SHULTS AUTO GROUP 401(K) PLAN
Plan Contact
- Address: 300 FLUVANNA AVENUE,JAMESTOWN,NY
- Contact person: TIM SHULTS
- Phone: (716) 484-7151
Plan General Information
SHULTS AUTO GROUP 401(K) PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of SHULTS AUTO GROUP 401(K) PLAN is $5,314,669.00.This plan was established in 1990.
SHULTS AUTO GROUP 401(K) PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in SHULTS AUTO GROUP 401(K) PLAN is 240
SHULTS AUTO GROUP 401(K) PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for SHULTS AUTO GROUP 401(K) PLAN is $22,144.00
SHULTS AUTO GROUP 401(K) PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for SHULTS AUTO GROUP 401(K) PLAN is $1,761.00.
SHULTS AUTO GROUP 401(K) PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in SHULTS AUTO GROUP 401(K) PLAN is approximately $350.00
Investing in this additonal $350.00 for 20 years would give you extra $22,442.00, assuming a 10% annual return.
Investing in this additonal $350.00 for 20 years would give you extra $22,442.00, assuming a 10% annual return.
SHULTS AUTO GROUP 401(K) PLAN Total Employer Contribution and Match Rate
In 2023, SHULTS AUTO GROUP 401(K) PLAN allocates $84,159.00 to match its employees' contributions, providing an employer match rate of 17.37% of their contributions
SHULTS AUTO GROUP 401(K) PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of SHULTS AUTO GROUP 401(K) PLAN is 22.47%.
SHULTS AUTO GROUP 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for SHULTS AUTO GROUP 401(K) PLAN is 18.97%. This measures the effectiveness of the plan participants' investments in the year.
SHULTS AUTO GROUP 401(K) PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of SHULTS AUTO GROUP 401(K) PLAN is 0.09%.
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