Civic Intelligence

SOUTHERN FUNERAL GROUP II, LLC

Plan context: SOUTHERN FUNERAL GROUP II, LLC, 401(K) PROFIT SHARING PLAN

EIN 87-1433417 • Walhalla, SC • 4 filings • 1 plans

PO Box 462Walhalla, SC 29691
Current Snapshot

Latest Year

2025

2025 Participants

12

2025 Assets

$1,085,061

2025 Contributions

$91,100

Historical Graphs

Total Assets Over Time

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

$1,085,061$542,531$0202220242025YearValue
$1,085,061Latest year 2025

Participants Over Time

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

1370202220242025YearValue
12Latest year 2025

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
2025112$1,085,061$91,100$7,592iApproximate average salary by contribution assumption: employee only about $189,792 at 4% or $126,528 at 6%; with 50% employer match about $126,528 at 4% or $84,352 at 6%; with 100% employer match about $94,896 at 4% or $63,264 at 6%.
SOUTHERN FUNERAL GROUP II, LLC, 401(K) PROFIT SHARING PLAN-12$1,085,061$91,100$7,592iApproximate average salary by contribution assumption: employee only about $189,792 at 4% or $126,528 at 6%; with 50% employer match about $126,528 at 4% or $84,352 at 6%; with 100% employer match about $94,896 at 4% or $63,264 at 6%.
2024113$852,748$115,354$8,873iApproximate average salary by contribution assumption: employee only about $221,835 at 4% or $147,890 at 6%; with 50% employer match about $147,890 at 4% or $98,593 at 6%; with 100% employer match about $110,917 at 4% or $73,945 at 6%.
SOUTHERN FUNERAL GROUP II, LLC, 401(K) PROFIT SHARING PLAN-13$852,748$115,354$8,873iApproximate average salary by contribution assumption: employee only about $221,835 at 4% or $147,890 at 6%; with 50% employer match about $147,890 at 4% or $98,593 at 6%; with 100% employer match about $110,917 at 4% or $73,945 at 6%.
2023111$667,832$61,459$5,587iApproximate average salary by contribution assumption: employee only about $139,680 at 4% or $93,120 at 6%; with 50% employer match about $93,120 at 4% or $62,080 at 6%; with 100% employer match about $69,840 at 4% or $46,560 at 6%.
SOUTHERN FUNERAL GROUP II, LLC, 401(K) PROFIT SHARING PLAN-11$667,832$61,459$5,587iApproximate average salary by contribution assumption: employee only about $139,680 at 4% or $93,120 at 6%; with 50% employer match about $93,120 at 4% or $62,080 at 6%; with 100% employer match about $69,840 at 4% or $46,560 at 6%.
2022111$689,759$79,848$7,259iApproximate average salary by contribution assumption: employee only about $181,473 at 4% or $120,982 at 6%; with 50% employer match about $120,982 at 4% or $80,655 at 6%; with 100% employer match about $90,736 at 4% or $60,491 at 6%.
SOUTHERN FUNERAL GROUP II, LLC, 401(K) PROFIT SHARING PLAN-11$689,759$79,848$7,259iApproximate average salary by contribution assumption: employee only about $181,473 at 4% or $120,982 at 6%; with 50% employer match about $120,982 at 4% or $80,655 at 6%; with 100% employer match about $90,736 at 4% or $60,491 at 6%.