A.L. SCHUTZMAN COMPANY, INC. 401K PROFIT SHARING PLAN

Plan Contact

  • Address: N21 W23560 RIDGEVIEW PARKWAY WEST,WAUKESHA,WI
  • Contact person: JOEL KNUDSON
  • Phone: (262) 832-8274

Plan General Information

A.L. SCHUTZMAN COMPANY, INC. 401K PROFIT SHARING PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of A.L. SCHUTZMAN COMPANY, INC. 401K PROFIT SHARING PLAN is $7,254,283.00.This plan was established in 1987.

A.L. SCHUTZMAN COMPANY, INC. 401K PROFIT SHARING PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in A.L. SCHUTZMAN COMPANY, INC. 401K PROFIT SHARING PLAN is 170

A.L. SCHUTZMAN COMPANY, INC. 401K PROFIT SHARING PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for A.L. SCHUTZMAN COMPANY, INC. 401K PROFIT SHARING PLAN is $42,672.00

A.L. SCHUTZMAN COMPANY, INC. 401K PROFIT SHARING PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for A.L. SCHUTZMAN COMPANY, INC. 401K PROFIT SHARING PLAN is $3,355.00.

A.L. SCHUTZMAN COMPANY, INC. 401K PROFIT SHARING PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in A.L. SCHUTZMAN COMPANY, INC. 401K PROFIT SHARING PLAN is approximately $333.00
Investing in this additonal $333.00 for 20 years would give you extra $21,372.00, assuming a 10% annual return.

A.L. SCHUTZMAN COMPANY, INC. 401K PROFIT SHARING PLAN Total Employer Contribution and Match Rate

In 2023, A.L. SCHUTZMAN COMPANY, INC. 401K PROFIT SHARING PLAN allocates $56,770.00 to match its employees' contributions, providing an employer match rate of 9.48% of their contributions

A.L. SCHUTZMAN COMPANY, INC. 401K PROFIT SHARING PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of A.L. SCHUTZMAN COMPANY, INC. 401K PROFIT SHARING PLAN is -1.07%.

A.L. SCHUTZMAN COMPANY, INC. 401K PROFIT SHARING PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for A.L. SCHUTZMAN COMPANY, INC. 401K PROFIT SHARING PLAN is -5.87%. This measures the effectiveness of the plan participants' investments in the year.

A.L. SCHUTZMAN COMPANY, INC. 401K PROFIT SHARING PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of A.L. SCHUTZMAN COMPANY, INC. 401K PROFIT SHARING PLAN is 0.72%.

Enrollment Features

A.L. SCHUTZMAN COMPANY, INC. 401K PROFIT SHARING 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.


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