FIRST CAPITAL ENTERPRISES, INC. TAX SHELTERED ACCOUNT PLAN

Plan Contact

  • Address: 505 E. 7TH STREET,CHILLICOTHE,OH
  • Phone: (740) 773-2166

Plan General Information

FIRST CAPITAL ENTERPRISES, INC. TAX SHELTERED ACCOUNT PLAN Total Retirement Plan Assets

At the end of 2019, the total retirement plan assets of FIRST CAPITAL ENTERPRISES, INC. TAX SHELTERED ACCOUNT PLAN is $1,049,087.00.This plan was established in 1991.

FIRST CAPITAL ENTERPRISES, INC. TAX SHELTERED ACCOUNT PLAN Total Number of Retirement Plan Participants

At the end of 2019, the total number of retirement plan participants in FIRST CAPITAL ENTERPRISES, INC. TAX SHELTERED ACCOUNT PLAN is 103

FIRST CAPITAL ENTERPRISES, INC. TAX SHELTERED ACCOUNT PLAN Average Participant Retirement Account Value

In 2019, the average participant retirement account value for FIRST CAPITAL ENTERPRISES, INC. TAX SHELTERED ACCOUNT PLAN is $10,185.00

FIRST CAPITAL ENTERPRISES, INC. TAX SHELTERED ACCOUNT PLAN Estimated Average Employee Contribution Amount

In 2019, the estimated average employee contribution amount per participant for FIRST CAPITAL ENTERPRISES, INC. TAX SHELTERED ACCOUNT PLAN is $385.00.

FIRST CAPITAL ENTERPRISES, INC. TAX SHELTERED ACCOUNT PLAN Estimated Average Employer Match

In 2019, the estimated average employer match for an employee in FIRST CAPITAL ENTERPRISES, INC. TAX SHELTERED ACCOUNT PLAN is approximately $471.00
Investing in this additonal $471.00 for 20 years would give you extra $30,165.00, assuming a 10% annual return.

FIRST CAPITAL ENTERPRISES, INC. TAX SHELTERED ACCOUNT PLAN Total Employer Contribution and Match Rate

In 2019, FIRST CAPITAL ENTERPRISES, INC. TAX SHELTERED ACCOUNT PLAN allocates $48,548.00 to match its employees' contributions, providing an employer match rate of 244.51% of their contributions

FIRST CAPITAL ENTERPRISES, INC. TAX SHELTERED ACCOUNT PLAN Total Retirement Plan Asset Growth Rate

In 2019, the total retirement plan asset growth rate of FIRST CAPITAL ENTERPRISES, INC. TAX SHELTERED ACCOUNT PLAN is -29.55%.

FIRST CAPITAL ENTERPRISES, INC. TAX SHELTERED ACCOUNT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2019, the estimated aggregate retirement account investment gain/loss for FIRST CAPITAL ENTERPRISES, INC. TAX SHELTERED ACCOUNT PLAN is 5.86%. This measures the effectiveness of the plan participants' investments in the year.

FIRST CAPITAL ENTERPRISES, INC. TAX SHELTERED ACCOUNT PLAN Expense Ratio

In 2019, the investment and administrative expense ratio of FIRST CAPITAL ENTERPRISES, INC. TAX SHELTERED ACCOUNT PLAN is 0.00%.

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