Southern Directional Inc.
Plan context: Southern Directional Inc. Employee Stock Ownership Plan
EIN 63-1233438 • Alabaster, AL • 13 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
42
2024 Assets
$7,777,699
2024 Contributions
$657,617
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 42 | $7,777,699 | $657,617 | $15,658iApproximate average salary by contribution assumption: employee only about $391,439 at 4% or $260,959 at 6%; with 50% employer match about $260,959 at 4% or $173,973 at 6%; with 100% employer match about $195,719 at 4% or $130,480 at 6%. |
| Southern Directional Inc. Employee Stock Ownership Plan | - | 42 | $6,316,100 | $467,097 | $11,121iApproximate average salary by contribution assumption: employee only about $278,034 at 4% or $185,356 at 6%; with 50% employer match about $185,356 at 4% or $123,571 at 6%; with 100% employer match about $139,017 at 4% or $92,678 at 6%. |
| SOUTHERN DIRECTIONAL 401K PLAN | - | 40 | $1,461,599 | $190,520 | $4,763iApproximate average salary by contribution assumption: employee only about $119,075 at 4% or $79,383 at 6%; with 50% employer match about $79,383 at 4% or $52,922 at 6%; with 100% employer match about $59,538 at 4% or $39,692 at 6%. |
| 2023 | 3 | 43 | $11,023,120 | $1,127,068 | $26,211iApproximate average salary by contribution assumption: employee only about $655,272 at 4% or $436,848 at 6%; with 50% employer match about $436,848 at 4% or $291,232 at 6%; with 100% employer match about $327,636 at 4% or $218,424 at 6%. |
| Southern Directional Inc. Employee Stock Ownership Plan | - | 43 | $4,891,267 | $458,773 | $10,669iApproximate average salary by contribution assumption: employee only about $266,728 at 4% or $177,819 at 6%; with 50% employer match about $177,819 at 4% or $118,546 at 6%; with 100% employer match about $133,364 at 4% or $88,909 at 6%. |
| Southern Directional Inc. Employee Stock Ownership Plan | - | 43 | $4,891,267 | $458,773 | $10,669iApproximate average salary by contribution assumption: employee only about $266,728 at 4% or $177,819 at 6%; with 50% employer match about $177,819 at 4% or $118,546 at 6%; with 100% employer match about $133,364 at 4% or $88,909 at 6%. |
| SOUTHERN DIRECTIONAL 401K PLAN | - | 41 | $1,240,586 | $209,522 | $5,110iApproximate average salary by contribution assumption: employee only about $127,757 at 4% or $85,172 at 6%; with 50% employer match about $85,172 at 4% or $56,781 at 6%; with 100% employer match about $63,879 at 4% or $42,586 at 6%. |
| 2022 | 2 | 46 | $4,733,293 | $644,208 | $14,005iApproximate average salary by contribution assumption: employee only about $350,113 at 4% or $233,409 at 6%; with 50% employer match about $233,409 at 4% or $155,606 at 6%; with 100% employer match about $175,057 at 4% or $116,704 at 6%. |
| Southern Directional Inc. Employee Stock Ownership Plan | - | 46 | $3,818,039 | $459,089 | $9,980iApproximate average salary by contribution assumption: employee only about $249,505 at 4% or $166,337 at 6%; with 50% employer match about $166,337 at 4% or $110,891 at 6%; with 100% employer match about $124,752 at 4% or $83,168 at 6%. |
| SOUTHERN DIRECTIONAL 401K PLAN | - | 29 | $915,254 | $185,119 | $6,383iApproximate average salary by contribution assumption: employee only about $159,585 at 4% or $106,390 at 6%; with 50% employer match about $106,390 at 4% or $70,927 at 6%; with 100% employer match about $79,793 at 4% or $53,195 at 6%. |
| 2021 | 1 | 38 | $948,388 | $159,294 | $4,192iApproximate average salary by contribution assumption: employee only about $104,799 at 4% or $69,866 at 6%; with 50% employer match about $69,866 at 4% or $46,577 at 6%; with 100% employer match about $52,399 at 4% or $34,933 at 6%. |
| SOUTHERN DIRECTIONAL 401K PLAN | - | 38 | $948,388 | $159,294 | $4,192iApproximate average salary by contribution assumption: employee only about $104,799 at 4% or $69,866 at 6%; with 50% employer match about $69,866 at 4% or $46,577 at 6%; with 100% employer match about $52,399 at 4% or $34,933 at 6%. |
| 2020 | 1 | 39 | $725,302 | $174,700 | $4,479iApproximate average salary by contribution assumption: employee only about $111,987 at 4% or $74,658 at 6%; with 50% employer match about $74,658 at 4% or $49,772 at 6%; with 100% employer match about $55,994 at 4% or $37,329 at 6%. |
| SOUTHERN DIRECTIONAL 401K PLAN | - | 39 | $725,302 | $174,700 | $4,479iApproximate average salary by contribution assumption: employee only about $111,987 at 4% or $74,658 at 6%; with 50% employer match about $74,658 at 4% or $49,772 at 6%; with 100% employer match about $55,994 at 4% or $37,329 at 6%. |
| 2019 | 1 | 38 | $503,924 | $175,259 | $4,612iApproximate average salary by contribution assumption: employee only about $115,302 at 4% or $76,868 at 6%; with 50% employer match about $76,868 at 4% or $51,245 at 6%; with 100% employer match about $57,651 at 4% or $38,434 at 6%. |
| SOUTHERN DIRECTIONAL 401K PLAN | - | 38 | $503,924 | $175,259 | $4,612iApproximate average salary by contribution assumption: employee only about $115,302 at 4% or $76,868 at 6%; with 50% employer match about $76,868 at 4% or $51,245 at 6%; with 100% employer match about $57,651 at 4% or $38,434 at 6%. |
| 2018 | 1 | 38 | $268,691 | $128,768 | $3,389iApproximate average salary by contribution assumption: employee only about $84,716 at 4% or $56,477 at 6%; with 50% employer match about $56,477 at 4% or $37,651 at 6%; with 100% employer match about $42,358 at 4% or $28,239 at 6%. |
| SOUTHERN DIRECTIONAL 401K PLAN | - | 38 | $268,691 | $128,768 | $3,389iApproximate average salary by contribution assumption: employee only about $84,716 at 4% or $56,477 at 6%; with 50% employer match about $56,477 at 4% or $37,651 at 6%; with 100% employer match about $42,358 at 4% or $28,239 at 6%. |
| 2017 | 1 | 33 | $165,738 | $138,126 | $4,186iApproximate average salary by contribution assumption: employee only about $104,641 at 4% or $69,761 at 6%; with 50% employer match about $69,761 at 4% or $46,507 at 6%; with 100% employer match about $52,320 at 4% or $34,880 at 6%. |
| SOUTHERN DIRECTIONAL 401K PLAN | - | 33 | $165,738 | $138,126 | $4,186iApproximate average salary by contribution assumption: employee only about $104,641 at 4% or $69,761 at 6%; with 50% employer match about $69,761 at 4% or $46,507 at 6%; with 100% employer match about $52,320 at 4% or $34,880 at 6%. |
| 2016 | 1 | 29 | $26,563 | $26,442 | $912iApproximate average salary by contribution assumption: employee only about $22,795 at 4% or $15,197 at 6%; with 50% employer match about $15,197 at 4% or $10,131 at 6%; with 100% employer match about $11,397 at 4% or $7,598 at 6%. |
| SOUTHERN DIRECTIONAL 401K PLAN | - | 29 | $26,563 | $26,442 | $912iApproximate average salary by contribution assumption: employee only about $22,795 at 4% or $15,197 at 6%; with 50% employer match about $15,197 at 4% or $10,131 at 6%; with 100% employer match about $11,397 at 4% or $7,598 at 6%. |