ALLERGY AND ENT ASSOCIATES, PLLC 401(K) PLAN AND TRUST

Plan Contact

  • Address: 450 GEARS ROAD,,HOUSTON,TX
  • Contact person: AARON VENEZIA
  • Phone: (281) 875-8428

Plan General Information

ALLERGY AND ENT ASSOCIATES, PLLC 401(K) PLAN AND TRUST Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of ALLERGY AND ENT ASSOCIATES, PLLC 401(K) PLAN AND TRUST is $18,340,108.00.This plan was established in 1991.

ALLERGY AND ENT ASSOCIATES, PLLC 401(K) PLAN AND TRUST Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in ALLERGY AND ENT ASSOCIATES, PLLC 401(K) PLAN AND TRUST is 243

ALLERGY AND ENT ASSOCIATES, PLLC 401(K) PLAN AND TRUST Average Participant Retirement Account Value

In 2023, the average participant retirement account value for ALLERGY AND ENT ASSOCIATES, PLLC 401(K) PLAN AND TRUST is $75,473.00

ALLERGY AND ENT ASSOCIATES, PLLC 401(K) PLAN AND TRUST Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for ALLERGY AND ENT ASSOCIATES, PLLC 401(K) PLAN AND TRUST is $6,281.00.

ALLERGY AND ENT ASSOCIATES, PLLC 401(K) PLAN AND TRUST Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in ALLERGY AND ENT ASSOCIATES, PLLC 401(K) PLAN AND TRUST is approximately $1,547.00
Investing in this additonal $1,547.00 for 20 years would give you extra $99,031.00, assuming a 10% annual return.

ALLERGY AND ENT ASSOCIATES, PLLC 401(K) PLAN AND TRUST Total Employer Contribution and Match Rate

In 2023, ALLERGY AND ENT ASSOCIATES, PLLC 401(K) PLAN AND TRUST allocates $376,009.00 to match its employees' contributions, providing an employer match rate of 49.26% of their contributions

ALLERGY AND ENT ASSOCIATES, PLLC 401(K) PLAN AND TRUST Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of ALLERGY AND ENT ASSOCIATES, PLLC 401(K) PLAN AND TRUST is 22.18%.

ALLERGY AND ENT ASSOCIATES, PLLC 401(K) PLAN AND TRUST Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for ALLERGY AND ENT ASSOCIATES, PLLC 401(K) PLAN AND TRUST is 16.87%. This measures the effectiveness of the plan participants' investments in the year.

ALLERGY AND ENT ASSOCIATES, PLLC 401(K) PLAN AND TRUST Expense Ratio

In 2023, the investment and administrative expense ratio of ALLERGY AND ENT ASSOCIATES, PLLC 401(K) PLAN AND TRUST is 0.25%.

Enrollment Features

ALLERGY AND ENT ASSOCIATES, PLLC 401(K) PLAN AND TRUST has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.


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