CHARITON VALLEY ASSOCIATION RETIREMENT PLAN

Plan Contact

  • Address: 1708 E LAHARPE,,KIRKSVILLE,MO
  • Contact person: SCOTT ROBERTS
  • Phone: (660) 665-1111

Plan General Information

CHARITON VALLEY ASSOCIATION RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2022, the total retirement plan assets of CHARITON VALLEY ASSOCIATION RETIREMENT PLAN is $814,885.00.This plan was established in 1999.

CHARITON VALLEY ASSOCIATION RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 2022, the total number of retirement plan participants in CHARITON VALLEY ASSOCIATION RETIREMENT PLAN is 128

CHARITON VALLEY ASSOCIATION RETIREMENT PLAN Average Participant Retirement Account Value

In 2022, the average participant retirement account value for CHARITON VALLEY ASSOCIATION RETIREMENT PLAN is $6,366.00

CHARITON VALLEY ASSOCIATION RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 2022, the estimated average employee contribution amount per participant for CHARITON VALLEY ASSOCIATION RETIREMENT PLAN is $755.00.

CHARITON VALLEY ASSOCIATION RETIREMENT PLAN Estimated Average Employer Match

In 2022, the estimated average employer match for an employee in CHARITON VALLEY ASSOCIATION RETIREMENT PLAN is approximately $357.00
Investing in this additonal $357.00 for 20 years would give you extra $22,868.00, assuming a 10% annual return.

CHARITON VALLEY ASSOCIATION RETIREMENT PLAN Total Employer Contribution and Match Rate

In 2022, CHARITON VALLEY ASSOCIATION RETIREMENT PLAN allocates $45,736.00 to match its employees' contributions, providing an employer match rate of 46.23% of their contributions

CHARITON VALLEY ASSOCIATION RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2022, the total retirement plan asset growth rate of CHARITON VALLEY ASSOCIATION RETIREMENT PLAN is 0.69%.

CHARITON VALLEY ASSOCIATION RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2022, the estimated aggregate retirement account investment gain/loss for CHARITON VALLEY ASSOCIATION RETIREMENT PLAN is -12.21%. This measures the effectiveness of the plan participants' investments in the year.

CHARITON VALLEY ASSOCIATION RETIREMENT PLAN Expense Ratio

In 2022, the investment and administrative expense ratio of CHARITON VALLEY ASSOCIATION RETIREMENT PLAN is 0.90%.

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 …