HINMAN, HOWARD & KATTELL, LLP PROFIT SHARING PLAN AND TRUST NO. 2
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Plan General Information
HINMAN, HOWARD & KATTELL, LLP PROFIT SHARING PLAN AND TRUST NO. 2 Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of HINMAN, HOWARD & KATTELL, LLP PROFIT SHARING PLAN AND TRUST NO. 2 is $45,209,183.00.This plan was established in 1961.
HINMAN, HOWARD & KATTELL, LLP PROFIT SHARING PLAN AND TRUST NO. 2 Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in HINMAN, HOWARD & KATTELL, LLP PROFIT SHARING PLAN AND TRUST NO. 2 is 5
HINMAN, HOWARD & KATTELL, LLP PROFIT SHARING PLAN AND TRUST NO. 2 Average Participant Retirement Account Value
In 2023, the average participant retirement account value for HINMAN, HOWARD & KATTELL, LLP PROFIT SHARING PLAN AND TRUST NO. 2 is $9,041,836.00
HINMAN, HOWARD & KATTELL, LLP PROFIT SHARING PLAN AND TRUST NO. 2 Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for HINMAN, HOWARD & KATTELL, LLP PROFIT SHARING PLAN AND TRUST NO. 2 is $173,716.00.
HINMAN, HOWARD & KATTELL, LLP PROFIT SHARING PLAN AND TRUST NO. 2 Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in HINMAN, HOWARD & KATTELL, LLP PROFIT SHARING PLAN AND TRUST NO. 2 is approximately $74,404.00
Investing in this additonal $74,404.00 for 20 years would give you extra $4,761,856.00, assuming a 10% annual return.
Investing in this additonal $74,404.00 for 20 years would give you extra $4,761,856.00, assuming a 10% annual return.
HINMAN, HOWARD & KATTELL, LLP PROFIT SHARING PLAN AND TRUST NO. 2 Total Employer Contribution and Match Rate
In 2023, HINMAN, HOWARD & KATTELL, LLP PROFIT SHARING PLAN AND TRUST NO. 2 allocates $372,020.00 to match its employees' contributions, providing an employer match rate of 35.69% of their contributions
HINMAN, HOWARD & KATTELL, LLP PROFIT SHARING PLAN AND TRUST NO. 2 Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of HINMAN, HOWARD & KATTELL, LLP PROFIT SHARING PLAN AND TRUST NO. 2 is 12.21%.
HINMAN, HOWARD & KATTELL, LLP PROFIT SHARING PLAN AND TRUST NO. 2 Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for HINMAN, HOWARD & KATTELL, LLP PROFIT SHARING PLAN AND TRUST NO. 2 is 15.55%. This measures the effectiveness of the plan participants' investments in the year.
HINMAN, HOWARD & KATTELL, LLP PROFIT SHARING PLAN AND TRUST NO. 2 Expense Ratio
In 2023, the investment and administrative expense ratio of HINMAN, HOWARD & KATTELL, LLP PROFIT SHARING PLAN AND TRUST NO. 2 is 0.24%.
Enrollment Features
HINMAN, HOWARD & KATTELL, LLP PROFIT SHARING PLAN AND TRUST NO. 2 has the following features:Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.
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