PANNELL KERR FORSTER OF TEXAS, P.C. 401(K) PLAN

Plan Contact

  • Address: 5847 SAN FELIPE SUITE 2600,HOUSTON,TX
  • Contact person: SONIA FREEMAN
  • Phone: (713) 860-1408

Plan General Information

PANNELL KERR FORSTER OF TEXAS, P.C. 401(K) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of PANNELL KERR FORSTER OF TEXAS, P.C. 401(K) PLAN is $38,207,367.00.This plan was established in 1992.

PANNELL KERR FORSTER OF TEXAS, P.C. 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in PANNELL KERR FORSTER OF TEXAS, P.C. 401(K) PLAN is 229

PANNELL KERR FORSTER OF TEXAS, P.C. 401(K) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for PANNELL KERR FORSTER OF TEXAS, P.C. 401(K) PLAN is $166,844.00

PANNELL KERR FORSTER OF TEXAS, P.C. 401(K) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for PANNELL KERR FORSTER OF TEXAS, P.C. 401(K) PLAN is $6,221.00.

PANNELL KERR FORSTER OF TEXAS, P.C. 401(K) PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in PANNELL KERR FORSTER OF TEXAS, P.C. 401(K) PLAN is approximately $4,652.00
Investing in this additonal $4,652.00 for 20 years would give you extra $297,748.00, assuming a 10% annual return.

PANNELL KERR FORSTER OF TEXAS, P.C. 401(K) PLAN Total Employer Contribution and Match Rate

In 2023, PANNELL KERR FORSTER OF TEXAS, P.C. 401(K) PLAN allocates $1,065,380.00 to match its employees' contributions, providing an employer match rate of 80.20% of their contributions

PANNELL KERR FORSTER OF TEXAS, P.C. 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of PANNELL KERR FORSTER OF TEXAS, P.C. 401(K) PLAN is 22.28%.

PANNELL KERR FORSTER OF TEXAS, P.C. 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for PANNELL KERR FORSTER OF TEXAS, P.C. 401(K) PLAN is 16.24%. This measures the effectiveness of the plan participants' investments in the year.

PANNELL KERR FORSTER OF TEXAS, P.C. 401(K) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of PANNELL KERR FORSTER OF TEXAS, P.C. 401(K) PLAN is 0.21%.

Enrollment Features

PANNELL KERR FORSTER OF TEXAS, P.C. 401(K) 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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