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SOUTHERN STATES INSURANCE, INC. 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameSOUTHERN STATES INSURANCE, INC. 401K PROFIT SHARING PLAN
Plan identification number 001

SOUTHERN STATES INSURANCE, INC. 401K PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SOUTHERN STATES INSURANCE, INC. has sponsored the creation of one or more 401k plans.

Company Name:SOUTHERN STATES INSURANCE, INC.
Employer identification number (EIN):581989705
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHERN STATES INSURANCE, INC. 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01JIM SCHUBERT2019-07-22
0012017-01-01JIM SCHUBERT2018-06-25
0012016-01-01CINDY WATSON2017-07-18
0012015-01-01CINDY WATSON2016-06-23
0012014-01-01CINDY WATSON2015-07-29
0012013-01-01CINDY WATSON2014-07-30
0012012-01-01CINDY WATSON2013-07-09
0012011-01-01CINDY WATSON2012-06-07
0012010-01-01CINDY WATSON2011-06-28
0012009-01-01CINDY WATSON

Financial Data on SOUTHERN STATES INSURANCE, INC. 401K PROFIT SHARING PLAN

Measure Date Value
2025 : SOUTHERN STATES INSURANCE, INC. 401K PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-100
Total liabilities as of the end of the plan year2025-09-100
Total liabilities as of the beginning of the plan year2025-09-100
Total expenses incurred by plan in this plan year2025-09-10881845
Net assets as of the end of the plan year2025-09-102513224
Total assets as of the beginning of the plan year2025-09-102836634
Value of plan covered by a fidelity bond2025-09-101000000
Participant contributions to plan in this plan year2025-09-10178805
Value of participant loans at end of plan year2025-09-107421
Other expenses paid from plan in this plan year2025-09-100
Other contributions to plan in this plan year2025-09-100
Other income to plan in this plan year2025-09-10284424
Plan net income in this plan year2025-09-10-323410
Net assets as of the end of the plan year2025-09-102513224
Net assets as of the beginning of the plan year2025-09-102836634
Employer contributions to plan in this plan year2025-09-1095206
Fees paid to broker by Benefit Provider2025-09-1013163
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-1023590
2024 : SOUTHERN STATES INSURANCE, INC. 401K PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-250
Total liabilities as of the end of the plan year2024-07-250
Total liabilities as of the beginning of the plan year2024-07-250
Total expenses incurred by plan in this plan year2024-07-2572990
Net assets as of the end of the plan year2024-07-252836634
Total assets as of the beginning of the plan year2024-07-252197402
Value of plan covered by a fidelity bond2024-07-251000000
Participant contributions to plan in this plan year2024-07-25163350
Other expenses paid from plan in this plan year2024-07-250
Other contributions to plan in this plan year2024-07-2540799
Other income to plan in this plan year2024-07-25418274
Plan net income in this plan year2024-07-25639232
Net assets as of the end of the plan year2024-07-252836634
Net assets as of the beginning of the plan year2024-07-252197402
Value of contributions failed to transmitted timely2024-07-252485
Employer contributions to plan in this plan year2024-07-2589799
Fees paid to broker by Benefit Provider2024-07-2513510
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-2520948
2022 : SOUTHERN STATES INSURANCE, INC. 401K PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-280
Total liabilities as of the beginning of the plan year2022-07-280
Total expenses incurred by plan in this plan year2022-07-2868233
Net assets as of the end of the plan year2022-07-282469967
Total assets as of the beginning of the plan year2022-07-282044303
Value of plan covered by a fidelity bond2022-07-281000000
Participant contributions to plan in this plan year2022-07-28138495
Other expenses paid from plan in this plan year2022-07-280
Other contributions to plan in this plan year2022-07-280
Other income to plan in this plan year2022-07-28284502
Plan net income in this plan year2022-07-28425664
Net assets as of the end of the plan year2022-07-282469967
Net assets as of the beginning of the plan year2022-07-282044303
Employer contributions to plan in this plan year2022-07-2870900
Fees paid to broker by Benefit Provider2022-07-2812273
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-2820370
2009 : SOUTHERN STATES INSURANCE, INC. 401K PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SOUTHERN STATES INSURANCE, INC. 401K PROFIT SHARING PLAN

2009: SOUTHERN STATES INSURANCE, INC. 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

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