Civic Intelligence

Southmountain Children and Family Services

Plan context: Southmountain Children and Family Services Retirement Plan

EIN 56-0672457 • Morganton, NC • 28 filings • 4 plans

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P. O. Box 3387Morganton, NC 28680
Current Snapshot

Latest Year

2025

2025 Participants

71

2025 Assets

$4,885,897

2025 Contributions

$486,729

Historical Graphs

Total Assets Over Time

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

$4,885,897$2,442,949$0200920172025YearValue
$4,885,897Latest year 2025

Participants Over Time

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

85430200920172025YearValue
71Latest year 2025

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
2025171$4,885,897$486,729$6,855iApproximate average salary by contribution assumption: employee only about $171,383 at 4% or $114,256 at 6%; with 50% employer match about $114,256 at 4% or $76,170 at 6%; with 100% employer match about $85,692 at 4% or $57,128 at 6%.
Southmountain Children and Family Services Retirement Plan-71$4,885,897$486,729$6,855iApproximate average salary by contribution assumption: employee only about $171,383 at 4% or $114,256 at 6%; with 50% employer match about $114,256 at 4% or $76,170 at 6%; with 100% employer match about $85,692 at 4% or $57,128 at 6%.
2024163$4,028,232$426,143$6,764iApproximate average salary by contribution assumption: employee only about $169,104 at 4% or $112,736 at 6%; with 50% employer match about $112,736 at 4% or $75,157 at 6%; with 100% employer match about $84,552 at 4% or $56,368 at 6%.
Southmountain Children and Family Services Retirement Plan-63$4,028,232$426,143$6,764iApproximate average salary by contribution assumption: employee only about $169,104 at 4% or $112,736 at 6%; with 50% employer match about $112,736 at 4% or $75,157 at 6%; with 100% employer match about $84,552 at 4% or $56,368 at 6%.
2023158$3,227,058$355,287$6,126iApproximate average salary by contribution assumption: employee only about $153,141 at 4% or $102,094 at 6%; with 50% employer match about $102,094 at 4% or $68,063 at 6%; with 100% employer match about $76,570 at 4% or $51,047 at 6%.
Southmountain Children and Family Services Retirement Plan-58$3,227,058$355,287$6,126iApproximate average salary by contribution assumption: employee only about $153,141 at 4% or $102,094 at 6%; with 50% employer match about $102,094 at 4% or $68,063 at 6%; with 100% employer match about $76,570 at 4% or $51,047 at 6%.
2022255$4,022,468$548,355$9,970iApproximate average salary by contribution assumption: employee only about $249,252 at 4% or $166,168 at 6%; with 50% employer match about $166,168 at 4% or $110,779 at 6%; with 100% employer match about $124,626 at 4% or $83,084 at 6%.
Southmountain Children and Family Services Retirement Plan-55$2,559,779$336,716$6,122iApproximate average salary by contribution assumption: employee only about $153,053 at 4% or $102,035 at 6%; with 50% employer match about $102,035 at 4% or $68,023 at 6%; with 100% employer match about $76,526 at 4% or $51,018 at 6%.
Southmountain Children and Family Services Retirement Plan-41$1,462,689$211,639$5,162iApproximate average salary by contribution assumption: employee only about $129,048 at 4% or $86,032 at 6%; with 50% employer match about $86,032 at 4% or $57,355 at 6%; with 100% employer match about $64,524 at 4% or $43,016 at 6%.
2021152$2,909,246$316,978$6,096iApproximate average salary by contribution assumption: employee only about $152,393 at 4% or $101,596 at 6%; with 50% employer match about $101,596 at 4% or $67,730 at 6%; with 100% employer match about $76,197 at 4% or $50,798 at 6%.
Southmountain Children and Family Services Retirement Plan-52$2,909,246$316,978$6,096iApproximate average salary by contribution assumption: employee only about $152,393 at 4% or $101,596 at 6%; with 50% employer match about $101,596 at 4% or $67,730 at 6%; with 100% employer match about $76,197 at 4% or $50,798 at 6%.
2020157$2,526,704$287,908$5,051iApproximate average salary by contribution assumption: employee only about $126,275 at 4% or $84,184 at 6%; with 50% employer match about $84,184 at 4% or $56,122 at 6%; with 100% employer match about $63,138 at 4% or $42,092 at 6%.
Southmountain Children and Family Services Retirement Plan-57$2,526,704$287,908$5,051iApproximate average salary by contribution assumption: employee only about $126,275 at 4% or $84,184 at 6%; with 50% employer match about $84,184 at 4% or $56,122 at 6%; with 100% employer match about $63,138 at 4% or $42,092 at 6%.
2019138$1,533,922$263,616$6,937iApproximate average salary by contribution assumption: employee only about $173,432 at 4% or $115,621 at 6%; with 50% employer match about $115,621 at 4% or $77,081 at 6%; with 100% employer match about $86,716 at 4% or $57,811 at 6%.
Southmountain Children and Family Services Retirement Plan-38$1,533,922$263,616$6,937iApproximate average salary by contribution assumption: employee only about $173,432 at 4% or $115,621 at 6%; with 50% employer match about $115,621 at 4% or $77,081 at 6%; with 100% employer match about $86,716 at 4% or $57,811 at 6%.
2018138$1,472,167$168,716$4,440iApproximate average salary by contribution assumption: employee only about $110,997 at 4% or $73,998 at 6%; with 50% employer match about $73,998 at 4% or $49,332 at 6%; with 100% employer match about $55,499 at 4% or $36,999 at 6%.
Southmountain Children and Family Services Retirement Plan-38$1,472,167$168,716$4,440iApproximate average salary by contribution assumption: employee only about $110,997 at 4% or $73,998 at 6%; with 50% employer match about $73,998 at 4% or $49,332 at 6%; with 100% employer match about $55,499 at 4% or $36,999 at 6%.
2017138$1,405,655$169,448$4,459iApproximate average salary by contribution assumption: employee only about $111,479 at 4% or $74,319 at 6%; with 50% employer match about $74,319 at 4% or $49,546 at 6%; with 100% employer match about $55,739 at 4% or $37,160 at 6%.
Southmountain Children and Family Services Retirement Plan-38$1,405,655$169,448$4,459iApproximate average salary by contribution assumption: employee only about $111,479 at 4% or $74,319 at 6%; with 50% employer match about $74,319 at 4% or $49,546 at 6%; with 100% employer match about $55,739 at 4% or $37,160 at 6%.
2016150$1,152,926$161,540$3,231iApproximate average salary by contribution assumption: employee only about $80,770 at 4% or $53,847 at 6%; with 50% employer match about $53,847 at 4% or $35,898 at 6%; with 100% employer match about $40,385 at 4% or $26,923 at 6%.
Southmountain Children and Family Services Retirement Plan-50$1,152,926$161,540$3,231iApproximate average salary by contribution assumption: employee only about $80,770 at 4% or $53,847 at 6%; with 50% employer match about $53,847 at 4% or $35,898 at 6%; with 100% employer match about $40,385 at 4% or $26,923 at 6%.
2015153$1,029,727$160,562$3,029iApproximate average salary by contribution assumption: employee only about $75,737 at 4% or $50,491 at 6%; with 50% employer match about $50,491 at 4% or $33,661 at 6%; with 100% employer match about $37,868 at 4% or $25,246 at 6%.
Southmountain Children and Family Services Retirement Plan-53$1,029,727$160,562$3,029iApproximate average salary by contribution assumption: employee only about $75,737 at 4% or $50,491 at 6%; with 50% employer match about $50,491 at 4% or $33,661 at 6%; with 100% employer match about $37,868 at 4% or $25,246 at 6%.
2014163$968,776$159,710$2,535iApproximate average salary by contribution assumption: employee only about $63,377 at 4% or $42,251 at 6%; with 50% employer match about $42,251 at 4% or $28,168 at 6%; with 100% employer match about $31,688 at 4% or $21,126 at 6%.
Southmountain Children and Family Services Retirement Plan-63$968,776$159,710$2,535iApproximate average salary by contribution assumption: employee only about $63,377 at 4% or $42,251 at 6%; with 50% employer match about $42,251 at 4% or $28,168 at 6%; with 100% employer match about $31,688 at 4% or $21,126 at 6%.
2013173$892,390$170,101$2,330iApproximate average salary by contribution assumption: employee only about $58,254 at 4% or $38,836 at 6%; with 50% employer match about $38,836 at 4% or $25,891 at 6%; with 100% employer match about $29,127 at 4% or $19,418 at 6%.
Southmountain Children and Family Services Retirement Plan-73$892,390$170,101$2,330iApproximate average salary by contribution assumption: employee only about $58,254 at 4% or $38,836 at 6%; with 50% employer match about $38,836 at 4% or $25,891 at 6%; with 100% employer match about $29,127 at 4% or $19,418 at 6%.
2012185$655,211$135,107$1,589iApproximate average salary by contribution assumption: employee only about $39,737 at 4% or $26,492 at 6%; with 50% employer match about $26,492 at 4% or $17,661 at 6%; with 100% employer match about $19,869 at 4% or $13,246 at 6%.
Southmountain Children and Family Services Retirement Plan-85$655,211$135,107$1,589iApproximate average salary by contribution assumption: employee only about $39,737 at 4% or $26,492 at 6%; with 50% employer match about $26,492 at 4% or $17,661 at 6%; with 100% employer match about $19,869 at 4% or $13,246 at 6%.
2011168$500,541$95,742$1,408iApproximate average salary by contribution assumption: employee only about $35,199 at 4% or $23,466 at 6%; with 50% employer match about $23,466 at 4% or $15,644 at 6%; with 100% employer match about $17,600 at 4% or $11,733 at 6%.
Southmountain Children and Family Services Retirement Plan-68$500,541$95,742$1,408iApproximate average salary by contribution assumption: employee only about $35,199 at 4% or $23,466 at 6%; with 50% employer match about $23,466 at 4% or $15,644 at 6%; with 100% employer match about $17,600 at 4% or $11,733 at 6%.
2010157$481,767$91,601$1,607iApproximate average salary by contribution assumption: employee only about $40,176 at 4% or $26,784 at 6%; with 50% employer match about $26,784 at 4% or $17,856 at 6%; with 100% employer match about $20,088 at 4% or $13,392 at 6%.
Southmountain Children and Family Services Retirement Plan-57$481,767$91,601$1,607iApproximate average salary by contribution assumption: employee only about $40,176 at 4% or $26,784 at 6%; with 50% employer match about $26,784 at 4% or $17,856 at 6%; with 100% employer match about $20,088 at 4% or $13,392 at 6%.
2009156$478,290$81,731$1,459iApproximate average salary by contribution assumption: employee only about $36,487 at 4% or $24,325 at 6%; with 50% employer match about $24,325 at 4% or $16,216 at 6%; with 100% employer match about $18,244 at 4% or $12,162 at 6%.
Southmountain Children and Family Services Retirement Plan-56$478,290$81,731$1,459iApproximate average salary by contribution assumption: employee only about $36,487 at 4% or $24,325 at 6%; with 50% employer match about $24,325 at 4% or $16,216 at 6%; with 100% employer match about $18,244 at 4% or $12,162 at 6%.
200810$0$0-
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200710$0$0-
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200610$0$0-
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200510$0$0-
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200410$0$0-
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200310$0$0-
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200210$0$0-
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200110$0$0-
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200010$0$0-
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199910$0$0-
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