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J. CALNAN AND ASSOCIATES, INC. 401(K) PLAN

Plan Contact

  • Address: 3 BATTERYMARCH PARK, FIFTH FLOOR,QUINCY,MA
  • Contact person: SETH LARNER
  • Phone: (617) 801-0200

Plan General Information

J. CALNAN AND ASSOCIATES, INC. 401(K) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of J. CALNAN AND ASSOCIATES, INC. 401(K) PLAN is $18,993,875.00.This plan was established in 1998.

J. CALNAN AND ASSOCIATES, INC. 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in J. CALNAN AND ASSOCIATES, INC. 401(K) PLAN is 165

J. CALNAN AND ASSOCIATES, INC. 401(K) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for J. CALNAN AND ASSOCIATES, INC. 401(K) PLAN is $115,114.00

J. CALNAN AND ASSOCIATES, INC. 401(K) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for J. CALNAN AND ASSOCIATES, INC. 401(K) PLAN is $8,529.00.

J. CALNAN AND ASSOCIATES, INC. 401(K) PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in J. CALNAN AND ASSOCIATES, INC. 401(K) PLAN is approximately $2,836.00
Investing in this additonal $2,836.00 for 20 years would give you extra $181,534.00, assuming a 10% annual return.

J. CALNAN AND ASSOCIATES, INC. 401(K) PLAN Total Employer Contribution and Match Rate

In 2023, J. CALNAN AND ASSOCIATES, INC. 401(K) PLAN allocates $468,018.00 to match its employees' contributions, providing an employer match rate of 34.29% of their contributions

J. CALNAN AND ASSOCIATES, INC. 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of J. CALNAN AND ASSOCIATES, INC. 401(K) PLAN is 24.10%.

J. CALNAN AND ASSOCIATES, INC. 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for J. CALNAN AND ASSOCIATES, INC. 401(K) PLAN is 15.85%. This measures the effectiveness of the plan participants' investments in the year.

J. CALNAN AND ASSOCIATES, INC. 401(K) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of J. CALNAN AND ASSOCIATES, INC. 401(K) PLAN is 0.59%.

Enrollment Features

J. CALNAN AND ASSOCIATES, INC. 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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