SCHWARTZ BROTHERS RESTAURANTS 401(K) PRE-TAX SAVINGS PLAN & TRUST
Plan Contact
- Address: 325 118TH AVENUE SE, SUITE 106,BELLEVUE,WA
- Contact person: BRIAN TEGEN
- Phone: (425) 455-3948
Plan General Information
SCHWARTZ BROTHERS RESTAURANTS 401(K) PRE-TAX SAVINGS PLAN & TRUST Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of SCHWARTZ BROTHERS RESTAURANTS 401(K) PRE-TAX SAVINGS PLAN & TRUST is $12,011,701.00.This plan was established in 1990.
SCHWARTZ BROTHERS RESTAURANTS 401(K) PRE-TAX SAVINGS PLAN & TRUST Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in SCHWARTZ BROTHERS RESTAURANTS 401(K) PRE-TAX SAVINGS PLAN & TRUST is 463
SCHWARTZ BROTHERS RESTAURANTS 401(K) PRE-TAX SAVINGS PLAN & TRUST Average Participant Retirement Account Value
In 2023, the average participant retirement account value for SCHWARTZ BROTHERS RESTAURANTS 401(K) PRE-TAX SAVINGS PLAN & TRUST is $25,943.00
SCHWARTZ BROTHERS RESTAURANTS 401(K) PRE-TAX SAVINGS PLAN & TRUST Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for SCHWARTZ BROTHERS RESTAURANTS 401(K) PRE-TAX SAVINGS PLAN & TRUST is $1,461.00.
SCHWARTZ BROTHERS RESTAURANTS 401(K) PRE-TAX SAVINGS PLAN & TRUST Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in SCHWARTZ BROTHERS RESTAURANTS 401(K) PRE-TAX SAVINGS PLAN & TRUST is approximately $158.00
Investing in this additonal $158.00 for 20 years would give you extra $10,119.00, assuming a 10% annual return.
Investing in this additonal $158.00 for 20 years would give you extra $10,119.00, assuming a 10% annual return.
SCHWARTZ BROTHERS RESTAURANTS 401(K) PRE-TAX SAVINGS PLAN & TRUST Total Employer Contribution and Match Rate
In 2023, SCHWARTZ BROTHERS RESTAURANTS 401(K) PRE-TAX SAVINGS PLAN & TRUST allocates $73,208.00 to match its employees' contributions, providing an employer match rate of 11.51% of their contributions
SCHWARTZ BROTHERS RESTAURANTS 401(K) PRE-TAX SAVINGS PLAN & TRUST Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of SCHWARTZ BROTHERS RESTAURANTS 401(K) PRE-TAX SAVINGS PLAN & TRUST is 23.95%.
SCHWARTZ BROTHERS RESTAURANTS 401(K) PRE-TAX SAVINGS PLAN & TRUST Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for SCHWARTZ BROTHERS RESTAURANTS 401(K) PRE-TAX SAVINGS PLAN & TRUST is 20.69%. This measures the effectiveness of the plan participants' investments in the year.
SCHWARTZ BROTHERS RESTAURANTS 401(K) PRE-TAX SAVINGS PLAN & TRUST Expense Ratio
In 2023, the investment and administrative expense ratio of SCHWARTZ BROTHERS RESTAURANTS 401(K) PRE-TAX SAVINGS PLAN & TRUST is 0.42%.
Enrollment Features
SCHWARTZ BROTHERS RESTAURANTS 401(K) PRE-TAX SAVINGS PLAN & 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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