BEVERIDGE & DIAMOND, P.C. 401(K) PROFIT SHARING PLAN & TRUST 'A'
Plan Contact
- Address: 1900 N STREET, NW,,WASHINGTON,DC
- Contact person: COURTNEY RICKETTS
- Phone: (202) 789-6000
Plan General Information
BEVERIDGE & DIAMOND, P.C. 401(K) PROFIT SHARING PLAN & TRUST 'A' Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of BEVERIDGE & DIAMOND, P.C. 401(K) PROFIT SHARING PLAN & TRUST 'A' is $124,665,577.00.This plan was established in 1984.
BEVERIDGE & DIAMOND, P.C. 401(K) PROFIT SHARING PLAN & TRUST 'A' Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in BEVERIDGE & DIAMOND, P.C. 401(K) PROFIT SHARING PLAN & TRUST 'A' is 185
BEVERIDGE & DIAMOND, P.C. 401(K) PROFIT SHARING PLAN & TRUST 'A' Average Participant Retirement Account Value
In 2023, the average participant retirement account value for BEVERIDGE & DIAMOND, P.C. 401(K) PROFIT SHARING PLAN & TRUST 'A' is $673,867.00
BEVERIDGE & DIAMOND, P.C. 401(K) PROFIT SHARING PLAN & TRUST 'A' Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for BEVERIDGE & DIAMOND, P.C. 401(K) PROFIT SHARING PLAN & TRUST 'A' is $11,630.00.
BEVERIDGE & DIAMOND, P.C. 401(K) PROFIT SHARING PLAN & TRUST 'A' Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in BEVERIDGE & DIAMOND, P.C. 401(K) PROFIT SHARING PLAN & TRUST 'A' is approximately $16,723.00
Investing in this additonal $16,723.00 for 20 years would give you extra $1,070,321.00, assuming a 10% annual return.
Investing in this additonal $16,723.00 for 20 years would give you extra $1,070,321.00, assuming a 10% annual return.
BEVERIDGE & DIAMOND, P.C. 401(K) PROFIT SHARING PLAN & TRUST 'A' Total Employer Contribution and Match Rate
In 2023, BEVERIDGE & DIAMOND, P.C. 401(K) PROFIT SHARING PLAN & TRUST 'A' allocates $3,093,897.00 to match its employees' contributions, providing an employer match rate of 151.15% of their contributions
BEVERIDGE & DIAMOND, P.C. 401(K) PROFIT SHARING PLAN & TRUST 'A' Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of BEVERIDGE & DIAMOND, P.C. 401(K) PROFIT SHARING PLAN & TRUST 'A' is 12.69%.
BEVERIDGE & DIAMOND, P.C. 401(K) PROFIT SHARING PLAN & TRUST 'A' Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for BEVERIDGE & DIAMOND, P.C. 401(K) PROFIT SHARING PLAN & TRUST 'A' is 11.05%. This measures the effectiveness of the plan participants' investments in the year.
BEVERIDGE & DIAMOND, P.C. 401(K) PROFIT SHARING PLAN & TRUST 'A' Expense Ratio
In 2023, the investment and administrative expense ratio of BEVERIDGE & DIAMOND, P.C. 401(K) PROFIT SHARING PLAN & TRUST 'A' is 0.12%.
Enrollment Features
BEVERIDGE & DIAMOND, P.C. 401(K) PROFIT SHARING PLAN & TRUST 'A' 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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