WILSON PARTNERS II, LLC PROFIT SHARING & 401(K) PLAN
Plan Contact
- Address: 2250 BUTTERFIELD, SUITE 210,TROY,MI
- Contact person: JOHN WILSON
- Phone: (248) 822-2852
Plan General Information
WILSON PARTNERS II, LLC PROFIT SHARING & 401(K) PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of WILSON PARTNERS II, LLC PROFIT SHARING & 401(K) PLAN is $8,293,490.00.This plan was established in 2005.
WILSON PARTNERS II, LLC PROFIT SHARING & 401(K) PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in WILSON PARTNERS II, LLC PROFIT SHARING & 401(K) PLAN is 144
WILSON PARTNERS II, LLC PROFIT SHARING & 401(K) PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for WILSON PARTNERS II, LLC PROFIT SHARING & 401(K) PLAN is $57,593.00
WILSON PARTNERS II, LLC PROFIT SHARING & 401(K) PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for WILSON PARTNERS II, LLC PROFIT SHARING & 401(K) PLAN is $10,711.00.
WILSON PARTNERS II, LLC PROFIT SHARING & 401(K) PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in WILSON PARTNERS II, LLC PROFIT SHARING & 401(K) PLAN is approximately $2,137.00
Investing in this additonal $2,137.00 for 20 years would give you extra $136,790.00, assuming a 10% annual return.
Investing in this additonal $2,137.00 for 20 years would give you extra $136,790.00, assuming a 10% annual return.
WILSON PARTNERS II, LLC PROFIT SHARING & 401(K) PLAN Total Employer Contribution and Match Rate
In 2023, WILSON PARTNERS II, LLC PROFIT SHARING & 401(K) PLAN allocates $307,779.00 to match its employees' contributions, providing an employer match rate of 39.91% of their contributions
WILSON PARTNERS II, LLC PROFIT SHARING & 401(K) PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of WILSON PARTNERS II, LLC PROFIT SHARING & 401(K) PLAN is 36.39%.
WILSON PARTNERS II, LLC PROFIT SHARING & 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for WILSON PARTNERS II, LLC PROFIT SHARING & 401(K) PLAN is 17.55%. This measures the effectiveness of the plan participants' investments in the year.
WILSON PARTNERS II, LLC PROFIT SHARING & 401(K) PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of WILSON PARTNERS II, LLC PROFIT SHARING & 401(K) PLAN is 0.07%.
Enrollment Features
WILSON PARTNERS II, LLC PROFIT SHARING & 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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