Southern Shade Tree Co. Inc.
Plan context: Southern Shade Tree 401(K) Plan
EIN 57-1092317 • Fort Mill, SC • 10 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
131
2024 Assets
$1,182,973
2024 Contributions
$433,539
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 131 | $1,182,973 | $433,539 | $3,309iApproximate average salary by contribution assumption: employee only about $82,736 at 4% or $55,158 at 6%; with 50% employer match about $55,158 at 4% or $36,772 at 6%; with 100% employer match about $41,368 at 4% or $27,579 at 6%. |
| Southern Shade Tree 401(K) Plan | - | 48 | $1,182,973 | $433,539 | $9,032iApproximate average salary by contribution assumption: employee only about $225,802 at 4% or $150,534 at 6%; with 50% employer match about $150,534 at 4% or $100,356 at 6%; with 100% employer match about $112,901 at 4% or $75,267 at 6%. |
| Southern Shade Tree Co. Inc. Employee Benefits | - | 131 | - | - | - |
| 2023 | 2 | 125 | $674,390 | $325,926 | $2,607iApproximate average salary by contribution assumption: employee only about $65,185 at 4% or $43,457 at 6%; with 50% employer match about $43,457 at 4% or $28,971 at 6%; with 100% employer match about $32,593 at 4% or $21,728 at 6%. |
| Southern Shade Tree 401(K) Plan | - | 44 | $674,390 | $325,926 | $7,407iApproximate average salary by contribution assumption: employee only about $185,185 at 4% or $123,457 at 6%; with 50% employer match about $123,457 at 4% or $82,305 at 6%; with 100% employer match about $92,593 at 4% or $61,728 at 6%. |
| Southern Shade Tree Co. Inc. Employee Benefits | - | 125 | - | - | - |
| 2022 | 2 | 165 | $296,166 | $277,379 | $1,681iApproximate average salary by contribution assumption: employee only about $42,027 at 4% or $28,018 at 6%; with 50% employer match about $28,018 at 4% or $18,679 at 6%; with 100% employer match about $21,014 at 4% or $14,009 at 6%. |
| Southern Shade Tree 401(K) Plan | - | 165 | $296,166 | $277,379 | $1,681iApproximate average salary by contribution assumption: employee only about $42,027 at 4% or $28,018 at 6%; with 50% employer match about $28,018 at 4% or $18,679 at 6%; with 100% employer match about $21,014 at 4% or $14,009 at 6%. |
| Southern Shade Tree Co. Inc. Employee Benefits | - | 114 | - | - | - |
| 2021 | 2 | 181 | $63,562 | $62,899 | $348iApproximate average salary by contribution assumption: employee only about $8,688 at 4% or $5,792 at 6%; with 50% employer match about $5,792 at 4% or $3,861 at 6%; with 100% employer match about $4,344 at 4% or $2,896 at 6%. |
| Southern Shade Tree 401(K) Plan | - | 161 | $63,562 | $62,899 | $391iApproximate average salary by contribution assumption: employee only about $9,767 at 4% or $6,511 at 6%; with 50% employer match about $6,511 at 4% or $4,341 at 6%; with 100% employer match about $4,883 at 4% or $3,256 at 6%. |
| Southern Shade Tree Co. Inc. Employee Benefits | - | 181 | - | - | - |
| 2020 | 1 | 129 | $0 | $0 | - |
| Southern Shade Tree Co. Inc. Employee Benefits | - | 129 | - | - | - |
| 2019 | 1 | 118 | $0 | $0 | - |
| Southern Shade Tree Co. Inc. Employee Benefits | - | 118 | - | - | - |