Civic Intelligence

SOUTHLAKE UTILITY, INC

Plan context: SOUTHLAKE UTILITIES INC 401(K) PROFIT SHARING PLAN & TRUST

EIN 59-3144120 • Clermont, FL • 22 filings • 4 plans

16554 Cagan Crossings Blvd Ste 2Clermont, FL 34714-4832
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$241,813

2025 Contributions

$21,693

Historical Graphs

Total Assets Over Time

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

$241,813$120,907$0200420152025YearValue
$241,813Latest year 2025

Participants Over Time

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

630200420152025YearValue
5Latest year 2025

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
202515$241,813$21,693$4,339iApproximate average salary by contribution assumption: employee only about $108,465 at 4% or $72,310 at 6%; with 50% employer match about $72,310 at 4% or $48,207 at 6%; with 100% employer match about $54,233 at 4% or $36,155 at 6%.
SOUTHLAKE UTILITIES INC 401(K) PROFIT SHARING PLAN & TRUST-5$241,813$21,693$4,339iApproximate average salary by contribution assumption: employee only about $108,465 at 4% or $72,310 at 6%; with 50% employer match about $72,310 at 4% or $48,207 at 6%; with 100% employer match about $54,233 at 4% or $36,155 at 6%.
202413$190,031$14,388$4,796iApproximate average salary by contribution assumption: employee only about $119,900 at 4% or $79,933 at 6%; with 50% employer match about $79,933 at 4% or $53,289 at 6%; with 100% employer match about $59,950 at 4% or $39,967 at 6%.
SOUTHLAKE UTILITIES INC 401(K) PROFIT SHARING PLAN & TRUST-3$190,031$14,388$4,796iApproximate average salary by contribution assumption: employee only about $119,900 at 4% or $79,933 at 6%; with 50% employer match about $79,933 at 4% or $53,289 at 6%; with 100% employer match about $59,950 at 4% or $39,967 at 6%.
202312$153,980$22,529$11,265iApproximate average salary by contribution assumption: employee only about $281,613 at 4% or $187,742 at 6%; with 50% employer match about $187,742 at 4% or $125,161 at 6%; with 100% employer match about $140,806 at 4% or $93,871 at 6%.
SOUTHLAKE UTILITIES INC 401(K) PROFIT SHARING PLAN & TRUST-2$153,980$22,529$11,265iApproximate average salary by contribution assumption: employee only about $281,613 at 4% or $187,742 at 6%; with 50% employer match about $187,742 at 4% or $125,161 at 6%; with 100% employer match about $140,806 at 4% or $93,871 at 6%.
202212$107,907$9,302$4,651iApproximate average salary by contribution assumption: employee only about $116,275 at 4% or $77,517 at 6%; with 50% employer match about $77,517 at 4% or $51,678 at 6%; with 100% employer match about $58,138 at 4% or $38,758 at 6%.
SOUTHLAKE UTILITIES INC 401(K) PROFIT SHARING PLAN & TRUST-2$107,907$9,302$4,651iApproximate average salary by contribution assumption: employee only about $116,275 at 4% or $77,517 at 6%; with 50% employer match about $77,517 at 4% or $51,678 at 6%; with 100% employer match about $58,138 at 4% or $38,758 at 6%.
202112$123,588$7,857$3,929iApproximate average salary by contribution assumption: employee only about $98,213 at 4% or $65,475 at 6%; with 50% employer match about $65,475 at 4% or $43,650 at 6%; with 100% employer match about $49,106 at 4% or $32,738 at 6%.
SOUTHLAKE UTILITIES INC 401(K) PROFIT SHARING PLAN & TRUST-2$123,588$7,857$3,929iApproximate average salary by contribution assumption: employee only about $98,213 at 4% or $65,475 at 6%; with 50% employer match about $65,475 at 4% or $43,650 at 6%; with 100% employer match about $49,106 at 4% or $32,738 at 6%.
202011$104,157$5,981$5,981iApproximate average salary by contribution assumption: employee only about $149,525 at 4% or $99,683 at 6%; with 50% employer match about $99,683 at 4% or $66,456 at 6%; with 100% employer match about $74,763 at 4% or $49,842 at 6%.
SOUTHLAKE UTILITIES INC 401(K) PROFIT SHARING PLAN & TRUST-1$104,157$5,981$5,981iApproximate average salary by contribution assumption: employee only about $149,525 at 4% or $99,683 at 6%; with 50% employer match about $99,683 at 4% or $66,456 at 6%; with 100% employer match about $74,763 at 4% or $49,842 at 6%.
201911$83,499$4,326$4,326iApproximate average salary by contribution assumption: employee only about $108,150 at 4% or $72,100 at 6%; with 50% employer match about $72,100 at 4% or $48,067 at 6%; with 100% employer match about $54,075 at 4% or $36,050 at 6%.
SOUTHLAKE UTILITIES INC 401(K) PROFIT SHARING PLAN & TRUST-1$83,499$4,326$4,326iApproximate average salary by contribution assumption: employee only about $108,150 at 4% or $72,100 at 6%; with 50% employer match about $72,100 at 4% or $48,067 at 6%; with 100% employer match about $54,075 at 4% or $36,050 at 6%.
201811$65,187$4,299$4,299iApproximate average salary by contribution assumption: employee only about $107,475 at 4% or $71,650 at 6%; with 50% employer match about $71,650 at 4% or $47,767 at 6%; with 100% employer match about $53,738 at 4% or $35,825 at 6%.
SOUTHLAKE UTILITIES INC 401 K PROFIT SHARING PLAN TRUST-1$65,187$4,299$4,299iApproximate average salary by contribution assumption: employee only about $107,475 at 4% or $71,650 at 6%; with 50% employer match about $71,650 at 4% or $47,767 at 6%; with 100% employer match about $53,738 at 4% or $35,825 at 6%.
201711$64,622$4,275$4,275iApproximate average salary by contribution assumption: employee only about $106,875 at 4% or $71,250 at 6%; with 50% employer match about $71,250 at 4% or $47,500 at 6%; with 100% employer match about $53,438 at 4% or $35,625 at 6%.
SOUTHLAKE UTILITIES INC 401 K PROFIT SHARING PLAN TRUST-1$64,622$4,275$4,275iApproximate average salary by contribution assumption: employee only about $106,875 at 4% or $71,250 at 6%; with 50% employer match about $71,250 at 4% or $47,500 at 6%; with 100% employer match about $53,438 at 4% or $35,625 at 6%.
201612$146,093$4,275$2,138iApproximate average salary by contribution assumption: employee only about $53,438 at 4% or $35,625 at 6%; with 50% employer match about $35,625 at 4% or $23,750 at 6%; with 100% employer match about $26,719 at 4% or $17,813 at 6%.
SOUTHLAKE UTILITIES INC 401 K PROFIT SHARING PLAN TRUST-2$146,093$4,275$2,138iApproximate average salary by contribution assumption: employee only about $53,438 at 4% or $35,625 at 6%; with 50% employer match about $35,625 at 4% or $23,750 at 6%; with 100% employer match about $26,719 at 4% or $17,813 at 6%.
201512$135,002$12,439$6,220iApproximate average salary by contribution assumption: employee only about $155,488 at 4% or $103,658 at 6%; with 50% employer match about $103,658 at 4% or $69,106 at 6%; with 100% employer match about $77,744 at 4% or $51,829 at 6%.
SOUTHLAKE UTILITIES INC 401 K PROFIT SHARING PLAN TRUST-2$135,002$12,439$6,220iApproximate average salary by contribution assumption: employee only about $155,488 at 4% or $103,658 at 6%; with 50% employer match about $103,658 at 4% or $69,106 at 6%; with 100% employer match about $77,744 at 4% or $51,829 at 6%.
201413$152,858$13,995$4,665iApproximate average salary by contribution assumption: employee only about $116,625 at 4% or $77,750 at 6%; with 50% employer match about $77,750 at 4% or $51,833 at 6%; with 100% employer match about $58,313 at 4% or $38,875 at 6%.
SOUTHLAKE UTILITIES INC 401 K PROFIT SHARING PLAN TRUST-3$152,858$13,995$4,665iApproximate average salary by contribution assumption: employee only about $116,625 at 4% or $77,750 at 6%; with 50% employer match about $77,750 at 4% or $51,833 at 6%; with 100% employer match about $58,313 at 4% or $38,875 at 6%.
201313$132,163$13,995$4,665iApproximate average salary by contribution assumption: employee only about $116,625 at 4% or $77,750 at 6%; with 50% employer match about $77,750 at 4% or $51,833 at 6%; with 100% employer match about $58,313 at 4% or $38,875 at 6%.
SOUTHLAKE UTILITIES INC 401 K PROFIT SHARING PLAN TRUST-3$132,163$13,995$4,665iApproximate average salary by contribution assumption: employee only about $116,625 at 4% or $77,750 at 6%; with 50% employer match about $77,750 at 4% or $51,833 at 6%; with 100% employer match about $58,313 at 4% or $38,875 at 6%.
201213$98,186$13,750$4,583iApproximate average salary by contribution assumption: employee only about $114,583 at 4% or $76,389 at 6%; with 50% employer match about $76,389 at 4% or $50,926 at 6%; with 100% employer match about $57,292 at 4% or $38,194 at 6%.
SOUTHLAKE UTILITIES INC 401 K PROFIT SHARING PLAN TRUST-3$98,186$13,750$4,583iApproximate average salary by contribution assumption: employee only about $114,583 at 4% or $76,389 at 6%; with 50% employer match about $76,389 at 4% or $50,926 at 6%; with 100% employer match about $57,292 at 4% or $38,194 at 6%.
201113$77,100$11,875$3,958iApproximate average salary by contribution assumption: employee only about $98,958 at 4% or $65,972 at 6%; with 50% employer match about $65,972 at 4% or $43,981 at 6%; with 100% employer match about $49,479 at 4% or $32,986 at 6%.
SOUTHLAKE UTILITIES INC 401 K PROFIT SHARING PLAN TRUST-3$77,100$11,875$3,958iApproximate average salary by contribution assumption: employee only about $98,958 at 4% or $65,972 at 6%; with 50% employer match about $65,972 at 4% or $43,981 at 6%; with 100% employer match about $49,479 at 4% or $32,986 at 6%.
201013$66,157$8,000$2,667iApproximate average salary by contribution assumption: employee only about $66,667 at 4% or $44,444 at 6%; with 50% employer match about $44,444 at 4% or $29,630 at 6%; with 100% employer match about $33,333 at 4% or $22,222 at 6%.
SOUTHLAKE UTILITIES INC 401 K PROFIT SHARING PLAN TRUST-3$66,157$8,000$2,667iApproximate average salary by contribution assumption: employee only about $66,667 at 4% or $44,444 at 6%; with 50% employer match about $44,444 at 4% or $29,630 at 6%; with 100% employer match about $33,333 at 4% or $22,222 at 6%.
200913$51,242$10,164$3,388iApproximate average salary by contribution assumption: employee only about $84,700 at 4% or $56,467 at 6%; with 50% employer match about $56,467 at 4% or $37,644 at 6%; with 100% employer match about $42,350 at 4% or $28,233 at 6%.
SOUTHLAKE UTILITIES INC-3$51,242$10,164$3,388iApproximate average salary by contribution assumption: employee only about $84,700 at 4% or $56,467 at 6%; with 50% employer match about $56,467 at 4% or $37,644 at 6%; with 100% employer match about $42,350 at 4% or $28,233 at 6%.
200816$41,750$11,750$1,958iApproximate average salary by contribution assumption: employee only about $48,958 at 4% or $32,639 at 6%; with 50% employer match about $32,639 at 4% or $21,759 at 6%; with 100% employer match about $24,479 at 4% or $16,319 at 6%.
SOUTHLAKE UTILITIES INC 401K PROFIT SHARING PLAN & TRUST-6$41,750$11,750$1,958iApproximate average salary by contribution assumption: employee only about $48,958 at 4% or $32,639 at 6%; with 50% employer match about $32,639 at 4% or $21,759 at 6%; with 100% employer match about $24,479 at 4% or $16,319 at 6%.
200716$45,342$11,965$1,994iApproximate average salary by contribution assumption: employee only about $49,854 at 4% or $33,236 at 6%; with 50% employer match about $33,236 at 4% or $22,157 at 6%; with 100% employer match about $24,927 at 4% or $16,618 at 6%.
SOUTHLAKE UTILITIES INC 401K PROFIT SHARING PLAN & TRUST-6$45,342$11,965$1,994iApproximate average salary by contribution assumption: employee only about $49,854 at 4% or $33,236 at 6%; with 50% employer match about $33,236 at 4% or $22,157 at 6%; with 100% employer match about $24,927 at 4% or $16,618 at 6%.
200616$30,409$10,149$1,692iApproximate average salary by contribution assumption: employee only about $42,288 at 4% or $28,192 at 6%; with 50% employer match about $28,192 at 4% or $18,794 at 6%; with 100% employer match about $21,144 at 4% or $14,096 at 6%.
SOUTHLAKE UTILITIES INC 401K PROFIT SHARING PLAN & TRUST-6$30,409$10,149$1,692iApproximate average salary by contribution assumption: employee only about $42,288 at 4% or $28,192 at 6%; with 50% employer match about $28,192 at 4% or $18,794 at 6%; with 100% employer match about $21,144 at 4% or $14,096 at 6%.
200515$18,122$11,795$2,359iApproximate average salary by contribution assumption: employee only about $58,975 at 4% or $39,317 at 6%; with 50% employer match about $39,317 at 4% or $26,211 at 6%; with 100% employer match about $29,488 at 4% or $19,658 at 6%.
SOUTHLAKE UTILITIES INC 401K PROFIT SHARING PLAN & TRUST-5$18,122$11,795$2,359iApproximate average salary by contribution assumption: employee only about $58,975 at 4% or $39,317 at 6%; with 50% employer match about $39,317 at 4% or $26,211 at 6%; with 100% employer match about $29,488 at 4% or $19,658 at 6%.
200415$5,431$5,141$1,028iApproximate average salary by contribution assumption: employee only about $25,705 at 4% or $17,137 at 6%; with 50% employer match about $17,137 at 4% or $11,424 at 6%; with 100% employer match about $12,853 at 4% or $8,568 at 6%.
SOUTHLAKE UTILITIES INC 401K PROFIT SHARING PLAN & TRUST-5$5,431$5,141$1,028iApproximate average salary by contribution assumption: employee only about $25,705 at 4% or $17,137 at 6%; with 50% employer match about $17,137 at 4% or $11,424 at 6%; with 100% employer match about $12,853 at 4% or $8,568 at 6%.