YALE APPLIANCE 401(K) PROFIT SHARING PLAN AND TRUST

Plan Contact

  • Address: 42 LEONARD STREET,NORTON,MA
  • Contact person: KAREN BEROLINI
  • Phone: (617) 822-5345

Plan General Information

YALE APPLIANCE 401(K) PROFIT SHARING PLAN AND TRUST Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of YALE APPLIANCE 401(K) PROFIT SHARING PLAN AND TRUST is $19,098,706.00.This plan was established in 2004.

YALE APPLIANCE 401(K) PROFIT SHARING PLAN AND TRUST Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in YALE APPLIANCE 401(K) PROFIT SHARING PLAN AND TRUST is 250

YALE APPLIANCE 401(K) PROFIT SHARING PLAN AND TRUST Average Participant Retirement Account Value

In 2023, the average participant retirement account value for YALE APPLIANCE 401(K) PROFIT SHARING PLAN AND TRUST is $76,394.00

YALE APPLIANCE 401(K) PROFIT SHARING PLAN AND TRUST Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for YALE APPLIANCE 401(K) PROFIT SHARING PLAN AND TRUST is $5,778.00.

YALE APPLIANCE 401(K) PROFIT SHARING PLAN AND TRUST Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in YALE APPLIANCE 401(K) PROFIT SHARING PLAN AND TRUST is approximately $2,714.00
Investing in this additonal $2,714.00 for 20 years would give you extra $173,698.00, assuming a 10% annual return.

YALE APPLIANCE 401(K) PROFIT SHARING PLAN AND TRUST Total Employer Contribution and Match Rate

In 2023, YALE APPLIANCE 401(K) PROFIT SHARING PLAN AND TRUST allocates $678,509.00 to match its employees' contributions, providing an employer match rate of 51.05% of their contributions

YALE APPLIANCE 401(K) PROFIT SHARING PLAN AND TRUST Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of YALE APPLIANCE 401(K) PROFIT SHARING PLAN AND TRUST is 24.74%.

YALE APPLIANCE 401(K) PROFIT SHARING PLAN AND TRUST Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for YALE APPLIANCE 401(K) PROFIT SHARING PLAN AND TRUST is 17.24%. This measures the effectiveness of the plan participants' investments in the year.

YALE APPLIANCE 401(K) PROFIT SHARING PLAN AND TRUST Expense Ratio

In 2023, the investment and administrative expense ratio of YALE APPLIANCE 401(K) PROFIT SHARING PLAN AND TRUST is 0.22%.

Enrollment Features

YALE APPLIANCE 401(K) 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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