Southern Marketing Affiliates, Inc. 401(k) Plan: Login, Facts & Contact Information
Southern Marketing Affiliates, Inc. 401(k) Login
18 former Southern Marketing Affiliates, Inc. employees still have money in this plan.
We don't have a verified login link for this plan's recordkeeper (Cpi Qualified Plan Consultants, Inc). Beagle can locate your account.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Southern Marketing Affiliates, Inc. 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 9, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $1.05 million went into the plan in contributions, $370,495 of it from the employer (35%).
- $1.97 million was paid out to participants.
- Investment and other income added $1.98 million.
- Administrative expenses were $48,700, about $443 per account.
How the Southern Marketing Affiliates, Inc. 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 147 | $9.56 million | $229,826 | $278,085 |
| 2020 | 125 | $10.9 million | $269,296 | $855,664 |
| 2021 | 142 | $11.7 million | $282,594 | $1.48 million |
| 2022 | 148 | $10.6 million | $358,071 | $1.53 million |
| 2023 | 144 | $12.6 million | $395,322 | $654,132 |
| 2024 | 137 | $13.6 million | $370,495 | $1.97 million |
Southern Marketing Affiliates, Inc. 401(k) Contact Information
Questions about the Southern Marketing Affiliates, Inc. 401(k)
Does Southern Marketing Affiliates, Inc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $370,495, 35% of all contributions.
Does the Southern Marketing Affiliates, Inc 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Southern Marketing Affiliates, Inc 401(k) plan?
137 participants at the start of plan year 2024, 125 of them active employees, and 18 former employees who still had money in the plan.
What is the average 401(k) balance at Southern Marketing Affiliates, Inc?
About $123,987 per account: $13.6 million in plan assets across 110 accounts with a balance at the end of plan year 2024.
Who manages the Southern Marketing Affiliates, Inc 401(k) accounts?
CPI QUALIFIED PLAN CONSULTANTS, INC is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Southern Marketing Affiliates, Inc. How do I access my 401(k)?
Your account stays with CPI QUALIFIED PLAN CONSULTANTS, INC after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.