ZACHYS WINE & LIQUOR 401(K) PROFIT SHARING PLAN

At the end of 2022, the total retirement plan assets of ZACHYS WINE & LIQUOR 401(K) PROFIT SHARING PLAN is $3,784,148.This plan was established in 2021.

At the end of 2022, the total number of retirement plan participants in ZACHYS WINE & LIQUOR 401(K) PROFIT SHARING PLAN is 149

In 2022, the average participant retirement account value for ZACHYS WINE & LIQUOR 401(K) PROFIT SHARING PLAN is $25,396

In 2022, the estimated average employee contribution amount per participant for ZACHYS WINE & LIQUOR 401(K) PROFIT SHARING PLAN is $3,745

In 2022, the estimated average employer match for an employee in ZACHYS WINE & LIQUOR 401(K) PROFIT SHARING PLAN is approximately $637

In 2022, ZACHYS WINE & LIQUOR 401(K) PROFIT SHARING PLAN allocates $95,049 to match its employees’ contributions, providing an employer match rate of 17.38% of their contributions

In 2022, the total retirement plan asset growth rate of ZACHYS WINE & LIQUOR 401(K) PROFIT SHARING PLAN is -4.54%

In 2022, the estimated aggregate retirement account investment gain/loss for ZACHYS WINE & LIQUOR 401(K) PROFIT SHARING PLAN is -14.05%. This measures the effectiveness of the plan participants’ investments in the year.

In 2022, the investment and administrative expense ratio of ZACHYS WINE & LIQUOR 401(K) PROFIT SHARING PLAN is 0.57%.

Enrollment Features

ZACHYS WINE & LIQUOR 401(K) PROFIT SHARING 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.