WILBERTS INC.401(K) PLAN

Plan Contact

  • Address: 1272 SALT RD STE 1,WEBSTER,NY
  • Contact person: JOSH KUHN
  • Phone: (585) 872-1540

Plan General Information

WILBERTS INC.401(K) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of WILBERTS INC.401(K) PLAN is $9,373,593.00.This plan was established in 1995.

WILBERTS INC.401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in WILBERTS INC.401(K) PLAN is 187

WILBERTS INC.401(K) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for WILBERTS INC.401(K) PLAN is $50,126.00

WILBERTS INC.401(K) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for WILBERTS INC.401(K) PLAN is $3,173.00.

WILBERTS INC.401(K) PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in WILBERTS INC.401(K) PLAN is approximately $2,407.00
Investing in this additonal $2,407.00 for 20 years would give you extra $154,055.00, assuming a 10% annual return.

WILBERTS INC.401(K) PLAN Total Employer Contribution and Match Rate

In 2023, WILBERTS INC.401(K) PLAN allocates $450,130.00 to match its employees' contributions, providing an employer match rate of 75.26% of their contributions

WILBERTS INC.401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of WILBERTS INC.401(K) PLAN is 36.72%.

WILBERTS INC.401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for WILBERTS INC.401(K) PLAN is 19.25%. This measures the effectiveness of the plan participants' investments in the year.

WILBERTS INC.401(K) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of WILBERTS INC.401(K) PLAN is 0.32%.

Enrollment Features

WILBERTS 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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