ZARWIN, BAUM, DEVITO, KAPLAN, SCHAER, & TODDY P.C. 401(K) PROFIT SHARING PLAN

At the end of 2022, the total retirement plan assets of ZARWIN, BAUM, DEVITO, KAPLAN, SCHAER, & TODDY P.C. 401(K) PROFIT SHARING PLAN is $17,844,382.This plan was established in 2003.

At the end of 2022, the total number of retirement plan participants in ZARWIN, BAUM, DEVITO, KAPLAN, SCHAER, & TODDY P.C. 401(K) PROFIT SHARING PLAN is 118

In 2022, the average participant retirement account value for ZARWIN, BAUM, DEVITO, KAPLAN, SCHAER, & TODDY P.C. 401(K) PROFIT SHARING PLAN is $151,223

In 2022, the estimated average employee contribution amount per participant for ZARWIN, BAUM, DEVITO, KAPLAN, SCHAER, & TODDY P.C. 401(K) PROFIT SHARING PLAN is $5,108

In 2022, the estimated average employer match for an employee in ZARWIN, BAUM, DEVITO, KAPLAN, SCHAER, & TODDY P.C. 401(K) PROFIT SHARING PLAN is approximately $2,958

In 2022, ZARWIN, BAUM, DEVITO, KAPLAN, SCHAER, & TODDY P.C. 401(K) PROFIT SHARING PLAN allocates $349,128 to match its employees’ contributions, providing an employer match rate of 54.68% of their contributions

In 2022, the total retirement plan asset growth rate of ZARWIN, BAUM, DEVITO, KAPLAN, SCHAER, & TODDY P.C. 401(K) PROFIT SHARING PLAN is -16.68%

In 2022, the estimated aggregate retirement account investment gain/loss for ZARWIN, BAUM, DEVITO, KAPLAN, SCHAER, & TODDY P.C. 401(K) PROFIT SHARING PLAN is -16.04%. This measures the effectiveness of the plan participants’ investments in the year.

In 2022, the investment and administrative expense ratio of ZARWIN, BAUM, DEVITO, KAPLAN, SCHAER, & TODDY P.C. 401(K) PROFIT SHARING PLAN is 0.23%.

Enrollment Features

ZARWIN, BAUM, DEVITO, KAPLAN, SCHAER, & TODDY P.C. 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.