NORTH COAST HOLDINGS EMPLOYEE STOCK OWNERSHIP PLAN

Plan Contact

  • Address: 300 LUCIUS GORDON DR,WEST HENRIETTA,NY
  • Contact person: EDWARD SELEE
  • Phone: (585) 436-3208

Plan General Information

NORTH COAST HOLDINGS EMPLOYEE STOCK OWNERSHIP PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of NORTH COAST HOLDINGS EMPLOYEE STOCK OWNERSHIP PLAN is $406,002,646.00.This plan was established in 1998.

NORTH COAST HOLDINGS EMPLOYEE STOCK OWNERSHIP PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in NORTH COAST HOLDINGS EMPLOYEE STOCK OWNERSHIP PLAN is 6868

NORTH COAST HOLDINGS EMPLOYEE STOCK OWNERSHIP PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for NORTH COAST HOLDINGS EMPLOYEE STOCK OWNERSHIP PLAN is $59,115.00

NORTH COAST HOLDINGS EMPLOYEE STOCK OWNERSHIP PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in NORTH COAST HOLDINGS EMPLOYEE STOCK OWNERSHIP PLAN is approximately $614.00
Investing in this additonal $614.00 for 20 years would give you extra $39,311.00, assuming a 10% annual return.

NORTH COAST HOLDINGS EMPLOYEE STOCK OWNERSHIP PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of NORTH COAST HOLDINGS EMPLOYEE STOCK OWNERSHIP PLAN is 5.65%.

NORTH COAST HOLDINGS EMPLOYEE STOCK OWNERSHIP PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for NORTH COAST HOLDINGS EMPLOYEE STOCK OWNERSHIP PLAN is 7.98%. This measures the effectiveness of the plan participants' investments in the year.

NORTH COAST HOLDINGS EMPLOYEE STOCK OWNERSHIP PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of NORTH COAST HOLDINGS EMPLOYEE STOCK OWNERSHIP PLAN is 0.00%.

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