401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES
Plan Contact
- Address: 515 WEKIVA COMMONS CIRCLE,APOPKA,FL
- Contact person: ANNE WAGONER
- Phone: (407) 464-9516
Plan General Information
401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES Total Retirement Plan Assets
At the end of 2022, the total retirement plan assets of 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES is $25,327,151.00.This plan was established in 2001.
401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES Total Number of Retirement Plan Participants
At the end of 2022, the total number of retirement plan participants in 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES is 129
401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES Average Participant Retirement Account Value
In 2022, the average participant retirement account value for 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES is $196,334.00
401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES Estimated Average Employee Contribution Amount
In 2022, the estimated average employee contribution amount per participant for 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES is $19,756.00.
401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES Estimated Average Employer Match
In 2022, the estimated average employer match for an employee in 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES is approximately $5,810.00
Investing in this additonal $5,810.00 for 20 years would give you extra $371,847.00, assuming a 10% annual return.
Investing in this additonal $5,810.00 for 20 years would give you extra $371,847.00, assuming a 10% annual return.
401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES Total Employer Contribution and Match Rate
In 2022, 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES allocates $749,506.00 to match its employees' contributions, providing an employer match rate of 58.82% of their contributions
401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES Total Retirement Plan Asset Growth Rate
In 2022, the total retirement plan asset growth rate of 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES is -13.35%.
401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES Estimated Aggregate Retirement Account Investment Gain/Loss
In 2022, the estimated aggregate retirement account investment gain/loss for 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES is -18.70%. This measures the effectiveness of the plan participants' investments in the year.
401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES Expense Ratio
In 2022, the investment and administrative expense ratio of 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES is 0.09%.
Enrollment Features
401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES has the following features:Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.
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