SBERA 401(K) PLAN AS ADOPTED BY ROLLSTONE BANK AND TRUST
Plan Contact
- Address: 780 MAIN STREET,FITCHBURG,MA
- Contact person: THOMAS FORESE, JR.
- Phone: (978) 345-1061
Plan General Information
SBERA 401(K) PLAN AS ADOPTED BY ROLLSTONE BANK AND TRUST Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of SBERA 401(K) PLAN AS ADOPTED BY ROLLSTONE BANK AND TRUST is $17,599,590.00.This plan was established in 1996.
SBERA 401(K) PLAN AS ADOPTED BY ROLLSTONE BANK AND TRUST 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 ROLLSTONE BANK AND TRUST is 153
SBERA 401(K) PLAN AS ADOPTED BY ROLLSTONE BANK AND TRUST Average Participant Retirement Account Value
In 2023, the average participant retirement account value for SBERA 401(K) PLAN AS ADOPTED BY ROLLSTONE BANK AND TRUST is $115,030.00
SBERA 401(K) PLAN AS ADOPTED BY ROLLSTONE BANK AND TRUST Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for SBERA 401(K) PLAN AS ADOPTED BY ROLLSTONE BANK AND TRUST is $5,215.00.
SBERA 401(K) PLAN AS ADOPTED BY ROLLSTONE BANK AND TRUST Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in SBERA 401(K) PLAN AS ADOPTED BY ROLLSTONE BANK AND TRUST is approximately $2,225.00
Investing in this additonal $2,225.00 for 20 years would give you extra $142,427.00, assuming a 10% annual return.
Investing in this additonal $2,225.00 for 20 years would give you extra $142,427.00, assuming a 10% annual return.
SBERA 401(K) PLAN AS ADOPTED BY ROLLSTONE BANK AND TRUST Total Employer Contribution and Match Rate
In 2023, SBERA 401(K) PLAN AS ADOPTED BY ROLLSTONE BANK AND TRUST allocates $340,491.00 to match its employees' contributions, providing an employer match rate of 44.87% of their contributions
SBERA 401(K) PLAN AS ADOPTED BY ROLLSTONE BANK AND TRUST Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of SBERA 401(K) PLAN AS ADOPTED BY ROLLSTONE BANK AND TRUST is 15.80%.
SBERA 401(K) PLAN AS ADOPTED BY ROLLSTONE BANK AND TRUST 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 ROLLSTONE BANK AND TRUST is 19.04%. This measures the effectiveness of the plan participants' investments in the year.
SBERA 401(K) PLAN AS ADOPTED BY ROLLSTONE BANK AND TRUST Expense Ratio
In 2023, the investment and administrative expense ratio of SBERA 401(K) PLAN AS ADOPTED BY ROLLSTONE BANK AND TRUST is 0.00%.
Enrollment Features
SBERA 401(K) PLAN AS ADOPTED BY ROLLSTONE BANK AND TRUST 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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