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CRAIG-HALLUM CAPITAL GROUP LLC 401(K) PLAN Contribution & Employer Match

CRAIG-HALLUM CAPITAL GROUP LLC 401(K) PLAN Contribution & Employer Match

CRAIG-HALLUM CAPITAL GROUP LLC provides the following retirement savings benefits to its employees:

CRAIG-HALLUM CAPITAL GROUP LLC 401(K) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for CRAIG-HALLUM CAPITAL GROUP LLC 401(K) PLAN is $349,366.00

CRAIG-HALLUM CAPITAL GROUP LLC 401(K) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for CRAIG-HALLUM CAPITAL GROUP LLC 401(K) PLAN is $10,442.00. If you contribute an amount exceeding this, you have saved more than your colleagues. Congratulations! Keep up the good work. Otherwise, you might want to consider contributing more to ensure a better retirement future.
668,288.00: this is the amount you will have accumulated 20 years later if you annually contribute the average contribution amount 10,442.00 in CRAIG-HALLUM CAPITAL GROUP LLC 401(K) PLAN, assuming a 10%* annual return.

2023 & 2024 401(k) contribution limits by IRS

 Pretax and roth employee contributionsEmployee and employer contributions combinedCatch-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 CRAIG-HALLUM CAPITAL GROUP LLC 401(K) 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’.

CRAIG-HALLUM CAPITAL GROUP LLC 401(K) PLAN Total Employer Contribution and Match Rate

In 2023, CRAIG-HALLUM CAPITAL GROUP LLC 401(K) PLAN allocates $584,082.00 to match its employees' contributions, providing an employer match rate of 44.39% of their contributions

CRAIG-HALLUM CAPITAL GROUP LLC 401(K) PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in CRAIG-HALLUM CAPITAL GROUP LLC 401(K) PLAN is approximately $4,635.00
Investing in this additonal $4,635.00 for 20 years would give you extra $296,676.00, assuming a 10% annual return.

CRAIG-HALLUM CAPITAL GROUP LLC 401(K) PLAN Contribution & Match Policy

1. Employee Contribution Rates: Participants may contribute up to 100% of pretax annual compensation, up to the maximum limits of the Internal Revenue Code (IRC).

2. Employer Match/Contribution Conditions: The Company makes an annual mandatory 3% safe harbor contribution, and matching contributions may be contributed at the discretion of the Company.

3. Vesting Schedule/Eligibility: Participants are vested immediately in their salary reduction, rollover contributions, and Company contributions plus earnings thereon.

4. Roth 401(k) Contribution: Participants may designate all or a portion of their deferral contributions as after-tax contributions into a Roth account.

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