# The Southern Agency, INC. DC Plan
Source: https://planprovider.pro/companies/the-southern-agency-inc-plan

> The Southern Agency, INC.'s DC plan: 10 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-southern-agency-inc-plan)

© 2026 PlanProvider.Pro