KERKERING, BARBERIO & CO. 401(K) PLAN
Plan Contact
- Address: 1990 MAIN STREET, SUITE 801,SARASOTA,FL
- Contact person: CHRIS CHIARO
- Phone: (941) 365-4617
Plan General Information
KERKERING, BARBERIO & CO. 401(K) PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of KERKERING, BARBERIO & CO. 401(K) PLAN is $24,567,679.00.This plan was established in 1990.
KERKERING, BARBERIO & CO. 401(K) PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in KERKERING, BARBERIO & CO. 401(K) PLAN is 150
KERKERING, BARBERIO & CO. 401(K) PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for KERKERING, BARBERIO & CO. 401(K) PLAN is $163,784.00
KERKERING, BARBERIO & CO. 401(K) PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for KERKERING, BARBERIO & CO. 401(K) PLAN is $8,321.00.
KERKERING, BARBERIO & CO. 401(K) PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in KERKERING, BARBERIO & CO. 401(K) PLAN is approximately $1,666.00
Investing in this additonal $1,666.00 for 20 years would give you extra $106,666.00, assuming a 10% annual return.
Investing in this additonal $1,666.00 for 20 years would give you extra $106,666.00, assuming a 10% annual return.
KERKERING, BARBERIO & CO. 401(K) PLAN Total Employer Contribution and Match Rate
In 2023, KERKERING, BARBERIO & CO. 401(K) PLAN allocates $250,000.00 to match its employees' contributions, providing an employer match rate of 21.46% of their contributions
KERKERING, BARBERIO & CO. 401(K) PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of KERKERING, BARBERIO & CO. 401(K) PLAN is 22.96%.
KERKERING, BARBERIO & CO. 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for KERKERING, BARBERIO & CO. 401(K) PLAN is 18.11%. This measures the effectiveness of the plan participants' investments in the year.
KERKERING, BARBERIO & CO. 401(K) PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of KERKERING, BARBERIO & CO. 401(K) PLAN is 0.16%.
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