ADVISOR360 401(K) P/S PLAN Contribution & Employer Match
ADVISOR360 401(K) P/S PLAN Contribution & Employer Match
ADVISOR360 provides the following retirement savings benefits to its employees:
ADVISOR360 401(K) P/S PLAN Average Participant Retirement Account Value
ADVISOR360 401(K) P/S PLAN Estimated Average Employee Contribution Amount
1,101,281.00: this is the amount you will have accumulated 20 years later if you annually contribute the average contribution amount 17,207.00 in ADVISOR360 401(K) P/S PLAN, assuming a 10%* annual return.
2023 & 2024 401(k) contribution limits by IRS
| Pretax and roth employee contributions | Employee and employer contributions combined | Catch-up contributions (in addition to the employee and employer combined limit, age 50 and over) | |
|---|---|---|---|
| 401(k) contribution limit for 2023 | $22,500 | $66,000 | $7,500 |
| 401(k) contribution limit for 2024 | $23,000 | $69,000 | $7,500 |
$1,440,056: this is the amount you will have saved 20 years later if you contribute the maximum of $22,500 annually for 20 years, assuming a 10%* annual return.
$4,224,165: for those who can maximize employee and employer annual $66,000 contributions for 20 years, assuming a 10%* annual return, you will be 3 times richer!
Use the 401(k) Savings Calculator to determine how much your contributions will accumulate over time.
Employer match in ADVISOR360 401(K) P/S PLAN
An employer match is deemed as ‘free’ money wherein your employer contributes additional funds to your allocated retirement savings plan. The matching amount can frequently be several percentage points of your compensation. Don’t avoid this free salary ‘raise’.
ADVISOR360 401(K) P/S PLAN Total Employer Contribution and Match Rate
ADVISOR360 401(K) P/S PLAN Estimated Average Employer Match
Investing in this additonal $5,561.00 for 20 years would give you extra $355,958.00, assuming a 10% annual return.
ADVISOR360 401(K) P/S PLAN Contribution & Match Policy
1. Employee Contribution Rates: Employees can contribute up to 60% of pretax annual compensation and up to 5% of after-tax annual compensation.
2. Employer Match/Contribution Conditions: The Company matches 50% of the first 10% of base compensation that the participant contributes to the Plan.
3. Vesting Schedule/Eligibility: Participants are immediately vested in their contributions and rollover contributions. A participant is 40% vested in the Company matching contributions after two years and vests an additional 20% annually, becoming fully vested after five years of service.
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