SBERA 401(K) PLAN AS ADOPTED BY BRISTOL COUNTY SAVINGS BANK
Plan Contact
- Address: 35 BROADWAY,TAUNTON,MA
- Contact person: THOMAS FORESE, JR.
- Phone: (508) 824-6626
Plan General Information
SBERA 401(K) PLAN AS ADOPTED BY BRISTOL COUNTY SAVINGS BANK Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of SBERA 401(K) PLAN AS ADOPTED BY BRISTOL COUNTY SAVINGS BANK is $53,515,202.00.This plan was established in 1994.
SBERA 401(K) PLAN AS ADOPTED BY BRISTOL COUNTY SAVINGS BANK Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in SBERA 401(K) PLAN AS ADOPTED BY BRISTOL COUNTY SAVINGS BANK is 409
SBERA 401(K) PLAN AS ADOPTED BY BRISTOL COUNTY SAVINGS BANK Average Participant Retirement Account Value
In 2023, the average participant retirement account value for SBERA 401(K) PLAN AS ADOPTED BY BRISTOL COUNTY SAVINGS BANK is $130,844.00
SBERA 401(K) PLAN AS ADOPTED BY BRISTOL COUNTY SAVINGS BANK Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for SBERA 401(K) PLAN AS ADOPTED BY BRISTOL COUNTY SAVINGS BANK is $5,223.00.
SBERA 401(K) PLAN AS ADOPTED BY BRISTOL COUNTY SAVINGS BANK Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in SBERA 401(K) PLAN AS ADOPTED BY BRISTOL COUNTY SAVINGS BANK is approximately $1,603.00
Investing in this additonal $1,603.00 for 20 years would give you extra $102,634.00, assuming a 10% annual return.
Investing in this additonal $1,603.00 for 20 years would give you extra $102,634.00, assuming a 10% annual return.
SBERA 401(K) PLAN AS ADOPTED BY BRISTOL COUNTY SAVINGS BANK Total Employer Contribution and Match Rate
In 2023, SBERA 401(K) PLAN AS ADOPTED BY BRISTOL COUNTY SAVINGS BANK allocates $655,899.00 to match its employees' contributions, providing an employer match rate of 31.43% of their contributions
SBERA 401(K) PLAN AS ADOPTED BY BRISTOL COUNTY SAVINGS BANK Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of SBERA 401(K) PLAN AS ADOPTED BY BRISTOL COUNTY SAVINGS BANK is 23.25%.
SBERA 401(K) PLAN AS ADOPTED BY BRISTOL COUNTY SAVINGS BANK Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for SBERA 401(K) PLAN AS ADOPTED BY BRISTOL COUNTY SAVINGS BANK is 18.17%. This measures the effectiveness of the plan participants' investments in the year.
SBERA 401(K) PLAN AS ADOPTED BY BRISTOL COUNTY SAVINGS BANK Expense Ratio
In 2023, the investment and administrative expense ratio of SBERA 401(K) PLAN AS ADOPTED BY BRISTOL COUNTY SAVINGS BANK is 0.00%.
Enrollment Features
SBERA 401(K) PLAN AS ADOPTED BY BRISTOL COUNTY SAVINGS BANK 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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