Civic Intelligence

Southern Financial Exchange

Plan context: Southern Financial Exchange 401(K) Plan

EIN 72-0797058 • New Orleans, LA • 16 filings • 1 plans

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1340 Poydras Street Suite 2010New Orleans, LA 70112
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$857,156

2024 Contributions

$114,049

Historical Graphs

Total Assets Over Time

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

$857,156$428,578$0200920172024YearValue
$857,156Latest year 2024

Participants Over Time

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

840200920172024YearValue
6Latest year 2024

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
202416$857,156$114,049$19,008iApproximate average salary by contribution assumption: employee only about $475,204 at 4% or $316,803 at 6%; with 50% employer match about $316,803 at 4% or $211,202 at 6%; with 100% employer match about $237,602 at 4% or $158,401 at 6%.
Southern Financial Exchange 401(K) Plan-6$857,156$114,049$19,008iApproximate average salary by contribution assumption: employee only about $475,204 at 4% or $316,803 at 6%; with 50% employer match about $316,803 at 4% or $211,202 at 6%; with 100% employer match about $237,602 at 4% or $158,401 at 6%.
202318$847,315$131,536$16,442iApproximate average salary by contribution assumption: employee only about $411,050 at 4% or $274,033 at 6%; with 50% employer match about $274,033 at 4% or $182,689 at 6%; with 100% employer match about $205,525 at 4% or $137,017 at 6%.
Southern Financial Exchange 401(K) Plan-8$847,315$131,536$16,442iApproximate average salary by contribution assumption: employee only about $411,050 at 4% or $274,033 at 6%; with 50% employer match about $274,033 at 4% or $182,689 at 6%; with 100% employer match about $205,525 at 4% or $137,017 at 6%.
202215$661,403$115,996$23,199iApproximate average salary by contribution assumption: employee only about $579,980 at 4% or $386,653 at 6%; with 50% employer match about $386,653 at 4% or $257,769 at 6%; with 100% employer match about $289,990 at 4% or $193,327 at 6%.
Southern Financial Exchange 401(K) Plan-5$661,403$115,996$23,199iApproximate average salary by contribution assumption: employee only about $579,980 at 4% or $386,653 at 6%; with 50% employer match about $386,653 at 4% or $257,769 at 6%; with 100% employer match about $289,990 at 4% or $193,327 at 6%.
202115$654,932$96,160$19,232iApproximate average salary by contribution assumption: employee only about $480,800 at 4% or $320,533 at 6%; with 50% employer match about $320,533 at 4% or $213,689 at 6%; with 100% employer match about $240,400 at 4% or $160,267 at 6%.
Southern Financial Exchange 401(K) Plan-5$654,932$96,160$19,232iApproximate average salary by contribution assumption: employee only about $480,800 at 4% or $320,533 at 6%; with 50% employer match about $320,533 at 4% or $213,689 at 6%; with 100% employer match about $240,400 at 4% or $160,267 at 6%.
202016$844,737$96,709$16,118iApproximate average salary by contribution assumption: employee only about $402,954 at 4% or $268,636 at 6%; with 50% employer match about $268,636 at 4% or $179,091 at 6%; with 100% employer match about $201,477 at 4% or $134,318 at 6%.
Southern Financial Exchange 401(K) Plan-6$844,737$96,709$16,118iApproximate average salary by contribution assumption: employee only about $402,954 at 4% or $268,636 at 6%; with 50% employer match about $268,636 at 4% or $179,091 at 6%; with 100% employer match about $201,477 at 4% or $134,318 at 6%.
201915$690,396$102,691$20,538iApproximate average salary by contribution assumption: employee only about $513,455 at 4% or $342,303 at 6%; with 50% employer match about $342,303 at 4% or $228,202 at 6%; with 100% employer match about $256,728 at 4% or $171,152 at 6%.
Southern Financial Exchange 401(K) Plan-5$690,396$102,691$20,538iApproximate average salary by contribution assumption: employee only about $513,455 at 4% or $342,303 at 6%; with 50% employer match about $342,303 at 4% or $228,202 at 6%; with 100% employer match about $256,728 at 4% or $171,152 at 6%.
201816$501,621$107,213$17,869iApproximate average salary by contribution assumption: employee only about $446,721 at 4% or $297,814 at 6%; with 50% employer match about $297,814 at 4% or $198,543 at 6%; with 100% employer match about $223,360 at 4% or $148,907 at 6%.
Southern Financial Exchange 401(K) Plan-6$501,621$107,213$17,869iApproximate average salary by contribution assumption: employee only about $446,721 at 4% or $297,814 at 6%; with 50% employer match about $297,814 at 4% or $198,543 at 6%; with 100% employer match about $223,360 at 4% or $148,907 at 6%.
201716$433,107$103,479$17,247iApproximate average salary by contribution assumption: employee only about $431,163 at 4% or $287,442 at 6%; with 50% employer match about $287,442 at 4% or $191,628 at 6%; with 100% employer match about $215,581 at 4% or $143,721 at 6%.
Southern Financial Exchange 401(K) Plan-6$433,107$103,479$17,247iApproximate average salary by contribution assumption: employee only about $431,163 at 4% or $287,442 at 6%; with 50% employer match about $287,442 at 4% or $191,628 at 6%; with 100% employer match about $215,581 at 4% or $143,721 at 6%.
201615$291,981$45,146$9,029iApproximate average salary by contribution assumption: employee only about $225,730 at 4% or $150,487 at 6%; with 50% employer match about $150,487 at 4% or $100,324 at 6%; with 100% employer match about $112,865 at 4% or $75,243 at 6%.
Southern Financial Exchange 401(K) Plan-5$291,981$45,146$9,029iApproximate average salary by contribution assumption: employee only about $225,730 at 4% or $150,487 at 6%; with 50% employer match about $150,487 at 4% or $100,324 at 6%; with 100% employer match about $112,865 at 4% or $75,243 at 6%.
201515$572,227$106,529$21,306iApproximate average salary by contribution assumption: employee only about $532,645 at 4% or $355,097 at 6%; with 50% employer match about $355,097 at 4% or $236,731 at 6%; with 100% employer match about $266,323 at 4% or $177,548 at 6%.
Southern Financial Exchange 401(K) Plan-5$572,227$106,529$21,306iApproximate average salary by contribution assumption: employee only about $532,645 at 4% or $355,097 at 6%; with 50% employer match about $355,097 at 4% or $236,731 at 6%; with 100% employer match about $266,323 at 4% or $177,548 at 6%.
201415$484,239$71,174$14,235iApproximate average salary by contribution assumption: employee only about $355,870 at 4% or $237,247 at 6%; with 50% employer match about $237,247 at 4% or $158,164 at 6%; with 100% employer match about $177,935 at 4% or $118,623 at 6%.
Southern Financial Exchange 401(K) Plan-5$484,239$71,174$14,235iApproximate average salary by contribution assumption: employee only about $355,870 at 4% or $237,247 at 6%; with 50% employer match about $237,247 at 4% or $158,164 at 6%; with 100% employer match about $177,935 at 4% or $118,623 at 6%.
201315$385,686$67,945$13,589iApproximate average salary by contribution assumption: employee only about $339,725 at 4% or $226,483 at 6%; with 50% employer match about $226,483 at 4% or $150,989 at 6%; with 100% employer match about $169,863 at 4% or $113,242 at 6%.
Southern Financial Exchange 401(K) Plan-5$385,686$67,945$13,589iApproximate average salary by contribution assumption: employee only about $339,725 at 4% or $226,483 at 6%; with 50% employer match about $226,483 at 4% or $150,989 at 6%; with 100% employer match about $169,863 at 4% or $113,242 at 6%.
201215$280,052$64,345$12,869iApproximate average salary by contribution assumption: employee only about $321,725 at 4% or $214,483 at 6%; with 50% employer match about $214,483 at 4% or $142,989 at 6%; with 100% employer match about $160,863 at 4% or $107,242 at 6%.
Southern Financial Exchange 401(K) Plan-5$280,052$64,345$12,869iApproximate average salary by contribution assumption: employee only about $321,725 at 4% or $214,483 at 6%; with 50% employer match about $214,483 at 4% or $142,989 at 6%; with 100% employer match about $160,863 at 4% or $107,242 at 6%.
201115$201,619$55,603$11,121iApproximate average salary by contribution assumption: employee only about $278,015 at 4% or $185,343 at 6%; with 50% employer match about $185,343 at 4% or $123,562 at 6%; with 100% employer match about $139,008 at 4% or $92,672 at 6%.
Southern Financial Exchange 401(K) Plan-5$201,619$55,603$11,121iApproximate average salary by contribution assumption: employee only about $278,015 at 4% or $185,343 at 6%; with 50% employer match about $185,343 at 4% or $123,562 at 6%; with 100% employer match about $139,008 at 4% or $92,672 at 6%.
201014$153,782$76,456$19,114iApproximate average salary by contribution assumption: employee only about $477,850 at 4% or $318,567 at 6%; with 50% employer match about $318,567 at 4% or $212,378 at 6%; with 100% employer match about $238,925 at 4% or $159,283 at 6%.
Southern Financial Exchange 401(K) Plan-4$153,782$76,456$19,114iApproximate average salary by contribution assumption: employee only about $477,850 at 4% or $318,567 at 6%; with 50% employer match about $318,567 at 4% or $212,378 at 6%; with 100% employer match about $238,925 at 4% or $159,283 at 6%.
200914$71,329$71,108$17,777iApproximate average salary by contribution assumption: employee only about $444,425 at 4% or $296,283 at 6%; with 50% employer match about $296,283 at 4% or $197,522 at 6%; with 100% employer match about $222,213 at 4% or $148,142 at 6%.
Southern Financial Exchange 401(K) Plan-4$71,329$71,108$17,777iApproximate average salary by contribution assumption: employee only about $444,425 at 4% or $296,283 at 6%; with 50% employer match about $296,283 at 4% or $197,522 at 6%; with 100% employer match about $222,213 at 4% or $148,142 at 6%.