CALENDLY 401(K) PLAN

Plan Contact

  • Address: 115 E MAIN STREET,,BUFORD,GA
  • Contact person: JENNIFER REYHER
  • Phone: (800) 979-9850

Plan General Information

CALENDLY 401(K) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of CALENDLY 401(K) PLAN is $27,262,362.00.This plan was established in 2016.

CALENDLY 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in CALENDLY 401(K) PLAN is 703

CALENDLY 401(K) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for CALENDLY 401(K) PLAN is $38,780.00

CALENDLY 401(K) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for CALENDLY 401(K) PLAN is $14,992.00.

CALENDLY 401(K) PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in CALENDLY 401(K) PLAN is approximately $4,916.00
Investing in this additonal $4,916.00 for 20 years would give you extra $314,645.00, assuming a 10% annual return.

CALENDLY 401(K) PLAN Total Employer Contribution and Match Rate

In 2023, CALENDLY 401(K) PLAN allocates $3,456,182.00 to match its employees' contributions, providing an employer match rate of 48.33% of their contributions

CALENDLY 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of CALENDLY 401(K) PLAN is 94.20%.

CALENDLY 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for CALENDLY 401(K) PLAN is 19.92%. This measures the effectiveness of the plan participants' investments in the year.

CALENDLY 401(K) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of CALENDLY 401(K) PLAN is 0.22%.

Enrollment Features

CALENDLY 401(K) PLAN has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.


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