SOUTHERN INSURANCE UNDERWRITERS, INC. 401 (K) PLAN & TRUST
Plan Contact
- Address: 4500 MANSELL ROAD,ALPHARETTA,GA
- Contact person: ANGELA HUTCHINSON
- Phone: (678) 998-4679
Plan General Information
SOUTHERN INSURANCE UNDERWRITERS, INC. 401 (K) PLAN & TRUST Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of SOUTHERN INSURANCE UNDERWRITERS, INC. 401 (K) PLAN & TRUST is $6,333,012.00.This plan was established in 1968.
SOUTHERN INSURANCE UNDERWRITERS, INC. 401 (K) PLAN & TRUST Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in SOUTHERN INSURANCE UNDERWRITERS, INC. 401 (K) PLAN & TRUST is 154
SOUTHERN INSURANCE UNDERWRITERS, INC. 401 (K) PLAN & TRUST Average Participant Retirement Account Value
In 2023, the average participant retirement account value for SOUTHERN INSURANCE UNDERWRITERS, INC. 401 (K) PLAN & TRUST is $41,123.00
SOUTHERN INSURANCE UNDERWRITERS, INC. 401 (K) PLAN & TRUST Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for SOUTHERN INSURANCE UNDERWRITERS, INC. 401 (K) PLAN & TRUST is $3,039.00.
SOUTHERN INSURANCE UNDERWRITERS, INC. 401 (K) PLAN & TRUST Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in SOUTHERN INSURANCE UNDERWRITERS, INC. 401 (K) PLAN & TRUST is approximately $1,092.00
Investing in this additonal $1,092.00 for 20 years would give you extra $69,927.00, assuming a 10% annual return.
Investing in this additonal $1,092.00 for 20 years would give you extra $69,927.00, assuming a 10% annual return.
SOUTHERN INSURANCE UNDERWRITERS, INC. 401 (K) PLAN & TRUST Total Employer Contribution and Match Rate
In 2023, SOUTHERN INSURANCE UNDERWRITERS, INC. 401 (K) PLAN & TRUST allocates $168,264.00 to match its employees' contributions, providing an employer match rate of 34.60% of their contributions
SOUTHERN INSURANCE UNDERWRITERS, INC. 401 (K) PLAN & TRUST Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of SOUTHERN INSURANCE UNDERWRITERS, INC. 401 (K) PLAN & TRUST is 15.19%.
SOUTHERN INSURANCE UNDERWRITERS, INC. 401 (K) PLAN & TRUST Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for SOUTHERN INSURANCE UNDERWRITERS, INC. 401 (K) PLAN & TRUST is 16.01%. This measures the effectiveness of the plan participants' investments in the year.
SOUTHERN INSURANCE UNDERWRITERS, INC. 401 (K) PLAN & TRUST Expense Ratio
In 2023, the investment and administrative expense ratio of SOUTHERN INSURANCE UNDERWRITERS, INC. 401 (K) PLAN & TRUST is 0.15%.
Enrollment Features
SOUTHERN INSURANCE UNDERWRITERS, INC. 401 (K) PLAN & TRUST has the following features:Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
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