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PAUL BURRELL MANAGEMENT, INC. 401(K) PLAN

Plan Contact

  • Address: P.O. BOX 479,BOWLING GREEN,KY
  • Contact person: ALEX BURRELL
  • Phone: (270) 991-9511

Plan General Information

PAUL BURRELL MANAGEMENT, INC. 401(K) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of PAUL BURRELL MANAGEMENT, INC. 401(K) PLAN is $2,535,062.00.This plan was established in 2017.

PAUL BURRELL MANAGEMENT, INC. 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in PAUL BURRELL MANAGEMENT, INC. 401(K) PLAN is 428

PAUL BURRELL MANAGEMENT, INC. 401(K) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for PAUL BURRELL MANAGEMENT, INC. 401(K) PLAN is $5,923.00

PAUL BURRELL MANAGEMENT, INC. 401(K) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for PAUL BURRELL MANAGEMENT, INC. 401(K) PLAN is $851.00.

PAUL BURRELL MANAGEMENT, INC. 401(K) PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in PAUL BURRELL MANAGEMENT, INC. 401(K) PLAN is approximately $514.00
Investing in this additonal $514.00 for 20 years would give you extra $32,933.00, assuming a 10% annual return.

PAUL BURRELL MANAGEMENT, INC. 401(K) PLAN Total Employer Contribution and Match Rate

In 2023, PAUL BURRELL MANAGEMENT, INC. 401(K) PLAN allocates $220,241.00 to match its employees' contributions, providing an employer match rate of 62.14% of their contributions

PAUL BURRELL MANAGEMENT, INC. 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of PAUL BURRELL MANAGEMENT, INC. 401(K) PLAN is 43.23%.

PAUL BURRELL MANAGEMENT, INC. 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for PAUL BURRELL MANAGEMENT, INC. 401(K) PLAN is 18.31%. This measures the effectiveness of the plan participants' investments in the year.

PAUL BURRELL MANAGEMENT, INC. 401(K) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of PAUL BURRELL MANAGEMENT, INC. 401(K) PLAN is 1.03%.

Enrollment Features

PAUL BURRELL MANAGEMENT, 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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