What is ULMER & BERNE LLP RETIREMENT/401(K) PLAN AND TRUST's employer match?

In 2023, ULMER & BERNE LLP RETIREMENT/401(K) PLAN AND TRUST reported $3,125,657 in employer contributions. That is about 110.6% of reported employee contributions.

How many participants are in ULMER & BERNE LLP RETIREMENT/401(K) PLAN AND TRUST?

At the end of 2023, ULMER & BERNE LLP RETIREMENT/401(K) PLAN AND TRUST reported 472 plan participants.

What are ULMER & BERNE LLP RETIREMENT/401(K) PLAN AND TRUST's total assets?

At the end of 2023, ULMER & BERNE LLP RETIREMENT/401(K) PLAN AND TRUST reported total plan assets of $176,982,179.

What are the investment options in ULMER & BERNE LLP RETIREMENT/401(K) PLAN AND TRUST?

MyPlanIQ tracks the investment lineup for ULMER & BERNE LLP RETIREMENT/401(K) PLAN AND TRUST on its investment options page: https://www.myplaniq.com/invest/planinvestments/ulmer-berne-llp-retirement401k-plan-and-trust/

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Q: When was ULMER & BERNE LLP RETIREMENT/401(K) PLAN AND TRUST established?

ULMER & BERNE LLP RETIREMENT/401(K) PLAN AND TRUST was established in 1969.

ULMER & BERNE LLP RETIREMENT/401(K) PLAN AND TRUST

Contribution & Savings

ULMER & BERNE LLP RETIREMENT/401(K) PLAN AND TRUST Average Participant Retirement Account Value

In 2023, the average participant retirement account value for ULMER & BERNE LLP RETIREMENT/401(K) PLAN AND TRUST is $374,962.00

ULMER & BERNE LLP RETIREMENT/401(K) PLAN AND TRUST Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for ULMER & BERNE LLP RETIREMENT/401(K) PLAN AND TRUST is $6,350.00. 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.
406,454.00: this is the amount you will have accumulated 20 years later if you annually contribute the average contribution amount 6,350.00 in ULMER & BERNE LLP RETIREMENT/401(K) PLAN AND TRUST, assuming a 10%* annual return.

2023 & 2024 401(k) contribution limits by IRS

	Pretax and roth employee contributions	Employee and employer contributions combined	Catch-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.

Keep researching ULMER & BERNE LLP RETIREMENT/401(K) PLAN AND TRUST

Use the links below to move from this plan page into calculators, related retirement articles, and comparable plans in a similar industry or size band. That gives you a faster way to compare match design, fees, investments, and savings strategy in context.

Money headlines from this plan

These filing-based headlines surface the numbers most likely to affect a participant decision. Verify current plan documents before acting.

Average plan assets per reported participant: $374,962
Based on the 2023 public filing. This is a plan-wide average, not a personal retirement target. Calculate a personal retirement target.
Employer contributions per reported participant: $6,622
Based on the 2023 public filing. This reported average can include match, profit sharing, or other employer contributions. Review the match and contribution details.
Employee contributions per reported participant: $5,988
Based on the 2023 public filing. Individual contribution rates vary with pay, eligibility, and participation. Model a contribution increase.
Reported administrative expenses as a share of assets: 0.02%
Based on the 2023 public filing. This plan-level administrative ratio does not replace current fund expense ratios or participant fee disclosures. Estimate the long-term impact of fees.