DAVIS H. ELLIOT COMPANY, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN

Plan Contact

  • Address: 21 KIRK AVE SW,ROANOKE,VA
  • Contact person: SCOTT NAVIS
  • Phone: (540) 344-1294

Plan General Information

DAVIS H. ELLIOT COMPANY, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of DAVIS H. ELLIOT COMPANY, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN is $249,943,350.00.This plan was established in 2000.

DAVIS H. ELLIOT COMPANY, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in DAVIS H. ELLIOT COMPANY, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN is 2358

DAVIS H. ELLIOT COMPANY, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for DAVIS H. ELLIOT COMPANY, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN is $105,998.00

DAVIS H. ELLIOT COMPANY, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in DAVIS H. ELLIOT COMPANY, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN is approximately $6,376.00
Investing in this additonal $6,376.00 for 20 years would give you extra $408,073.00, assuming a 10% annual return.

DAVIS H. ELLIOT COMPANY, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of DAVIS H. ELLIOT COMPANY, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN is 5.36%.

DAVIS H. ELLIOT COMPANY, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for DAVIS H. ELLIOT COMPANY, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN is 9.32%. This measures the effectiveness of the plan participants' investments in the year.

DAVIS H. ELLIOT COMPANY, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of DAVIS H. ELLIOT COMPANY, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN is 0.00%.

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