KEMPER AND LEILA WILLIAMS FOUNDATION, INC., CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST

Plan Contact

  • Address: 533 ROYAL STREET,NEW ORLEANS,LA
  • Contact person: MICHAEL COHN
  • Phone: (504) 556-7660

Plan General Information

KEMPER AND LEILA WILLIAMS FOUNDATION, INC., CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of KEMPER AND LEILA WILLIAMS FOUNDATION, INC., CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST is $9,310,244.00.This plan was established in 1984.

KEMPER AND LEILA WILLIAMS FOUNDATION, INC., CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in KEMPER AND LEILA WILLIAMS FOUNDATION, INC., CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST is 136

KEMPER AND LEILA WILLIAMS FOUNDATION, INC., CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST Average Participant Retirement Account Value

In 2023, the average participant retirement account value for KEMPER AND LEILA WILLIAMS FOUNDATION, INC., CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST is $68,457.00

KEMPER AND LEILA WILLIAMS FOUNDATION, INC., CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for KEMPER AND LEILA WILLIAMS FOUNDATION, INC., CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST is $3,331.00.

KEMPER AND LEILA WILLIAMS FOUNDATION, INC., CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in KEMPER AND LEILA WILLIAMS FOUNDATION, INC., CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST is approximately $2,094.00
Investing in this additonal $2,094.00 for 20 years would give you extra $134,072.00, assuming a 10% annual return.

KEMPER AND LEILA WILLIAMS FOUNDATION, INC., CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST Total Employer Contribution and Match Rate

In 2023, KEMPER AND LEILA WILLIAMS FOUNDATION, INC., CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST allocates $284,905.00 to match its employees' contributions, providing an employer match rate of 61.53% of their contributions

KEMPER AND LEILA WILLIAMS FOUNDATION, INC., CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of KEMPER AND LEILA WILLIAMS FOUNDATION, INC., CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST is -11.85%.

KEMPER AND LEILA WILLIAMS FOUNDATION, INC., CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for KEMPER AND LEILA WILLIAMS FOUNDATION, INC., CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST is -7.01%. This measures the effectiveness of the plan participants' investments in the year.

KEMPER AND LEILA WILLIAMS FOUNDATION, INC., CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST Expense Ratio

In 2023, the investment and administrative expense ratio of KEMPER AND LEILA WILLIAMS FOUNDATION, INC., CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST is 0.00%.

Enrollment Features

KEMPER AND LEILA WILLIAMS FOUNDATION, INC., CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 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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