Southern Motion, Inc. 401(k) Plan: Login, Facts & Contact Information

Southern Motion, Inc. 401(k) Plan Facts

Plan name
SOUTHERN MOTION, INC. 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
SOUTHERN MOTION, INC.
Participants
1,493 (2,004 active employees)
Former employees with a balance
48
Plan assets
$7,519,524 at Dec 31, 2024
Average account balance
$20,323 across 370 accounts
Employer contributions
$5,203 in plan year 2024 (1% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Feb 1, 2002
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 10, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $725,583 went into the plan in contributions, $5,203 of it from the employer (1%).
  • $1.13 million was paid out to participants.
  • Investment and other income added $766,481.
  • Administrative expenses were $77,304, about $209 per account.

How the Southern Motion, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20191,626$7.34 million—$605,373
20201,674$8.08 million$0$1.28 million
20211,852$8.56 million$0$1.20 million
20222,086$6.78 million$194,842$1.28 million
20231,439$7.28 million$0$1.23 million
20241,493$7.52 million$5,203$1.13 million

Southern Motion, Inc. 401(k) Contact Information

Phone
662-488-4007
Mailing address
P.O. BOX 1064, PONOTOC MS 38863
Plan sponsor
SOUTHERN MOTION, INC.
Employer identification number (EIN)
64-0878218
Plan number
001

Questions about the Southern Motion, Inc. 401(k)

Does Southern Motion, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $5,203, 1% of all contributions.

Does the Southern Motion, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Southern Motion, Inc 401(k) plan?

1,493 participants at the start of plan year 2024, 2,004 of them active employees, and 48 former employees who still had money in the plan.

What is the average 401(k) balance at Southern Motion, Inc?

About $20,323 per account: $7.52 million in plan assets across 370 accounts with a balance at the end of plan year 2024.

Who manages the Southern Motion, Inc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Southern Motion, Inc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits 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.

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