M. SIMON ZOOK 401(K) PROFIT SHARING PLAN

Plan Contact

  • Address: 4960 HORSESHOE PIKE,HONEYBROOK,PA
  • Contact person: JODI SENSENIG
  • Phone: (610) 273-3776

Plan General Information

M. SIMON ZOOK 401(K) PROFIT SHARING PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of M. SIMON ZOOK 401(K) PROFIT SHARING PLAN is $6,888,547.00.This plan was established in 1957.

M. SIMON ZOOK 401(K) PROFIT SHARING PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in M. SIMON ZOOK 401(K) PROFIT SHARING PLAN is 249

M. SIMON ZOOK 401(K) PROFIT SHARING PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for M. SIMON ZOOK 401(K) PROFIT SHARING PLAN is $27,664.00

M. SIMON ZOOK 401(K) PROFIT SHARING PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for M. SIMON ZOOK 401(K) PROFIT SHARING PLAN is $3,975.00.

M. SIMON ZOOK 401(K) PROFIT SHARING PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in M. SIMON ZOOK 401(K) PROFIT SHARING PLAN is approximately $329.00
Investing in this additonal $329.00 for 20 years would give you extra $21,107.00, assuming a 10% annual return.

M. SIMON ZOOK 401(K) PROFIT SHARING PLAN Total Employer Contribution and Match Rate

In 2023, M. SIMON ZOOK 401(K) PROFIT SHARING PLAN allocates $82,123.00 to match its employees' contributions, providing an employer match rate of 16.59% of their contributions

M. SIMON ZOOK 401(K) PROFIT SHARING PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of M. SIMON ZOOK 401(K) PROFIT SHARING PLAN is 2.40%.

M. SIMON ZOOK 401(K) PROFIT SHARING PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for M. SIMON ZOOK 401(K) PROFIT SHARING PLAN is 4.83%. This measures the effectiveness of the plan participants' investments in the year.

M. SIMON ZOOK 401(K) PROFIT SHARING PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of M. SIMON ZOOK 401(K) PROFIT SHARING PLAN is 1.03%.

Enrollment Features

M. SIMON ZOOK 401(K) PROFIT SHARING 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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