YALE CAROLINAS, INC. PROFIT SHARING / 401(K) PLAN AND TRUST
Plan Contact
- Address: 1515 SHOPTON ROAD,,CHARLOTTE,NC
- Contact person: MARTIN PERRIGO
- Phone: (704) 588-6930
Plan General Information
YALE CAROLINAS, INC. PROFIT SHARING / 401(K) PLAN AND TRUST Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of YALE CAROLINAS, INC. PROFIT SHARING / 401(K) PLAN AND TRUST is $16,433,144.00.This plan was established in 1989.
YALE CAROLINAS, INC. PROFIT SHARING / 401(K) PLAN AND TRUST Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in YALE CAROLINAS, INC. PROFIT SHARING / 401(K) PLAN AND TRUST is 257
YALE CAROLINAS, INC. PROFIT SHARING / 401(K) PLAN AND TRUST Average Participant Retirement Account Value
In 2023, the average participant retirement account value for YALE CAROLINAS, INC. PROFIT SHARING / 401(K) PLAN AND TRUST is $63,942.00
YALE CAROLINAS, INC. PROFIT SHARING / 401(K) PLAN AND TRUST Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for YALE CAROLINAS, INC. PROFIT SHARING / 401(K) PLAN AND TRUST is $6,016.00.
YALE CAROLINAS, INC. PROFIT SHARING / 401(K) PLAN AND TRUST Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in YALE CAROLINAS, INC. PROFIT SHARING / 401(K) PLAN AND TRUST is approximately $719.00
Investing in this additonal $719.00 for 20 years would give you extra $46,035.00, assuming a 10% annual return.
Investing in this additonal $719.00 for 20 years would give you extra $46,035.00, assuming a 10% annual return.
YALE CAROLINAS, INC. PROFIT SHARING / 401(K) PLAN AND TRUST Total Employer Contribution and Match Rate
In 2023, YALE CAROLINAS, INC. PROFIT SHARING / 401(K) PLAN AND TRUST allocates $184,860.00 to match its employees' contributions, providing an employer match rate of 23.91% of their contributions
YALE CAROLINAS, INC. PROFIT SHARING / 401(K) PLAN AND TRUST Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of YALE CAROLINAS, INC. PROFIT SHARING / 401(K) PLAN AND TRUST is 17.70%.
YALE CAROLINAS, INC. PROFIT SHARING / 401(K) PLAN AND TRUST Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for YALE CAROLINAS, INC. PROFIT SHARING / 401(K) PLAN AND TRUST is 15.04%. This measures the effectiveness of the plan participants' investments in the year.
YALE CAROLINAS, INC. PROFIT SHARING / 401(K) PLAN AND TRUST Expense Ratio
In 2023, the investment and administrative expense ratio of YALE CAROLINAS, INC. PROFIT SHARING / 401(K) PLAN AND TRUST is 0.37%.
Enrollment Features
YALE CAROLINAS, INC. PROFIT SHARING / 401(K) 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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