BAXTER HODELL DONNELLY PRESTON, INC. SAVINGS INCENTIVE PLAN AND TRUST
Plan Contact
- Address: 302 WEST THIRD STREET,,CINCINNATI,OH
- Contact person: TIM MUELLER
- Phone: (513) 271-1634
Plan General Information
BAXTER HODELL DONNELLY PRESTON, INC. SAVINGS INCENTIVE PLAN AND TRUST Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of BAXTER HODELL DONNELLY PRESTON, INC. SAVINGS INCENTIVE PLAN AND TRUST is $24,580,552.00.This plan was established in 1987.
BAXTER HODELL DONNELLY PRESTON, INC. SAVINGS INCENTIVE PLAN AND TRUST Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in BAXTER HODELL DONNELLY PRESTON, INC. SAVINGS INCENTIVE PLAN AND TRUST is 230
BAXTER HODELL DONNELLY PRESTON, INC. SAVINGS INCENTIVE PLAN AND TRUST Average Participant Retirement Account Value
In 2023, the average participant retirement account value for BAXTER HODELL DONNELLY PRESTON, INC. SAVINGS INCENTIVE PLAN AND TRUST is $106,871.00
BAXTER HODELL DONNELLY PRESTON, INC. SAVINGS INCENTIVE PLAN AND TRUST Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for BAXTER HODELL DONNELLY PRESTON, INC. SAVINGS INCENTIVE PLAN AND TRUST is $8,115.00.
BAXTER HODELL DONNELLY PRESTON, INC. SAVINGS INCENTIVE PLAN AND TRUST Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in BAXTER HODELL DONNELLY PRESTON, INC. SAVINGS INCENTIVE PLAN AND TRUST is approximately $2,126.00
Investing in this additonal $2,126.00 for 20 years would give you extra $136,127.00, assuming a 10% annual return.
Investing in this additonal $2,126.00 for 20 years would give you extra $136,127.00, assuming a 10% annual return.
BAXTER HODELL DONNELLY PRESTON, INC. SAVINGS INCENTIVE PLAN AND TRUST Total Employer Contribution and Match Rate
In 2023, BAXTER HODELL DONNELLY PRESTON, INC. SAVINGS INCENTIVE PLAN AND TRUST allocates $489,208.00 to match its employees' contributions, providing an employer match rate of 28.37% of their contributions
BAXTER HODELL DONNELLY PRESTON, INC. SAVINGS INCENTIVE PLAN AND TRUST Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of BAXTER HODELL DONNELLY PRESTON, INC. SAVINGS INCENTIVE PLAN AND TRUST is 18.05%.
BAXTER HODELL DONNELLY PRESTON, INC. SAVINGS INCENTIVE PLAN AND TRUST Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for BAXTER HODELL DONNELLY PRESTON, INC. SAVINGS INCENTIVE PLAN AND TRUST is 17.66%. This measures the effectiveness of the plan participants' investments in the year.
BAXTER HODELL DONNELLY PRESTON, INC. SAVINGS INCENTIVE PLAN AND TRUST Expense Ratio
In 2023, the investment and administrative expense ratio of BAXTER HODELL DONNELLY PRESTON, INC. SAVINGS INCENTIVE PLAN AND TRUST is 0.02%.
Enrollment Features
BAXTER HODELL DONNELLY PRESTON, INC. SAVINGS INCENTIVE 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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