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UNITED FACILITIES, INC. RETIREMENT PLAN NO. 004-86

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Plan General Information

UNITED FACILITIES, INC. RETIREMENT PLAN NO. 004-86 Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of UNITED FACILITIES, INC. RETIREMENT PLAN NO. 004-86 is $31,498,919.00.This plan was established in 1986.

UNITED FACILITIES, INC. RETIREMENT PLAN NO. 004-86 Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in UNITED FACILITIES, INC. RETIREMENT PLAN NO. 004-86 is 340

UNITED FACILITIES, INC. RETIREMENT PLAN NO. 004-86 Average Participant Retirement Account Value

In 2023, the average participant retirement account value for UNITED FACILITIES, INC. RETIREMENT PLAN NO. 004-86 is $92,643.00

UNITED FACILITIES, INC. RETIREMENT PLAN NO. 004-86 Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for UNITED FACILITIES, INC. RETIREMENT PLAN NO. 004-86 is $3,434.00.

UNITED FACILITIES, INC. RETIREMENT PLAN NO. 004-86 Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in UNITED FACILITIES, INC. RETIREMENT PLAN NO. 004-86 is approximately $2,077.00
Investing in this additonal $2,077.00 for 20 years would give you extra $132,953.00, assuming a 10% annual return.

UNITED FACILITIES, INC. RETIREMENT PLAN NO. 004-86 Total Employer Contribution and Match Rate

In 2023, UNITED FACILITIES, INC. RETIREMENT PLAN NO. 004-86 allocates $706,313.00 to match its employees' contributions, providing an employer match rate of 60.49% of their contributions

UNITED FACILITIES, INC. RETIREMENT PLAN NO. 004-86 Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of UNITED FACILITIES, INC. RETIREMENT PLAN NO. 004-86 is 20.43%.

UNITED FACILITIES, INC. RETIREMENT PLAN NO. 004-86 Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for UNITED FACILITIES, INC. RETIREMENT PLAN NO. 004-86 is 17.70%. This measures the effectiveness of the plan participants' investments in the year.

UNITED FACILITIES, INC. RETIREMENT PLAN NO. 004-86 Expense Ratio

In 2023, the investment and administrative expense ratio of UNITED FACILITIES, INC. RETIREMENT PLAN NO. 004-86 is 0.22%.

Enrollment Features

UNITED FACILITIES, INC. RETIREMENT PLAN NO. 004-86 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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