L. R. WILLSON & SONS, INC. EMPLOYEE RETIREMENT PLAN

Plan Contact

  • Address: PO BOX 227,GAMBRILLS,MD
  • Contact person: SHERRIE L WILKINSON
  • Phone: (410) 987-5414

Plan General Information

L. R. WILLSON & SONS, INC. EMPLOYEE RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2021, the total retirement plan assets of L. R. WILLSON & SONS, INC. EMPLOYEE RETIREMENT PLAN is $14,538,766.00.This plan was established in 2022.

L. R. WILLSON & SONS, INC. EMPLOYEE RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 2021, the total number of retirement plan participants in L. R. WILLSON & SONS, INC. EMPLOYEE RETIREMENT PLAN is 220

L. R. WILLSON & SONS, INC. EMPLOYEE RETIREMENT PLAN Average Participant Retirement Account Value

In 2021, the average participant retirement account value for L. R. WILLSON & SONS, INC. EMPLOYEE RETIREMENT PLAN is $66,085.00

L. R. WILLSON & SONS, INC. EMPLOYEE RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 2021, the estimated average employee contribution amount per participant for L. R. WILLSON & SONS, INC. EMPLOYEE RETIREMENT PLAN is $1,207.00.

L. R. WILLSON & SONS, INC. EMPLOYEE RETIREMENT PLAN Estimated Average Employer Match

In 2021, the estimated average employer match for an employee in L. R. WILLSON & SONS, INC. EMPLOYEE RETIREMENT PLAN is approximately $5,569.00
Investing in this additonal $5,569.00 for 20 years would give you extra $356,435.00, assuming a 10% annual return.

L. R. WILLSON & SONS, INC. EMPLOYEE RETIREMENT PLAN Total Employer Contribution and Match Rate

In 2021, L. R. WILLSON & SONS, INC. EMPLOYEE RETIREMENT PLAN allocates $1,225,246.00 to match its employees' contributions, providing an employer match rate of 461.15% of their contributions

L. R. WILLSON & SONS, INC. EMPLOYEE RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2021, the total retirement plan asset growth rate of L. R. WILLSON & SONS, INC. EMPLOYEE RETIREMENT PLAN is 13.47%.

L. R. WILLSON & SONS, INC. EMPLOYEE RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2021, the estimated aggregate retirement account investment gain/loss for L. R. WILLSON & SONS, INC. EMPLOYEE RETIREMENT PLAN is 12.25%. This measures the effectiveness of the plan participants' investments in the year.

L. R. WILLSON & SONS, INC. EMPLOYEE RETIREMENT PLAN Expense Ratio

In 2021, the investment and administrative expense ratio of L. R. WILLSON & SONS, INC. EMPLOYEE RETIREMENT PLAN is 0.40%.

Enrollment Features

L. R. WILLSON & SONS, INC. EMPLOYEE RETIREMENT 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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