SPOTTSWOOD COMPANIES, INC. 401(K) PLAN

Plan Contact

  • Address: 506 FLEMING ST,KEY WEST,FL
  • Contact person: TERESA DEKEYREL
  • Phone: (305) 293-0777

Plan General Information

SPOTTSWOOD COMPANIES, INC. 401(K) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of SPOTTSWOOD COMPANIES, INC. 401(K) PLAN is $5,556,082.00.This plan was established in 2000.

SPOTTSWOOD COMPANIES, INC. 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in SPOTTSWOOD COMPANIES, INC. 401(K) PLAN is 225

SPOTTSWOOD COMPANIES, INC. 401(K) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for SPOTTSWOOD COMPANIES, INC. 401(K) PLAN is $24,693.00

SPOTTSWOOD COMPANIES, INC. 401(K) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for SPOTTSWOOD COMPANIES, INC. 401(K) PLAN is $2,259.00.

SPOTTSWOOD COMPANIES, INC. 401(K) PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in SPOTTSWOOD COMPANIES, INC. 401(K) PLAN is approximately $880.00
Investing in this additonal $880.00 for 20 years would give you extra $56,325.00, assuming a 10% annual return.

SPOTTSWOOD COMPANIES, INC. 401(K) PLAN Total Employer Contribution and Match Rate

In 2023, SPOTTSWOOD COMPANIES, INC. 401(K) PLAN allocates $198,018.00 to match its employees' contributions, providing an employer match rate of 48.95% of their contributions

SPOTTSWOOD COMPANIES, INC. 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of SPOTTSWOOD COMPANIES, INC. 401(K) PLAN is -11.24%.

SPOTTSWOOD COMPANIES, INC. 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for SPOTTSWOOD COMPANIES, INC. 401(K) PLAN is -17.60%. This measures the effectiveness of the plan participants' investments in the year.

SPOTTSWOOD COMPANIES, INC. 401(K) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of SPOTTSWOOD COMPANIES, INC. 401(K) PLAN is 0.04%.

Enrollment Features

SPOTTSWOOD COMPANIES, INC. 401(K) 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.

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