WARD AND SMITH, P.A. PROFIT SHARING PLAN AND TRUST

Plan Contact

  • Address: 1001 COLLEGE COURT,NEW BERN,NC
  • Contact person: JENNIFER SUTTON
  • Phone: (252) 672-5498

Plan General Information

WARD AND SMITH, P.A. PROFIT SHARING PLAN AND TRUST Total Retirement Plan Assets

At the end of 2021, the total retirement plan assets of WARD AND SMITH, P.A. PROFIT SHARING PLAN AND TRUST is $99,643,749.00.This plan was established in 2022.

WARD AND SMITH, P.A. PROFIT SHARING PLAN AND TRUST Total Number of Retirement Plan Participants

At the end of 2021, the total number of retirement plan participants in WARD AND SMITH, P.A. PROFIT SHARING PLAN AND TRUST is 323

WARD AND SMITH, P.A. PROFIT SHARING PLAN AND TRUST Average Participant Retirement Account Value

In 2021, the average participant retirement account value for WARD AND SMITH, P.A. PROFIT SHARING PLAN AND TRUST is $308,494.00

WARD AND SMITH, P.A. PROFIT SHARING PLAN AND TRUST Estimated Average Employee Contribution Amount

In 2021, the estimated average employee contribution amount per participant for WARD AND SMITH, P.A. PROFIT SHARING PLAN AND TRUST is $3,195.00.

WARD AND SMITH, P.A. PROFIT SHARING PLAN AND TRUST Estimated Average Employer Match

In 2021, the estimated average employer match for an employee in WARD AND SMITH, P.A. PROFIT SHARING PLAN AND TRUST is approximately $11,229.00
Investing in this additonal $11,229.00 for 20 years would give you extra $718,697.00, assuming a 10% annual return.

WARD AND SMITH, P.A. PROFIT SHARING PLAN AND TRUST Total Employer Contribution and Match Rate

In 2021, WARD AND SMITH, P.A. PROFIT SHARING PLAN AND TRUST allocates $3,627,174.00 to match its employees' contributions, providing an employer match rate of 351.38% of their contributions

WARD AND SMITH, P.A. PROFIT SHARING PLAN AND TRUST Total Retirement Plan Asset Growth Rate

In 2021, the total retirement plan asset growth rate of WARD AND SMITH, P.A. PROFIT SHARING PLAN AND TRUST is 12.83%.

WARD AND SMITH, P.A. PROFIT SHARING PLAN AND TRUST Estimated Aggregate Retirement Account Investment Gain/Loss

In 2021, the estimated aggregate retirement account investment gain/loss for WARD AND SMITH, P.A. PROFIT SHARING PLAN AND TRUST is 13.44%. This measures the effectiveness of the plan participants' investments in the year.

WARD AND SMITH, P.A. PROFIT SHARING PLAN AND TRUST Expense Ratio

In 2021, the investment and administrative expense ratio of WARD AND SMITH, P.A. PROFIT SHARING PLAN AND TRUST is 0.13%.

Enrollment Features

WARD AND SMITH, P.A. 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.

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