KELLY TRACTOR CO. SAVINGS & PROFIT SHARING PLAN

Plan Contact

  • Address: 8255 NW 58 STREET,MIAMI,FL
  • Contact person: KATHERINE KELLY
  • Phone: (305) 592-5374

Plan General Information

KELLY TRACTOR CO. SAVINGS & PROFIT SHARING PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of KELLY TRACTOR CO. SAVINGS & PROFIT SHARING PLAN is $60,646,686.00.This plan was established in 1965.

KELLY TRACTOR CO. SAVINGS & PROFIT SHARING PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in KELLY TRACTOR CO. SAVINGS & PROFIT SHARING PLAN is 522

KELLY TRACTOR CO. SAVINGS & PROFIT SHARING PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for KELLY TRACTOR CO. SAVINGS & PROFIT SHARING PLAN is $116,181.00

KELLY TRACTOR CO. SAVINGS & PROFIT SHARING PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for KELLY TRACTOR CO. SAVINGS & PROFIT SHARING PLAN is $3,798.00.

KELLY TRACTOR CO. SAVINGS & PROFIT SHARING PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in KELLY TRACTOR CO. SAVINGS & PROFIT SHARING PLAN is approximately $3,376.00
Investing in this additonal $3,376.00 for 20 years would give you extra $216,088.00, assuming a 10% annual return.

KELLY TRACTOR CO. SAVINGS & PROFIT SHARING PLAN Total Employer Contribution and Match Rate

In 2023, KELLY TRACTOR CO. SAVINGS & PROFIT SHARING PLAN allocates $1,762,472.00 to match its employees' contributions, providing an employer match rate of 91.16% of their contributions

KELLY TRACTOR CO. SAVINGS & PROFIT SHARING PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of KELLY TRACTOR CO. SAVINGS & PROFIT SHARING PLAN is 20.96%.

KELLY TRACTOR CO. SAVINGS & PROFIT SHARING PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for KELLY TRACTOR CO. SAVINGS & PROFIT SHARING PLAN is 17.66%. This measures the effectiveness of the plan participants' investments in the year.

KELLY TRACTOR CO. SAVINGS & PROFIT SHARING PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of KELLY TRACTOR CO. SAVINGS & PROFIT SHARING PLAN is 0.26%.

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