THE BURKHART DENTAL SUPPLY CO. PROFIT SHARING AND 401(K) PLAN AND TRUST

Plan Contact

  • Address: 2502 S 78TH STREET,TACOMA,WA
  • Contact person: JENNIFER MCQUILLAN
  • Phone: (253) 474-7761

Plan General Information

THE BURKHART DENTAL SUPPLY CO. PROFIT SHARING AND 401(K) PLAN AND TRUST Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of THE BURKHART DENTAL SUPPLY CO. PROFIT SHARING AND 401(K) PLAN AND TRUST is $51,742,467.00.This plan was established in 1959.

THE BURKHART DENTAL SUPPLY CO. PROFIT SHARING AND 401(K) PLAN AND TRUST Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in THE BURKHART DENTAL SUPPLY CO. PROFIT SHARING AND 401(K) PLAN AND TRUST is 484

THE BURKHART DENTAL SUPPLY CO. PROFIT SHARING AND 401(K) PLAN AND TRUST Average Participant Retirement Account Value

In 2023, the average participant retirement account value for THE BURKHART DENTAL SUPPLY CO. PROFIT SHARING AND 401(K) PLAN AND TRUST is $106,905.00

THE BURKHART DENTAL SUPPLY CO. PROFIT SHARING AND 401(K) PLAN AND TRUST Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for THE BURKHART DENTAL SUPPLY CO. PROFIT SHARING AND 401(K) PLAN AND TRUST is $6,222.00.

THE BURKHART DENTAL SUPPLY CO. PROFIT SHARING AND 401(K) PLAN AND TRUST Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of THE BURKHART DENTAL SUPPLY CO. PROFIT SHARING AND 401(K) PLAN AND TRUST is 8.89%.

THE BURKHART DENTAL SUPPLY CO. PROFIT SHARING AND 401(K) PLAN AND TRUST Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for THE BURKHART DENTAL SUPPLY CO. PROFIT SHARING AND 401(K) PLAN AND TRUST is 15.98%. This measures the effectiveness of the plan participants' investments in the year.

THE BURKHART DENTAL SUPPLY CO. PROFIT SHARING AND 401(K) PLAN AND TRUST Expense Ratio

In 2023, the investment and administrative expense ratio of THE BURKHART DENTAL SUPPLY CO. PROFIT SHARING AND 401(K) PLAN AND TRUST is 0.04%.

Enrollment Features

THE BURKHART DENTAL SUPPLY CO. PROFIT SHARING AND 401(K) PLAN AND TRUST 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.
    Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.

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