JONES & CARTER, INC. 401(K) PROFIT SHARING PLAN
Plan Contact
- Address: 6330 WEST LOOP SOUTH,,BELLAIRE,TX
- Contact person: SHARON BOWERS
- Phone: (713) 777-5337
Plan General Information
JONES & CARTER, INC. 401(K) PROFIT SHARING PLAN Total Retirement Plan Assets
At the end of 2021, the total retirement plan assets of JONES & CARTER, INC. 401(K) PROFIT SHARING PLAN is $82,473,819.00.This plan was established in 2022.
JONES & CARTER, INC. 401(K) PROFIT SHARING PLAN Total Number of Retirement Plan Participants
At the end of 2021, the total number of retirement plan participants in JONES & CARTER, INC. 401(K) PROFIT SHARING PLAN is 728
JONES & CARTER, INC. 401(K) PROFIT SHARING PLAN Average Participant Retirement Account Value
In 2021, the average participant retirement account value for JONES & CARTER, INC. 401(K) PROFIT SHARING PLAN is $113,288.00
JONES & CARTER, INC. 401(K) PROFIT SHARING PLAN Estimated Average Employee Contribution Amount
In 2021, the estimated average employee contribution amount per participant for JONES & CARTER, INC. 401(K) PROFIT SHARING PLAN is $5,751.00.
JONES & CARTER, INC. 401(K) PROFIT SHARING PLAN Estimated Average Employer Match
In 2021, the estimated average employer match for an employee in JONES & CARTER, INC. 401(K) PROFIT SHARING PLAN is approximately $4,216.00
Investing in this additonal $4,216.00 for 20 years would give you extra $269,881.00, assuming a 10% annual return.
Investing in this additonal $4,216.00 for 20 years would give you extra $269,881.00, assuming a 10% annual return.
JONES & CARTER, INC. 401(K) PROFIT SHARING PLAN Total Employer Contribution and Match Rate
In 2021, JONES & CARTER, INC. 401(K) PROFIT SHARING PLAN allocates $3,069,899.00 to match its employees' contributions, providing an employer match rate of 73.32% of their contributions
JONES & CARTER, INC. 401(K) PROFIT SHARING PLAN Total Retirement Plan Asset Growth Rate
In 2021, the total retirement plan asset growth rate of JONES & CARTER, INC. 401(K) PROFIT SHARING PLAN is 4.19%.
JONES & CARTER, INC. 401(K) PROFIT SHARING PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2021, the estimated aggregate retirement account investment gain/loss for JONES & CARTER, INC. 401(K) PROFIT SHARING PLAN is 17.94%. This measures the effectiveness of the plan participants' investments in the year.
JONES & CARTER, INC. 401(K) PROFIT SHARING PLAN Expense Ratio
In 2021, the investment and administrative expense ratio of JONES & CARTER, INC. 401(K) PROFIT SHARING PLAN is 0.03%.
Enrollment Features
JONES & CARTER, INC. 401(K) PROFIT SHARING PLAN has the following features:Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
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