DALBY, WENDLAND AND COMPANY, P. C. SALARY REDUCTION PROFIT SHARING PLAN
Plan Contact
- Address: P.O.BOX 430,GRAND JUNCTION,CO
- Contact person: SHANNON NELSON
- Phone: (970) 243-1921
Plan General Information
DALBY, WENDLAND AND COMPANY, P. C. SALARY REDUCTION PROFIT SHARING PLAN Total Retirement Plan Assets
At the end of 2022, the total retirement plan assets of DALBY, WENDLAND AND COMPANY, P. C. SALARY REDUCTION PROFIT SHARING PLAN is $12,803,331.00.This plan was established in 1987.
DALBY, WENDLAND AND COMPANY, P. C. SALARY REDUCTION PROFIT SHARING PLAN Total Number of Retirement Plan Participants
At the end of 2022, the total number of retirement plan participants in DALBY, WENDLAND AND COMPANY, P. C. SALARY REDUCTION PROFIT SHARING PLAN is 121
DALBY, WENDLAND AND COMPANY, P. C. SALARY REDUCTION PROFIT SHARING PLAN Average Participant Retirement Account Value
In 2022, the average participant retirement account value for DALBY, WENDLAND AND COMPANY, P. C. SALARY REDUCTION PROFIT SHARING PLAN is $105,812.00
DALBY, WENDLAND AND COMPANY, P. C. SALARY REDUCTION PROFIT SHARING PLAN Estimated Average Employee Contribution Amount
In 2022, the estimated average employee contribution amount per participant for DALBY, WENDLAND AND COMPANY, P. C. SALARY REDUCTION PROFIT SHARING PLAN is $14,128.00.
DALBY, WENDLAND AND COMPANY, P. C. SALARY REDUCTION PROFIT SHARING PLAN Estimated Average Employer Match
In 2022, the estimated average employer match for an employee in DALBY, WENDLAND AND COMPANY, P. C. SALARY REDUCTION PROFIT SHARING PLAN is approximately $3,416.00
Investing in this additonal $3,416.00 for 20 years would give you extra $218,655.00, assuming a 10% annual return.
Investing in this additonal $3,416.00 for 20 years would give you extra $218,655.00, assuming a 10% annual return.
DALBY, WENDLAND AND COMPANY, P. C. SALARY REDUCTION PROFIT SHARING PLAN Total Employer Contribution and Match Rate
In 2022, DALBY, WENDLAND AND COMPANY, P. C. SALARY REDUCTION PROFIT SHARING PLAN allocates $413,395.00 to match its employees' contributions, providing an employer match rate of 48.36% of their contributions
DALBY, WENDLAND AND COMPANY, P. C. SALARY REDUCTION PROFIT SHARING PLAN Total Retirement Plan Asset Growth Rate
In 2022, the total retirement plan asset growth rate of DALBY, WENDLAND AND COMPANY, P. C. SALARY REDUCTION PROFIT SHARING PLAN is -10.82%.
DALBY, WENDLAND AND COMPANY, P. C. SALARY REDUCTION PROFIT SHARING PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2022, the estimated aggregate retirement account investment gain/loss for DALBY, WENDLAND AND COMPANY, P. C. SALARY REDUCTION PROFIT SHARING PLAN is -16.56%. This measures the effectiveness of the plan participants' investments in the year.
DALBY, WENDLAND AND COMPANY, P. C. SALARY REDUCTION PROFIT SHARING PLAN Expense Ratio
In 2022, the investment and administrative expense ratio of DALBY, WENDLAND AND COMPANY, P. C. SALARY REDUCTION PROFIT SHARING PLAN is 0.01%.
Enrollment Features
DALBY, WENDLAND AND COMPANY, P. C. SALARY REDUCTION PROFIT SHARING PLAN 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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