Logo

SOUTHERN DATA AUTOMATION 401K & PROFIT SHARING 401k Plan overview

Plan NameSOUTHERN DATA AUTOMATION 401K & PROFIT SHARING
Plan identification number 001

SOUTHERN DATA AUTOMATION 401K & PROFIT SHARING Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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 DATA AUTOMATION, INC. has sponsored the creation of one or more 401k plans.

Company Name:SOUTHERN DATA AUTOMATION, INC.
Employer identification number (EIN):721365402
NAIC Classification:443142
NAIC Description:Electronics Stores

Additional information about SOUTHERN DATA AUTOMATION, INC.

Jurisdiction of Incorporation: Alabama Secretary of State
Incorporation Date: 1997-04-15
Company Identification Number: 186-860
Legal Registered Office Address: 1420 SIBERT DRIVE GLENCOE,


United States of America (USA)
35905

More information about SOUTHERN DATA AUTOMATION, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHERN DATA AUTOMATION 401K & PROFIT SHARING

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
0012018-01-01ROBERT S. GUYTON, JR.
0012017-01-01ROBERT S. GUYTON, JR.
0012017-01-01ROBERT S. GUYTON, JR. ROBERT S. GUYTON, JR.

Plan Statistics for SOUTHERN DATA AUTOMATION 401K & PROFIT SHARING

401k plan membership statisitcs for SOUTHERN DATA AUTOMATION 401K & PROFIT SHARING

Measure Date Value
2023: SOUTHERN DATA AUTOMATION 401K & PROFIT SHARING 2023 401k membership
Total participants, beginning-of-year2023-01-019
Total number of active participants reported on line 7a of the Form 55002023-01-018
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-018
Number of participants with account balances2023-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: SOUTHERN DATA AUTOMATION 401K & PROFIT SHARING 2022 401k membership
Total participants, beginning-of-year2022-01-0110
Total number of active participants reported on line 7a of the Form 55002022-01-019
Total of all active and inactive participants2022-01-019
Total participants2022-01-019
Number of participants with account balances2022-01-019
2021: SOUTHERN DATA AUTOMATION 401K & PROFIT SHARING 2021 401k membership
Total participants, beginning-of-year2021-01-0111
Total number of active participants reported on line 7a of the Form 55002021-01-0110
Total of all active and inactive participants2021-01-0110
Total participants2021-01-0110
Number of participants with account balances2021-01-0110
2020: SOUTHERN DATA AUTOMATION 401K & PROFIT SHARING 2020 401k membership
Total participants, beginning-of-year2020-01-0110
Total number of active participants reported on line 7a of the Form 55002020-01-0111
Total of all active and inactive participants2020-01-0111
Total participants2020-01-0111
Number of participants with account balances2020-01-0111
2019: SOUTHERN DATA AUTOMATION 401K & PROFIT SHARING 2019 401k membership
Total participants, beginning-of-year2019-01-019
Total number of active participants reported on line 7a of the Form 55002019-01-0110
Total of all active and inactive participants2019-01-0110
Total participants2019-01-0110
Number of participants with account balances2019-01-0110
2018: SOUTHERN DATA AUTOMATION 401K & PROFIT SHARING 2018 401k membership
Total participants, beginning-of-year2018-01-018
Total number of active participants reported on line 7a of the Form 55002018-01-019
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-019
Number of participants with account balances2018-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SOUTHERN DATA AUTOMATION 401K & PROFIT SHARING 2017 401k membership
Total participants, beginning-of-year2017-01-015
Total number of active participants reported on line 7a of the Form 55002017-01-018
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-018
Number of participants with account balances2017-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010

Financial Data on SOUTHERN DATA AUTOMATION 401K & PROFIT SHARING

Measure Date Value
2023 : SOUTHERN DATA AUTOMATION 401K & PROFIT SHARING 2023 401k financial data
Total income from all sources2023-12-31$177,261
Expenses. Total of all expenses incurred2023-12-31$12,053
Benefits paid (including direct rollovers)2023-12-31$7,792
Total plan assets at end of year2023-12-31$608,034
Total plan assets at beginning of year2023-12-31$442,826
Total contributions received or receivable from participants2023-12-31$50,888
Other income received2023-12-31$112,785
Net income (gross income less expenses)2023-12-31$165,208
Net plan assets at end of year (total assets less liabilities)2023-12-31$608,034
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$442,826
Total contributions received or receivable from employer(s)2023-12-31$13,588
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$4,261
2022 : SOUTHERN DATA AUTOMATION 401K & PROFIT SHARING 2022 401k financial data
Total income from all sources2022-12-31$-52,284
Expenses. Total of all expenses incurred2022-12-31$64,292
Benefits paid (including direct rollovers)2022-12-31$60,076
Total plan assets at end of year2022-12-31$442,826
Total plan assets at beginning of year2022-12-31$559,402
Total contributions received or receivable from participants2022-12-31$43,221
Expenses. Other expenses not covered elsewhere2022-12-31$4,216
Other income received2022-12-31$-107,457
Net income (gross income less expenses)2022-12-31$-116,576
Net plan assets at end of year (total assets less liabilities)2022-12-31$442,826
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$559,402
Total contributions received or receivable from employer(s)2022-12-31$11,952
2021 : SOUTHERN DATA AUTOMATION 401K & PROFIT SHARING 2021 401k financial data
Total income from all sources2021-12-31$145,298
Expenses. Total of all expenses incurred2021-12-31$15,660
Benefits paid (including direct rollovers)2021-12-31$10,911
Total plan assets at end of year2021-12-31$559,402
Total plan assets at beginning of year2021-12-31$429,764
Total contributions received or receivable from participants2021-12-31$42,189
Expenses. Other expenses not covered elsewhere2021-12-31$4,749
Other income received2021-12-31$90,995
Net income (gross income less expenses)2021-12-31$129,638
Net plan assets at end of year (total assets less liabilities)2021-12-31$559,402
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$429,764
Total contributions received or receivable from employer(s)2021-12-31$12,114
2020 : SOUTHERN DATA AUTOMATION 401K & PROFIT SHARING 2020 401k financial data
Total income from all sources2020-12-31$125,932
Expenses. Total of all expenses incurred2020-12-31$3,239
Total plan assets at end of year2020-12-31$429,764
Total plan assets at beginning of year2020-12-31$307,071
Total contributions received or receivable from participants2020-12-31$43,394
Expenses. Other expenses not covered elsewhere2020-12-31$3,239
Other income received2020-12-31$69,456
Net income (gross income less expenses)2020-12-31$122,693
Net plan assets at end of year (total assets less liabilities)2020-12-31$429,764
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$307,071
Total contributions received or receivable from employer(s)2020-12-31$13,082
2019 : SOUTHERN DATA AUTOMATION 401K & PROFIT SHARING 2019 401k financial data
Total income from all sources2019-12-31$110,530
Expenses. Total of all expenses incurred2019-12-31$2,467
Total plan assets at end of year2019-12-31$307,071
Total plan assets at beginning of year2019-12-31$199,008
Total contributions received or receivable from participants2019-12-31$41,142
Expenses. Other expenses not covered elsewhere2019-12-31$2,467
Other income received2019-12-31$56,727
Net income (gross income less expenses)2019-12-31$108,063
Net plan assets at end of year (total assets less liabilities)2019-12-31$307,071
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$199,008
Total contributions received or receivable from employer(s)2019-12-31$12,661
2018 : SOUTHERN DATA AUTOMATION 401K & PROFIT SHARING 2018 401k financial data
Total income from all sources2018-12-31$41,303
Total plan assets at end of year2018-12-31$199,008
Total plan assets at beginning of year2018-12-31$157,705
Total contributions received or receivable from participants2018-12-31$40,490
Other income received2018-12-31$-12,360
Net income (gross income less expenses)2018-12-31$41,303
Net plan assets at end of year (total assets less liabilities)2018-12-31$199,008
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$157,705
Total contributions received or receivable from employer(s)2018-12-31$13,173
2017 : SOUTHERN DATA AUTOMATION 401K & PROFIT SHARING 2017 401k financial data
Total income from all sources2017-12-31$73,540
Expenses. Total of all expenses incurred2017-12-31$2,400
Benefits paid (including direct rollovers)2017-12-31$2,400
Total plan assets at end of year2017-12-31$157,705
Total plan assets at beginning of year2017-12-31$86,565
Total contributions received or receivable from participants2017-12-31$37,845
Other income received2017-12-31$24,676
Net income (gross income less expenses)2017-12-31$71,140
Net plan assets at end of year (total assets less liabilities)2017-12-31$157,705
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$86,565
Total contributions received or receivable from employer(s)2017-12-31$11,019

Form 5500 Responses for SOUTHERN DATA AUTOMATION 401K & PROFIT SHARING

2023: SOUTHERN DATA AUTOMATION 401K & PROFIT SHARING 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan benefit arrangement – InsuranceYes
2022: SOUTHERN DATA AUTOMATION 401K & PROFIT SHARING 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: SOUTHERN DATA AUTOMATION 401K & PROFIT SHARING 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: SOUTHERN DATA AUTOMATION 401K & PROFIT SHARING 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: SOUTHERN DATA AUTOMATION 401K & PROFIT SHARING 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: SOUTHERN DATA AUTOMATION 401K & PROFIT SHARING 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: SOUTHERN DATA AUTOMATION 401K & PROFIT SHARING 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01First time form 5500 has been submittedYes
2017-01-01Submission has been amendedYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number117926
Policy instance 1
Insurance contract or identification number117926
Number of Individuals Covered8
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number117926
Policy instance 1
Insurance contract or identification number117926
Number of Individuals Covered9
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number117926
Policy instance 1
Insurance contract or identification number117926
Number of Individuals Covered11
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number117926
Policy instance 1
Insurance contract or identification number117926
Number of Individuals Covered11
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number117926
Policy instance 1
Insurance contract or identification number117926
Number of Individuals Covered11
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of fees paid to insurance companyUSD $21
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees21
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number117926
Policy instance 1
Insurance contract or identification number117926
Number of Individuals Covered9
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number117926
Policy instance 1
Insurance contract or identification number117926
Number of Individuals Covered8
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $472
Total amount of fees paid to insurance companyUSD $43
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $472
Amount paid for insurance broker fees43
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGY

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1