JORGENSEN & CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
Plan Contact
- Address: 2467 FOUNDRY PARK AVE.,FRESNO,CA
- Phone: (559) 268-6241
Plan General Information
JORGENSEN & CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of JORGENSEN & CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST is $6,916,704.00.This plan was established in 1994.
JORGENSEN & CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in JORGENSEN & CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST is 193
JORGENSEN & CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST Average Participant Retirement Account Value
In 2023, the average participant retirement account value for JORGENSEN & CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST is $35,837.00
JORGENSEN & CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in JORGENSEN & CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST is approximately $2,140.00
Investing in this additonal $2,140.00 for 20 years would give you extra $137,000.00, assuming a 10% annual return.
Investing in this additonal $2,140.00 for 20 years would give you extra $137,000.00, assuming a 10% annual return.
JORGENSEN & CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of JORGENSEN & CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST is 11.69%.
JORGENSEN & CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for JORGENSEN & CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST is 11.69%. This measures the effectiveness of the plan participants' investments in the year.
JORGENSEN & CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST Expense Ratio
In 2023, the investment and administrative expense ratio of JORGENSEN & CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST is 0.19%.
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