The Southern Group INC DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: The Southern Group INC
  • Sponsor EIN: 311204334
  • Sponsor Address: 2275 MORGAN ROSS RD, HAMILTON, OH, 450139415
  • Plan Type: DC
  • Total Participants: 6
  • Total Assets: $4.9M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20246$4.9M$59,496$0
20236$4.1M$51,645$0
20227$3.3M$40,572$0

Similar Plans