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LOGICSOURCE, INC. 401(K) PROFIT SHARING PLAN & TRUST

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Plan General Information

LOGICSOURCE, INC. 401(K) PROFIT SHARING PLAN & TRUST Total Retirement Plan Assets

At the end of 2021, the total retirement plan assets of LOGICSOURCE, INC. 401(K) PROFIT SHARING PLAN & TRUST is $14,996,525.00.This plan was established in 2022.

LOGICSOURCE, INC. 401(K) PROFIT SHARING PLAN & TRUST Total Number of Retirement Plan Participants

At the end of 2021, the total number of retirement plan participants in LOGICSOURCE, INC. 401(K) PROFIT SHARING PLAN & TRUST is 252

LOGICSOURCE, INC. 401(K) PROFIT SHARING PLAN & TRUST Average Participant Retirement Account Value

In 2021, the average participant retirement account value for LOGICSOURCE, INC. 401(K) PROFIT SHARING PLAN & TRUST is $59,510.00

LOGICSOURCE, INC. 401(K) PROFIT SHARING PLAN & TRUST Estimated Average Employee Contribution Amount

In 2021, the estimated average employee contribution amount per participant for LOGICSOURCE, INC. 401(K) PROFIT SHARING PLAN & TRUST is $5,929.00.

LOGICSOURCE, INC. 401(K) PROFIT SHARING PLAN & TRUST Estimated Average Employer Match

In 2021, the estimated average employer match for an employee in LOGICSOURCE, INC. 401(K) PROFIT SHARING PLAN & TRUST is approximately $3,021.00
Investing in this additonal $3,021.00 for 20 years would give you extra $193,392.00, assuming a 10% annual return.

LOGICSOURCE, INC. 401(K) PROFIT SHARING PLAN & TRUST Total Employer Contribution and Match Rate

In 2021, LOGICSOURCE, INC. 401(K) PROFIT SHARING PLAN & TRUST allocates $761,484.00 to match its employees' contributions, providing an employer match rate of 50.96% of their contributions

LOGICSOURCE, INC. 401(K) PROFIT SHARING PLAN & TRUST Total Retirement Plan Asset Growth Rate

In 2021, the total retirement plan asset growth rate of LOGICSOURCE, INC. 401(K) PROFIT SHARING PLAN & TRUST is 21.68%.

LOGICSOURCE, INC. 401(K) PROFIT SHARING PLAN & TRUST Estimated Aggregate Retirement Account Investment Gain/Loss

In 2021, the estimated aggregate retirement account investment gain/loss for LOGICSOURCE, INC. 401(K) PROFIT SHARING PLAN & TRUST is 14.81%. This measures the effectiveness of the plan participants' investments in the year.

LOGICSOURCE, INC. 401(K) PROFIT SHARING PLAN & TRUST Expense Ratio

In 2021, the investment and administrative expense ratio of LOGICSOURCE, INC. 401(K) PROFIT SHARING PLAN & TRUST is 0.25%.

Enrollment Features

LOGICSOURCE, INC. 401(K) PROFIT SHARING PLAN & TRUST 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.
    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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