ALLGEIER, MARTIN & ASSOCIATES, INC. EMPLOYEES 401K PROFIT SHARING PLAN

Plan Contact

  • Address: P.O. BOX 2627,JOPLIN,MO
  • Phone: (417) 680-7200

Plan General Information

ALLGEIER, MARTIN & ASSOCIATES, INC. EMPLOYEES 401K PROFIT SHARING PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of ALLGEIER, MARTIN & ASSOCIATES, INC. EMPLOYEES 401K PROFIT SHARING PLAN is $56,466,271.00.This plan was established in 1981.

ALLGEIER, MARTIN & ASSOCIATES, INC. EMPLOYEES 401K PROFIT SHARING PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in ALLGEIER, MARTIN & ASSOCIATES, INC. EMPLOYEES 401K PROFIT SHARING PLAN is 151

ALLGEIER, MARTIN & ASSOCIATES, INC. EMPLOYEES 401K PROFIT SHARING PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for ALLGEIER, MARTIN & ASSOCIATES, INC. EMPLOYEES 401K PROFIT SHARING PLAN is $373,948.00

ALLGEIER, MARTIN & ASSOCIATES, INC. EMPLOYEES 401K PROFIT SHARING PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for ALLGEIER, MARTIN & ASSOCIATES, INC. EMPLOYEES 401K PROFIT SHARING PLAN is $7,497.00.

ALLGEIER, MARTIN & ASSOCIATES, INC. EMPLOYEES 401K PROFIT SHARING PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in ALLGEIER, MARTIN & ASSOCIATES, INC. EMPLOYEES 401K PROFIT SHARING PLAN is approximately $12,907.00
Investing in this additonal $12,907.00 for 20 years would give you extra $826,089.00, assuming a 10% annual return.

ALLGEIER, MARTIN & ASSOCIATES, INC. EMPLOYEES 401K PROFIT SHARING PLAN Total Employer Contribution and Match Rate

In 2023, ALLGEIER, MARTIN & ASSOCIATES, INC. EMPLOYEES 401K PROFIT SHARING PLAN allocates $1,949,054.00 to match its employees' contributions, providing an employer match rate of 188.37% of their contributions

ALLGEIER, MARTIN & ASSOCIATES, INC. EMPLOYEES 401K PROFIT SHARING PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of ALLGEIER, MARTIN & ASSOCIATES, INC. EMPLOYEES 401K PROFIT SHARING PLAN is 23.05%.

ALLGEIER, MARTIN & ASSOCIATES, INC. EMPLOYEES 401K PROFIT SHARING PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for ALLGEIER, MARTIN & ASSOCIATES, INC. EMPLOYEES 401K PROFIT SHARING PLAN is 17.56%. This measures the effectiveness of the plan participants' investments in the year.

ALLGEIER, MARTIN & ASSOCIATES, INC. EMPLOYEES 401K PROFIT SHARING PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of ALLGEIER, MARTIN & ASSOCIATES, INC. EMPLOYEES 401K PROFIT SHARING PLAN is 0.02%.

Enrollment Features


Free newsletters

High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more …

Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell

Looking for ideas to generate income?

  • ETF or mutual fund income portfolios for 4-7% annual income
  • Dividend stock funds
  • Passive real estate investments
  • more …

Portfolio Calculator (Simulator)

Quickly enter fund allocation and get a back test result on the performance of this ‘lazy’ portfolio.

Customize Asset Allocation Portfolios

Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.

Retirement Calculator

See how much you can save for retirement.

Investment Calculator

Grow your wealth and see the power of compounding.


Looking for a (forgotten) 401(k)?

Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan …