YALE APPLIANCE 401(K) PROFIT SHARING PLAN AND TRUST

At the end of 2022, the total retirement plan assets of YALE APPLIANCE 401(K) PROFIT SHARING PLAN AND TRUST is $15,311,114.This plan was established in 2004.

At the end of 2022, the total number of retirement plan participants in YALE APPLIANCE 401(K) PROFIT SHARING PLAN AND TRUST is 230

In 2022, the average participant retirement account value for YALE APPLIANCE 401(K) PROFIT SHARING PLAN AND TRUST is $66,570

In 2022, the estimated average employee contribution amount per participant for YALE APPLIANCE 401(K) PROFIT SHARING PLAN AND TRUST is $5,561

In 2022, the estimated average employer match for an employee in YALE APPLIANCE 401(K) PROFIT SHARING PLAN AND TRUST is approximately $2,860

In 2022, YALE APPLIANCE 401(K) PROFIT SHARING PLAN AND TRUST allocates $657,982 to match its employees’ contributions, providing an employer match rate of 53.78% of their contributions

In 2022, the total retirement plan asset growth rate of YALE APPLIANCE 401(K) PROFIT SHARING PLAN AND TRUST is -7.45%

In 2022, the estimated aggregate retirement account investment gain/loss for YALE APPLIANCE 401(K) PROFIT SHARING PLAN AND TRUST is -15.38%. This measures the effectiveness of the plan participants’ investments in the year.

In 2022, the investment and administrative expense ratio of YALE APPLIANCE 401(K) PROFIT SHARING PLAN AND TRUST is 0.27%.

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.