SOUTHEAST APOTHECARY, INC.
Plan context: SOUTHEAST APOTHECARY, INC. 401(K) PLAN
EIN 63-1004013 • Montgomery, AL • 27 filings • 8 plans
Current Snapshot
Latest Year
2025
2025 Participants
12
2025 Assets
$3,151,123
2025 Contributions
$110,273
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 12 | $3,151,123 | $110,273 | $9,189iApproximate average salary by contribution assumption: employee only about $229,735 at 4% or $153,157 at 6%; with 50% employer match about $153,157 at 4% or $102,105 at 6%; with 100% employer match about $114,868 at 4% or $76,578 at 6%. |
| SOUTHEAST APOTHECARY, INC. 401(K) PLAN | - | 12 | $3,151,123 | $110,273 | $9,189iApproximate average salary by contribution assumption: employee only about $229,735 at 4% or $153,157 at 6%; with 50% employer match about $153,157 at 4% or $102,105 at 6%; with 100% employer match about $114,868 at 4% or $76,578 at 6%. |
| 2024 | 1 | 13 | $2,668,758 | $105,568 | $8,121iApproximate average salary by contribution assumption: employee only about $203,015 at 4% or $135,344 at 6%; with 50% employer match about $135,344 at 4% or $90,229 at 6%; with 100% employer match about $101,508 at 4% or $67,672 at 6%. |
| SOUTHEAST APOTHECARY, INC. 401(K) PLAN | - | 13 | $2,668,758 | $105,568 | $8,121iApproximate average salary by contribution assumption: employee only about $203,015 at 4% or $135,344 at 6%; with 50% employer match about $135,344 at 4% or $90,229 at 6%; with 100% employer match about $101,508 at 4% or $67,672 at 6%. |
| 2023 | 1 | 13 | $2,243,569 | $88,825 | $6,833iApproximate average salary by contribution assumption: employee only about $170,817 at 4% or $113,878 at 6%; with 50% employer match about $113,878 at 4% or $75,919 at 6%; with 100% employer match about $85,409 at 4% or $56,939 at 6%. |
| SOUTHEAST APOTHECARY, INC. 401(K) PLAN | - | 13 | $2,243,569 | $88,825 | $6,833iApproximate average salary by contribution assumption: employee only about $170,817 at 4% or $113,878 at 6%; with 50% employer match about $113,878 at 4% or $75,919 at 6%; with 100% employer match about $85,409 at 4% or $56,939 at 6%. |
| 2022 | 1 | 12 | $1,979,824 | $60,110 | $5,009iApproximate average salary by contribution assumption: employee only about $125,229 at 4% or $83,486 at 6%; with 50% employer match about $83,486 at 4% or $55,657 at 6%; with 100% employer match about $62,615 at 4% or $41,743 at 6%. |
| SOUTHEAST APOTHECARY, INC. 401(K) PLAN | - | 12 | $1,979,824 | $60,110 | $5,009iApproximate average salary by contribution assumption: employee only about $125,229 at 4% or $83,486 at 6%; with 50% employer match about $83,486 at 4% or $55,657 at 6%; with 100% employer match about $62,615 at 4% or $41,743 at 6%. |
| 2021 | 1 | 11 | $2,335,001 | $62,404 | $5,673iApproximate average salary by contribution assumption: employee only about $141,827 at 4% or $94,552 at 6%; with 50% employer match about $94,552 at 4% or $63,034 at 6%; with 100% employer match about $70,914 at 4% or $47,276 at 6%. |
| SOUTHEAST APOTHECARY, INC. 401(K) PLAN | - | 11 | $2,335,001 | $62,404 | $5,673iApproximate average salary by contribution assumption: employee only about $141,827 at 4% or $94,552 at 6%; with 50% employer match about $94,552 at 4% or $63,034 at 6%; with 100% employer match about $70,914 at 4% or $47,276 at 6%. |
| 2020 | 1 | 14 | $2,008,342 | $93,232 | $6,659iApproximate average salary by contribution assumption: employee only about $166,486 at 4% or $110,990 at 6%; with 50% employer match about $110,990 at 4% or $73,994 at 6%; with 100% employer match about $83,243 at 4% or $55,495 at 6%. |
| SOUTHEAST APOTHECARY, INC. 401(K) PLAN | - | 14 | $2,008,342 | $93,232 | $6,659iApproximate average salary by contribution assumption: employee only about $166,486 at 4% or $110,990 at 6%; with 50% employer match about $110,990 at 4% or $73,994 at 6%; with 100% employer match about $83,243 at 4% or $55,495 at 6%. |
| 2019 | 1 | 14 | $1,738,234 | $110,185 | $7,870iApproximate average salary by contribution assumption: employee only about $196,759 at 4% or $131,173 at 6%; with 50% employer match about $131,173 at 4% or $87,448 at 6%; with 100% employer match about $98,379 at 4% or $65,586 at 6%. |
| SOUTHEAST APOTHECARY, INC. 401(K) PLAN | - | 14 | $1,738,234 | $110,185 | $7,870iApproximate average salary by contribution assumption: employee only about $196,759 at 4% or $131,173 at 6%; with 50% employer match about $131,173 at 4% or $87,448 at 6%; with 100% employer match about $98,379 at 4% or $65,586 at 6%. |
| 2018 | 1 | 14 | $1,320,009 | $87,901 | $6,279iApproximate average salary by contribution assumption: employee only about $156,966 at 4% or $104,644 at 6%; with 50% employer match about $104,644 at 4% or $69,763 at 6%; with 100% employer match about $78,483 at 4% or $52,322 at 6%. |
| SOUTHEAST APOTHECARY, INC. 401(K) PLAN | - | 14 | $1,320,009 | $87,901 | $6,279iApproximate average salary by contribution assumption: employee only about $156,966 at 4% or $104,644 at 6%; with 50% employer match about $104,644 at 4% or $69,763 at 6%; with 100% employer match about $78,483 at 4% or $52,322 at 6%. |
| 2017 | 1 | 13 | $1,332,326 | $61,880 | $4,760iApproximate average salary by contribution assumption: employee only about $119,000 at 4% or $79,333 at 6%; with 50% employer match about $79,333 at 4% or $52,889 at 6%; with 100% employer match about $59,500 at 4% or $39,667 at 6%. |
| SOUTHEAST APOTHECARY, INC. 401(K) PLAN | - | 13 | $1,332,326 | $61,880 | $4,760iApproximate average salary by contribution assumption: employee only about $119,000 at 4% or $79,333 at 6%; with 50% employer match about $79,333 at 4% or $52,889 at 6%; with 100% employer match about $59,500 at 4% or $39,667 at 6%. |
| 2016 | 1 | 13 | $1,089,101 | $83,519 | $6,425iApproximate average salary by contribution assumption: employee only about $160,613 at 4% or $107,076 at 6%; with 50% employer match about $107,076 at 4% or $71,384 at 6%; with 100% employer match about $80,307 at 4% or $53,538 at 6%. |
| SOUTHEAST APOTHECARY, INC. 401(K) PLAN | - | 13 | $1,089,101 | $83,519 | $6,425iApproximate average salary by contribution assumption: employee only about $160,613 at 4% or $107,076 at 6%; with 50% employer match about $107,076 at 4% or $71,384 at 6%; with 100% employer match about $80,307 at 4% or $53,538 at 6%. |
| 2015 | 1 | 14 | $1,327,898 | $85,544 | $6,110iApproximate average salary by contribution assumption: employee only about $152,757 at 4% or $101,838 at 6%; with 50% employer match about $101,838 at 4% or $67,892 at 6%; with 100% employer match about $76,379 at 4% or $50,919 at 6%. |
| SOUTHEAST APOTHECARY, INC. 401(K) PLAN | - | 14 | $1,327,898 | $85,544 | $6,110iApproximate average salary by contribution assumption: employee only about $152,757 at 4% or $101,838 at 6%; with 50% employer match about $101,838 at 4% or $67,892 at 6%; with 100% employer match about $76,379 at 4% or $50,919 at 6%. |
| 2014 | 2 | 14 | $22,102 | $22,124 | $1,580iApproximate average salary by contribution assumption: employee only about $39,507 at 4% or $26,338 at 6%; with 50% employer match about $26,338 at 4% or $17,559 at 6%; with 100% employer match about $19,754 at 4% or $13,169 at 6%. |
| SOUTHEAST APOTHECARY, INC. 401(K) PLAN | - | 14 | $22,102 | $22,124 | $1,580iApproximate average salary by contribution assumption: employee only about $39,507 at 4% or $26,338 at 6%; with 50% employer match about $26,338 at 4% or $17,559 at 6%; with 100% employer match about $19,754 at 4% or $13,169 at 6%. |
| BENEFITGUARD RETIREMENT INCOME SECURITY PLAN | - | 0 | $0 | - | - |
| 2013 | 1 | 13 | $1,009,654 | $60,032 | $4,618iApproximate average salary by contribution assumption: employee only about $115,446 at 4% or $76,964 at 6%; with 50% employer match about $76,964 at 4% or $51,309 at 6%; with 100% employer match about $57,723 at 4% or $38,482 at 6%. |
| BENEFITGUARD RETIREMENT INCOME SECURITY PLAN | - | 13 | $1,009,654 | $60,032 | $4,618iApproximate average salary by contribution assumption: employee only about $115,446 at 4% or $76,964 at 6%; with 50% employer match about $76,964 at 4% or $51,309 at 6%; with 100% employer match about $57,723 at 4% or $38,482 at 6%. |
| 2012 | 1 | 14 | $889,828 | $104,351 | $7,454iApproximate average salary by contribution assumption: employee only about $186,341 at 4% or $124,227 at 6%; with 50% employer match about $124,227 at 4% or $82,818 at 6%; with 100% employer match about $93,171 at 4% or $62,114 at 6%. |
| BENEFITGUARD RETIREMENT INCOME SECURITY PLAN | - | 14 | $889,828 | $104,351 | $7,454iApproximate average salary by contribution assumption: employee only about $186,341 at 4% or $124,227 at 6%; with 50% employer match about $124,227 at 4% or $82,818 at 6%; with 100% employer match about $93,171 at 4% or $62,114 at 6%. |
| 2011 | 1 | 15 | $723,910 | $50,711 | $3,381iApproximate average salary by contribution assumption: employee only about $84,518 at 4% or $56,346 at 6%; with 50% employer match about $56,346 at 4% or $37,564 at 6%; with 100% employer match about $42,259 at 4% or $28,173 at 6%. |
| BENEFITGUARD RETIREMENT INCOME SECURITY PLAN | - | 15 | $723,910 | $50,711 | $3,381iApproximate average salary by contribution assumption: employee only about $84,518 at 4% or $56,346 at 6%; with 50% employer match about $56,346 at 4% or $37,564 at 6%; with 100% employer match about $42,259 at 4% or $28,173 at 6%. |
| 2010 | 1 | 0 | $0 | $28,986 | - |
| SOUTHEAST APOTHECARY INC. 401K PROFIT SHARING PLAN | - | 0 | $0 | $28,986 | - |
| 2009 | 1 | 14 | $644,973 | $82,318 | $5,880iApproximate average salary by contribution assumption: employee only about $146,996 at 4% or $97,998 at 6%; with 50% employer match about $97,998 at 4% or $65,332 at 6%; with 100% employer match about $73,498 at 4% or $48,999 at 6%. |
| SOUTHEAST APOTHECARY INC. 401K PROFIT SHARING PLAN | - | 14 | $644,973 | $82,318 | $5,880iApproximate average salary by contribution assumption: employee only about $146,996 at 4% or $97,998 at 6%; with 50% employer match about $97,998 at 4% or $65,332 at 6%; with 100% employer match about $73,498 at 4% or $48,999 at 6%. |
| 2008 | 1 | 12 | $394,592 | $80,900 | $6,742iApproximate average salary by contribution assumption: employee only about $168,542 at 4% or $112,361 at 6%; with 50% employer match about $112,361 at 4% or $74,907 at 6%; with 100% employer match about $84,271 at 4% or $56,181 at 6%. |
| SOUTHEAST APOTHECARY INC. 401K PROFIT SHARING PLAN | - | 12 | $394,592 | $80,900 | $6,742iApproximate average salary by contribution assumption: employee only about $168,542 at 4% or $112,361 at 6%; with 50% employer match about $112,361 at 4% or $74,907 at 6%; with 100% employer match about $84,271 at 4% or $56,181 at 6%. |
| 2007 | 1 | 12 | $0 | $0 | - |
| SOUTHEAST APOTHECARY INC. PROFIT SHARING PLAN | - | 12 | - | - | - |
| 2006 | 1 | 11 | $461,870 | $82,201 | $7,473iApproximate average salary by contribution assumption: employee only about $186,820 at 4% or $124,547 at 6%; with 50% employer match about $124,547 at 4% or $83,031 at 6%; with 100% employer match about $93,410 at 4% or $62,273 at 6%. |
| SOUTHEAST APOTHECARY 401K PROFIT SHARING PLAN | - | 11 | $461,870 | $82,201 | $7,473iApproximate average salary by contribution assumption: employee only about $186,820 at 4% or $124,547 at 6%; with 50% employer match about $124,547 at 4% or $83,031 at 6%; with 100% employer match about $93,410 at 4% or $62,273 at 6%. |
| 2005 | 1 | 10 | $359,531 | $65,811 | $6,581iApproximate average salary by contribution assumption: employee only about $164,528 at 4% or $109,685 at 6%; with 50% employer match about $109,685 at 4% or $73,123 at 6%; with 100% employer match about $82,264 at 4% or $54,843 at 6%. |
| SOUTHEAST APOTHECARY 401K PROFIT SHARING PLAN | - | 10 | $359,531 | $65,811 | $6,581iApproximate average salary by contribution assumption: employee only about $164,528 at 4% or $109,685 at 6%; with 50% employer match about $109,685 at 4% or $73,123 at 6%; with 100% employer match about $82,264 at 4% or $54,843 at 6%. |
| 2004 | 1 | 10 | $284,216 | $58,491 | $5,849iApproximate average salary by contribution assumption: employee only about $146,228 at 4% or $97,485 at 6%; with 50% employer match about $97,485 at 4% or $64,990 at 6%; with 100% employer match about $73,114 at 4% or $48,743 at 6%. |
| SOUTHEAST APOTHECARY 401K PROFIT SHARING PLAN | - | 10 | $284,216 | $58,491 | $5,849iApproximate average salary by contribution assumption: employee only about $146,228 at 4% or $97,485 at 6%; with 50% employer match about $97,485 at 4% or $64,990 at 6%; with 100% employer match about $73,114 at 4% or $48,743 at 6%. |
| 2003 | 1 | 9 | $214,753 | $57,839 | $6,427iApproximate average salary by contribution assumption: employee only about $160,664 at 4% or $107,109 at 6%; with 50% employer match about $107,109 at 4% or $71,406 at 6%; with 100% employer match about $80,332 at 4% or $53,555 at 6%. |
| SOUTHEAST APOTHECARY, INC. 401K PLAN | - | 9 | $214,753 | $57,839 | $6,427iApproximate average salary by contribution assumption: employee only about $160,664 at 4% or $107,109 at 6%; with 50% employer match about $107,109 at 4% or $71,406 at 6%; with 100% employer match about $80,332 at 4% or $53,555 at 6%. |
| 2002 | 1 | 11 | $148,650 | $53,218 | $4,838iApproximate average salary by contribution assumption: employee only about $120,950 at 4% or $80,633 at 6%; with 50% employer match about $80,633 at 4% or $53,756 at 6%; with 100% employer match about $60,475 at 4% or $40,317 at 6%. |
| SOUTHEAST APOTHECARY, INC. 401K PLAN | - | 11 | $148,650 | $53,218 | $4,838iApproximate average salary by contribution assumption: employee only about $120,950 at 4% or $80,633 at 6%; with 50% employer match about $80,633 at 4% or $53,756 at 6%; with 100% employer match about $60,475 at 4% or $40,317 at 6%. |
| 2001 | 1 | 11 | $0 | $0 | - |
| SOUTHEAST APOTHECARY, 401K PLAN | - | 11 | - | - | - |
| 2000 | 1 | 11 | $0 | $0 | - |
| SOUTHEAST APOTHECARY, 401K PROFIT SHARING PLAN | - | 11 | - | - | - |