SEVERSON GROUP EMPLOYEE STOCK OWNERSHIP PLAN
Plan Contact
- Address: 3601 SERPENTINE DRIVE,LOS ALAMITOS,CA
- Contact person: CLARK SEVERSON
- Phone: (562) 493-3611
Plan General Information
SEVERSON GROUP EMPLOYEE STOCK OWNERSHIP PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of SEVERSON GROUP EMPLOYEE STOCK OWNERSHIP PLAN is $52,726,192.00.This plan was established in 1973.
SEVERSON GROUP EMPLOYEE STOCK OWNERSHIP PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in SEVERSON GROUP EMPLOYEE STOCK OWNERSHIP PLAN is 226
SEVERSON GROUP EMPLOYEE STOCK OWNERSHIP PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for SEVERSON GROUP EMPLOYEE STOCK OWNERSHIP PLAN is $233,301.00
SEVERSON GROUP EMPLOYEE STOCK OWNERSHIP PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in SEVERSON GROUP EMPLOYEE STOCK OWNERSHIP PLAN is approximately $8,141.00
Investing in this additonal $8,141.00 for 20 years would give you extra $521,067.00, assuming a 10% annual return.
Investing in this additonal $8,141.00 for 20 years would give you extra $521,067.00, assuming a 10% annual return.
SEVERSON GROUP EMPLOYEE STOCK OWNERSHIP PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of SEVERSON GROUP EMPLOYEE STOCK OWNERSHIP PLAN is 9.28%.
SEVERSON GROUP EMPLOYEE STOCK OWNERSHIP PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for SEVERSON GROUP EMPLOYEE STOCK OWNERSHIP PLAN is 12.22%. This measures the effectiveness of the plan participants' investments in the year.
SEVERSON GROUP EMPLOYEE STOCK OWNERSHIP PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of SEVERSON GROUP EMPLOYEE STOCK OWNERSHIP PLAN is 0.00%.
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