O'BRIEN AND WEST DMD PLLC 401(K) PLAN

Plan Contact

  • Address: 2945 NEW BERN AVE,RALEIGH,NC
  • Contact person: BARRETT SPEARMAN
  • Phone: (919) 834-4932

Plan General Information

O'BRIEN AND WEST DMD PLLC 401(K) PLAN Total Retirement Plan Assets

At the end of 2022, the total retirement plan assets of O'BRIEN AND WEST DMD PLLC 401(K) PLAN is $765,694.00.This plan was established in 2014.

O'BRIEN AND WEST DMD PLLC 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2022, the total number of retirement plan participants in O'BRIEN AND WEST DMD PLLC 401(K) PLAN is 130

O'BRIEN AND WEST DMD PLLC 401(K) PLAN Average Participant Retirement Account Value

In 2022, the average participant retirement account value for O'BRIEN AND WEST DMD PLLC 401(K) PLAN is $5,889.00

O'BRIEN AND WEST DMD PLLC 401(K) PLAN Estimated Average Employee Contribution Amount

In 2022, the estimated average employee contribution amount per participant for O'BRIEN AND WEST DMD PLLC 401(K) PLAN is $814.00.

O'BRIEN AND WEST DMD PLLC 401(K) PLAN Estimated Average Employer Match

In 2022, the estimated average employer match for an employee in O'BRIEN AND WEST DMD PLLC 401(K) PLAN is approximately $11.00
Investing in this additonal $11.00 for 20 years would give you extra $741.00, assuming a 10% annual return.

O'BRIEN AND WEST DMD PLLC 401(K) PLAN Total Employer Contribution and Match Rate

In 2022, O'BRIEN AND WEST DMD PLLC 401(K) PLAN allocates $1,506.00 to match its employees' contributions, providing an employer match rate of 1.19% of their contributions

O'BRIEN AND WEST DMD PLLC 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2022, the total retirement plan asset growth rate of O'BRIEN AND WEST DMD PLLC 401(K) PLAN is -24.02%.

O'BRIEN AND WEST DMD PLLC 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2022, the estimated aggregate retirement account investment gain/loss for O'BRIEN AND WEST DMD PLLC 401(K) PLAN is -18.39%. This measures the effectiveness of the plan participants' investments in the year.

O'BRIEN AND WEST DMD PLLC 401(K) PLAN Expense Ratio

In 2022, the investment and administrative expense ratio of O'BRIEN AND WEST DMD PLLC 401(K) PLAN is 1.52%.

Enrollment Features

O'BRIEN AND WEST DMD PLLC 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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