KAUFMAN, HALL & ASSOCIATES, LLC RETIREMENT PLAN AND TRUST Contribution & Employer Match

KAUFMAN, HALL & ASSOCIATES, LLC RETIREMENT PLAN AND TRUST Contribution & Employer Match

KAUFMAN, HALL & ASSOCIATES, LLC provides the following retirement savings benefits to its employees:

KAUFMAN, HALL & ASSOCIATES, LLC RETIREMENT PLAN AND TRUST Average Participant Retirement Account Value

In 2023, the average participant retirement account value for KAUFMAN, HALL & ASSOCIATES, LLC RETIREMENT PLAN AND TRUST is $223,995.00

KAUFMAN, HALL & ASSOCIATES, LLC RETIREMENT PLAN AND TRUST Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for KAUFMAN, HALL & ASSOCIATES, LLC RETIREMENT PLAN AND TRUST is $14,644.00. 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.
937,265.00: this is the amount you will have accumulated 20 years later if you annually contribute the average contribution amount 14,644.00 in KAUFMAN, HALL & ASSOCIATES, LLC RETIREMENT PLAN AND TRUST, 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 KAUFMAN, HALL & ASSOCIATES, LLC RETIREMENT PLAN AND TRUST

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’.

KAUFMAN, HALL & ASSOCIATES, LLC RETIREMENT PLAN AND TRUST Total Employer Contribution and Match Rate

In 2023, KAUFMAN, HALL & ASSOCIATES, LLC RETIREMENT PLAN AND TRUST allocates $5,982,636.00 to match its employees' contributions, providing an employer match rate of 75.10% of their contributions

KAUFMAN, HALL & ASSOCIATES, LLC RETIREMENT PLAN AND TRUST Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in KAUFMAN, HALL & ASSOCIATES, LLC RETIREMENT PLAN AND TRUST is approximately $9,009.00
Investing in this additonal $9,009.00 for 20 years would give you extra $576,639.00, assuming a 10% annual return.

KAUFMAN, HALL & ASSOCIATES, LLC RETIREMENT PLAN AND TRUST Contribution & Match Policy

1. Employee Contribution Rates: Employees can contribute up to 100% of their pre-tax annual compensation, subject to IRS limitations.

2. Employer Match/Contribution Conditions: The employer matches 100% of participant contributions, up to 7% of eligible compensation. Additionally, discretionary non-elective contributions may be made, but participants must be employed on the last day of the Plan year, have completed three months of service, and have worked a minimum of 1,000 hours during the Plan year to receive these contributions.

3. Vesting Schedule/Eligibility: The vesting schedule for employer contributions is 33% per year after one year of service, becoming fully vested after three years. For contributions received prior to January 1, 2016, the vesting is at a rate of 20% per year after two years of service, becoming fully vested after six years. Employees are eligible to participate in the plan immediately upon hire without any age or service requirement.

4. Roth 401(k) Contribution: Yes, the plan allows participants to designate all or a portion of their deferrals as Roth contributions on an after-tax basis.

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