Civic Intelligence

Southern Heritage Bank

Plan context: Southern Heritage Bank 401(K) Profit Sharing Plan

EIN 62-1749564 • Cleveland, TN • 12 filings • 2 plans

3020 Keith Street NWCleveland, TN 37312
Current Snapshot

Latest Year

2015

2015 Participants

55

2015 Assets

$2,245,192

2015 Contributions

$384,448

Historical Graphs

Total Assets Over Time

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

$2,245,192$1,122,596$0200420092014YearValue
$2,245,192Latest year 2014

Participants Over Time

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

66330200420092014YearValue
55Latest year 2014

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
201510$0$0-
Southern Heritage Bank 401(K) Profit Sharing Plan-0$0--
2014155$2,245,192$384,448$6,990iApproximate average salary by contribution assumption: employee only about $174,749 at 4% or $116,499 at 6%; with 50% employer match about $116,499 at 4% or $77,666 at 6%; with 100% employer match about $87,375 at 4% or $58,250 at 6%.
Southern Heritage Bank 401(K) Profit Sharing Plan-55$2,245,192$384,448$6,990iApproximate average salary by contribution assumption: employee only about $174,749 at 4% or $116,499 at 6%; with 50% employer match about $116,499 at 4% or $77,666 at 6%; with 100% employer match about $87,375 at 4% or $58,250 at 6%.
2013152$1,889,066$254,288$4,890iApproximate average salary by contribution assumption: employee only about $122,254 at 4% or $81,503 at 6%; with 50% employer match about $81,503 at 4% or $54,335 at 6%; with 100% employer match about $61,127 at 4% or $40,751 at 6%.
Southern Heritage Bank 401(K) Profit Sharing Plan-52$1,889,066$254,288$4,890iApproximate average salary by contribution assumption: employee only about $122,254 at 4% or $81,503 at 6%; with 50% employer match about $81,503 at 4% or $54,335 at 6%; with 100% employer match about $61,127 at 4% or $40,751 at 6%.
2012151$1,384,786$235,462$4,617iApproximate average salary by contribution assumption: employee only about $115,423 at 4% or $76,948 at 6%; with 50% employer match about $76,948 at 4% or $51,299 at 6%; with 100% employer match about $57,711 at 4% or $38,474 at 6%.
Southern Heritage Bank 401(K) Profit Sharing Plan-51$1,384,786$235,462$4,617iApproximate average salary by contribution assumption: employee only about $115,423 at 4% or $76,948 at 6%; with 50% employer match about $76,948 at 4% or $51,299 at 6%; with 100% employer match about $57,711 at 4% or $38,474 at 6%.
2011153$1,044,743$223,052$4,209iApproximate average salary by contribution assumption: employee only about $105,213 at 4% or $70,142 at 6%; with 50% employer match about $70,142 at 4% or $46,761 at 6%; with 100% employer match about $52,607 at 4% or $35,071 at 6%.
Southern Heritage Bank 401(K) Profit Sharing Plan-53$1,044,743$223,052$4,209iApproximate average salary by contribution assumption: employee only about $105,213 at 4% or $70,142 at 6%; with 50% employer match about $70,142 at 4% or $46,761 at 6%; with 100% employer match about $52,607 at 4% or $35,071 at 6%.
2010151$925,105$139,051$2,726iApproximate average salary by contribution assumption: employee only about $68,162 at 4% or $45,442 at 6%; with 50% employer match about $45,442 at 4% or $30,294 at 6%; with 100% employer match about $34,081 at 4% or $22,721 at 6%.
Southern Heritage Bank 401(K) Profit Sharing Plan-51$925,105$139,051$2,726iApproximate average salary by contribution assumption: employee only about $68,162 at 4% or $45,442 at 6%; with 50% employer match about $45,442 at 4% or $30,294 at 6%; with 100% employer match about $34,081 at 4% or $22,721 at 6%.
2009156$857,169$139,163$2,485iApproximate average salary by contribution assumption: employee only about $62,126 at 4% or $41,418 at 6%; with 50% employer match about $41,418 at 4% or $27,612 at 6%; with 100% employer match about $31,063 at 4% or $20,709 at 6%.
Southern Heritage Bank 401(K) Profit Sharing Plan-56$857,169$139,163$2,485iApproximate average salary by contribution assumption: employee only about $62,126 at 4% or $41,418 at 6%; with 50% employer match about $41,418 at 4% or $27,612 at 6%; with 100% employer match about $31,063 at 4% or $20,709 at 6%.
2008166$756,156$307,486$4,659iApproximate average salary by contribution assumption: employee only about $116,472 at 4% or $77,648 at 6%; with 50% employer match about $77,648 at 4% or $51,765 at 6%; with 100% employer match about $58,236 at 4% or $38,824 at 6%.
Southern Heritage Bank 401(K) Profit Sharing Plan-66$756,156$307,486$4,659iApproximate average salary by contribution assumption: employee only about $116,472 at 4% or $77,648 at 6%; with 50% employer match about $77,648 at 4% or $51,765 at 6%; with 100% employer match about $58,236 at 4% or $38,824 at 6%.
2007151$860,296$207,812$4,075iApproximate average salary by contribution assumption: employee only about $101,869 at 4% or $67,912 at 6%; with 50% employer match about $67,912 at 4% or $45,275 at 6%; with 100% employer match about $50,934 at 4% or $33,956 at 6%.
Southern Heritage Bank 401(K) Profit Sharing Plan-51$860,296$207,812$4,075iApproximate average salary by contribution assumption: employee only about $101,869 at 4% or $67,912 at 6%; with 50% employer match about $67,912 at 4% or $45,275 at 6%; with 100% employer match about $50,934 at 4% or $33,956 at 6%.
2006143$651,220$169,749$3,948iApproximate average salary by contribution assumption: employee only about $98,691 at 4% or $65,794 at 6%; with 50% employer match about $65,794 at 4% or $43,863 at 6%; with 100% employer match about $49,346 at 4% or $32,897 at 6%.
Southern Heritage Bank 401(K) Profit Sharing Plan-43$651,220$169,749$3,948iApproximate average salary by contribution assumption: employee only about $98,691 at 4% or $65,794 at 6%; with 50% employer match about $65,794 at 4% or $43,863 at 6%; with 100% employer match about $49,346 at 4% or $32,897 at 6%.
2005142$434,934$151,073$3,597iApproximate average salary by contribution assumption: employee only about $89,924 at 4% or $59,950 at 6%; with 50% employer match about $59,950 at 4% or $39,966 at 6%; with 100% employer match about $44,962 at 4% or $29,975 at 6%.
Southern Heritage Bank 401(K) Profit Sharing Plan-42$434,934$151,073$3,597iApproximate average salary by contribution assumption: employee only about $89,924 at 4% or $59,950 at 6%; with 50% employer match about $59,950 at 4% or $39,966 at 6%; with 100% employer match about $44,962 at 4% or $29,975 at 6%.
2004142$270,240$256,406$6,105iApproximate average salary by contribution assumption: employee only about $152,623 at 4% or $101,748 at 6%; with 50% employer match about $101,748 at 4% or $67,832 at 6%; with 100% employer match about $76,311 at 4% or $50,874 at 6%.
Southern Heritage Bank 401(K) Profit Sharing Plan-42$270,240$256,406$6,105iApproximate average salary by contribution assumption: employee only about $152,623 at 4% or $101,748 at 6%; with 50% employer match about $101,748 at 4% or $67,832 at 6%; with 100% employer match about $76,311 at 4% or $50,874 at 6%.