PBM CAPITAL GROUP, LLC. 401(K) PLAN
Plan Contact
- Address: 200 GARRETT ST.,,CHARLOTTESVILLE,VA
- Contact person: JEAN MOLONEY
- Phone: (434) 980-8133
Plan General Information
PBM CAPITAL GROUP, LLC. 401(K) PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of PBM CAPITAL GROUP, LLC. 401(K) PLAN is $5,636,515.00.This plan was established in 2010.
PBM CAPITAL GROUP, LLC. 401(K) PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in PBM CAPITAL GROUP, LLC. 401(K) PLAN is 124
PBM CAPITAL GROUP, LLC. 401(K) PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for PBM CAPITAL GROUP, LLC. 401(K) PLAN is $45,455.00
PBM CAPITAL GROUP, LLC. 401(K) PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for PBM CAPITAL GROUP, LLC. 401(K) PLAN is $9,941.00.
PBM CAPITAL GROUP, LLC. 401(K) PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in PBM CAPITAL GROUP, LLC. 401(K) PLAN is approximately $3,014.00
Investing in this additonal $3,014.00 for 20 years would give you extra $192,914.00, assuming a 10% annual return.
Investing in this additonal $3,014.00 for 20 years would give you extra $192,914.00, assuming a 10% annual return.
PBM CAPITAL GROUP, LLC. 401(K) PLAN Total Employer Contribution and Match Rate
In 2023, PBM CAPITAL GROUP, LLC. 401(K) PLAN allocates $373,772.00 to match its employees' contributions, providing an employer match rate of 60.64% of their contributions
PBM CAPITAL GROUP, LLC. 401(K) PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of PBM CAPITAL GROUP, LLC. 401(K) PLAN is 28.81%.
PBM CAPITAL GROUP, LLC. 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for PBM CAPITAL GROUP, LLC. 401(K) PLAN is 19.53%. This measures the effectiveness of the plan participants' investments in the year.
PBM CAPITAL GROUP, LLC. 401(K) PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of PBM CAPITAL GROUP, LLC. 401(K) PLAN is 0.40%.
Enrollment Features
PBM CAPITAL GROUP, LLC. 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.
Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.
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