H.O. PENN 401(K) & PROFIT SHARING PLAN AND TRUST

Plan Contact

  • Address: 122 NOXON ROAD,POUGHKEEPSIE,NY
  • Contact person: MARY SALCH
  • Phone: (845) 437-4086

Plan General Information

H.O. PENN 401(K) & PROFIT SHARING PLAN AND TRUST Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of H.O. PENN 401(K) & PROFIT SHARING PLAN AND TRUST is $82,633,196.00.This plan was established in 1980.

H.O. PENN 401(K) & PROFIT SHARING PLAN AND TRUST Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in H.O. PENN 401(K) & PROFIT SHARING PLAN AND TRUST is 307

H.O. PENN 401(K) & PROFIT SHARING PLAN AND TRUST Average Participant Retirement Account Value

In 2023, the average participant retirement account value for H.O. PENN 401(K) & PROFIT SHARING PLAN AND TRUST is $269,163.00

H.O. PENN 401(K) & PROFIT SHARING PLAN AND TRUST Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for H.O. PENN 401(K) & PROFIT SHARING PLAN AND TRUST is $9,951.00.

H.O. PENN 401(K) & PROFIT SHARING PLAN AND TRUST Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in H.O. PENN 401(K) & PROFIT SHARING PLAN AND TRUST is approximately $2,624.00
Investing in this additonal $2,624.00 for 20 years would give you extra $167,987.00, assuming a 10% annual return.

H.O. PENN 401(K) & PROFIT SHARING PLAN AND TRUST Total Employer Contribution and Match Rate

In 2023, H.O. PENN 401(K) & PROFIT SHARING PLAN AND TRUST allocates $805,817.00 to match its employees' contributions, providing an employer match rate of 26.99% of their contributions

H.O. PENN 401(K) & PROFIT SHARING PLAN AND TRUST Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of H.O. PENN 401(K) & PROFIT SHARING PLAN AND TRUST is 10.38%.

H.O. PENN 401(K) & PROFIT SHARING PLAN AND TRUST Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for H.O. PENN 401(K) & PROFIT SHARING PLAN AND TRUST is 15.97%. This measures the effectiveness of the plan participants' investments in the year.

H.O. PENN 401(K) & PROFIT SHARING PLAN AND TRUST Expense Ratio

In 2023, the investment and administrative expense ratio of H.O. PENN 401(K) & PROFIT SHARING PLAN AND TRUST is -0.03%.

Enrollment Features

H.O. PENN 401(K) & PROFIT SHARING PLAN AND TRUST has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.

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