CHALMERS & KUBECK, INC. 401(K) PLAN

Plan Contact

  • Address: 150 COMMERCE DRIVE,ASTON,PA
  • Contact person: DENNIS KUBECK
  • Phone: (610) 494-4300

Plan General Information

CHALMERS & KUBECK, INC. 401(K) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of CHALMERS & KUBECK, INC. 401(K) PLAN is $27,361,482.00.This plan was established in 1988.

CHALMERS & KUBECK, INC. 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in CHALMERS & KUBECK, INC. 401(K) PLAN is 245

CHALMERS & KUBECK, INC. 401(K) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for CHALMERS & KUBECK, INC. 401(K) PLAN is $111,679.00

CHALMERS & KUBECK, INC. 401(K) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for CHALMERS & KUBECK, INC. 401(K) PLAN is $5,155.00.

CHALMERS & KUBECK, INC. 401(K) PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in CHALMERS & KUBECK, INC. 401(K) PLAN is approximately $1,592.00
Investing in this additonal $1,592.00 for 20 years would give you extra $101,948.00, assuming a 10% annual return.

CHALMERS & KUBECK, INC. 401(K) PLAN Total Employer Contribution and Match Rate

In 2023, CHALMERS & KUBECK, INC. 401(K) PLAN allocates $390,273.00 to match its employees' contributions, providing an employer match rate of 31.94% of their contributions

CHALMERS & KUBECK, INC. 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of CHALMERS & KUBECK, INC. 401(K) PLAN is 23.45%.

CHALMERS & KUBECK, INC. 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for CHALMERS & KUBECK, INC. 401(K) PLAN is 18.18%. This measures the effectiveness of the plan participants' investments in the year.

CHALMERS & KUBECK, INC. 401(K) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of CHALMERS & KUBECK, INC. 401(K) PLAN is 0.01%.

Enrollment Features

CHALMERS & KUBECK, INC. 401(K) PLAN 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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