SHERWOOD MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan Contact
- Address: 6630 TOP GUN STREET,SAN DIEGO,CA
- Contact person: JAMES ROBERTS
- Phone: (858) 679-3000
Plan General Information
SHERWOOD MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of SHERWOOD MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN is $1,625,588.00.This plan was established in 2021.
SHERWOOD MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in SHERWOOD MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN is 103
SHERWOOD MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for SHERWOOD MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN is $15,782.00
SHERWOOD MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in SHERWOOD MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN is approximately $81.00
Investing in this additonal $81.00 for 20 years would give you extra $5,212.00, assuming a 10% annual return.
Investing in this additonal $81.00 for 20 years would give you extra $5,212.00, assuming a 10% annual return.
SHERWOOD MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of SHERWOOD MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN is 36.55%.
SHERWOOD MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for SHERWOOD MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN is 36.31%. This measures the effectiveness of the plan participants' investments in the year.
SHERWOOD MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of SHERWOOD MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN is 0.00%.
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