W.L. PETREY WHOLESALE COMPANY, INC. 401(K) PLAN
Plan Contact
- Address: 10345 PETREY HIGHWAY,LUVERNE,AL
- Phone: (334) 230-5654
Plan General Information
W.L. PETREY WHOLESALE COMPANY, INC. 401(K) PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of W.L. PETREY WHOLESALE COMPANY, INC. 401(K) PLAN is $6,510,334.00.This plan was established in 1998.
W.L. PETREY WHOLESALE COMPANY, INC. 401(K) PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in W.L. PETREY WHOLESALE COMPANY, INC. 401(K) PLAN is 366
W.L. PETREY WHOLESALE COMPANY, INC. 401(K) PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for W.L. PETREY WHOLESALE COMPANY, INC. 401(K) PLAN is $17,787.00
W.L. PETREY WHOLESALE COMPANY, INC. 401(K) PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for W.L. PETREY WHOLESALE COMPANY, INC. 401(K) PLAN is $1,008.00.
W.L. PETREY WHOLESALE COMPANY, INC. 401(K) PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in W.L. PETREY WHOLESALE COMPANY, INC. 401(K) PLAN is approximately $285.00
Investing in this additonal $285.00 for 20 years would give you extra $18,294.00, assuming a 10% annual return.
Investing in this additonal $285.00 for 20 years would give you extra $18,294.00, assuming a 10% annual return.
W.L. PETREY WHOLESALE COMPANY, INC. 401(K) PLAN Total Employer Contribution and Match Rate
In 2023, W.L. PETREY WHOLESALE COMPANY, INC. 401(K) PLAN allocates $104,619.00 to match its employees' contributions, providing an employer match rate of 29.56% of their contributions
W.L. PETREY WHOLESALE COMPANY, INC. 401(K) PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of W.L. PETREY WHOLESALE COMPANY, INC. 401(K) PLAN is -6.67%.
W.L. PETREY WHOLESALE COMPANY, INC. 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for W.L. PETREY WHOLESALE COMPANY, INC. 401(K) PLAN is 11.64%. This measures the effectiveness of the plan participants' investments in the year.
W.L. PETREY WHOLESALE COMPANY, INC. 401(K) PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of W.L. PETREY WHOLESALE COMPANY, INC. 401(K) PLAN is 0.84%.
Enrollment Features
W.L. PETREY WHOLESALE COMPANY, INC. 401(K) PLAN has the following features: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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