BOUSQUET HOLSTEIN PLLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST
Plan Contact
- Address: 110 WEST FAYETTE STREET, SUITE 1000,SYRACUSE,NY
- Contact person: ALICIA MADDEN
- Phone: (315) 422-1500
Plan General Information
BOUSQUET HOLSTEIN PLLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of BOUSQUET HOLSTEIN PLLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST is $25,169,872.00.This plan was established in 1985.
BOUSQUET HOLSTEIN PLLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in BOUSQUET HOLSTEIN PLLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST is 143
BOUSQUET HOLSTEIN PLLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST Average Participant Retirement Account Value
In 2023, the average participant retirement account value for BOUSQUET HOLSTEIN PLLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST is $176,013.00
BOUSQUET HOLSTEIN PLLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for BOUSQUET HOLSTEIN PLLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST is $8,137.00.
BOUSQUET HOLSTEIN PLLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in BOUSQUET HOLSTEIN PLLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST is approximately $2,619.00
Investing in this additonal $2,619.00 for 20 years would give you extra $167,620.00, assuming a 10% annual return.
Investing in this additonal $2,619.00 for 20 years would give you extra $167,620.00, assuming a 10% annual return.
BOUSQUET HOLSTEIN PLLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST Total Employer Contribution and Match Rate
In 2023, BOUSQUET HOLSTEIN PLLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST allocates $374,526.00 to match its employees' contributions, providing an employer match rate of 34.22% of their contributions
BOUSQUET HOLSTEIN PLLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of BOUSQUET HOLSTEIN PLLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST is 15.36%.
BOUSQUET HOLSTEIN PLLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for BOUSQUET HOLSTEIN PLLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST is 15.73%. This measures the effectiveness of the plan participants' investments in the year.
BOUSQUET HOLSTEIN PLLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST Expense Ratio
In 2023, the investment and administrative expense ratio of BOUSQUET HOLSTEIN PLLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST is 0.01%.
Enrollment Features
BOUSQUET HOLSTEIN PLLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST has the following features:Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.
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