EVERETT FINANCIAL, INC. DBA SUPREME LENDING 401(K) PLAN
Plan Contact
- Address: 14801 QUORUM DRIVE, SUITE 300,DALLAS,TX
- Contact person: EMILY DWORSHAK
- Phone: (972) 447-5647
Plan General Information
EVERETT FINANCIAL, INC. DBA SUPREME LENDING 401(K) PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of EVERETT FINANCIAL, INC. DBA SUPREME LENDING 401(K) PLAN is $56,867,832.00.This plan was established in 2004.
EVERETT FINANCIAL, INC. DBA SUPREME LENDING 401(K) PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in EVERETT FINANCIAL, INC. DBA SUPREME LENDING 401(K) PLAN is 2268
EVERETT FINANCIAL, INC. DBA SUPREME LENDING 401(K) PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for EVERETT FINANCIAL, INC. DBA SUPREME LENDING 401(K) PLAN is $25,074.00
EVERETT FINANCIAL, INC. DBA SUPREME LENDING 401(K) PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for EVERETT FINANCIAL, INC. DBA SUPREME LENDING 401(K) PLAN is $2,285.00.
EVERETT FINANCIAL, INC. DBA SUPREME LENDING 401(K) PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of EVERETT FINANCIAL, INC. DBA SUPREME LENDING 401(K) PLAN is 2.21%.
EVERETT FINANCIAL, INC. DBA SUPREME LENDING 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for EVERETT FINANCIAL, INC. DBA SUPREME LENDING 401(K) PLAN is 17.51%. This measures the effectiveness of the plan participants' investments in the year.
EVERETT FINANCIAL, INC. DBA SUPREME LENDING 401(K) PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of EVERETT FINANCIAL, INC. DBA SUPREME LENDING 401(K) PLAN is 0.51%.
Enrollment Features
EVERETT FINANCIAL, INC. DBA SUPREME LENDING 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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