Civic Intelligence

Southern Trust Mortgage, L.L.C.

Plan context: Southern Trust Mortgage 401K Plan

EIN 54-1872422 • Virginia Beach, VA • 46 filings • 6 plans

4433 Corporation LaneSuite 300Virginia Beach, VA 23462
Current Snapshot

Latest Year

2024

2024 Participants

181

2024 Assets

$18,697,410

2024 Contributions

$1,305,007

Historical Graphs

Total Assets Over Time

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

$19,030,679$9,515,340$0199920122024YearValue
$18,697,410Latest year 2024

Participants Over Time

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

3061530199920122024YearValue
181Latest 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
20242181$18,697,410$1,305,007$7,210iApproximate average salary by contribution assumption: employee only about $180,250 at 4% or $120,166 at 6%; with 50% employer match about $120,166 at 4% or $80,111 at 6%; with 100% employer match about $90,125 at 4% or $60,083 at 6%.
Southern Trust Mortgage 401K Plan-181$18,697,410$1,305,007$7,210iApproximate average salary by contribution assumption: employee only about $180,250 at 4% or $120,166 at 6%; with 50% employer match about $120,166 at 4% or $80,111 at 6%; with 100% employer match about $90,125 at 4% or $60,083 at 6%.
Southern Trust Mortgage LLC Health and Welfare Plan-174---
20232211$17,142,362$1,312,883$6,222iApproximate average salary by contribution assumption: employee only about $155,555 at 4% or $103,703 at 6%; with 50% employer match about $103,703 at 4% or $69,135 at 6%; with 100% employer match about $77,777 at 4% or $51,852 at 6%.
Southern Trust Mortgage 401K Plan-188$17,142,362$1,312,883$6,983iApproximate average salary by contribution assumption: employee only about $174,586 at 4% or $116,390 at 6%; with 50% employer match about $116,390 at 4% or $77,594 at 6%; with 100% employer match about $87,293 at 4% or $58,195 at 6%.
Southern Trust Mortgage LLC Health and Welfare Plan-211---
20222230$15,595,410$2,362,065$10,270iApproximate average salary by contribution assumption: employee only about $256,746 at 4% or $171,164 at 6%; with 50% employer match about $171,164 at 4% or $114,109 at 6%; with 100% employer match about $128,373 at 4% or $85,582 at 6%.
Southern Trust Mortgage 401K Plan-230$15,595,410$2,362,065$10,270iApproximate average salary by contribution assumption: employee only about $256,746 at 4% or $171,164 at 6%; with 50% employer match about $171,164 at 4% or $114,109 at 6%; with 100% employer match about $128,373 at 4% or $85,582 at 6%.
Southern Trust Mortgage LLC Health and Welfare Plan-211---
20212302$19,030,679$2,453,017$8,123iApproximate average salary by contribution assumption: employee only about $203,064 at 4% or $135,376 at 6%; with 50% employer match about $135,376 at 4% or $90,251 at 6%; with 100% employer match about $101,532 at 4% or $67,688 at 6%.
Southern Trust Mortgage 401K Plan-302$19,030,679$2,453,017$8,123iApproximate average salary by contribution assumption: employee only about $203,064 at 4% or $135,376 at 6%; with 50% employer match about $135,376 at 4% or $90,251 at 6%; with 100% employer match about $101,532 at 4% or $67,688 at 6%.
Southern Trust Mortgage LLC Health and Welfare Plan-287---
20202306$15,470,170$2,142,729$7,002iApproximate average salary by contribution assumption: employee only about $175,060 at 4% or $116,706 at 6%; with 50% employer match about $116,706 at 4% or $77,804 at 6%; with 100% employer match about $87,530 at 4% or $58,353 at 6%.
Southern Trust Mortgage 401K Plan-306$15,470,170$2,142,729$7,002iApproximate average salary by contribution assumption: employee only about $175,060 at 4% or $116,706 at 6%; with 50% employer match about $116,706 at 4% or $77,804 at 6%; with 100% employer match about $87,530 at 4% or $58,353 at 6%.
Southern Trust Mortgage LLC Health and Welfare Plan-281---
20192273$12,334,343$1,723,167$6,312iApproximate average salary by contribution assumption: employee only about $157,799 at 4% or $105,199 at 6%; with 50% employer match about $105,199 at 4% or $70,133 at 6%; with 100% employer match about $78,900 at 4% or $52,600 at 6%.
Southern Trust Mortgage 401K Plan-273$12,334,343$1,723,167$6,312iApproximate average salary by contribution assumption: employee only about $157,799 at 4% or $105,199 at 6%; with 50% employer match about $105,199 at 4% or $70,133 at 6%; with 100% employer match about $78,900 at 4% or $52,600 at 6%.
Southern Trust Mortgage LLC Health and Welfare Plan-258---
20182266$9,147,682$969,617$3,645iApproximate average salary by contribution assumption: employee only about $91,129 at 4% or $60,753 at 6%; with 50% employer match about $60,753 at 4% or $40,502 at 6%; with 100% employer match about $45,565 at 4% or $30,376 at 6%.
Southern Trust Mortgage 401K Plan-266$9,147,682$969,617$3,645iApproximate average salary by contribution assumption: employee only about $91,129 at 4% or $60,753 at 6%; with 50% employer match about $60,753 at 4% or $40,502 at 6%; with 100% employer match about $45,565 at 4% or $30,376 at 6%.
Southern Trust Mortgage LLC Health and Welfare Plan-233---
20172246$9,332,302$1,153,893$4,691iApproximate average salary by contribution assumption: employee only about $117,266 at 4% or $78,177 at 6%; with 50% employer match about $78,177 at 4% or $52,118 at 6%; with 100% employer match about $58,633 at 4% or $39,089 at 6%.
Southern Trust Mortgage 401K Plan-243$9,332,302$1,153,893$4,749iApproximate average salary by contribution assumption: employee only about $118,713 at 4% or $79,142 at 6%; with 50% employer match about $79,142 at 4% or $52,761 at 6%; with 100% employer match about $59,357 at 4% or $39,571 at 6%.
Southern Trust Mortgage LLC Health and Welfare Plan-246---
20162229$7,953,706$926,995$4,048iApproximate average salary by contribution assumption: employee only about $101,200 at 4% or $67,467 at 6%; with 50% employer match about $67,467 at 4% or $44,978 at 6%; with 100% employer match about $50,600 at 4% or $33,733 at 6%.
Southern Trust Mortgage 401K Plan-229$7,953,706$926,995$4,048iApproximate average salary by contribution assumption: employee only about $101,200 at 4% or $67,467 at 6%; with 50% employer match about $67,467 at 4% or $44,978 at 6%; with 100% employer match about $50,600 at 4% or $33,733 at 6%.
Southern Trust Mortgage LLC Health and Welfare Plan-189---
20152187$6,759,137$807,569$4,319iApproximate average salary by contribution assumption: employee only about $107,964 at 4% or $71,976 at 6%; with 50% employer match about $71,976 at 4% or $47,984 at 6%; with 100% employer match about $53,982 at 4% or $35,988 at 6%.
Southern Trust Mortgage 401K Plan-187$6,759,137$807,569$4,319iApproximate average salary by contribution assumption: employee only about $107,964 at 4% or $71,976 at 6%; with 50% employer match about $71,976 at 4% or $47,984 at 6%; with 100% employer match about $53,982 at 4% or $35,988 at 6%.
Southern Trust Mortgage LLC Health and Welfare Plan-178---
20142181$6,516,275$810,622$4,479iApproximate average salary by contribution assumption: employee only about $111,964 at 4% or $74,643 at 6%; with 50% employer match about $74,643 at 4% or $49,762 at 6%; with 100% employer match about $55,982 at 4% or $37,321 at 6%.
Southern Trust Mortgage 401K Plan-181$6,516,275$810,622$4,479iApproximate average salary by contribution assumption: employee only about $111,964 at 4% or $74,643 at 6%; with 50% employer match about $74,643 at 4% or $49,762 at 6%; with 100% employer match about $55,982 at 4% or $37,321 at 6%.
Southern Trust Mortgage LLC Health and Welfare Plan-166---
20132171$5,926,824$699,790$4,092iApproximate average salary by contribution assumption: employee only about $102,308 at 4% or $68,206 at 6%; with 50% employer match about $68,206 at 4% or $45,470 at 6%; with 100% employer match about $51,154 at 4% or $34,103 at 6%.
Southern Trust Mortgage 401K Plan-171$5,926,824$699,790$4,092iApproximate average salary by contribution assumption: employee only about $102,308 at 4% or $68,206 at 6%; with 50% employer match about $68,206 at 4% or $45,470 at 6%; with 100% employer match about $51,154 at 4% or $34,103 at 6%.
Southern Trust Mortgage LLC Health and Welfare Plan-164---
20124207$4,755,127$663,555$3,206iApproximate average salary by contribution assumption: employee only about $80,139 at 4% or $53,426 at 6%; with 50% employer match about $53,426 at 4% or $35,618 at 6%; with 100% employer match about $40,070 at 4% or $26,713 at 6%.
Southern Trust Mortgage 401K Plan-207$4,755,127$663,555$3,206iApproximate average salary by contribution assumption: employee only about $80,139 at 4% or $53,426 at 6%; with 50% employer match about $53,426 at 4% or $35,618 at 6%; with 100% employer match about $40,070 at 4% or $26,713 at 6%.
SOUTHERN TRUST MORTGAGE, LLC DENTAL PLAN-0---
SOUTHERN TRUST MORTGAGE, LLC MEDICAL PLAN-0---
SOUTHERN TRUST MORTGAGE, LLC GROUP LIFE AND LONG TERM DISABILITY PLAN-0---
20114231$3,801,510$454,903$1,969iApproximate average salary by contribution assumption: employee only about $49,232 at 4% or $32,821 at 6%; with 50% employer match about $32,821 at 4% or $21,881 at 6%; with 100% employer match about $24,616 at 4% or $16,411 at 6%.
Southern Trust Mortgage 401K Plan-231$3,801,510$454,903$1,969iApproximate average salary by contribution assumption: employee only about $49,232 at 4% or $32,821 at 6%; with 50% employer match about $32,821 at 4% or $21,881 at 6%; with 100% employer match about $24,616 at 4% or $16,411 at 6%.
SOUTHERN TRUST MORTGAGE, LLC MEDICAL PLAN-106---
SOUTHERN TRUST MORTGAGE, LLC DENTAL PLAN-104---
SOUTHERN TRUST MORTGAGE, LLC GROUP LIFE AND LONG TERM DISABILITY PLAN-143---
20102221$3,707,487$400,651$1,813iApproximate average salary by contribution assumption: employee only about $45,323 at 4% or $30,215 at 6%; with 50% employer match about $30,215 at 4% or $20,143 at 6%; with 100% employer match about $22,661 at 4% or $15,108 at 6%.
Southern Trust Mortgage 401K Plan-189$3,707,487$400,651$2,120iApproximate average salary by contribution assumption: employee only about $52,996 at 4% or $35,331 at 6%; with 50% employer match about $35,331 at 4% or $23,554 at 6%; with 100% employer match about $26,498 at 4% or $17,665 at 6%.
SOUTHERN TRUST MORTGAGE, LLC GROUP LIFE AND LONG TERM DISABILITY PLAN-221---
20092185$3,267,470$336,126$1,817iApproximate average salary by contribution assumption: employee only about $45,422 at 4% or $30,282 at 6%; with 50% employer match about $30,282 at 4% or $20,188 at 6%; with 100% employer match about $22,711 at 4% or $15,141 at 6%.
Southern Trust Mortgage 401K Plan-163$3,267,470$336,126$2,062iApproximate average salary by contribution assumption: employee only about $51,553 at 4% or $34,369 at 6%; with 50% employer match about $34,369 at 4% or $22,912 at 6%; with 100% employer match about $25,777 at 4% or $17,184 at 6%.
SOUTHERN TRUST MORTGAGE, LLC GROUP LIFE AND LONG TERM DISABILITY PLAN-185---
20081199$2,619,114$408,381$2,052iApproximate average salary by contribution assumption: employee only about $51,304 at 4% or $34,203 at 6%; with 50% employer match about $34,203 at 4% or $22,802 at 6%; with 100% employer match about $25,652 at 4% or $17,101 at 6%.
Southern Trust Mortgage 401K Plan-199$2,619,114$408,381$2,052iApproximate average salary by contribution assumption: employee only about $51,304 at 4% or $34,203 at 6%; with 50% employer match about $34,203 at 4% or $22,802 at 6%; with 100% employer match about $25,652 at 4% or $17,101 at 6%.
20071144$3,696,765$513,746$3,568iApproximate average salary by contribution assumption: employee only about $89,192 at 4% or $59,461 at 6%; with 50% employer match about $59,461 at 4% or $39,641 at 6%; with 100% employer match about $44,596 at 4% or $29,731 at 6%.
Southern Trust Mortgage 401K Plan-144$3,696,765$513,746$3,568iApproximate average salary by contribution assumption: employee only about $89,192 at 4% or $59,461 at 6%; with 50% employer match about $59,461 at 4% or $39,641 at 6%; with 100% employer match about $44,596 at 4% or $29,731 at 6%.
20061146$3,721,539$546,982$3,746iApproximate average salary by contribution assumption: employee only about $93,661 at 4% or $62,441 at 6%; with 50% employer match about $62,441 at 4% or $41,627 at 6%; with 100% employer match about $46,831 at 4% or $31,220 at 6%.
Southern Trust Mortgage 401K Plan-146$3,721,539$546,982$3,746iApproximate average salary by contribution assumption: employee only about $93,661 at 4% or $62,441 at 6%; with 50% employer match about $62,441 at 4% or $41,627 at 6%; with 100% employer match about $46,831 at 4% or $31,220 at 6%.
20051158$3,329,041$613,631$3,884iApproximate average salary by contribution assumption: employee only about $97,094 at 4% or $64,729 at 6%; with 50% employer match about $64,729 at 4% or $43,153 at 6%; with 100% employer match about $48,547 at 4% or $32,365 at 6%.
Southern Trust Mortgage 401K Plan-158$3,329,041$613,631$3,884iApproximate average salary by contribution assumption: employee only about $97,094 at 4% or $64,729 at 6%; with 50% employer match about $64,729 at 4% or $43,153 at 6%; with 100% employer match about $48,547 at 4% or $32,365 at 6%.
20041163$2,857,214$646,673$3,967iApproximate average salary by contribution assumption: employee only about $99,183 at 4% or $66,122 at 6%; with 50% employer match about $66,122 at 4% or $44,081 at 6%; with 100% employer match about $49,591 at 4% or $33,061 at 6%.
Southern Trust Mortgage 401K Plan-163$2,857,214$646,673$3,967iApproximate average salary by contribution assumption: employee only about $99,183 at 4% or $66,122 at 6%; with 50% employer match about $66,122 at 4% or $44,081 at 6%; with 100% employer match about $49,591 at 4% or $33,061 at 6%.
20031242$2,017,989$508,123$2,100iApproximate average salary by contribution assumption: employee only about $52,492 at 4% or $34,995 at 6%; with 50% employer match about $34,995 at 4% or $23,330 at 6%; with 100% employer match about $26,246 at 4% or $17,497 at 6%.
Southern Trust Mortgage 401K Plan-242$2,017,989$508,123$2,100iApproximate average salary by contribution assumption: employee only about $52,492 at 4% or $34,995 at 6%; with 50% employer match about $34,995 at 4% or $23,330 at 6%; with 100% employer match about $26,246 at 4% or $17,497 at 6%.
20021201$1,339,389$460,218$2,290iApproximate average salary by contribution assumption: employee only about $57,241 at 4% or $38,161 at 6%; with 50% employer match about $38,161 at 4% or $25,440 at 6%; with 100% employer match about $28,621 at 4% or $19,080 at 6%.
Southern Trust Mortgage 401K Plan-201$1,339,389$460,218$2,290iApproximate average salary by contribution assumption: employee only about $57,241 at 4% or $38,161 at 6%; with 50% employer match about $38,161 at 4% or $25,440 at 6%; with 100% employer match about $28,621 at 4% or $19,080 at 6%.
20011162$1,192,937$529,523$3,269iApproximate average salary by contribution assumption: employee only about $81,717 at 4% or $54,478 at 6%; with 50% employer match about $54,478 at 4% or $36,318 at 6%; with 100% employer match about $40,858 at 4% or $27,239 at 6%.
Southern Trust Mortgage 401K Plan-162$1,192,937$529,523$3,269iApproximate average salary by contribution assumption: employee only about $81,717 at 4% or $54,478 at 6%; with 50% employer match about $54,478 at 4% or $36,318 at 6%; with 100% employer match about $40,858 at 4% or $27,239 at 6%.
20001136$795,572$557,939$4,102iApproximate average salary by contribution assumption: employee only about $102,562 at 4% or $68,375 at 6%; with 50% employer match about $68,375 at 4% or $45,583 at 6%; with 100% employer match about $51,281 at 4% or $34,187 at 6%.
Southern Trust Mortgage 401K Plan-136$795,572$557,939$4,102iApproximate average salary by contribution assumption: employee only about $102,562 at 4% or $68,375 at 6%; with 50% employer match about $68,375 at 4% or $45,583 at 6%; with 100% employer match about $51,281 at 4% or $34,187 at 6%.
1999199$421,073$390,899$3,948iApproximate average salary by contribution assumption: employee only about $98,712 at 4% or $65,808 at 6%; with 50% employer match about $65,808 at 4% or $43,872 at 6%; with 100% employer match about $49,356 at 4% or $32,904 at 6%.
Southern Trust Mortgage 401K Plan-99$421,073$390,899$3,948iApproximate average salary by contribution assumption: employee only about $98,712 at 4% or $65,808 at 6%; with 50% employer match about $65,808 at 4% or $43,872 at 6%; with 100% employer match about $49,356 at 4% or $32,904 at 6%.