Civic Intelligence

South & Associates Inc

Plan context: South & Associates Inc 401K Plan

EIN 63-1003758 • Vestavia, AL • 15 filings • 3 plans

2496 Rocky Ridge RoadVestavia, AL 35243
Current Snapshot

Latest Year

2021

2021 Participants

3

2021 Assets

$735,355

2021 Contributions

$2,870

Historical Graphs

Total Assets Over Time

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

$735,355$367,678$0200820142020YearValue
$735,355Latest year 2020

Participants Over Time

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

840200820142020YearValue
3Latest year 2020

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
202110$0$2,870-
South & Associates Inc 401K Plan-0$0$2,870-
202013$735,355$42,331$14,110iApproximate average salary by contribution assumption: employee only about $352,758 at 4% or $235,172 at 6%; with 50% employer match about $235,172 at 4% or $156,781 at 6%; with 100% employer match about $176,379 at 4% or $117,586 at 6%.
South & Associates Inc 401K Plan-3$735,355$42,331$14,110iApproximate average salary by contribution assumption: employee only about $352,758 at 4% or $235,172 at 6%; with 50% employer match about $235,172 at 4% or $156,781 at 6%; with 100% employer match about $176,379 at 4% or $117,586 at 6%.
201914$545,872$16,592$4,148iApproximate average salary by contribution assumption: employee only about $103,700 at 4% or $69,133 at 6%; with 50% employer match about $69,133 at 4% or $46,089 at 6%; with 100% employer match about $51,850 at 4% or $34,567 at 6%.
South & Associates Inc 401K Plan-4$545,872$16,592$4,148iApproximate average salary by contribution assumption: employee only about $103,700 at 4% or $69,133 at 6%; with 50% employer match about $69,133 at 4% or $46,089 at 6%; with 100% employer match about $51,850 at 4% or $34,567 at 6%.
201814$439,505$38,517$9,629iApproximate average salary by contribution assumption: employee only about $240,731 at 4% or $160,488 at 6%; with 50% employer match about $160,488 at 4% or $106,992 at 6%; with 100% employer match about $120,366 at 4% or $80,244 at 6%.
South & Associates Inc 401K Plan-4$439,505$38,517$9,629iApproximate average salary by contribution assumption: employee only about $240,731 at 4% or $160,488 at 6%; with 50% employer match about $160,488 at 4% or $106,992 at 6%; with 100% employer match about $120,366 at 4% or $80,244 at 6%.
201715$505,759$20,300$4,060iApproximate average salary by contribution assumption: employee only about $101,500 at 4% or $67,667 at 6%; with 50% employer match about $67,667 at 4% or $45,111 at 6%; with 100% employer match about $50,750 at 4% or $33,833 at 6%.
South & Associates Inc 401K Plan-5$505,759$20,300$4,060iApproximate average salary by contribution assumption: employee only about $101,500 at 4% or $67,667 at 6%; with 50% employer match about $67,667 at 4% or $45,111 at 6%; with 100% employer match about $50,750 at 4% or $33,833 at 6%.
201615$412,747$7,481$1,496iApproximate average salary by contribution assumption: employee only about $37,405 at 4% or $24,937 at 6%; with 50% employer match about $24,937 at 4% or $16,624 at 6%; with 100% employer match about $18,703 at 4% or $12,468 at 6%.
South & Associates Inc 401K Plan-5$412,747$7,481$1,496iApproximate average salary by contribution assumption: employee only about $37,405 at 4% or $24,937 at 6%; with 50% employer match about $24,937 at 4% or $16,624 at 6%; with 100% employer match about $18,703 at 4% or $12,468 at 6%.
201515$378,669$15,962$3,192iApproximate average salary by contribution assumption: employee only about $79,810 at 4% or $53,207 at 6%; with 50% employer match about $53,207 at 4% or $35,471 at 6%; with 100% employer match about $39,905 at 4% or $26,603 at 6%.
South & Associates Inc 401K Plan-5$378,669$15,962$3,192iApproximate average salary by contribution assumption: employee only about $79,810 at 4% or $53,207 at 6%; with 50% employer match about $53,207 at 4% or $35,471 at 6%; with 100% employer match about $39,905 at 4% or $26,603 at 6%.
201415$371,056$26,067$5,213iApproximate average salary by contribution assumption: employee only about $130,335 at 4% or $86,890 at 6%; with 50% employer match about $86,890 at 4% or $57,927 at 6%; with 100% employer match about $65,167 at 4% or $43,445 at 6%.
South & Associates Inc 401K Plan-5$371,056$26,067$5,213iApproximate average salary by contribution assumption: employee only about $130,335 at 4% or $86,890 at 6%; with 50% employer match about $86,890 at 4% or $57,927 at 6%; with 100% employer match about $65,167 at 4% or $43,445 at 6%.
201316$339,610$27,103$4,517iApproximate average salary by contribution assumption: employee only about $112,929 at 4% or $75,286 at 6%; with 50% employer match about $75,286 at 4% or $50,191 at 6%; with 100% employer match about $56,465 at 4% or $37,643 at 6%.
South & Associates Inc 401K Plan-6$339,610$27,103$4,517iApproximate average salary by contribution assumption: employee only about $112,929 at 4% or $75,286 at 6%; with 50% employer match about $75,286 at 4% or $50,191 at 6%; with 100% employer match about $56,465 at 4% or $37,643 at 6%.
201216$239,191$32,998$5,500iApproximate average salary by contribution assumption: employee only about $137,492 at 4% or $91,661 at 6%; with 50% employer match about $91,661 at 4% or $61,107 at 6%; with 100% employer match about $68,746 at 4% or $45,831 at 6%.
South & Associates Inc 401K Plan-6$239,191$32,998$5,500iApproximate average salary by contribution assumption: employee only about $137,492 at 4% or $91,661 at 6%; with 50% employer match about $91,661 at 4% or $61,107 at 6%; with 100% employer match about $68,746 at 4% or $45,831 at 6%.
201116$183,119$20,597$3,433iApproximate average salary by contribution assumption: employee only about $85,821 at 4% or $57,214 at 6%; with 50% employer match about $57,214 at 4% or $38,143 at 6%; with 100% employer match about $42,910 at 4% or $28,607 at 6%.
South & Associates Inc 401K Plan-6$183,119$20,597$3,433iApproximate average salary by contribution assumption: employee only about $85,821 at 4% or $57,214 at 6%; with 50% employer match about $57,214 at 4% or $38,143 at 6%; with 100% employer match about $42,910 at 4% or $28,607 at 6%.
201017$180,572$28,775$4,111iApproximate average salary by contribution assumption: employee only about $102,768 at 4% or $68,512 at 6%; with 50% employer match about $68,512 at 4% or $45,675 at 6%; with 100% employer match about $51,384 at 4% or $34,256 at 6%.
South & Associates Inc 401K Plan-7$180,572$28,775$4,111iApproximate average salary by contribution assumption: employee only about $102,768 at 4% or $68,512 at 6%; with 50% employer match about $68,512 at 4% or $45,675 at 6%; with 100% employer match about $51,384 at 4% or $34,256 at 6%.
200916$123,915$88,803$14,801iApproximate average salary by contribution assumption: employee only about $370,013 at 4% or $246,675 at 6%; with 50% employer match about $246,675 at 4% or $164,450 at 6%; with 100% employer match about $185,006 at 4% or $123,338 at 6%.
South & Associates Inc 401K Plan-6$123,915$88,803$14,801iApproximate average salary by contribution assumption: employee only about $370,013 at 4% or $246,675 at 6%; with 50% employer match about $246,675 at 4% or $164,450 at 6%; with 100% employer match about $185,006 at 4% or $123,338 at 6%.
200818$7,336$7,040$880iApproximate average salary by contribution assumption: employee only about $22,000 at 4% or $14,667 at 6%; with 50% employer match about $14,667 at 4% or $9,778 at 6%; with 100% employer match about $11,000 at 4% or $7,333 at 6%.
South & Associates Inc 401K Plan-8$7,336$7,040$880iApproximate average salary by contribution assumption: employee only about $22,000 at 4% or $14,667 at 6%; with 50% employer match about $14,667 at 4% or $9,778 at 6%; with 100% employer match about $11,000 at 4% or $7,333 at 6%.
200010$0$0-
South & Associates Inc 401K Plan-0---