WALLACE WELCH & WILLINGHAM INC. 401(K) RETIREMENT PLAN
Plan Contact
- Address: 300 1ST AVE S,ST PETERSBURG,FL
- Contact person: HELENA AMARAL
- Phone: (727) 522-7777
Plan General Information
WALLACE WELCH & WILLINGHAM INC. 401(K) RETIREMENT PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of WALLACE WELCH & WILLINGHAM INC. 401(K) RETIREMENT PLAN is $17,905,548.00.This plan was established in 1996.
WALLACE WELCH & WILLINGHAM INC. 401(K) RETIREMENT PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in WALLACE WELCH & WILLINGHAM INC. 401(K) RETIREMENT PLAN is 157
WALLACE WELCH & WILLINGHAM INC. 401(K) RETIREMENT PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for WALLACE WELCH & WILLINGHAM INC. 401(K) RETIREMENT PLAN is $114,048.00
WALLACE WELCH & WILLINGHAM INC. 401(K) RETIREMENT PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for WALLACE WELCH & WILLINGHAM INC. 401(K) RETIREMENT PLAN is $7,653.00.
WALLACE WELCH & WILLINGHAM INC. 401(K) RETIREMENT PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in WALLACE WELCH & WILLINGHAM INC. 401(K) RETIREMENT PLAN is approximately $1,883.00
Investing in this additonal $1,883.00 for 20 years would give you extra $120,562.00, assuming a 10% annual return.
Investing in this additonal $1,883.00 for 20 years would give you extra $120,562.00, assuming a 10% annual return.
WALLACE WELCH & WILLINGHAM INC. 401(K) RETIREMENT PLAN Total Employer Contribution and Match Rate
In 2023, WALLACE WELCH & WILLINGHAM INC. 401(K) RETIREMENT PLAN allocates $295,755.00 to match its employees' contributions, providing an employer match rate of 26.93% of their contributions
WALLACE WELCH & WILLINGHAM INC. 401(K) RETIREMENT PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of WALLACE WELCH & WILLINGHAM INC. 401(K) RETIREMENT PLAN is 22.41%.
WALLACE WELCH & WILLINGHAM INC. 401(K) RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for WALLACE WELCH & WILLINGHAM INC. 401(K) RETIREMENT PLAN is 18.41%. This measures the effectiveness of the plan participants' investments in the year.
WALLACE WELCH & WILLINGHAM INC. 401(K) RETIREMENT PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of WALLACE WELCH & WILLINGHAM INC. 401(K) RETIREMENT PLAN is 0.30%.
Enrollment Features
WALLACE WELCH & WILLINGHAM INC. 401(K) RETIREMENT 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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