $26,294 at 6%.
Southern Sheet Metal 401K Profit Sharing Plan-9$639,748$28,398$3,155iApproximate average salary by contribution assumption: employee only about $78,883 at 4% or $52,589 at 6%; with 50% employer match about $52,589 at 4% or $35,059 at 6%; with 100% employer match about $39,442 at 4% or $26,294 at 6%.
201219$635,516$29,261$3,251iApproximate average salary by contribution assumption: employee only about $81,281 at 4% or $54,187 at 6%; with 50% employer match about $54,187 at 4% or $36,125 at 6%; with 100% employer match about $40,640 at 4% or $27,094 at 6%.
Southern Sheet Metal 401K Profit Sharing Plan-9$635,516$29,261$3,251iApproximate average salary by contribution assumption: employee only about $81,281 at 4% or $54,187 at 6%; with 50% employer match about $54,187 at 4% or $36,125 at 6%; with 100% employer match about $40,640 at 4% or $27,094 at 6%.
201119$554,468$29,850$3,317iApproximate average salary by contribution assumption: employee only about $82,917 at 4% or $55,278 at 6%; with 50% employer match about $55,278 at 4% or $36,852 at 6%; with 100% employer match about $41,458 at 4% or $27,639 at 6%.
Southern Sheet Metal 401K Profit Sharing Plan-9$554,468$29,850$3,317iApproximate average salary by contribution assumption: employee only about $82,917 at 4% or $55,278 at 6%; with 50% employer match about $55,278 at 4% or $36,852 at 6%; with 100% employer match about $41,458 at 4% or $27,639 at 6%.
201019$479,710$32,366$3,596iApproximate average salary by contribution assumption: employee only about $89,906 at 4% or $59,937 at 6%; with 50% employer match about $59,937 at 4% or $39,958 at 6%; with 100% employer match about $44,953 at 4% or $29,969 at 6%.
Southern Sheet Metal 401K Profit Sharing Plan-9$479,710$32,366$3,596iApproximate average salary by contribution assumption: employee only about $89,906 at 4% or $59,937 at 6%; with 50% employer match about $59,937 at 4% or $39,958 at 6%; with 100% employer match about $44,953 at 4% or $29,969 at 6%.
2009112$451,410$31,607$2,634iApproximate average salary by contribution assumption: employee only about $65,848 at 4% or $43,899 at 6%; with 50% employer match about $43,899 at 4% or $29,266 at 6%; with 100% employer match about $32,924 at 4% or $21,949 at 6%.
Southern Sheet Metal 401K Profit Sharing Plan-12$451,410$31,607$2,634iApproximate average salary by contribution assumption: employee only about $65,848 at 4% or $43,899 at 6%; with 50% employer match about $43,899 at 4% or $29,266 at 6%; with 100% employer match about $32,924 at 4% or $21,949 at 6%.
2008112$0$0-
Southern Sheet Metal 401K Profit Sharing Plan-12---
2007112$0$0-
Southern Sheet Metal 401K Profit Sharing Plan-12---
2006113$397,676$30,374$2,336iApproximate average salary by contribution assumption: employee only about $58,412 at 4% or $38,941 at 6%; with 50% employer match about $38,941 at 4% or $25,961 at 6%; with 100% employer match about $29,206 at 4% or $19,471 at 6%.
Southern Sheet Metal 401K Profit Sharing Plan-13$397,676$30,374$2,336iApproximate average salary by contribution assumption: employee only about $58,412 at 4% or $38,941 at 6%; with 50% employer match about $38,941 at 4% or $25,961 at 6%; with 100% employer match about $29,206 at 4% or $19,471 at 6%.
2005112$357,246$29,456$2,455iApproximate average salary by contribution assumption: employee only about $61,367 at 4% or $40,911 at 6%; with 50% employer match about $40,911 at 4% or $27,274 at 6%; with 100% employer match about $30,683 at 4% or $20,456 at 6%.
Southern Sheet Metal 401K Profit Sharing Plan-12$357,246$29,456$2,455iApproximate average salary by contribution assumption: employee only about $61,367 at 4% or $40,911 at 6%; with 50% employer match about $40,911 at 4% or $27,274 at 6%; with 100% employer match about $30,683 at 4% or $20,456 at 6%.
2004112$311,057$30,010$2,501iApproximate average salary by contribution assumption: employee only about $62,521 at 4% or $41,681 at 6%; with 50% employer match about $41,681 at 4% or $27,787 at 6%; with 100% employer match about $31,260 at 4% or $20,840 at 6%.
Southern Sheet Metal 401K Profit Sharing Plan-12$311,057$30,010$2,501iApproximate average salary by contribution assumption: employee only about $62,521 at 4% or $41,681 at 6%; with 50% employer match about $41,681 at 4% or $27,787 at 6%; with 100% employer match about $31,260 at 4% or $20,840 at 6%.
2003111$0$0-
Southern Sheet Metal 401K Profit Sharing Plan-11---
200219$0$0-
Southern Sheet Metal 401K Profit Sharing Plan-9---
2001111$0$0-
Southern Sheet Metal 401K Profit Sharing Plan-11---
2000112$364,621$39,814$3,318iApproximate average salary by contribution assumption: employee only about $82,946 at 4% or $55,297 at 6%; with 50% employer match about $55,297 at 4% or $36,865 at 6%; with 100% employer match about $41,473 at 4% or $27,649 at 6%.
Southern Sheet Metal 401K Profit Sharing Plan-12$364,621$39,814$3,318iApproximate average salary by contribution assumption: employee only about $82,946 at 4% or $55,297 at 6%; with 50% employer match about $55,297 at 4% or $36,865 at 6%; with 100% employer match about $41,473 at 4% or $27,649 at 6%.
199910$454,063$41,600-
Southern Sheet Metal 401K Profit Sharing Plan-0$454,063$41,600-