Civic Intelligence

Southpoint Financial Services, I

Plan context: Southpoint Financial Services Inc. 401K Plan

EIN 58-2363251 • Alpharetta, GA • 10 filings • 3 plans

5955 Shiloh Road ESte 205Alpharetta, GA 30005
Current Snapshot

Latest Year

2013

2013 Participants

8

2013 Assets

$37,022

2013 Contributions

$23,041

Historical Graphs

Total Assets Over Time

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

$142,297$71,149$0200220062012YearValue
$37,022Latest year 2012

Participants Over Time

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

36180200220052011YearValue
8Latest year 2011

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
201310$0$0-
Southpoint Financial Services Inc. 401K Plan-0$0--
201210$37,022$0-
Southpoint Financial Services Inc. 401K Plan-0$37,022$0-
201118$37,795$23,041$2,880iApproximate average salary by contribution assumption: employee only about $72,003 at 4% or $48,002 at 6%; with 50% employer match about $48,002 at 4% or $32,001 at 6%; with 100% employer match about $36,002 at 4% or $24,001 at 6%.
Southpoint Financial Services Inc. 401K Plan-8$37,795$23,041$2,880iApproximate average salary by contribution assumption: employee only about $72,003 at 4% or $48,002 at 6%; with 50% employer match about $48,002 at 4% or $32,001 at 6%; with 100% employer match about $36,002 at 4% or $24,001 at 6%.
201019$31,630$29,310$3,257iApproximate average salary by contribution assumption: employee only about $81,417 at 4% or $54,278 at 6%; with 50% employer match about $54,278 at 4% or $36,185 at 6%; with 100% employer match about $40,708 at 4% or $27,139 at 6%.
Southpoint Financial Services Inc. 401K Plan-9$31,630$29,310$3,257iApproximate average salary by contribution assumption: employee only about $81,417 at 4% or $54,278 at 6%; with 50% employer match about $54,278 at 4% or $36,185 at 6%; with 100% employer match about $40,708 at 4% or $27,139 at 6%.
200710$0$692-
Southpoint Financial Services Inc. 401K Plan-0-$692-
2006123$142,297$20,509$892iApproximate average salary by contribution assumption: employee only about $22,292 at 4% or $14,862 at 6%; with 50% employer match about $14,862 at 4% or $9,908 at 6%; with 100% employer match about $11,146 at 4% or $7,431 at 6%.
Southpoint Financial Services Inc. 401K Plan-23$142,297$20,509$892iApproximate average salary by contribution assumption: employee only about $22,292 at 4% or $14,862 at 6%; with 50% employer match about $14,862 at 4% or $9,908 at 6%; with 100% employer match about $11,146 at 4% or $7,431 at 6%.
2005131$137,048$49,972$1,612iApproximate average salary by contribution assumption: employee only about $40,300 at 4% or $26,867 at 6%; with 50% employer match about $26,867 at 4% or $17,911 at 6%; with 100% employer match about $20,150 at 4% or $13,433 at 6%.
Southpoint Financial Services Inc. 401K Plan-31$137,048$49,972$1,612iApproximate average salary by contribution assumption: employee only about $40,300 at 4% or $26,867 at 6%; with 50% employer match about $26,867 at 4% or $17,911 at 6%; with 100% employer match about $20,150 at 4% or $13,433 at 6%.
2004124$78,018$30,867$1,286iApproximate average salary by contribution assumption: employee only about $32,153 at 4% or $21,435 at 6%; with 50% employer match about $21,435 at 4% or $14,290 at 6%; with 100% employer match about $16,077 at 4% or $10,718 at 6%.
Southpoint Financial Services Inc. 401K Plan-24$78,018$30,867$1,286iApproximate average salary by contribution assumption: employee only about $32,153 at 4% or $21,435 at 6%; with 50% employer match about $21,435 at 4% or $14,290 at 6%; with 100% employer match about $16,077 at 4% or $10,718 at 6%.
2003136$70,787$42,196$1,172iApproximate average salary by contribution assumption: employee only about $29,303 at 4% or $19,535 at 6%; with 50% employer match about $19,535 at 4% or $13,023 at 6%; with 100% employer match about $14,651 at 4% or $9,768 at 6%.
Southpoint Financial Services Inc. 401K Plan-36$70,787$42,196$1,172iApproximate average salary by contribution assumption: employee only about $29,303 at 4% or $19,535 at 6%; with 50% employer match about $19,535 at 4% or $13,023 at 6%; with 100% employer match about $14,651 at 4% or $9,768 at 6%.
2002133$21,483$21,884$663iApproximate average salary by contribution assumption: employee only about $16,579 at 4% or $11,053 at 6%; with 50% employer match about $11,053 at 4% or $7,368 at 6%; with 100% employer match about $8,289 at 4% or $5,526 at 6%.
Southpoint Financial Services Inc. 401K Plan-33$21,483$21,884$663iApproximate average salary by contribution assumption: employee only about $16,579 at 4% or $11,053 at 6%; with 50% employer match about $11,053 at 4% or $7,368 at 6%; with 100% employer match about $8,289 at 4% or $5,526 at 6%.