LIPSEY LOGISTICS WORLDWIDE 401(K) PLAN

Plan Contact

  • Address: 5600 BRAINERD ROAD, SUITE E2,CHATTANOOGA,TN
  • Contact person: KENDAL HELMS
  • Phone: (423) 708-7005

Plan General Information

LIPSEY LOGISTICS WORLDWIDE 401(K) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of LIPSEY LOGISTICS WORLDWIDE 401(K) PLAN is $1,478,569.00.This plan was established in 2019.

LIPSEY LOGISTICS WORLDWIDE 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in LIPSEY LOGISTICS WORLDWIDE 401(K) PLAN is 158

LIPSEY LOGISTICS WORLDWIDE 401(K) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for LIPSEY LOGISTICS WORLDWIDE 401(K) PLAN is $9,358.00

LIPSEY LOGISTICS WORLDWIDE 401(K) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for LIPSEY LOGISTICS WORLDWIDE 401(K) PLAN is $1,357.00.

LIPSEY LOGISTICS WORLDWIDE 401(K) PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in LIPSEY LOGISTICS WORLDWIDE 401(K) PLAN is approximately $346.00
Investing in this additonal $346.00 for 20 years would give you extra $22,205.00, assuming a 10% annual return.

LIPSEY LOGISTICS WORLDWIDE 401(K) PLAN Total Employer Contribution and Match Rate

In 2023, LIPSEY LOGISTICS WORLDWIDE 401(K) PLAN allocates $54,820.00 to match its employees' contributions, providing an employer match rate of 23.34% of their contributions

LIPSEY LOGISTICS WORLDWIDE 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of LIPSEY LOGISTICS WORLDWIDE 401(K) PLAN is 24.95%.

LIPSEY LOGISTICS WORLDWIDE 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for LIPSEY LOGISTICS WORLDWIDE 401(K) PLAN is 24.37%. This measures the effectiveness of the plan participants' investments in the year.

LIPSEY LOGISTICS WORLDWIDE 401(K) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of LIPSEY LOGISTICS WORLDWIDE 401(K) PLAN is 1.48%.

Enrollment Features

LIPSEY LOGISTICS WORLDWIDE 401(K) PLAN has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.

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