SCHWAB-VOLLHABER-LUBRATT, INC. EMPLOYEES' PROFIT SHARING PLAN
Plan Contact
- Address: 2920 CENTRE POINTE DRIVE,ROSEVILLE,MN
- Contact person: JOSHUA HALSEY
- Phone: (651) 481-8000
Plan General Information
SCHWAB-VOLLHABER-LUBRATT, INC. EMPLOYEES' PROFIT SHARING PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of SCHWAB-VOLLHABER-LUBRATT, INC. EMPLOYEES' PROFIT SHARING PLAN is $53,748,117.00.This plan was established in 1968.
SCHWAB-VOLLHABER-LUBRATT, INC. EMPLOYEES' PROFIT SHARING PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in SCHWAB-VOLLHABER-LUBRATT, INC. EMPLOYEES' PROFIT SHARING PLAN is 118
SCHWAB-VOLLHABER-LUBRATT, INC. EMPLOYEES' PROFIT SHARING PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for SCHWAB-VOLLHABER-LUBRATT, INC. EMPLOYEES' PROFIT SHARING PLAN is $455,492.00
SCHWAB-VOLLHABER-LUBRATT, INC. EMPLOYEES' PROFIT SHARING PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for SCHWAB-VOLLHABER-LUBRATT, INC. EMPLOYEES' PROFIT SHARING PLAN is $1,779.00.
SCHWAB-VOLLHABER-LUBRATT, INC. EMPLOYEES' PROFIT SHARING PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in SCHWAB-VOLLHABER-LUBRATT, INC. EMPLOYEES' PROFIT SHARING PLAN is approximately $26,550.00
Investing in this additonal $26,550.00 for 20 years would give you extra $1,699,258.00, assuming a 10% annual return.
Investing in this additonal $26,550.00 for 20 years would give you extra $1,699,258.00, assuming a 10% annual return.
SCHWAB-VOLLHABER-LUBRATT, INC. EMPLOYEES' PROFIT SHARING PLAN Total Employer Contribution and Match Rate
In 2023, SCHWAB-VOLLHABER-LUBRATT, INC. EMPLOYEES' PROFIT SHARING PLAN allocates $3,133,008.00 to match its employees' contributions, providing an employer match rate of 1479.77% of their contributions
SCHWAB-VOLLHABER-LUBRATT, INC. EMPLOYEES' PROFIT SHARING PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of SCHWAB-VOLLHABER-LUBRATT, INC. EMPLOYEES' PROFIT SHARING PLAN is 25.99%.
SCHWAB-VOLLHABER-LUBRATT, INC. EMPLOYEES' PROFIT SHARING PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for SCHWAB-VOLLHABER-LUBRATT, INC. EMPLOYEES' PROFIT SHARING PLAN is 18.82%. This measures the effectiveness of the plan participants' investments in the year.
SCHWAB-VOLLHABER-LUBRATT, INC. EMPLOYEES' PROFIT SHARING PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of SCHWAB-VOLLHABER-LUBRATT, INC. EMPLOYEES' PROFIT SHARING PLAN is 0.08%.
Enrollment Features
SCHWAB-VOLLHABER-LUBRATT, INC. EMPLOYEES' PROFIT SHARING 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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