FIRST SOUTH BANK 401 K PLAN

Plan Contact

  • Contact person: DEBORAH R. ASMUS
  • Phone: (850) 297-6009

Plan General Information

FIRST SOUTH BANK 401 K PLAN Total Retirement Plan Assets

At the end of 2001, the total retirement plan assets of FIRST SOUTH BANK 401 K PLAN is $4,415,961.00.This plan was established in 1997.

FIRST SOUTH BANK 401 K PLAN Total Number of Retirement Plan Participants

At the end of 2001, the total number of retirement plan participants in FIRST SOUTH BANK 401 K PLAN is 289

FIRST SOUTH BANK 401 K PLAN Average Participant Retirement Account Value

In 2001, the average participant retirement account value for FIRST SOUTH BANK 401 K PLAN is $15,280.00

FIRST SOUTH BANK 401 K PLAN Estimated Average Employee Contribution Amount

In 2001, the estimated average employee contribution amount per participant for FIRST SOUTH BANK 401 K PLAN is $5,657.00.

FIRST SOUTH BANK 401 K PLAN Estimated Average Employer Match

In 2001, the estimated average employer match for an employee in FIRST SOUTH BANK 401 K PLAN is approximately $841.00
Investing in this additonal $841.00 for 20 years would give you extra $53,831.00, assuming a 10% annual return.

FIRST SOUTH BANK 401 K PLAN Total Employer Contribution and Match Rate

In 2001, FIRST SOUTH BANK 401 K PLAN allocates $243,082.00 to match its employees' contributions, providing an employer match rate of 29.73% of their contributions

FIRST SOUTH BANK 401 K PLAN Total Retirement Plan Asset Growth Rate

In 2001, the total retirement plan asset growth rate of FIRST SOUTH BANK 401 K PLAN is 4.77%.

FIRST SOUTH BANK 401 K PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2001, the estimated aggregate retirement account investment gain/loss for FIRST SOUTH BANK 401 K PLAN is -14.17%. This measures the effectiveness of the plan participants' investments in the year.

FIRST SOUTH BANK 401 K PLAN Expense Ratio

In 2001, the investment and administrative expense ratio of FIRST SOUTH BANK 401 K PLAN is 0.18%.

Enrollment Features

FIRST SOUTH BANK 401 K PLAN has the following features:
    Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.

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