MORRISON, EKRE & BART MANAGEMENT SERVICES, INC. 401(K) PLAN
Plan Contact
- Address: 11201 NORTH TATUM BLVD., SUITE 260,PHOENIX,AZ
- Contact person: LIBBY EKRE
- Phone: (602) 279-5515
Plan General Information
MORRISON, EKRE & BART MANAGEMENT SERVICES, INC. 401(K) PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of MORRISON, EKRE & BART MANAGEMENT SERVICES, INC. 401(K) PLAN is $8,476,017.00.This plan was established in 2004.
MORRISON, EKRE & BART MANAGEMENT SERVICES, INC. 401(K) PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in MORRISON, EKRE & BART MANAGEMENT SERVICES, INC. 401(K) PLAN is 722
MORRISON, EKRE & BART MANAGEMENT SERVICES, INC. 401(K) PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for MORRISON, EKRE & BART MANAGEMENT SERVICES, INC. 401(K) PLAN is $11,739.00
MORRISON, EKRE & BART MANAGEMENT SERVICES, INC. 401(K) PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for MORRISON, EKRE & BART MANAGEMENT SERVICES, INC. 401(K) PLAN is $1,506.00.
MORRISON, EKRE & BART MANAGEMENT SERVICES, INC. 401(K) PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in MORRISON, EKRE & BART MANAGEMENT SERVICES, INC. 401(K) PLAN is approximately $479.00
Investing in this additonal $479.00 for 20 years would give you extra $30,672.00, assuming a 10% annual return.
Investing in this additonal $479.00 for 20 years would give you extra $30,672.00, assuming a 10% annual return.
MORRISON, EKRE & BART MANAGEMENT SERVICES, INC. 401(K) PLAN Total Employer Contribution and Match Rate
In 2023, MORRISON, EKRE & BART MANAGEMENT SERVICES, INC. 401(K) PLAN allocates $346,026.00 to match its employees' contributions, providing an employer match rate of 37.15% of their contributions
MORRISON, EKRE & BART MANAGEMENT SERVICES, INC. 401(K) PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of MORRISON, EKRE & BART MANAGEMENT SERVICES, INC. 401(K) PLAN is 28.82%.
MORRISON, EKRE & BART MANAGEMENT SERVICES, INC. 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for MORRISON, EKRE & BART MANAGEMENT SERVICES, INC. 401(K) PLAN is 13.41%. This measures the effectiveness of the plan participants' investments in the year.
MORRISON, EKRE & BART MANAGEMENT SERVICES, INC. 401(K) PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of MORRISON, EKRE & BART MANAGEMENT SERVICES, INC. 401(K) PLAN is 0.93%.
Enrollment Features
MORRISON, EKRE & BART MANAGEMENT SERVICES, INC. 401(K) 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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