KELLY'S ROAST BEEF, INC. 401(K) PROFIT SHARING PLAN

Plan Contact

  • Address: 605 BROADWAY, SUITE 300,SAUGUS,MA
  • Contact person: REBECCA STANTON
  • Phone: (781) 233-5700

Plan General Information

KELLY'S ROAST BEEF, INC. 401(K) PROFIT SHARING PLAN Total Retirement Plan Assets

At the end of 2022, the total retirement plan assets of KELLY'S ROAST BEEF, INC. 401(K) PROFIT SHARING PLAN is $5,264,519.00.This plan was established in 1984.

KELLY'S ROAST BEEF, INC. 401(K) PROFIT SHARING PLAN Total Number of Retirement Plan Participants

At the end of 2022, the total number of retirement plan participants in KELLY'S ROAST BEEF, INC. 401(K) PROFIT SHARING PLAN is 146

KELLY'S ROAST BEEF, INC. 401(K) PROFIT SHARING PLAN Average Participant Retirement Account Value

In 2022, the average participant retirement account value for KELLY'S ROAST BEEF, INC. 401(K) PROFIT SHARING PLAN is $36,058.00

KELLY'S ROAST BEEF, INC. 401(K) PROFIT SHARING PLAN Estimated Average Employee Contribution Amount

In 2022, the estimated average employee contribution amount per participant for KELLY'S ROAST BEEF, INC. 401(K) PROFIT SHARING PLAN is $856.00.

KELLY'S ROAST BEEF, INC. 401(K) PROFIT SHARING PLAN Estimated Average Employer Match

In 2022, the estimated average employer match for an employee in KELLY'S ROAST BEEF, INC. 401(K) PROFIT SHARING PLAN is approximately $326.00
Investing in this additonal $326.00 for 20 years would give you extra $20,899.00, assuming a 10% annual return.

KELLY'S ROAST BEEF, INC. 401(K) PROFIT SHARING PLAN Total Employer Contribution and Match Rate

In 2022, KELLY'S ROAST BEEF, INC. 401(K) PROFIT SHARING PLAN allocates $47,678.00 to match its employees' contributions, providing an employer match rate of 36.26% of their contributions

KELLY'S ROAST BEEF, INC. 401(K) PROFIT SHARING PLAN Total Retirement Plan Asset Growth Rate

In 2022, the total retirement plan asset growth rate of KELLY'S ROAST BEEF, INC. 401(K) PROFIT SHARING PLAN is -25.23%.

KELLY'S ROAST BEEF, INC. 401(K) PROFIT SHARING PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2022, the estimated aggregate retirement account investment gain/loss for KELLY'S ROAST BEEF, INC. 401(K) PROFIT SHARING PLAN is -18.05%. This measures the effectiveness of the plan participants' investments in the year.

KELLY'S ROAST BEEF, INC. 401(K) PROFIT SHARING PLAN Expense Ratio

In 2022, the investment and administrative expense ratio of KELLY'S ROAST BEEF, INC. 401(K) PROFIT SHARING PLAN is 0.61%.

Enrollment Features

KELLY'S ROAST BEEF, INC. 401(K) PROFIT SHARING PLAN 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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