KALMAN & COMPANY, INC. EMPLOYEES SAVINGS & TRUST
Plan Contact
- Address: 2901 S LYNNHAVEN RD STE 340,VIRGINIA BEACH,VA
- Contact person: ERIC KALMAN
- Phone: (757) 461-4292
Plan General Information
KALMAN & COMPANY, INC. EMPLOYEES SAVINGS & TRUST Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of KALMAN & COMPANY, INC. EMPLOYEES SAVINGS & TRUST is $22,939,731.00.This plan was established in 1997.
KALMAN & COMPANY, INC. EMPLOYEES SAVINGS & TRUST Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in KALMAN & COMPANY, INC. EMPLOYEES SAVINGS & TRUST is 494
KALMAN & COMPANY, INC. EMPLOYEES SAVINGS & TRUST Average Participant Retirement Account Value
In 2023, the average participant retirement account value for KALMAN & COMPANY, INC. EMPLOYEES SAVINGS & TRUST is $46,436.00
KALMAN & COMPANY, INC. EMPLOYEES SAVINGS & TRUST Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for KALMAN & COMPANY, INC. EMPLOYEES SAVINGS & TRUST is $3,915.00.
KALMAN & COMPANY, INC. EMPLOYEES SAVINGS & TRUST Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in KALMAN & COMPANY, INC. EMPLOYEES SAVINGS & TRUST is approximately $1,552.00
Investing in this additonal $1,552.00 for 20 years would give you extra $99,333.00, assuming a 10% annual return.
Investing in this additonal $1,552.00 for 20 years would give you extra $99,333.00, assuming a 10% annual return.
KALMAN & COMPANY, INC. EMPLOYEES SAVINGS & TRUST Total Employer Contribution and Match Rate
In 2023, KALMAN & COMPANY, INC. EMPLOYEES SAVINGS & TRUST allocates $766,728.00 to match its employees' contributions, providing an employer match rate of 48.59% of their contributions
KALMAN & COMPANY, INC. EMPLOYEES SAVINGS & TRUST Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of KALMAN & COMPANY, INC. EMPLOYEES SAVINGS & TRUST is 22.63%.
KALMAN & COMPANY, INC. EMPLOYEES SAVINGS & TRUST Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for KALMAN & COMPANY, INC. EMPLOYEES SAVINGS & TRUST is 18.52%. This measures the effectiveness of the plan participants' investments in the year.
KALMAN & COMPANY, INC. EMPLOYEES SAVINGS & TRUST Expense Ratio
In 2023, the investment and administrative expense ratio of KALMAN & COMPANY, INC. EMPLOYEES SAVINGS & TRUST is 0.26%.
Enrollment Features
KALMAN & COMPANY, INC. EMPLOYEES SAVINGS & 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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