COLE'S EMPLOYEE STOCK OWNERSHIP PLAN & TRUST AGREEMENT

Plan Contact

  • Address: 14150 NICOLLET AVE. S., SUITE 9,BURNSVILLE,MN
  • Contact person: MELISSA J HANSON
  • Phone: (952) 892-9204

Plan General Information

COLE'S EMPLOYEE STOCK OWNERSHIP PLAN & TRUST AGREEMENT Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of COLE'S EMPLOYEE STOCK OWNERSHIP PLAN & TRUST AGREEMENT is $7,614,682.00.This plan was established in 1994.

COLE'S EMPLOYEE STOCK OWNERSHIP PLAN & TRUST AGREEMENT Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in COLE'S EMPLOYEE STOCK OWNERSHIP PLAN & TRUST AGREEMENT is 251

COLE'S EMPLOYEE STOCK OWNERSHIP PLAN & TRUST AGREEMENT Average Participant Retirement Account Value

In 2023, the average participant retirement account value for COLE'S EMPLOYEE STOCK OWNERSHIP PLAN & TRUST AGREEMENT is $30,337.00

COLE'S EMPLOYEE STOCK OWNERSHIP PLAN & TRUST AGREEMENT Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in COLE'S EMPLOYEE STOCK OWNERSHIP PLAN & TRUST AGREEMENT is approximately $438.00
Investing in this additonal $438.00 for 20 years would give you extra $28,047.00, assuming a 10% annual return.

COLE'S EMPLOYEE STOCK OWNERSHIP PLAN & TRUST AGREEMENT Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of COLE'S EMPLOYEE STOCK OWNERSHIP PLAN & TRUST AGREEMENT is 6.07%.

COLE'S EMPLOYEE STOCK OWNERSHIP PLAN & TRUST AGREEMENT Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for COLE'S EMPLOYEE STOCK OWNERSHIP PLAN & TRUST AGREEMENT is 11.36%. This measures the effectiveness of the plan participants' investments in the year.

COLE'S EMPLOYEE STOCK OWNERSHIP PLAN & TRUST AGREEMENT Expense Ratio

In 2023, the investment and administrative expense ratio of COLE'S EMPLOYEE STOCK OWNERSHIP PLAN & TRUST AGREEMENT is 0.51%.

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