MORGAN & WEISBROD 401(K) PROFIT SHARING AND SAVINGS PLAN
Plan Contact
- Address: 11551 FOREST CENTRAL DR., SUITE 300,DALLAS,TX
- Contact person: TERI FINLEY
- Phone: (214) 987-0005
Plan General Information
MORGAN & WEISBROD 401(K) PROFIT SHARING AND SAVINGS PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of MORGAN & WEISBROD 401(K) PROFIT SHARING AND SAVINGS PLAN is $9,959,902.00.This plan was established in 1984.
MORGAN & WEISBROD 401(K) PROFIT SHARING AND SAVINGS PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in MORGAN & WEISBROD 401(K) PROFIT SHARING AND SAVINGS PLAN is 112
MORGAN & WEISBROD 401(K) PROFIT SHARING AND SAVINGS PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for MORGAN & WEISBROD 401(K) PROFIT SHARING AND SAVINGS PLAN is $88,927.00
MORGAN & WEISBROD 401(K) PROFIT SHARING AND SAVINGS PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for MORGAN & WEISBROD 401(K) PROFIT SHARING AND SAVINGS PLAN is $4,378.00.
MORGAN & WEISBROD 401(K) PROFIT SHARING AND SAVINGS PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in MORGAN & WEISBROD 401(K) PROFIT SHARING AND SAVINGS PLAN is approximately $6,004.00
Investing in this additonal $6,004.00 for 20 years would give you extra $384,306.00, assuming a 10% annual return.
Investing in this additonal $6,004.00 for 20 years would give you extra $384,306.00, assuming a 10% annual return.
MORGAN & WEISBROD 401(K) PROFIT SHARING AND SAVINGS PLAN Total Employer Contribution and Match Rate
In 2023, MORGAN & WEISBROD 401(K) PROFIT SHARING AND SAVINGS PLAN allocates $672,537.00 to match its employees' contributions, providing an employer match rate of 129.07% of their contributions
MORGAN & WEISBROD 401(K) PROFIT SHARING AND SAVINGS PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of MORGAN & WEISBROD 401(K) PROFIT SHARING AND SAVINGS PLAN is 23.55%.
MORGAN & WEISBROD 401(K) PROFIT SHARING AND SAVINGS PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for MORGAN & WEISBROD 401(K) PROFIT SHARING AND SAVINGS PLAN is 13.71%. This measures the effectiveness of the plan participants' investments in the year.
MORGAN & WEISBROD 401(K) PROFIT SHARING AND SAVINGS PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of MORGAN & WEISBROD 401(K) PROFIT SHARING AND SAVINGS PLAN is 0.73%.
Enrollment Features
MORGAN & WEISBROD 401(K) PROFIT SHARING AND SAVINGS 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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