BOOTZ 401(K) RETIREMENT PLAN AND TRUST

Plan Contact

  • Address: PO BOX 18010,EVANSVILLE,IN
  • Contact person: WILLIAM WEIDMAN
  • Phone: (812) 423-5401

Plan General Information

BOOTZ 401(K) RETIREMENT PLAN AND TRUST Total Retirement Plan Assets

At the end of 2010, the total retirement plan assets of BOOTZ 401(K) RETIREMENT PLAN AND TRUST is $4,134,471.00.This plan was established in 1989.

BOOTZ 401(K) RETIREMENT PLAN AND TRUST Total Number of Retirement Plan Participants

At the end of 2010, the total number of retirement plan participants in BOOTZ 401(K) RETIREMENT PLAN AND TRUST is 111

BOOTZ 401(K) RETIREMENT PLAN AND TRUST Average Participant Retirement Account Value

In 2010, the average participant retirement account value for BOOTZ 401(K) RETIREMENT PLAN AND TRUST is $37,247.00

BOOTZ 401(K) RETIREMENT PLAN AND TRUST Estimated Average Employee Contribution Amount

In 2010, the estimated average employee contribution amount per participant for BOOTZ 401(K) RETIREMENT PLAN AND TRUST is $4,422.00.

BOOTZ 401(K) RETIREMENT PLAN AND TRUST Estimated Average Employer Match

In 2010, the estimated average employer match for an employee in BOOTZ 401(K) RETIREMENT PLAN AND TRUST is approximately $1,262.00
Investing in this additonal $1,262.00 for 20 years would give you extra $80,784.00, assuming a 10% annual return.

BOOTZ 401(K) RETIREMENT PLAN AND TRUST Total Employer Contribution and Match Rate

In 2010, BOOTZ 401(K) RETIREMENT PLAN AND TRUST allocates $140,110.00 to match its employees' contributions, providing an employer match rate of 57.08% of their contributions

BOOTZ 401(K) RETIREMENT PLAN AND TRUST Total Retirement Plan Asset Growth Rate

In 2010, the total retirement plan asset growth rate of BOOTZ 401(K) RETIREMENT PLAN AND TRUST is 4.05%.

BOOTZ 401(K) RETIREMENT PLAN AND TRUST Estimated Aggregate Retirement Account Investment Gain/Loss

In 2010, the estimated aggregate retirement account investment gain/loss for BOOTZ 401(K) RETIREMENT PLAN AND TRUST is 8.28%. This measures the effectiveness of the plan participants' investments in the year.

BOOTZ 401(K) RETIREMENT PLAN AND TRUST Expense Ratio

In 2010, the investment and administrative expense ratio of BOOTZ 401(K) RETIREMENT PLAN AND TRUST is 0.00%.

Enrollment Features

BOOTZ 401(K) RETIREMENT PLAN AND TRUST has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.

Recent Articles

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

Get Started

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 …

Click for tips and plans for income

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 …