EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF DAVID VOLKERT AND ASSOCIATES, INC. AND SUB
Plan Contact
- Address: 11 N WATER ST,,MOBILE,AL
- Contact person: HOLLY GIBNEY
- Phone: (251) 342-1070
Plan General Information
EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF DAVID VOLKERT AND ASSOCIATES, INC. AND SUB Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF DAVID VOLKERT AND ASSOCIATES, INC. AND SUB is $126,850,762.00.This plan was established in 1975.
EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF DAVID VOLKERT AND ASSOCIATES, INC. AND SUB Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF DAVID VOLKERT AND ASSOCIATES, INC. AND SUB is 1054
EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF DAVID VOLKERT AND ASSOCIATES, INC. AND SUB Average Participant Retirement Account Value
In 2023, the average participant retirement account value for EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF DAVID VOLKERT AND ASSOCIATES, INC. AND SUB is $120,351.00
EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF DAVID VOLKERT AND ASSOCIATES, INC. AND SUB Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF DAVID VOLKERT AND ASSOCIATES, INC. AND SUB is approximately $94.00
Investing in this additonal $94.00 for 20 years would give you extra $6,072.00, assuming a 10% annual return.
Investing in this additonal $94.00 for 20 years would give you extra $6,072.00, assuming a 10% annual return.
EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF DAVID VOLKERT AND ASSOCIATES, INC. AND SUB Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF DAVID VOLKERT AND ASSOCIATES, INC. AND SUB is 15.84%.
EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF DAVID VOLKERT AND ASSOCIATES, INC. AND SUB Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF DAVID VOLKERT AND ASSOCIATES, INC. AND SUB is 26.97%. This measures the effectiveness of the plan participants' investments in the year.
EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF DAVID VOLKERT AND ASSOCIATES, INC. AND SUB Expense Ratio
In 2023, the investment and administrative expense ratio of EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF DAVID VOLKERT AND ASSOCIATES, INC. AND SUB is 0.00%.
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