CE BROKER, INC. RETIREMENT SAVINGS & PROFIT SHARING PLAN & TRUST
Plan Contact
- Address: 525 THIRD STREET,,JACKSONVILLE BEACH,FL
- Contact person: EMILY BRACKEN
- Phone: (904) 724-2277
Plan General Information
CE BROKER, INC. RETIREMENT SAVINGS & PROFIT SHARING PLAN & TRUST Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of CE BROKER, INC. RETIREMENT SAVINGS & PROFIT SHARING PLAN & TRUST is $5,825,544.00.This plan was established in 2017.
CE BROKER, INC. RETIREMENT SAVINGS & PROFIT SHARING PLAN & TRUST Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in CE BROKER, INC. RETIREMENT SAVINGS & PROFIT SHARING PLAN & TRUST is 208
CE BROKER, INC. RETIREMENT SAVINGS & PROFIT SHARING PLAN & TRUST Average Participant Retirement Account Value
In 2023, the average participant retirement account value for CE BROKER, INC. RETIREMENT SAVINGS & PROFIT SHARING PLAN & TRUST is $28,007.00
CE BROKER, INC. RETIREMENT SAVINGS & PROFIT SHARING PLAN & TRUST Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for CE BROKER, INC. RETIREMENT SAVINGS & PROFIT SHARING PLAN & TRUST is $10,602.00.
CE BROKER, INC. RETIREMENT SAVINGS & PROFIT SHARING PLAN & TRUST Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in CE BROKER, INC. RETIREMENT SAVINGS & PROFIT SHARING PLAN & TRUST is approximately $846.00
Investing in this additonal $846.00 for 20 years would give you extra $54,150.00, assuming a 10% annual return.
Investing in this additonal $846.00 for 20 years would give you extra $54,150.00, assuming a 10% annual return.
CE BROKER, INC. RETIREMENT SAVINGS & PROFIT SHARING PLAN & TRUST Total Employer Contribution and Match Rate
In 2023, CE BROKER, INC. RETIREMENT SAVINGS & PROFIT SHARING PLAN & TRUST allocates $175,989.00 to match its employees' contributions, providing an employer match rate of 15.96% of their contributions
CE BROKER, INC. RETIREMENT SAVINGS & PROFIT SHARING PLAN & TRUST Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of CE BROKER, INC. RETIREMENT SAVINGS & PROFIT SHARING PLAN & TRUST is 3.09%.
CE BROKER, INC. RETIREMENT SAVINGS & PROFIT SHARING PLAN & TRUST Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for CE BROKER, INC. RETIREMENT SAVINGS & PROFIT SHARING PLAN & TRUST is 23.45%. This measures the effectiveness of the plan participants' investments in the year.
CE BROKER, INC. RETIREMENT SAVINGS & PROFIT SHARING PLAN & TRUST Expense Ratio
In 2023, the investment and administrative expense ratio of CE BROKER, INC. RETIREMENT SAVINGS & PROFIT SHARING PLAN & TRUST is 0.00%.
Enrollment Features
CE BROKER, INC. RETIREMENT SAVINGS & PROFIT SHARING PLAN & TRUST 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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