CARLSON TESTING, INC. EMPLOYEES SAVINGS TRUST
Plan Contact
- Address: PO BOX 230997,TIGARD,OR
- Contact person: KIM TABERT
- Phone: (503) 684-3460
Plan General Information
CARLSON TESTING, INC. EMPLOYEES SAVINGS TRUST Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of CARLSON TESTING, INC. EMPLOYEES SAVINGS TRUST is $5,955,123.00.This plan was established in 2000.
CARLSON TESTING, INC. EMPLOYEES SAVINGS TRUST Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in CARLSON TESTING, INC. EMPLOYEES SAVINGS TRUST is 128
CARLSON TESTING, INC. EMPLOYEES SAVINGS TRUST Average Participant Retirement Account Value
In 2023, the average participant retirement account value for CARLSON TESTING, INC. EMPLOYEES SAVINGS TRUST is $46,524.00
CARLSON TESTING, INC. EMPLOYEES SAVINGS TRUST Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for CARLSON TESTING, INC. EMPLOYEES SAVINGS TRUST is $2,832.00.
CARLSON TESTING, INC. EMPLOYEES SAVINGS TRUST Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in CARLSON TESTING, INC. EMPLOYEES SAVINGS TRUST is approximately $976.00
Investing in this additonal $976.00 for 20 years would give you extra $62,499.00, assuming a 10% annual return.
Investing in this additonal $976.00 for 20 years would give you extra $62,499.00, assuming a 10% annual return.
CARLSON TESTING, INC. EMPLOYEES SAVINGS TRUST Total Employer Contribution and Match Rate
In 2023, CARLSON TESTING, INC. EMPLOYEES SAVINGS TRUST allocates $124,999.00 to match its employees' contributions, providing an employer match rate of 33.82% of their contributions
CARLSON TESTING, INC. EMPLOYEES SAVINGS TRUST Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of CARLSON TESTING, INC. EMPLOYEES SAVINGS TRUST is 32.20%.
CARLSON TESTING, INC. EMPLOYEES SAVINGS TRUST Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for CARLSON TESTING, INC. EMPLOYEES SAVINGS TRUST is 22.76%. This measures the effectiveness of the plan participants' investments in the year.
CARLSON TESTING, INC. EMPLOYEES SAVINGS TRUST Expense Ratio
In 2023, the investment and administrative expense ratio of CARLSON TESTING, INC. EMPLOYEES SAVINGS TRUST is 0.07%.
Enrollment Features
CARLSON TESTING, INC. EMPLOYEES SAVINGS 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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