BELMONT BEVERAGE 401(K) SALARY REDUCTION PLAN & TRUST
Plan Contact
- Address: 3305 NORTH ANTHONY BOULEVARD,FORT WAYNE,IN
- Contact person: SCOTT AMSTUTZ
- Phone: (260) 424-4604
Plan General Information
BELMONT BEVERAGE 401(K) SALARY REDUCTION PLAN & TRUST Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of BELMONT BEVERAGE 401(K) SALARY REDUCTION PLAN & TRUST is $2,588,046.00.This plan was established in 1977.
BELMONT BEVERAGE 401(K) SALARY REDUCTION PLAN & TRUST Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in BELMONT BEVERAGE 401(K) SALARY REDUCTION PLAN & TRUST is 242
BELMONT BEVERAGE 401(K) SALARY REDUCTION PLAN & TRUST Average Participant Retirement Account Value
In 2023, the average participant retirement account value for BELMONT BEVERAGE 401(K) SALARY REDUCTION PLAN & TRUST is $10,694.00
BELMONT BEVERAGE 401(K) SALARY REDUCTION PLAN & TRUST Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for BELMONT BEVERAGE 401(K) SALARY REDUCTION PLAN & TRUST is $422.00.
BELMONT BEVERAGE 401(K) SALARY REDUCTION PLAN & TRUST Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in BELMONT BEVERAGE 401(K) SALARY REDUCTION PLAN & TRUST is approximately $330.00
Investing in this additonal $330.00 for 20 years would give you extra $21,157.00, assuming a 10% annual return.
Investing in this additonal $330.00 for 20 years would give you extra $21,157.00, assuming a 10% annual return.
BELMONT BEVERAGE 401(K) SALARY REDUCTION PLAN & TRUST Total Employer Contribution and Match Rate
In 2023, BELMONT BEVERAGE 401(K) SALARY REDUCTION PLAN & TRUST allocates $80,000.00 to match its employees' contributions, providing an employer match rate of 77.73% of their contributions
BELMONT BEVERAGE 401(K) SALARY REDUCTION PLAN & TRUST Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of BELMONT BEVERAGE 401(K) SALARY REDUCTION PLAN & TRUST is 5.84%.
BELMONT BEVERAGE 401(K) SALARY REDUCTION PLAN & TRUST Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for BELMONT BEVERAGE 401(K) SALARY REDUCTION PLAN & TRUST is 2.33%. This measures the effectiveness of the plan participants' investments in the year.
BELMONT BEVERAGE 401(K) SALARY REDUCTION PLAN & TRUST Expense Ratio
In 2023, the investment and administrative expense ratio of BELMONT BEVERAGE 401(K) SALARY REDUCTION PLAN & TRUST is 0.57%.
Enrollment Features
BELMONT BEVERAGE 401(K) SALARY REDUCTION PLAN & TRUST 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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