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| Plan Name | SOUTHERN GROUP INSURANCE AGENCY INC. 401K PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | SOUTHERN GROUP INSURANCE AGENCY |
| Employer identification number (EIN): | 842122493 |
| NAIC Classification: | 524210 |
| NAIC Description: | Insurance Agencies and Brokerages |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2022-01-01 | SHELIA KALTWASSER | 2023-07-14 | SHELIA KALTWASSER | 2023-07-14 |
| 001 | 2021-01-01 | SHELIA KALTWASSER | 2022-07-30 | ||
| 001 | 2020-01-01 | SHELIA KALTWASSER | 2021-07-07 |
| Measure | Date | Value |
|---|---|---|
| 2022 : SOUTHERN GROUP INSURANCE AGENCY INC. 401K PLAN 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-07-30 | 39698 |
| Net assets as of the end of the plan year | 2022-07-30 | 1738155 |
| Total assets as of the beginning of the plan year | 2022-07-30 | 1471704 |
| Value of plan covered by a fidelity bond | 2022-07-30 | 148000 |
| Participant contributions to plan in this plan year | 2022-07-30 | 70303 |
| Value of participant loans at end of plan year | 2022-07-30 | 13671 |
| Other income to plan in this plan year | 2022-07-30 | 218925 |
| Plan net income in this plan year | 2022-07-30 | 266451 |
| Net assets as of the end of the plan year | 2022-07-30 | 1738155 |
| Net assets as of the beginning of the plan year | 2022-07-30 | 1471704 |
| Employer contributions to plan in this plan year | 2022-07-30 | 16921 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-30 | 7780 |
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