SOUTHERN HERITAGE BANCORP, INC.
Plan context: Southern Heritage Bank 401K Plan
EIN 58-2352014 • 6 filings • 2 plans
Current Snapshot
Latest Year
2004
2004 Participants
21
2004 Assets
$415,249
2004 Contributions
$87,245
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 | 21 | $415,249 | $87,245 | $4,155iApproximate average salary by contribution assumption: employee only about $103,863 at 4% or $69,242 at 6%; with 50% employer match about $69,242 at 4% or $46,161 at 6%; with 100% employer match about $51,932 at 4% or $34,621 at 6%. |
| Southern Heritage Bank 401K Plan | - | 21 | $415,249 | $87,245 | $4,155iApproximate average salary by contribution assumption: employee only about $103,863 at 4% or $69,242 at 6%; with 50% employer match about $69,242 at 4% or $46,161 at 6%; with 100% employer match about $51,932 at 4% or $34,621 at 6%. |
| 2003 | 1 | 31 | $380,753 | $157,549 | $5,082iApproximate average salary by contribution assumption: employee only about $127,056 at 4% or $84,704 at 6%; with 50% employer match about $84,704 at 4% or $56,469 at 6%; with 100% employer match about $63,528 at 4% or $42,352 at 6%. |
| Southern Heritage Bank 401K Plan | - | 31 | $380,753 | $157,549 | $5,082iApproximate average salary by contribution assumption: employee only about $127,056 at 4% or $84,704 at 6%; with 50% employer match about $84,704 at 4% or $56,469 at 6%; with 100% employer match about $63,528 at 4% or $42,352 at 6%. |
| 2002 | 1 | 24 | $190,553 | $107,458 | $4,477iApproximate average salary by contribution assumption: employee only about $111,935 at 4% or $74,624 at 6%; with 50% employer match about $74,624 at 4% or $49,749 at 6%; with 100% employer match about $55,968 at 4% or $37,312 at 6%. |
| Southern Heritage Bank 401K Plan | - | 24 | $190,553 | $107,458 | $4,477iApproximate average salary by contribution assumption: employee only about $111,935 at 4% or $74,624 at 6%; with 50% employer match about $74,624 at 4% or $49,749 at 6%; with 100% employer match about $55,968 at 4% or $37,312 at 6%. |
| 2001 | 1 | 12 | $116,479 | $77,400 | $6,450iApproximate average salary by contribution assumption: employee only about $161,250 at 4% or $107,500 at 6%; with 50% employer match about $107,500 at 4% or $71,667 at 6%; with 100% employer match about $80,625 at 4% or $53,750 at 6%. |
| Southern Heritage Bank 401K Plan | - | 12 | $116,479 | $77,400 | $6,450iApproximate average salary by contribution assumption: employee only about $161,250 at 4% or $107,500 at 6%; with 50% employer match about $107,500 at 4% or $71,667 at 6%; with 100% employer match about $80,625 at 4% or $53,750 at 6%. |
| 2000 | 1 | 10 | $0 | $0 | - |
| Southern Heritage Bank 401K Plan | - | 10 | - | - | - |
| 1999 | 1 | 14 | $33,721 | $25,864 | $1,847iApproximate average salary by contribution assumption: employee only about $46,186 at 4% or $30,790 at 6%; with 50% employer match about $30,790 at 4% or $20,527 at 6%; with 100% employer match about $23,093 at 4% or $15,395 at 6%. |
| Southern Heritage Bank 401K Plan | - | 14 | $33,721 | $25,864 | $1,847iApproximate average salary by contribution assumption: employee only about $46,186 at 4% or $30,790 at 6%; with 50% employer match about $30,790 at 4% or $20,527 at 6%; with 100% employer match about $23,093 at 4% or $15,395 at 6%. |