KENNEDY, WHITE & RIGGS ORTHOPAEDIC SURGERY, 401(K) PLAN
Plan Contact
- Address: 6050 CATTLERIDGE BLVD.,,,SARASOTA,FL
- Contact person: SEAN R DINGLE MD
- Phone: (941) 365-0655
Plan General Information
KENNEDY, WHITE & RIGGS ORTHOPAEDIC SURGERY, 401(K) PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of KENNEDY, WHITE & RIGGS ORTHOPAEDIC SURGERY, 401(K) PLAN is $13,294,029.00.This plan was established in 1991.
KENNEDY, WHITE & RIGGS ORTHOPAEDIC SURGERY, 401(K) PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in KENNEDY, WHITE & RIGGS ORTHOPAEDIC SURGERY, 401(K) PLAN is 137
KENNEDY, WHITE & RIGGS ORTHOPAEDIC SURGERY, 401(K) PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for KENNEDY, WHITE & RIGGS ORTHOPAEDIC SURGERY, 401(K) PLAN is $97,036.00
KENNEDY, WHITE & RIGGS ORTHOPAEDIC SURGERY, 401(K) PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for KENNEDY, WHITE & RIGGS ORTHOPAEDIC SURGERY, 401(K) PLAN is $5,603.00.
KENNEDY, WHITE & RIGGS ORTHOPAEDIC SURGERY, 401(K) PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in KENNEDY, WHITE & RIGGS ORTHOPAEDIC SURGERY, 401(K) PLAN is approximately $2,532.00
Investing in this additonal $2,532.00 for 20 years would give you extra $162,065.00, assuming a 10% annual return.
Investing in this additonal $2,532.00 for 20 years would give you extra $162,065.00, assuming a 10% annual return.
KENNEDY, WHITE & RIGGS ORTHOPAEDIC SURGERY, 401(K) PLAN Total Employer Contribution and Match Rate
In 2023, KENNEDY, WHITE & RIGGS ORTHOPAEDIC SURGERY, 401(K) PLAN allocates $346,922.00 to match its employees' contributions, providing an employer match rate of 45.69% of their contributions
KENNEDY, WHITE & RIGGS ORTHOPAEDIC SURGERY, 401(K) PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of KENNEDY, WHITE & RIGGS ORTHOPAEDIC SURGERY, 401(K) PLAN is 10.10%.
KENNEDY, WHITE & RIGGS ORTHOPAEDIC SURGERY, 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for KENNEDY, WHITE & RIGGS ORTHOPAEDIC SURGERY, 401(K) PLAN is 18.28%. This measures the effectiveness of the plan participants' investments in the year.
KENNEDY, WHITE & RIGGS ORTHOPAEDIC SURGERY, 401(K) PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of KENNEDY, WHITE & RIGGS ORTHOPAEDIC SURGERY, 401(K) PLAN is 0.29%.
Enrollment Features
KENNEDY, WHITE & RIGGS ORTHOPAEDIC SURGERY, 401(K) 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.
Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.
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