CALDWELL & GREGORY LLC 401(K) PROFIT SHARING PLAN & TRUST
Plan Contact
- Address: 129 BROAD STREET ROAD, SUITE A,MANAKIN-SABOT,VA
- Contact person: ANDREW SIMS
- Phone: (804) 784-7415
Plan General Information
CALDWELL & GREGORY LLC 401(K) PROFIT SHARING PLAN & TRUST Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of CALDWELL & GREGORY LLC 401(K) PROFIT SHARING PLAN & TRUST is $9,399,844.00.This plan was established in 1997.
CALDWELL & GREGORY LLC 401(K) PROFIT SHARING PLAN & TRUST Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in CALDWELL & GREGORY LLC 401(K) PROFIT SHARING PLAN & TRUST is 258
CALDWELL & GREGORY LLC 401(K) PROFIT SHARING PLAN & TRUST Average Participant Retirement Account Value
In 2023, the average participant retirement account value for CALDWELL & GREGORY LLC 401(K) PROFIT SHARING PLAN & TRUST is $36,433.00
CALDWELL & GREGORY LLC 401(K) PROFIT SHARING PLAN & TRUST Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for CALDWELL & GREGORY LLC 401(K) PROFIT SHARING PLAN & TRUST is $3,581.00.
CALDWELL & GREGORY LLC 401(K) PROFIT SHARING PLAN & TRUST Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in CALDWELL & GREGORY LLC 401(K) PROFIT SHARING PLAN & TRUST is approximately $1,686.00
Investing in this additonal $1,686.00 for 20 years would give you extra $107,914.00, assuming a 10% annual return.
Investing in this additonal $1,686.00 for 20 years would give you extra $107,914.00, assuming a 10% annual return.
CALDWELL & GREGORY LLC 401(K) PROFIT SHARING PLAN & TRUST Total Employer Contribution and Match Rate
In 2023, CALDWELL & GREGORY LLC 401(K) PROFIT SHARING PLAN & TRUST allocates $435,032.00 to match its employees' contributions, providing an employer match rate of 55.59% of their contributions
CALDWELL & GREGORY LLC 401(K) PROFIT SHARING PLAN & TRUST Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of CALDWELL & GREGORY LLC 401(K) PROFIT SHARING PLAN & TRUST is 23.60%.
CALDWELL & GREGORY LLC 401(K) PROFIT SHARING PLAN & TRUST Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for CALDWELL & GREGORY LLC 401(K) PROFIT SHARING PLAN & TRUST is 16.91%. This measures the effectiveness of the plan participants' investments in the year.
CALDWELL & GREGORY LLC 401(K) PROFIT SHARING PLAN & TRUST Expense Ratio
In 2023, the investment and administrative expense ratio of CALDWELL & GREGORY LLC 401(K) PROFIT SHARING PLAN & TRUST is 0.20%.
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