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P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES TAX SAVINGS PLAN

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Plan General Information

P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES TAX SAVINGS PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES TAX SAVINGS PLAN is $565,003,936.00.This plan was established in 1983.

P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES TAX SAVINGS PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES TAX SAVINGS PLAN is 4754

P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES TAX SAVINGS PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES TAX SAVINGS PLAN is $118,848.00

P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES TAX SAVINGS PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES TAX SAVINGS PLAN is $15,605.00.

P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES TAX SAVINGS PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES TAX SAVINGS PLAN is approximately $2,322.00
Investing in this additonal $2,322.00 for 20 years would give you extra $148,652.00, assuming a 10% annual return.

P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES TAX SAVINGS PLAN Total Employer Contribution and Match Rate

In 2023, P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES TAX SAVINGS PLAN allocates $11,042,114.00 to match its employees' contributions, providing an employer match rate of 29.77% of their contributions

P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES TAX SAVINGS PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES TAX SAVINGS PLAN is 14.17%.

P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES TAX SAVINGS PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES TAX SAVINGS PLAN is 12.84%. This measures the effectiveness of the plan participants' investments in the year.

P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES TAX SAVINGS PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES TAX SAVINGS PLAN is 0.05%.

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