Southern Capital Advisors LLC
Plan context: Southern Capital Advisors LLC Safe Harbor 401(K) Plan
EIN 82-3410289 • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
10
2025 Assets
$1,710,736
2025 Contributions
$152,957
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 | 10 | $1,710,736 | $152,957 | $15,296iApproximate average salary by contribution assumption: employee only about $382,393 at 4% or $254,928 at 6%; with 50% employer match about $254,928 at 4% or $169,952 at 6%; with 100% employer match about $191,196 at 4% or $127,464 at 6%. |
| Southern Capital Advisors LLC Safe Harbor 401(K) Plan | - | 10 | $1,710,736 | $152,957 | $15,296iApproximate average salary by contribution assumption: employee only about $382,393 at 4% or $254,928 at 6%; with 50% employer match about $254,928 at 4% or $169,952 at 6%; with 100% employer match about $191,196 at 4% or $127,464 at 6%. |
| 2024 | 1 | 9 | $1,284,212 | $197,449 | $21,939iApproximate average salary by contribution assumption: employee only about $548,469 at 4% or $365,646 at 6%; with 50% employer match about $365,646 at 4% or $243,764 at 6%; with 100% employer match about $274,235 at 4% or $182,823 at 6%. |
| Southern Capital Advisors LLC Safe Harbor 401(K) Plan | - | 9 | $1,284,212 | $197,449 | $21,939iApproximate average salary by contribution assumption: employee only about $548,469 at 4% or $365,646 at 6%; with 50% employer match about $365,646 at 4% or $243,764 at 6%; with 100% employer match about $274,235 at 4% or $182,823 at 6%. |
| 2023 | 1 | 9 | $894,446 | $161,248 | $17,916iApproximate average salary by contribution assumption: employee only about $447,911 at 4% or $298,607 at 6%; with 50% employer match about $298,607 at 4% or $199,072 at 6%; with 100% employer match about $223,956 at 4% or $149,304 at 6%. |
| Southern Capital Advisors LLC Safe Harbor 401(K) Plan | - | 9 | $894,446 | $161,248 | $17,916iApproximate average salary by contribution assumption: employee only about $447,911 at 4% or $298,607 at 6%; with 50% employer match about $298,607 at 4% or $199,072 at 6%; with 100% employer match about $223,956 at 4% or $149,304 at 6%. |
| 2022 | 1 | 9 | $526,735 | $185,731 | $20,637iApproximate average salary by contribution assumption: employee only about $515,919 at 4% or $343,946 at 6%; with 50% employer match about $343,946 at 4% or $229,298 at 6%; with 100% employer match about $257,960 at 4% or $171,973 at 6%. |
| Southern Capital Advisors LLC Safe Harbor 401(K) Plan | - | 9 | $526,735 | $185,731 | $20,637iApproximate average salary by contribution assumption: employee only about $515,919 at 4% or $343,946 at 6%; with 50% employer match about $343,946 at 4% or $229,298 at 6%; with 100% employer match about $257,960 at 4% or $171,973 at 6%. |
| 2021 | 1 | 8 | $446,094 | $95,936 | $11,992iApproximate average salary by contribution assumption: employee only about $299,800 at 4% or $199,867 at 6%; with 50% employer match about $199,867 at 4% or $133,244 at 6%; with 100% employer match about $149,900 at 4% or $99,933 at 6%. |
| Southern Capital Advisors LLC Safe Harbor 401(K) Plan | - | 8 | $446,094 | $95,936 | $11,992iApproximate average salary by contribution assumption: employee only about $299,800 at 4% or $199,867 at 6%; with 50% employer match about $199,867 at 4% or $133,244 at 6%; with 100% employer match about $149,900 at 4% or $99,933 at 6%. |