LUCKETT & FARLEY EMPLOYEE STOCK OWNERSHIP PLAN

Plan Contact

  • Address: 737 S THIRD ST,LOUISVILLE,KY
  • Phone: (502) 585-4181

Plan General Information

LUCKETT & FARLEY EMPLOYEE STOCK OWNERSHIP PLAN Total Retirement Plan Assets

At the end of 2022, the total retirement plan assets of LUCKETT & FARLEY EMPLOYEE STOCK OWNERSHIP PLAN is $10,463,770.00.This plan was established in 2000.

LUCKETT & FARLEY EMPLOYEE STOCK OWNERSHIP PLAN Total Number of Retirement Plan Participants

At the end of 2022, the total number of retirement plan participants in LUCKETT & FARLEY EMPLOYEE STOCK OWNERSHIP PLAN is 173

LUCKETT & FARLEY EMPLOYEE STOCK OWNERSHIP PLAN Average Participant Retirement Account Value

In 2022, the average participant retirement account value for LUCKETT & FARLEY EMPLOYEE STOCK OWNERSHIP PLAN is $60,484.00

LUCKETT & FARLEY EMPLOYEE STOCK OWNERSHIP PLAN Estimated Average Employer Match

In 2022, the estimated average employer match for an employee in LUCKETT & FARLEY EMPLOYEE STOCK OWNERSHIP PLAN is approximately $3,953.00
Investing in this additonal $3,953.00 for 20 years would give you extra $253,045.00, assuming a 10% annual return.

LUCKETT & FARLEY EMPLOYEE STOCK OWNERSHIP PLAN Total Retirement Plan Asset Growth Rate

In 2022, the total retirement plan asset growth rate of LUCKETT & FARLEY EMPLOYEE STOCK OWNERSHIP PLAN is 38.03%.

LUCKETT & FARLEY EMPLOYEE STOCK OWNERSHIP PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2022, the estimated aggregate retirement account investment gain/loss for LUCKETT & FARLEY EMPLOYEE STOCK OWNERSHIP PLAN is 33.54%. This measures the effectiveness of the plan participants' investments in the year.

LUCKETT & FARLEY EMPLOYEE STOCK OWNERSHIP PLAN Expense Ratio

In 2022, the investment and administrative expense ratio of LUCKETT & FARLEY EMPLOYEE STOCK OWNERSHIP PLAN is 0.00%.

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