FAMILY DEALERSHIP GROUP EMPLOYEE SAVINGS PLAN

Plan Contact

  • Address: 801 SOUTH BURLESON BOULEVARD,BURLESON,TX
  • Contact person: FARAH PITTSER
  • Phone: (682) 324-2296

Plan General Information

FAMILY DEALERSHIP GROUP EMPLOYEE SAVINGS PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of FAMILY DEALERSHIP GROUP EMPLOYEE SAVINGS PLAN is $4,454,971.00.This plan was established in 2015.

FAMILY DEALERSHIP GROUP EMPLOYEE SAVINGS PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in FAMILY DEALERSHIP GROUP EMPLOYEE SAVINGS PLAN is 253

FAMILY DEALERSHIP GROUP EMPLOYEE SAVINGS PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for FAMILY DEALERSHIP GROUP EMPLOYEE SAVINGS PLAN is $17,608.00

FAMILY DEALERSHIP GROUP EMPLOYEE SAVINGS PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for FAMILY DEALERSHIP GROUP EMPLOYEE SAVINGS PLAN is $2,068.00.

FAMILY DEALERSHIP GROUP EMPLOYEE SAVINGS PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in FAMILY DEALERSHIP GROUP EMPLOYEE SAVINGS PLAN is approximately $364.00
Investing in this additonal $364.00 for 20 years would give you extra $23,316.00, assuming a 10% annual return.

FAMILY DEALERSHIP GROUP EMPLOYEE SAVINGS PLAN Total Employer Contribution and Match Rate

In 2023, FAMILY DEALERSHIP GROUP EMPLOYEE SAVINGS PLAN allocates $92,172.00 to match its employees' contributions, providing an employer match rate of 14.76% of their contributions

FAMILY DEALERSHIP GROUP EMPLOYEE SAVINGS PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of FAMILY DEALERSHIP GROUP EMPLOYEE SAVINGS PLAN is 33.56%.

FAMILY DEALERSHIP GROUP EMPLOYEE SAVINGS PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for FAMILY DEALERSHIP GROUP EMPLOYEE SAVINGS PLAN is 17.46%. This measures the effectiveness of the plan participants' investments in the year.

FAMILY DEALERSHIP GROUP EMPLOYEE SAVINGS PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of FAMILY DEALERSHIP GROUP EMPLOYEE SAVINGS PLAN is 0.24%.

Enrollment Features

FAMILY DEALERSHIP GROUP EMPLOYEE SAVINGS PLAN has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.

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