EARL SWENSSON ASSOCIATES, INC. SAVINGS & RETIREMEN
Plan Contact
- Address: 1033 DEMONBREUN ST., STE. 800,NASHVILLE,TN
- Contact person: JUNE JOHNSTON
- Phone: (615) 329-9445
Plan General Information
EARL SWENSSON ASSOCIATES, INC. SAVINGS & RETIREMEN Total Retirement Plan Assets
At the end of 2017, the total retirement plan assets of EARL SWENSSON ASSOCIATES, INC. SAVINGS & RETIREMEN is $47,155,070.00.This plan was established in 1967.
EARL SWENSSON ASSOCIATES, INC. SAVINGS & RETIREMEN Total Number of Retirement Plan Participants
At the end of 2017, the total number of retirement plan participants in EARL SWENSSON ASSOCIATES, INC. SAVINGS & RETIREMEN is 222
EARL SWENSSON ASSOCIATES, INC. SAVINGS & RETIREMEN Average Participant Retirement Account Value
In 2017, the average participant retirement account value for EARL SWENSSON ASSOCIATES, INC. SAVINGS & RETIREMEN is $212,410.00
EARL SWENSSON ASSOCIATES, INC. SAVINGS & RETIREMEN Estimated Average Employee Contribution Amount
In 2017, the estimated average employee contribution amount per participant for EARL SWENSSON ASSOCIATES, INC. SAVINGS & RETIREMEN is $13,088.00.
EARL SWENSSON ASSOCIATES, INC. SAVINGS & RETIREMEN Estimated Average Employer Match
In 2017, the estimated average employer match for an employee in EARL SWENSSON ASSOCIATES, INC. SAVINGS & RETIREMEN is approximately $5,673.00
Investing in this additonal $5,673.00 for 20 years would give you extra $363,131.00, assuming a 10% annual return.
Investing in this additonal $5,673.00 for 20 years would give you extra $363,131.00, assuming a 10% annual return.
EARL SWENSSON ASSOCIATES, INC. SAVINGS & RETIREMEN Total Employer Contribution and Match Rate
In 2017, EARL SWENSSON ASSOCIATES, INC. SAVINGS & RETIREMEN allocates $1,259,614.00 to match its employees' contributions, providing an employer match rate of 86.70% of their contributions
EARL SWENSSON ASSOCIATES, INC. SAVINGS & RETIREMEN Total Retirement Plan Asset Growth Rate
In 2017, the total retirement plan asset growth rate of EARL SWENSSON ASSOCIATES, INC. SAVINGS & RETIREMEN is 22.49%.
EARL SWENSSON ASSOCIATES, INC. SAVINGS & RETIREMEN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2017, the estimated aggregate retirement account investment gain/loss for EARL SWENSSON ASSOCIATES, INC. SAVINGS & RETIREMEN is 17.13%. This measures the effectiveness of the plan participants' investments in the year.
EARL SWENSSON ASSOCIATES, INC. SAVINGS & RETIREMEN Expense Ratio
In 2017, the investment and administrative expense ratio of EARL SWENSSON ASSOCIATES, INC. SAVINGS & RETIREMEN is 0.02%.
Enrollment Features
EARL SWENSSON ASSOCIATES, INC. SAVINGS & RETIREMEN 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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