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W.G. YATES & SONS CONSTRUCTION COMPANY EMPLOYEE TRUST

Plan Contact

  • Address: 104 GULLY AVENUE,PHILADELPHIA,MS
  • Contact person: BRANDON DUNN
  • Phone: (601) 656-5411

Plan General Information

W.G. YATES & SONS CONSTRUCTION COMPANY EMPLOYEE TRUST Total Retirement Plan Assets

At the end of 2022, the total retirement plan assets of W.G. YATES & SONS CONSTRUCTION COMPANY EMPLOYEE TRUST is $1,285,015.00.This plan was established in 1972.

W.G. YATES & SONS CONSTRUCTION COMPANY EMPLOYEE TRUST Total Number of Retirement Plan Participants

At the end of 2022, the total number of retirement plan participants in W.G. YATES & SONS CONSTRUCTION COMPANY EMPLOYEE TRUST is 2228

W.G. YATES & SONS CONSTRUCTION COMPANY EMPLOYEE TRUST Average Participant Retirement Account Value

In 2022, the average participant retirement account value for W.G. YATES & SONS CONSTRUCTION COMPANY EMPLOYEE TRUST is $576.00

W.G. YATES & SONS CONSTRUCTION COMPANY EMPLOYEE TRUST Estimated Average Employee Contribution Amount

In 2022, the estimated average employee contribution amount per participant for W.G. YATES & SONS CONSTRUCTION COMPANY EMPLOYEE TRUST is $2,194.00.

W.G. YATES & SONS CONSTRUCTION COMPANY EMPLOYEE TRUST Estimated Average Employer Match

In 2022, the estimated average employer match for an employee in W.G. YATES & SONS CONSTRUCTION COMPANY EMPLOYEE TRUST is approximately $668.00
Investing in this additonal $668.00 for 20 years would give you extra $42,759.00, assuming a 10% annual return.

W.G. YATES & SONS CONSTRUCTION COMPANY EMPLOYEE TRUST Total Employer Contribution and Match Rate

In 2022, W.G. YATES & SONS CONSTRUCTION COMPANY EMPLOYEE TRUST allocates $1,488,561.00 to match its employees' contributions, providing an employer match rate of 29.74% of their contributions

W.G. YATES & SONS CONSTRUCTION COMPANY EMPLOYEE TRUST Total Retirement Plan Asset Growth Rate

In 2022, the total retirement plan asset growth rate of W.G. YATES & SONS CONSTRUCTION COMPANY EMPLOYEE TRUST is -97.98%.

W.G. YATES & SONS CONSTRUCTION COMPANY EMPLOYEE TRUST Estimated Aggregate Retirement Account Investment Gain/Loss

In 2022, the estimated aggregate retirement account investment gain/loss for W.G. YATES & SONS CONSTRUCTION COMPANY EMPLOYEE TRUST is -99.94%. This measures the effectiveness of the plan participants' investments in the year.

W.G. YATES & SONS CONSTRUCTION COMPANY EMPLOYEE TRUST Expense Ratio

In 2022, the investment and administrative expense ratio of W.G. YATES & SONS CONSTRUCTION COMPANY EMPLOYEE TRUST is 18.39%.

Enrollment Features

W.G. YATES & SONS CONSTRUCTION COMPANY EMPLOYEE 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.
    Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.


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