INVESTCORP INTERNATIONAL, INC. RETIREMENT SAVINGS PLAN Contribution & Employer Match

INVESTCORP INTERNATIONAL, INC. RETIREMENT SAVINGS PLAN Contribution & Employer Match

INVESTCORP INTERNATIONAL, INC. provides the following retirement savings benefits to its employees:

INVESTCORP INTERNATIONAL, INC. RETIREMENT SAVINGS PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for INVESTCORP INTERNATIONAL, INC. RETIREMENT SAVINGS PLAN is $200,179.00

INVESTCORP INTERNATIONAL, INC. RETIREMENT SAVINGS PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for INVESTCORP INTERNATIONAL, INC. RETIREMENT SAVINGS PLAN is $12,535.00. If you contribute an amount exceeding this, you have saved more than your colleagues. Congratulations! Keep up the good work. Otherwise, you might want to consider contributing more to ensure a better retirement future.
802,252.00: this is the amount you will have accumulated 20 years later if you annually contribute the average contribution amount 12,535.00 in INVESTCORP INTERNATIONAL, INC. RETIREMENT SAVINGS PLAN, assuming a 10%* annual return.

2023 & 2024 401(k) contribution limits by IRS

 Pretax and roth employee contributionsEmployee and employer contributions combinedCatch-up contributions (in addition to the employee and employer combined limit, age 50 and over)
401(k) contribution limit for 2023$22,500$66,000$7,500
401(k) contribution limit for 2024$23,000$69,000$7,500

$1,440,056: this is the amount you will have saved 20 years later if you contribute the maximum of $22,500 annually for 20 years, assuming a 10%* annual return.

$4,224,165: for those who can maximize employee and employer annual $66,000 contributions for 20 years, assuming a 10%* annual return, you will be 3 times richer!

Use the 401(k) Savings Calculator to determine how much your contributions will accumulate over time.

Employer match in INVESTCORP INTERNATIONAL, INC. RETIREMENT SAVINGS PLAN

An employer match is deemed as ‘free’ money wherein your employer contributes additional funds to your allocated retirement savings plan. The matching amount can frequently be several percentage points of your compensation. Don’t avoid this free salary ‘raise’.

INVESTCORP INTERNATIONAL, INC. RETIREMENT SAVINGS PLAN Total Employer Contribution and Match Rate

In 2023, INVESTCORP INTERNATIONAL, INC. RETIREMENT SAVINGS PLAN allocates $316,835.00 to match its employees' contributions, providing an employer match rate of 11.62% of their contributions

INVESTCORP INTERNATIONAL, INC. RETIREMENT SAVINGS PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in INVESTCORP INTERNATIONAL, INC. RETIREMENT SAVINGS PLAN is approximately $1,383.00
Investing in this additonal $1,383.00 for 20 years would give you extra $88,547.00, assuming a 10% annual return.

INVESTCORP INTERNATIONAL, INC. RETIREMENT SAVINGS PLAN Contribution & Match Policy

1. Employee Contribution Rates: Participants may contribute up to 60% of their eligible compensation to the Plan on a pre-tax or an after-tax Roth basis, subject to Internal Revenue Code limitations.

2. Employer Match/Contribution Conditions: The Company may make a discretionary matching contribution on eligible compensation, providing 100% of participant contributions up to 6% of compensation up to $9,000 or 50% of participant contributions not to exceed 6% of compensation.

3. Vesting Schedule/Eligibility: Participants become 100% vested in Company contributions upon death, disability, or the attainment of normal retirement age. Otherwise, a participant’s interest in Company contributions vests according to the following schedule: 25% vested after 2 years, 50% after 3 years, 75% after 4 years, and 100% after 5 years. Participants must complete one year of service to be eligible for Company contributions.

4. Yes, it allows Roth 401(k) contribution.

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