SUTHERLIN MANAGEMENT, INC. 401(K) PLAN
Plan Contact
- Address: 194 FORT TOULOUSE ROAD,WETUMPKA,AL
- Contact person: CHRISTOPHER HULSE
- Phone: (850) 699-8271
Plan General Information
SUTHERLIN MANAGEMENT, INC. 401(K) PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of SUTHERLIN MANAGEMENT, INC. 401(K) PLAN is $5,693,216.00.This plan was established in 2000.
SUTHERLIN MANAGEMENT, INC. 401(K) PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in SUTHERLIN MANAGEMENT, INC. 401(K) PLAN is 667
SUTHERLIN MANAGEMENT, INC. 401(K) PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for SUTHERLIN MANAGEMENT, INC. 401(K) PLAN is $8,535.00
SUTHERLIN MANAGEMENT, INC. 401(K) PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for SUTHERLIN MANAGEMENT, INC. 401(K) PLAN is $1,714.00.
SUTHERLIN MANAGEMENT, INC. 401(K) PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in SUTHERLIN MANAGEMENT, INC. 401(K) PLAN is approximately $163.00
Investing in this additonal $163.00 for 20 years would give you extra $10,435.00, assuming a 10% annual return.
Investing in this additonal $163.00 for 20 years would give you extra $10,435.00, assuming a 10% annual return.
SUTHERLIN MANAGEMENT, INC. 401(K) PLAN Total Employer Contribution and Match Rate
In 2023, SUTHERLIN MANAGEMENT, INC. 401(K) PLAN allocates $108,761.00 to match its employees' contributions, providing an employer match rate of 11.64% of their contributions
SUTHERLIN MANAGEMENT, INC. 401(K) PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of SUTHERLIN MANAGEMENT, INC. 401(K) PLAN is -25.17%.
SUTHERLIN MANAGEMENT, INC. 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for SUTHERLIN MANAGEMENT, INC. 401(K) PLAN is -7.86%. This measures the effectiveness of the plan participants' investments in the year.
SUTHERLIN MANAGEMENT, INC. 401(K) PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of SUTHERLIN MANAGEMENT, INC. 401(K) PLAN is 0.70%.
Enrollment Features
SUTHERLIN MANAGEMENT, INC. 401(K) PLAN has the following features:Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
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