AJ ANTUNES & CO. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN AND TRUST

At the end of 2022, the total retirement plan assets of AJ ANTUNES & CO. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN AND TRUST is $30,142,029.This plan was established in 1991.

At the end of 2022, the total number of retirement plan participants in AJ ANTUNES & CO. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN AND TRUST is 433

In 2022, the average participant retirement account value for AJ ANTUNES & CO. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN AND TRUST is $69,612

In 2022, the estimated average employee contribution amount per participant for AJ ANTUNES & CO. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN AND TRUST is $5,273

In 2022, the estimated average employer match for an employee in AJ ANTUNES & CO. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN AND TRUST is approximately $2,573

In 2022, AJ ANTUNES & CO. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN AND TRUST allocates $1,114,430 to match its employees’ contributions, providing an employer match rate of 57.66% of their contributions

In 2022, the total retirement plan asset growth rate of AJ ANTUNES & CO. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN AND TRUST is -14.32%

In 2022, the estimated aggregate retirement account investment gain/loss for AJ ANTUNES & CO. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN AND TRUST is -16.53%. This measures the effectiveness of the plan participants’ investments in the year.

In 2022, the investment and administrative expense ratio of AJ ANTUNES & CO. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN AND TRUST is 0.26%.

Enrollment Features

AJ ANTUNES & CO. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN AND TRUST 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.