SOUTH BEND CHOCOLATE COMPANY 401(K) PROFIT SHARING PLAN & TRUST

Plan Contact

  • Address: 3300 W SAMPLE ST STE 110,SOUTH BEND,IN
  • Contact person: MARY MCKELVEY
  • Phone: (574) 233-2577

Plan General Information

SOUTH BEND CHOCOLATE COMPANY 401(K) PROFIT SHARING PLAN & TRUST Total Retirement Plan Assets

At the end of 2022, the total retirement plan assets of SOUTH BEND CHOCOLATE COMPANY 401(K) PROFIT SHARING PLAN & TRUST is $255,634.00.This plan was established in 2002.

SOUTH BEND CHOCOLATE COMPANY 401(K) PROFIT SHARING PLAN & TRUST Total Number of Retirement Plan Participants

At the end of 2022, the total number of retirement plan participants in SOUTH BEND CHOCOLATE COMPANY 401(K) PROFIT SHARING PLAN & TRUST is 276

SOUTH BEND CHOCOLATE COMPANY 401(K) PROFIT SHARING PLAN & TRUST Average Participant Retirement Account Value

In 2022, the average participant retirement account value for SOUTH BEND CHOCOLATE COMPANY 401(K) PROFIT SHARING PLAN & TRUST is $926.00

SOUTH BEND CHOCOLATE COMPANY 401(K) PROFIT SHARING PLAN & TRUST Estimated Average Employee Contribution Amount

In 2022, the estimated average employee contribution amount per participant for SOUTH BEND CHOCOLATE COMPANY 401(K) PROFIT SHARING PLAN & TRUST is $84.00.

SOUTH BEND CHOCOLATE COMPANY 401(K) PROFIT SHARING PLAN & TRUST Estimated Average Employer Match

In 2022, the estimated average employer match for an employee in SOUTH BEND CHOCOLATE COMPANY 401(K) PROFIT SHARING PLAN & TRUST is approximately $35.00
Investing in this additonal $35.00 for 20 years would give you extra $2,242.00, assuming a 10% annual return.

SOUTH BEND CHOCOLATE COMPANY 401(K) PROFIT SHARING PLAN & TRUST Total Employer Contribution and Match Rate

In 2022, SOUTH BEND CHOCOLATE COMPANY 401(K) PROFIT SHARING PLAN & TRUST allocates $9,669.00 to match its employees' contributions, providing an employer match rate of 42.00% of their contributions

SOUTH BEND CHOCOLATE COMPANY 401(K) PROFIT SHARING PLAN & TRUST Total Retirement Plan Asset Growth Rate

In 2022, the total retirement plan asset growth rate of SOUTH BEND CHOCOLATE COMPANY 401(K) PROFIT SHARING PLAN & TRUST is -11.45%.

SOUTH BEND CHOCOLATE COMPANY 401(K) PROFIT SHARING PLAN & TRUST Estimated Aggregate Retirement Account Investment Gain/Loss

In 2022, the estimated aggregate retirement account investment gain/loss for SOUTH BEND CHOCOLATE COMPANY 401(K) PROFIT SHARING PLAN & TRUST is -14.77%. This measures the effectiveness of the plan participants' investments in the year.

SOUTH BEND CHOCOLATE COMPANY 401(K) PROFIT SHARING PLAN & TRUST Expense Ratio

In 2022, the investment and administrative expense ratio of SOUTH BEND CHOCOLATE COMPANY 401(K) PROFIT SHARING PLAN & TRUST is 2.37%.

Enrollment Features

SOUTH BEND CHOCOLATE COMPANY 401(K) PROFIT SHARING PLAN & 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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