SPINE WAVE, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Plan Contact

  • Address: 3 ENTERPRISE DRIVE,,SHELTON,CT
  • Contact person: TERRENCE BRENNAN
  • Phone: (203) 712-1810

Plan General Information

SPINE WAVE, INC. 401(K) PROFIT SHARING PLAN AND TRUST Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of SPINE WAVE, INC. 401(K) PROFIT SHARING PLAN AND TRUST is $23,568,253.00.This plan was established in 2003.

SPINE WAVE, INC. 401(K) PROFIT SHARING PLAN AND TRUST Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in SPINE WAVE, INC. 401(K) PROFIT SHARING PLAN AND TRUST is 136

SPINE WAVE, INC. 401(K) PROFIT SHARING PLAN AND TRUST Average Participant Retirement Account Value

In 2023, the average participant retirement account value for SPINE WAVE, INC. 401(K) PROFIT SHARING PLAN AND TRUST is $173,295.00

SPINE WAVE, INC. 401(K) PROFIT SHARING PLAN AND TRUST Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for SPINE WAVE, INC. 401(K) PROFIT SHARING PLAN AND TRUST is $6,361.00.

SPINE WAVE, INC. 401(K) PROFIT SHARING PLAN AND TRUST Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in SPINE WAVE, INC. 401(K) PROFIT SHARING PLAN AND TRUST is approximately $1,933.00
Investing in this additonal $1,933.00 for 20 years would give you extra $123,718.00, assuming a 10% annual return.

SPINE WAVE, INC. 401(K) PROFIT SHARING PLAN AND TRUST Total Employer Contribution and Match Rate

In 2023, SPINE WAVE, INC. 401(K) PROFIT SHARING PLAN AND TRUST allocates $262,902.00 to match its employees' contributions, providing an employer match rate of 28.02% of their contributions

SPINE WAVE, INC. 401(K) PROFIT SHARING PLAN AND TRUST Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of SPINE WAVE, INC. 401(K) PROFIT SHARING PLAN AND TRUST is 23.26%.

SPINE WAVE, INC. 401(K) PROFIT SHARING PLAN AND TRUST Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for SPINE WAVE, INC. 401(K) PROFIT SHARING PLAN AND TRUST is 17.74%. This measures the effectiveness of the plan participants' investments in the year.

SPINE WAVE, INC. 401(K) PROFIT SHARING PLAN AND TRUST Expense Ratio

In 2023, the investment and administrative expense ratio of SPINE WAVE, INC. 401(K) PROFIT SHARING PLAN AND TRUST is 0.27%.

Enrollment Features

SPINE WAVE, INC. 401(K) PROFIT SHARING PLAN 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.


Free newsletters

High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more ...

Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 ...) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell

Looking for ideas to generate income?

  • ETF or mutual fund income portfolios for 4-7% annual income
  • Dividend stock funds
  • Passive real estate investments
  • more ...

Portfolio Calculator (Simulator)

Quickly enter fund allocation and get a back test result on the performance of this 'lazy' portfolio.

Customize Asset Allocation Portfolios

Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.

Retirement Calculator

See how much you can save for retirement.

Investment Calculator

Grow your wealth and see the power of compounding.


Looking for a (forgotten) 401(k)?

Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan ...