Southern Mortgage Reporting
Plan context: Southern Mortgage Reporting 401K Plan
EIN 58-1974408 • 5 filings • 2 plans
Current Snapshot
Latest Year
2004
2004 Participants
141
2004 Assets
$1,312,878
2004 Contributions
$42,326
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 |
|---|---|---|---|---|---|
| 2004 | 1 | 0 | $0 | $42,326 | - |
| Southern Mortgage Reporting 401K Plan | - | 0 | - | $42,326 | - |
| 2003 | 1 | 141 | $1,312,878 | $344,842 | $2,446iApproximate average salary by contribution assumption: employee only about $61,142 at 4% or $40,761 at 6%; with 50% employer match about $40,761 at 4% or $27,174 at 6%; with 100% employer match about $30,571 at 4% or $20,381 at 6%. |
| Southern Mortgage Reporting 401K Plan | - | 141 | $1,312,878 | $344,842 | $2,446iApproximate average salary by contribution assumption: employee only about $61,142 at 4% or $40,761 at 6%; with 50% employer match about $40,761 at 4% or $27,174 at 6%; with 100% employer match about $30,571 at 4% or $20,381 at 6%. |
| 2001 | 1 | 82 | $618,141 | $170,030 | $2,074iApproximate average salary by contribution assumption: employee only about $51,838 at 4% or $34,559 at 6%; with 50% employer match about $34,559 at 4% or $23,039 at 6%; with 100% employer match about $25,919 at 4% or $17,279 at 6%. |
| Southern Mortgage Reporting 401K Plan | - | 82 | $618,141 | $170,030 | $2,074iApproximate average salary by contribution assumption: employee only about $51,838 at 4% or $34,559 at 6%; with 50% employer match about $34,559 at 4% or $23,039 at 6%; with 100% employer match about $25,919 at 4% or $17,279 at 6%. |
| 2000 | 1 | 84 | $565,507 | $261,132 | $3,109iApproximate average salary by contribution assumption: employee only about $77,718 at 4% or $51,812 at 6%; with 50% employer match about $51,812 at 4% or $34,541 at 6%; with 100% employer match about $38,859 at 4% or $25,906 at 6%. |
| Southern Mortgage Reporting 401K Plan | - | 84 | $565,507 | $261,132 | $3,109iApproximate average salary by contribution assumption: employee only about $77,718 at 4% or $51,812 at 6%; with 50% employer match about $51,812 at 4% or $34,541 at 6%; with 100% employer match about $38,859 at 4% or $25,906 at 6%. |
| 1999 | 1 | 62 | $443,393 | $145,133 | $2,341iApproximate average salary by contribution assumption: employee only about $58,521 at 4% or $39,014 at 6%; with 50% employer match about $39,014 at 4% or $26,009 at 6%; with 100% employer match about $29,261 at 4% or $19,507 at 6%. |
| Southern Mortgage Reporting 401K Plan | - | 62 | $443,393 | $145,133 | $2,341iApproximate average salary by contribution assumption: employee only about $58,521 at 4% or $39,014 at 6%; with 50% employer match about $39,014 at 4% or $26,009 at 6%; with 100% employer match about $29,261 at 4% or $19,507 at 6%. |