FIRST SECURITY BANK PROFIT SHARING AND 401K PLAN

Plan Contact

  • Address: 313 FREDERICA STREET,OWENSBORO,KY
  • Contact person: MICHAEL F. BECKWITH
  • Phone: (270) 663-4625

Plan General Information

FIRST SECURITY BANK PROFIT SHARING AND 401K PLAN Total Retirement Plan Assets

At the end of 2013, the total retirement plan assets of FIRST SECURITY BANK PROFIT SHARING AND 401K PLAN is $3,789,116.00.This plan was established in 1997.

FIRST SECURITY BANK PROFIT SHARING AND 401K PLAN Total Number of Retirement Plan Participants

At the end of 2013, the total number of retirement plan participants in FIRST SECURITY BANK PROFIT SHARING AND 401K PLAN is 147

FIRST SECURITY BANK PROFIT SHARING AND 401K PLAN Average Participant Retirement Account Value

In 2013, the average participant retirement account value for FIRST SECURITY BANK PROFIT SHARING AND 401K PLAN is $25,776.00

FIRST SECURITY BANK PROFIT SHARING AND 401K PLAN Estimated Average Employee Contribution Amount

In 2013, the estimated average employee contribution amount per participant for FIRST SECURITY BANK PROFIT SHARING AND 401K PLAN is $5,876.00.

FIRST SECURITY BANK PROFIT SHARING AND 401K PLAN Estimated Average Employer Match

In 2013, the estimated average employer match for an employee in FIRST SECURITY BANK PROFIT SHARING AND 401K PLAN is approximately $1,294.00
Investing in this additonal $1,294.00 for 20 years would give you extra $82,866.00, assuming a 10% annual return.

FIRST SECURITY BANK PROFIT SHARING AND 401K PLAN Total Employer Contribution and Match Rate

In 2013, FIRST SECURITY BANK PROFIT SHARING AND 401K PLAN allocates $190,335.00 to match its employees' contributions, providing an employer match rate of 44.07% of their contributions

FIRST SECURITY BANK PROFIT SHARING AND 401K PLAN Total Retirement Plan Asset Growth Rate

In 2013, the total retirement plan asset growth rate of FIRST SECURITY BANK PROFIT SHARING AND 401K PLAN is 38.00%.

FIRST SECURITY BANK PROFIT SHARING AND 401K PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2013, the estimated aggregate retirement account investment gain/loss for FIRST SECURITY BANK PROFIT SHARING AND 401K PLAN is 21.24%. This measures the effectiveness of the plan participants' investments in the year.

FIRST SECURITY BANK PROFIT SHARING AND 401K PLAN Expense Ratio

In 2013, the investment and administrative expense ratio of FIRST SECURITY BANK PROFIT SHARING AND 401K PLAN is 0.00%.

Enrollment Features

FIRST SECURITY BANK PROFIT SHARING AND 401K PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.


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 ...