Plan Snapshot
- Plan Sponsor: The Southern Agency, INC.
- Sponsor EIN: 371792069
- Sponsor Address: 1550 OAKHURST DRIVE, OOLTEWAH, TN, 37363
- Plan Type: DC
- Total Participants: 10
- Total Assets: $6.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 10 | $6.3M | $24,750 | $29,566 |
| 2023 | 9 | $5.5M | $19,213 | $22,817 |
| 2022 | 8 | $2.9M | $14,327 | $17,418 |