309 MONROE, INC. INCENTIVE SAVINGS PLAN

Plan Contact

  • Address: 309 MONROE STREET,MONROEVILLE,OH
  • Contact person: PATRICIA A. ANDERSON
  • Phone: (419) 465-2593

Plan General Information

309 MONROE, INC. INCENTIVE SAVINGS PLAN Total Retirement Plan Assets

At the end of 2015, the total retirement plan assets of 309 MONROE, INC. INCENTIVE SAVINGS PLAN is $15,595,375.00.This plan was established in 1976.

309 MONROE, INC. INCENTIVE SAVINGS PLAN Total Number of Retirement Plan Participants

At the end of 2015, the total number of retirement plan participants in 309 MONROE, INC. INCENTIVE SAVINGS PLAN is 183

309 MONROE, INC. INCENTIVE SAVINGS PLAN Average Participant Retirement Account Value

In 2015, the average participant retirement account value for 309 MONROE, INC. INCENTIVE SAVINGS PLAN is $85,220.00

309 MONROE, INC. INCENTIVE SAVINGS PLAN Estimated Average Employee Contribution Amount

In 2015, the estimated average employee contribution amount per participant for 309 MONROE, INC. INCENTIVE SAVINGS PLAN is $7,520.00.

309 MONROE, INC. INCENTIVE SAVINGS PLAN Estimated Average Employer Match

In 2015, the estimated average employer match for an employee in 309 MONROE, INC. INCENTIVE SAVINGS PLAN is approximately $624.00
Investing in this additonal $624.00 for 20 years would give you extra $39,962.00, assuming a 10% annual return.

309 MONROE, INC. INCENTIVE SAVINGS PLAN Total Employer Contribution and Match Rate

In 2015, 309 MONROE, INC. INCENTIVE SAVINGS PLAN allocates $114,267.00 to match its employees' contributions, providing an employer match rate of 16.61% of their contributions

309 MONROE, INC. INCENTIVE SAVINGS PLAN Total Retirement Plan Asset Growth Rate

In 2015, the total retirement plan asset growth rate of 309 MONROE, INC. INCENTIVE SAVINGS PLAN is 1.74%.

309 MONROE, INC. INCENTIVE SAVINGS PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2015, the estimated aggregate retirement account investment gain/loss for 309 MONROE, INC. INCENTIVE SAVINGS PLAN is -0.17%. This measures the effectiveness of the plan participants' investments in the year.

309 MONROE, INC. INCENTIVE SAVINGS PLAN Expense Ratio

In 2015, the investment and administrative expense ratio of 309 MONROE, INC. INCENTIVE SAVINGS PLAN is 0.00%.

Enrollment Features

309 MONROE, INC. INCENTIVE SAVINGS PLAN 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.
    Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.


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