DAVID ZWIRNER INC 401(K) PROFIT SHARING PLAN & TRUST

Plan Contact

  • Address: 525 W 19TH ST,NEW YORK,NY
  • Contact person: REBECCA ZARETSKY
  • Phone: (212) 727-2070

Plan General Information

DAVID ZWIRNER INC 401(K) PROFIT SHARING PLAN & TRUST Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of DAVID ZWIRNER INC 401(K) PROFIT SHARING PLAN & TRUST is $28,871,224.00.This plan was established in 2010.

DAVID ZWIRNER INC 401(K) PROFIT SHARING PLAN & TRUST Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in DAVID ZWIRNER INC 401(K) PROFIT SHARING PLAN & TRUST is 358

DAVID ZWIRNER INC 401(K) PROFIT SHARING PLAN & TRUST Average Participant Retirement Account Value

In 2023, the average participant retirement account value for DAVID ZWIRNER INC 401(K) PROFIT SHARING PLAN & TRUST is $80,645.00

DAVID ZWIRNER INC 401(K) PROFIT SHARING PLAN & TRUST Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for DAVID ZWIRNER INC 401(K) PROFIT SHARING PLAN & TRUST is $5,656.00.

DAVID ZWIRNER INC 401(K) PROFIT SHARING PLAN & TRUST Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in DAVID ZWIRNER INC 401(K) PROFIT SHARING PLAN & TRUST is approximately $6,688.00
Investing in this additonal $6,688.00 for 20 years would give you extra $428,082.00, assuming a 10% annual return.

DAVID ZWIRNER INC 401(K) PROFIT SHARING PLAN & TRUST Total Employer Contribution and Match Rate

In 2023, DAVID ZWIRNER INC 401(K) PROFIT SHARING PLAN & TRUST allocates $2,394,589.00 to match its employees' contributions, providing an employer match rate of 133.74% of their contributions

DAVID ZWIRNER INC 401(K) PROFIT SHARING PLAN & TRUST Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of DAVID ZWIRNER INC 401(K) PROFIT SHARING PLAN & TRUST is 36.27%.

DAVID ZWIRNER INC 401(K) PROFIT SHARING PLAN & TRUST Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for DAVID ZWIRNER INC 401(K) PROFIT SHARING PLAN & TRUST is 18.25%. This measures the effectiveness of the plan participants' investments in the year.

DAVID ZWIRNER INC 401(K) PROFIT SHARING PLAN & TRUST Expense Ratio

In 2023, the investment and administrative expense ratio of DAVID ZWIRNER INC 401(K) PROFIT SHARING PLAN & TRUST is 0.46%.

Enrollment Features

DAVID ZWIRNER INC 401(K) PROFIT SHARING PLAN & 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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