BALLWEG FAMILY OF DEALERSHIPS' 401(K) PLAN

Plan Contact

  • Address: PO BOX 620350,MIDDLETON,WI
  • Contact person: RICH BREUNIG
  • Phone: (608) 824-3000

Plan General Information

BALLWEG FAMILY OF DEALERSHIPS' 401(K) PLAN Total Retirement Plan Assets

At the end of 2013, the total retirement plan assets of BALLWEG FAMILY OF DEALERSHIPS' 401(K) PLAN is $11,300,099.00.This plan was established in 1987.

BALLWEG FAMILY OF DEALERSHIPS' 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2013, the total number of retirement plan participants in BALLWEG FAMILY OF DEALERSHIPS' 401(K) PLAN is 210

BALLWEG FAMILY OF DEALERSHIPS' 401(K) PLAN Average Participant Retirement Account Value

In 2013, the average participant retirement account value for BALLWEG FAMILY OF DEALERSHIPS' 401(K) PLAN is $53,809.00

BALLWEG FAMILY OF DEALERSHIPS' 401(K) PLAN Estimated Average Employee Contribution Amount

In 2013, the estimated average employee contribution amount per participant for BALLWEG FAMILY OF DEALERSHIPS' 401(K) PLAN is $6,834.00.

BALLWEG FAMILY OF DEALERSHIPS' 401(K) PLAN Estimated Average Employer Match

In 2013, the estimated average employer match for an employee in BALLWEG FAMILY OF DEALERSHIPS' 401(K) PLAN is approximately $1,140.00
Investing in this additonal $1,140.00 for 20 years would give you extra $73,017.00, assuming a 10% annual return.

BALLWEG FAMILY OF DEALERSHIPS' 401(K) PLAN Total Employer Contribution and Match Rate

In 2013, BALLWEG FAMILY OF DEALERSHIPS' 401(K) PLAN allocates $239,589.00 to match its employees' contributions, providing an employer match rate of 33.39% of their contributions

BALLWEG FAMILY OF DEALERSHIPS' 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2013, the total retirement plan asset growth rate of BALLWEG FAMILY OF DEALERSHIPS' 401(K) PLAN is 39.71%.

BALLWEG FAMILY OF DEALERSHIPS' 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2013, the estimated aggregate retirement account investment gain/loss for BALLWEG FAMILY OF DEALERSHIPS' 401(K) PLAN is 21.02%. This measures the effectiveness of the plan participants' investments in the year.

BALLWEG FAMILY OF DEALERSHIPS' 401(K) PLAN Expense Ratio

In 2013, the investment and administrative expense ratio of BALLWEG FAMILY OF DEALERSHIPS' 401(K) PLAN is 0.31%.

Enrollment Features

BALLWEG FAMILY OF DEALERSHIPS' 401(K) 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.

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