THE SOUTHERN AGENCY, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE SOUTHERN AGENCY RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2023: THE SOUTHERN AGENCY RETIREMENT PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 9 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 0 |
| Total of all active and inactive participants | 2023-01-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 9 |
| Number of participants with account balances | 2023-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
| 2022: THE SOUTHERN AGENCY RETIREMENT PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 8 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
| Total of all active and inactive participants | 2022-01-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 8 |
| Number of participants with account balances | 2022-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: THE SOUTHERN AGENCY RETIREMENT PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 5 |
| Number of participants with account balances | 2021-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: THE SOUTHERN AGENCY RETIREMENT PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
| Total of all active and inactive participants | 2020-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 4 |
| Number of participants with account balances | 2020-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: THE SOUTHERN AGENCY RETIREMENT PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
| Total of all active and inactive participants | 2019-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 3 |
| Number of participants with account balances | 2019-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: THE SOUTHERN AGENCY RETIREMENT PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 2 |
| Total of all active and inactive participants | 2018-01-01 | 2 |
| Total participants | 2018-01-01 | 2 |
| Number of participants with account balances | 2018-01-01 | 1 |
| 2017: THE SOUTHERN AGENCY RETIREMENT PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 2 |
| Total of all active and inactive participants | 2017-01-01 | 2 |
| Total participants | 2017-01-01 | 2 |
| Number of participants with account balances | 2017-01-01 | 2 |
| 2016: THE SOUTHERN AGENCY RETIREMENT PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 2 |
| Total of all active and inactive participants | 2016-01-01 | 2 |
| Total participants | 2016-01-01 | 2 |
| Number of participants with account balances | 2016-01-01 | 2 |
| 2015: THE SOUTHERN AGENCY RETIREMENT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 2 |
| Total of all active and inactive participants | 2015-01-01 | 2 |
| Total participants | 2015-01-01 | 2 |
| Number of participants with account balances | 2015-01-01 | 2 |
| Measure | Date | Value |
|---|
| 2023 : THE SOUTHERN AGENCY RETIREMENT PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $2,618,609 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $0 |
| Total plan assets at end of year | 2023-12-31 | $5,529,461 |
| Total plan assets at beginning of year | 2023-12-31 | $2,910,852 |
| Value of fidelity bond covering the plan | 2023-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $22,817 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $37,850 |
| Other income received | 2023-12-31 | $2,538,729 |
| Net income (gross income less expenses) | 2023-12-31 | $2,618,609 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $5,529,461 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $2,910,852 |
| Assets. Value of employer securities | 2023-12-31 | $5,156,319 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $19,213 |
| 2022 : THE SOUTHERN AGENCY RETIREMENT PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $1,673,820 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $0 |
| Total plan assets at end of year | 2022-12-31 | $2,910,852 |
| Total plan assets at beginning of year | 2022-12-31 | $1,237,032 |
| Value of fidelity bond covering the plan | 2022-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $17,418 |
| Other income received | 2022-12-31 | $1,642,075 |
| Net income (gross income less expenses) | 2022-12-31 | $1,673,820 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $2,910,852 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,237,032 |
| Assets. Value of employer securities | 2022-12-31 | $2,632,048 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $14,327 |
| 2021 : THE SOUTHERN AGENCY RETIREMENT PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $649,146 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $0 |
| Total plan assets at end of year | 2021-12-31 | $1,237,032 |
| Total plan assets at beginning of year | 2021-12-31 | $587,886 |
| Value of fidelity bond covering the plan | 2021-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $16,705 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $127,386 |
| Other income received | 2021-12-31 | $491,538 |
| Net income (gross income less expenses) | 2021-12-31 | $649,146 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,237,032 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $587,886 |
| Assets. Value of employer securities | 2021-12-31 | $991,351 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $13,517 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : THE SOUTHERN AGENCY RETIREMENT PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $60,759 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $0 |
| Total plan assets at end of year | 2020-12-31 | $587,886 |
| Total plan assets at beginning of year | 2020-12-31 | $527,127 |
| Value of fidelity bond covering the plan | 2020-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $5,583 |
| Other income received | 2020-12-31 | $50,709 |
| Net income (gross income less expenses) | 2020-12-31 | $60,759 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $587,886 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $527,127 |
| Assets. Value of employer securities | 2020-12-31 | $500,000 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $4,467 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : THE SOUTHERN AGENCY RETIREMENT PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $156,257 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $0 |
| Total plan assets at end of year | 2019-12-31 | $527,127 |
| Total plan assets at beginning of year | 2019-12-31 | $370,870 |
| Value of fidelity bond covering the plan | 2019-12-31 | $25,001 |
| Total contributions received or receivable from participants | 2019-12-31 | $2,500 |
| Other income received | 2019-12-31 | $151,757 |
| Net income (gross income less expenses) | 2019-12-31 | $156,257 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $527,127 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $370,870 |
| Assets. Value of employer securities | 2019-12-31 | $450,000 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $2,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : THE SOUTHERN AGENCY RETIREMENT PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $101,792 |
| Total plan assets at end of year | 2018-12-31 | $370,870 |
| Total plan assets at beginning of year | 2018-12-31 | $269,078 |
| Other income received | 2018-12-31 | $101,792 |
| Net income (gross income less expenses) | 2018-12-31 | $101,792 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $370,870 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $269,078 |
| Assets. Value of employer securities | 2018-12-31 | $300,000 |
| Funding deficiency by the employer to the plan for this plan year | 2018-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2018-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2018-12-31 | $0 |
| 2017 : THE SOUTHERN AGENCY RETIREMENT PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $1,425 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $25 |
| Total plan assets at end of year | 2017-12-31 | $269,078 |
| Total plan assets at beginning of year | 2017-12-31 | $267,678 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $25 |
| Other income received | 2017-12-31 | $1,425 |
| Net income (gross income less expenses) | 2017-12-31 | $1,400 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $269,078 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $267,678 |
| Assets. Value of participant loans | 2017-12-31 | $27,604 |
| Assets. Value of employer securities | 2017-12-31 | $200,000 |
| Funding deficiency by the employer to the plan for this plan year | 2017-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2017-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2017-12-31 | $0 |
| 2016 : THE SOUTHERN AGENCY RETIREMENT PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $73,518 |
| Total plan assets at end of year | 2016-12-31 | $267,678 |
| Total plan assets at beginning of year | 2016-12-31 | $194,160 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $66,153 |
| Other income received | 2016-12-31 | $7,365 |
| Net income (gross income less expenses) | 2016-12-31 | $73,518 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $267,678 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $194,160 |
| Assets. Value of employer securities | 2016-12-31 | $200,000 |
| Funding deficiency by the employer to the plan for this plan year | 2016-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2016-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2016-12-31 | $0 |
| 2015 : THE SOUTHERN AGENCY RETIREMENT PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $194,175 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $15 |
| Total plan assets at end of year | 2015-12-31 | $194,160 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $15 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $194,175 |
| Net income (gross income less expenses) | 2015-12-31 | $194,160 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $194,160 |
| Assets. Value of employer securities | 2015-12-31 | $192,660 |
| Funding deficiency by the employer to the plan for this plan year | 2015-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2015-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2015-12-31 | $0 |
| 2023: THE SOUTHERN AGENCY RETIREMENT PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: THE SOUTHERN AGENCY RETIREMENT PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: THE SOUTHERN AGENCY RETIREMENT PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: THE SOUTHERN AGENCY RETIREMENT PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: THE SOUTHERN AGENCY RETIREMENT PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: THE SOUTHERN AGENCY RETIREMENT PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: THE SOUTHERN AGENCY RETIREMENT PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: THE SOUTHERN AGENCY RETIREMENT PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: THE SOUTHERN AGENCY RETIREMENT PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | First time form 5500 has been submitted | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |