STEPHENSON EQUIPMENT, INC. 401(K) PLAN

Plan Contact

  • Address: 401 PORT VIEW DRIVE SUITE 100,HARRISBURG,PA
  • Contact person: JENNIFER L. PETERSHEIM
  • Phone: (717) 564-3434

Plan General Information

STEPHENSON EQUIPMENT, INC. 401(K) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of STEPHENSON EQUIPMENT, INC. 401(K) PLAN is $19,888,461.00.This plan was established in 1984.

STEPHENSON EQUIPMENT, INC. 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in STEPHENSON EQUIPMENT, INC. 401(K) PLAN is 257

STEPHENSON EQUIPMENT, INC. 401(K) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for STEPHENSON EQUIPMENT, INC. 401(K) PLAN is $77,387.00

STEPHENSON EQUIPMENT, INC. 401(K) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for STEPHENSON EQUIPMENT, INC. 401(K) PLAN is $7,759.00.

STEPHENSON EQUIPMENT, INC. 401(K) PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in STEPHENSON EQUIPMENT, INC. 401(K) PLAN is approximately $1,641.00
Investing in this additonal $1,641.00 for 20 years would give you extra $105,026.00, assuming a 10% annual return.

STEPHENSON EQUIPMENT, INC. 401(K) PLAN Total Employer Contribution and Match Rate

In 2023, STEPHENSON EQUIPMENT, INC. 401(K) PLAN allocates $421,746.00 to match its employees' contributions, providing an employer match rate of 23.58% of their contributions

STEPHENSON EQUIPMENT, INC. 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of STEPHENSON EQUIPMENT, INC. 401(K) PLAN is 27.67%.

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

In 2023, the estimated aggregate retirement account investment gain/loss for STEPHENSON EQUIPMENT, INC. 401(K) PLAN is 17.08%. This measures the effectiveness of the plan participants' investments in the year.

STEPHENSON EQUIPMENT, INC. 401(K) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of STEPHENSON EQUIPMENT, INC. 401(K) PLAN is 0.05%.

Enrollment Features

STEPHENSON EQUIPMENT, INC. 401(K) PLAN has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.

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