The South Financial Group Inc.
Plan context: Carolina First 401K Plan
EIN 57-0824914 • Portland, ME • 50 filings • 13 plans
Current Snapshot
Latest Year
2011
2011 Participants
927
2011 Assets
$71,096,819
2011 Contributions
$4,187,398
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 |
|---|---|---|---|---|---|
| 2011 | 1 | 0 | $0 | $4,187,398 | - |
| Carolina First 401K Plan | - | 0 | - | $4,187,398 | - |
| 2010 | 1 | 927 | $71,096,819 | $8,490,727 | $9,159iApproximate average salary by contribution assumption: employee only about $228,984 at 4% or $152,656 at 6%; with 50% employer match about $152,656 at 4% or $101,771 at 6%; with 100% employer match about $114,492 at 4% or $76,328 at 6%. |
| Carolina First 401K Plan | - | 927 | $71,096,819 | $8,490,727 | $9,159iApproximate average salary by contribution assumption: employee only about $228,984 at 4% or $152,656 at 6%; with 50% employer match about $152,656 at 4% or $101,771 at 6%; with 100% employer match about $114,492 at 4% or $76,328 at 6%. |
| 2009 | 3 | 2,256 | $67,780,769 | $10,823,506 | $4,798iApproximate average salary by contribution assumption: employee only about $119,941 at 4% or $79,961 at 6%; with 50% employer match about $79,961 at 4% or $53,307 at 6%; with 100% employer match about $59,971 at 4% or $39,980 at 6%. |
| Carolina First 401K Plan | - | 2,256 | $67,780,769 | $10,823,506 | $4,798iApproximate average salary by contribution assumption: employee only about $119,941 at 4% or $79,961 at 6%; with 50% employer match about $79,961 at 4% or $53,307 at 6%; with 100% employer match about $59,971 at 4% or $39,980 at 6%. |
| The South Financial Group Inc. Life & Long Term Disability Plan | - | 2,130 | - | - | - |
| Carolina First Corporation Group Health Plan | - | 1,932 | - | - | - |
| 2008 | 3 | 2,529 | $60,511,635 | $14,942,486 | $5,908iApproximate average salary by contribution assumption: employee only about $147,711 at 4% or $98,474 at 6%; with 50% employer match about $98,474 at 4% or $65,650 at 6%; with 100% employer match about $73,856 at 4% or $49,237 at 6%. |
| Carolina First 401K Plan | - | 2,529 | $60,511,635 | $14,942,486 | $5,908iApproximate average salary by contribution assumption: employee only about $147,711 at 4% or $98,474 at 6%; with 50% employer match about $98,474 at 4% or $65,650 at 6%; with 100% employer match about $73,856 at 4% or $49,237 at 6%. |
| Carolina First Corporation Group Health Plan | - | 2,173 | - | - | - |
| The South Financial Group Inc. Life & Long Term Disability Plan | - | 2,425 | - | - | - |
| 2007 | 5 | 2,505 | $86,008,259 | $15,335,145 | $6,122iApproximate average salary by contribution assumption: employee only about $153,045 at 4% or $102,030 at 6%; with 50% employer match about $102,030 at 4% or $68,020 at 6%; with 100% employer match about $76,523 at 4% or $51,015 at 6%. |
| Carolina First 401K Plan | - | 2,505 | $86,008,259 | $15,127,816 | $6,039iApproximate average salary by contribution assumption: employee only about $150,976 at 4% or $100,651 at 6%; with 50% employer match about $100,651 at 4% or $67,101 at 6%; with 100% employer match about $75,488 at 4% or $50,325 at 6%. |
| Carolina First Corporation Group Health Plan | - | 2,060 | - | - | - |
| Carolina First Corporation Employee Stock Ownership Plan & Trust | - | 0 | - | $207,329 | - |
| The South Financial Group Inc. Long Term Disability Plan | - | 0 | - | - | - |
| The South Financial Group Inc. Group Life Insurance Plan | - | 0 | - | - | - |
| 2006 | 5 | 2,688 | $91,606,468 | $16,160,148 | $6,012iApproximate average salary by contribution assumption: employee only about $150,299 at 4% or $100,199 at 6%; with 50% employer match about $100,199 at 4% or $66,800 at 6%; with 100% employer match about $75,149 at 4% or $50,100 at 6%. |
| Carolina First 401K Plan | - | 2,688 | $81,750,925 | $15,835,874 | $5,891iApproximate average salary by contribution assumption: employee only about $147,283 at 4% or $98,189 at 6%; with 50% employer match about $98,189 at 4% or $65,459 at 6%; with 100% employer match about $73,642 at 4% or $49,094 at 6%. |
| Carolina First Corporation Employee Stock Ownership Plan & Trust | - | 1,851 | $9,855,543 | $324,274 | $175iApproximate average salary by contribution assumption: employee only about $4,380 at 4% or $2,920 at 6%; with 50% employer match about $2,920 at 4% or $1,947 at 6%; with 100% employer match about $2,190 at 4% or $1,460 at 6%. |
| The South Financial Group Inc. Long Term Disability Plan | - | 2,528 | - | - | - |
| The South Financial Group Inc. Group Life Insurance Plan | - | 2,528 | - | - | - |
| Carolina First Corporation Group Health Plan | - | 2,318 | - | - | - |
| 2005 | 5 | 2,683 | $82,002,303 | $14,040,573 | $5,233iApproximate average salary by contribution assumption: employee only about $130,829 at 4% or $87,219 at 6%; with 50% employer match about $87,219 at 4% or $58,146 at 6%; with 100% employer match about $65,415 at 4% or $43,610 at 6%. |
| Carolina First 401K Plan | - | 2,683 | $70,374,069 | $13,705,915 | $5,108iApproximate average salary by contribution assumption: employee only about $127,711 at 4% or $85,140 at 6%; with 50% employer match about $85,140 at 4% or $56,760 at 6%; with 100% employer match about $63,855 at 4% or $42,570 at 6%. |
| Carolina First Corporation Employee Stock Ownership Plan & Trust | - | 1,829 | $11,628,234 | $334,658 | $183iApproximate average salary by contribution assumption: employee only about $4,574 at 4% or $3,050 at 6%; with 50% employer match about $3,050 at 4% or $2,033 at 6%; with 100% employer match about $2,287 at 4% or $1,525 at 6%. |
| Carolina First Corporation Group Health Plan | - | 2,241 | - | - | - |
| The South Financial Group Inc. Group Life Insurance Plan | - | 2,182 | - | - | - |
| The South Financial Group Inc. Long Term Disability Plan | - | 2,182 | - | - | - |
| 2004 | 5 | 2,380 | $80,169,988 | $10,925,248 | $4,590iApproximate average salary by contribution assumption: employee only about $114,761 at 4% or $76,507 at 6%; with 50% employer match about $76,507 at 4% or $51,005 at 6%; with 100% employer match about $57,381 at 4% or $38,254 at 6%. |
| Carolina First 401K Plan | - | 2,380 | $64,895,402 | $10,586,822 | $4,448iApproximate average salary by contribution assumption: employee only about $111,206 at 4% or $74,137 at 6%; with 50% employer match about $74,137 at 4% or $49,425 at 6%; with 100% employer match about $55,603 at 4% or $37,069 at 6%. |
| Carolina First Corporation Employee Stock Ownership Plan & Trust | - | 1,708 | $15,274,586 | $338,426 | $198iApproximate average salary by contribution assumption: employee only about $4,954 at 4% or $3,302 at 6%; with 50% employer match about $3,302 at 4% or $2,202 at 6%; with 100% employer match about $2,477 at 4% or $1,651 at 6%. |
| The South Financial Group Inc. Group Life Insurance Plan | - | 2,134 | - | - | - |
| The South Financial Group Inc. Long Term Disability Plan | - | 2,134 | - | - | - |
| Carolina First Corporation Group Health Plan | - | 1,999 | - | - | - |
| 2003 | 6 | 1,922 | $61,145,653 | $8,901,952 | $4,632iApproximate average salary by contribution assumption: employee only about $115,790 at 4% or $77,193 at 6%; with 50% employer match about $77,193 at 4% or $51,462 at 6%; with 100% employer match about $57,895 at 4% or $38,597 at 6%. |
| Carolina First 401K Plan | - | 1,922 | $46,531,830 | $8,039,801 | $4,183iApproximate average salary by contribution assumption: employee only about $104,576 at 4% or $69,717 at 6%; with 50% employer match about $69,717 at 4% or $46,478 at 6%; with 100% employer match about $52,288 at 4% or $34,859 at 6%. |
| Carolina First Corporation Employee Stock Ownership Plan & Trust | - | 1,389 | $14,613,823 | $862,151 | $621iApproximate average salary by contribution assumption: employee only about $15,517 at 4% or $10,345 at 6%; with 50% employer match about $10,345 at 4% or $6,897 at 6%; with 100% employer match about $7,759 at 4% or $5,172 at 6%. |
| THE SOUTH FINANCIAL GROUP, INC. HEALTH INSURANCE PLAN | - | 0 | - | - | - |
| The South Financial Group Inc. Group Life Insurance Plan | - | 1,816 | - | - | - |
| The South Financial Group Inc. Long Term Disability Plan | - | 1,334 | - | - | - |
| Carolina First Corporation Group Health Plan | - | 1,805 | - | - | - |
| 2002 | 6 | 1,661 | $8,176,670 | $829,989 | $500iApproximate average salary by contribution assumption: employee only about $12,492 at 4% or $8,328 at 6%; with 50% employer match about $8,328 at 4% or $5,552 at 6%; with 100% employer match about $6,246 at 4% or $4,164 at 6%. |
| Carolina First Corporation Employee Stock Ownership Plan & Trust | - | 1,178 | $8,176,670 | $829,989 | $705iApproximate average salary by contribution assumption: employee only about $17,614 at 4% or $11,743 at 6%; with 50% employer match about $11,743 at 4% or $7,829 at 6%; with 100% employer match about $8,807 at 4% or $5,871 at 6%. |
| Carolina First Corporation Group Health Plan | - | 1,512 | - | - | - |
| THE SOUTH FINANCIAL GROUP, INC. HEALTH INSURANCE PLAN | - | 163 | - | - | - |
| The South Financial Group Inc. Long Term Disability Plan | - | 1,387 | - | - | - |
| The South Financial Group Inc. Group Life Insurance Plan | - | 1,387 | - | - | - |
| Carolina First 401K Plan | - | 1,661 | - | - | - |
| 2001 | 5 | 1,661 | $7,332,215 | $366,727 | $221iApproximate average salary by contribution assumption: employee only about $5,520 at 4% or $3,680 at 6%; with 50% employer match about $3,680 at 4% or $2,453 at 6%; with 100% employer match about $2,760 at 4% or $1,840 at 6%. |
| Carolina First Corporation Employee Stock Ownership Plan & Trust | - | 1,412 | $7,332,215 | $366,727 | $260iApproximate average salary by contribution assumption: employee only about $6,493 at 4% or $4,329 at 6%; with 50% employer match about $4,329 at 4% or $2,886 at 6%; with 100% employer match about $3,247 at 4% or $2,164 at 6%. |
| Carolina First Corporation Group Health Plan | - | 904 | - | - | - |
| Carolina First 401K Plan | - | 1,661 | - | - | - |
| The South Financial Group Inc. Group Life Insurance Plan | - | 1,298 | - | - | - |
| The South Financial Group Inc. Long Term Disability Plan | - | 1,295 | - | - | - |
| 2000 | 2 | 1,691 | $0 | $0 | - |
| Carolina First 401K Plan | - | 1,111 | - | - | - |
| Carolina First Corporation Employee Stock Ownership Plan & Trust | - | 1,691 | - | - | - |
| 1999 | 3 | 1,445 | $29,318,926 | $6,429,775 | $4,450iApproximate average salary by contribution assumption: employee only about $111,242 at 4% or $74,161 at 6%; with 50% employer match about $74,161 at 4% or $49,441 at 6%; with 100% employer match about $55,621 at 4% or $37,081 at 6%. |
| Carolina First 401K Plan | - | 1,445 | $21,100,460 | $5,322,255 | $3,683iApproximate average salary by contribution assumption: employee only about $92,081 at 4% or $61,387 at 6%; with 50% employer match about $61,387 at 4% or $40,925 at 6%; with 100% employer match about $46,040 at 4% or $30,694 at 6%. |
| Carolina First Corporation Employee Stock Ownership Plan & Trust | - | 1,121 | $8,218,466 | $1,107,520 | $988iApproximate average salary by contribution assumption: employee only about $24,699 at 4% or $16,466 at 6%; with 50% employer match about $16,466 at 4% or $10,978 at 6%; with 100% employer match about $12,350 at 4% or $8,233 at 6%. |
| Carolina First Corporation Group Health Plan | - | 907 | - | - | - |