CALISE & SONS BAKERY, INC. PROFIT SHARING PLAN

Plan Contact

  • Address: 2 QUALITY DRIVE,LINCOLN,RI
  • Phone: (401) 334-3444

Plan General Information

CALISE & SONS BAKERY, INC. PROFIT SHARING PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of CALISE & SONS BAKERY, INC. PROFIT SHARING PLAN is $6,772,878.00.This plan was established in 1983.

CALISE & SONS BAKERY, INC. PROFIT SHARING PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in CALISE & SONS BAKERY, INC. PROFIT SHARING PLAN is 304

CALISE & SONS BAKERY, INC. PROFIT SHARING PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for CALISE & SONS BAKERY, INC. PROFIT SHARING PLAN is $22,279.00

CALISE & SONS BAKERY, INC. PROFIT SHARING PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for CALISE & SONS BAKERY, INC. PROFIT SHARING PLAN is $1,008.00.

CALISE & SONS BAKERY, INC. PROFIT SHARING PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in CALISE & SONS BAKERY, INC. PROFIT SHARING PLAN is approximately $63.00
Investing in this additonal $63.00 for 20 years would give you extra $4,079.00, assuming a 10% annual return.

CALISE & SONS BAKERY, INC. PROFIT SHARING PLAN Total Employer Contribution and Match Rate

In 2023, CALISE & SONS BAKERY, INC. PROFIT SHARING PLAN allocates $19,378.00 to match its employees' contributions, providing an employer match rate of 6.05% of their contributions

CALISE & SONS BAKERY, INC. PROFIT SHARING PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of CALISE & SONS BAKERY, INC. PROFIT SHARING PLAN is 6.20%.

CALISE & SONS BAKERY, INC. PROFIT SHARING PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for CALISE & SONS BAKERY, INC. PROFIT SHARING PLAN is 14.05%. This measures the effectiveness of the plan participants' investments in the year.

CALISE & SONS BAKERY, INC. PROFIT SHARING PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of CALISE & SONS BAKERY, INC. PROFIT SHARING PLAN is 0.74%.

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