BLUMENTHAL HOLDINGS, LLC SAVINGS & PROFIT SHARING PLAN
Plan Contact
- Address: 600 RADIATOR ROAD,INDIAN TRAIL,NC
- Contact person: KATHERINE CULP
- Phone: (704) 684-1940
Plan General Information
BLUMENTHAL HOLDINGS, LLC SAVINGS & PROFIT SHARING PLAN Total Retirement Plan Assets
At the end of 2022, the total retirement plan assets of BLUMENTHAL HOLDINGS, LLC SAVINGS & PROFIT SHARING PLAN is $7,170,563.00.This plan was established in 1969.
BLUMENTHAL HOLDINGS, LLC SAVINGS & PROFIT SHARING PLAN Total Number of Retirement Plan Participants
At the end of 2022, the total number of retirement plan participants in BLUMENTHAL HOLDINGS, LLC SAVINGS & PROFIT SHARING PLAN is 107
BLUMENTHAL HOLDINGS, LLC SAVINGS & PROFIT SHARING PLAN Average Participant Retirement Account Value
In 2022, the average participant retirement account value for BLUMENTHAL HOLDINGS, LLC SAVINGS & PROFIT SHARING PLAN is $67,014.00
BLUMENTHAL HOLDINGS, LLC SAVINGS & PROFIT SHARING PLAN Estimated Average Employee Contribution Amount
In 2022, the estimated average employee contribution amount per participant for BLUMENTHAL HOLDINGS, LLC SAVINGS & PROFIT SHARING PLAN is $1,357.00.
BLUMENTHAL HOLDINGS, LLC SAVINGS & PROFIT SHARING PLAN Estimated Average Employer Match
In 2022, the estimated average employer match for an employee in BLUMENTHAL HOLDINGS, LLC SAVINGS & PROFIT SHARING PLAN is approximately $709.00
Investing in this additonal $709.00 for 20 years would give you extra $45,413.00, assuming a 10% annual return.
Investing in this additonal $709.00 for 20 years would give you extra $45,413.00, assuming a 10% annual return.
BLUMENTHAL HOLDINGS, LLC SAVINGS & PROFIT SHARING PLAN Total Employer Contribution and Match Rate
In 2022, BLUMENTHAL HOLDINGS, LLC SAVINGS & PROFIT SHARING PLAN allocates $75,926.00 to match its employees' contributions, providing an employer match rate of 50.63% of their contributions
BLUMENTHAL HOLDINGS, LLC SAVINGS & PROFIT SHARING PLAN Total Retirement Plan Asset Growth Rate
In 2022, the total retirement plan asset growth rate of BLUMENTHAL HOLDINGS, LLC SAVINGS & PROFIT SHARING PLAN is -40.85%.
BLUMENTHAL HOLDINGS, LLC SAVINGS & PROFIT SHARING PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2022, the estimated aggregate retirement account investment gain/loss for BLUMENTHAL HOLDINGS, LLC SAVINGS & PROFIT SHARING PLAN is -21.57%. This measures the effectiveness of the plan participants' investments in the year.
BLUMENTHAL HOLDINGS, LLC SAVINGS & PROFIT SHARING PLAN Expense Ratio
In 2022, the investment and administrative expense ratio of BLUMENTHAL HOLDINGS, LLC SAVINGS & PROFIT SHARING PLAN is 0.51%.
Enrollment Features
BLUMENTHAL HOLDINGS, LLC SAVINGS & PROFIT SHARING 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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