BOAT HOUSE 401(K) PLAN AND TRUST
Plan Contact
- Address: 1516 SE 46TH STREET,CAPE CORAL,FL
- Contact person: TOM HANSEN
- Phone: (239) 549-2628
Plan General Information
BOAT HOUSE 401(K) PLAN AND TRUST Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of BOAT HOUSE 401(K) PLAN AND TRUST is $7,319,353.00.This plan was established in 2011.
BOAT HOUSE 401(K) PLAN AND TRUST Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in BOAT HOUSE 401(K) PLAN AND TRUST is 191
BOAT HOUSE 401(K) PLAN AND TRUST Average Participant Retirement Account Value
In 2023, the average participant retirement account value for BOAT HOUSE 401(K) PLAN AND TRUST is $38,321.00
BOAT HOUSE 401(K) PLAN AND TRUST Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for BOAT HOUSE 401(K) PLAN AND TRUST is $3,818.00.
BOAT HOUSE 401(K) PLAN AND TRUST Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in BOAT HOUSE 401(K) PLAN AND TRUST is approximately $1,954.00
Investing in this additonal $1,954.00 for 20 years would give you extra $125,099.00, assuming a 10% annual return.
Investing in this additonal $1,954.00 for 20 years would give you extra $125,099.00, assuming a 10% annual return.
BOAT HOUSE 401(K) PLAN AND TRUST Total Employer Contribution and Match Rate
In 2023, BOAT HOUSE 401(K) PLAN AND TRUST allocates $373,344.00 to match its employees' contributions, providing an employer match rate of 58.37% of their contributions
BOAT HOUSE 401(K) PLAN AND TRUST Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of BOAT HOUSE 401(K) PLAN AND TRUST is 36.90%.
BOAT HOUSE 401(K) PLAN AND TRUST Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for BOAT HOUSE 401(K) PLAN AND TRUST is 19.84%. This measures the effectiveness of the plan participants' investments in the year.
BOAT HOUSE 401(K) PLAN AND TRUST Expense Ratio
In 2023, the investment and administrative expense ratio of BOAT HOUSE 401(K) PLAN AND TRUST is 0.42%.
Enrollment Features
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