FRANK F HAACK & ASSOCIATES, INC. EM PLOYEES PROFIT SHARING PLAN

Plan Contact

  • Contact person: BILL BUDZIEN
  • Phone: (414) 475-1344

Plan General Information

FRANK F HAACK & ASSOCIATES, INC. EM PLOYEES PROFIT SHARING PLAN Total Retirement Plan Assets

At the end of 2003, the total retirement plan assets of FRANK F HAACK & ASSOCIATES, INC. EM PLOYEES PROFIT SHARING PLAN is $13,418,449.00.This plan was established in 1966.

FRANK F HAACK & ASSOCIATES, INC. EM PLOYEES PROFIT SHARING PLAN Total Number of Retirement Plan Participants

At the end of 2003, the total number of retirement plan participants in FRANK F HAACK & ASSOCIATES, INC. EM PLOYEES PROFIT SHARING PLAN is 195

FRANK F HAACK & ASSOCIATES, INC. EM PLOYEES PROFIT SHARING PLAN Average Participant Retirement Account Value

In 2003, the average participant retirement account value for FRANK F HAACK & ASSOCIATES, INC. EM PLOYEES PROFIT SHARING PLAN is $68,812.00

FRANK F HAACK & ASSOCIATES, INC. EM PLOYEES PROFIT SHARING PLAN Estimated Average Employee Contribution Amount

In 2003, the estimated average employee contribution amount per participant for FRANK F HAACK & ASSOCIATES, INC. EM PLOYEES PROFIT SHARING PLAN is $9,355.00.

FRANK F HAACK & ASSOCIATES, INC. EM PLOYEES PROFIT SHARING PLAN Estimated Average Employer Match

In 2003, the estimated average employer match for an employee in FRANK F HAACK & ASSOCIATES, INC. EM PLOYEES PROFIT SHARING PLAN is approximately $4,170.00
Investing in this additonal $4,170.00 for 20 years would give you extra $266,936.00, assuming a 10% annual return.

FRANK F HAACK & ASSOCIATES, INC. EM PLOYEES PROFIT SHARING PLAN Total Employer Contribution and Match Rate

In 2003, FRANK F HAACK & ASSOCIATES, INC. EM PLOYEES PROFIT SHARING PLAN allocates $813,321.00 to match its employees' contributions, providing an employer match rate of 89.16% of their contributions

FRANK F HAACK & ASSOCIATES, INC. EM PLOYEES PROFIT SHARING PLAN Total Retirement Plan Asset Growth Rate

In 2003, the total retirement plan asset growth rate of FRANK F HAACK & ASSOCIATES, INC. EM PLOYEES PROFIT SHARING PLAN is 34.37%.

FRANK F HAACK & ASSOCIATES, INC. EM PLOYEES PROFIT SHARING PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2003, the estimated aggregate retirement account investment gain/loss for FRANK F HAACK & ASSOCIATES, INC. EM PLOYEES PROFIT SHARING PLAN is 21.19%. This measures the effectiveness of the plan participants' investments in the year.

FRANK F HAACK & ASSOCIATES, INC. EM PLOYEES PROFIT SHARING PLAN Expense Ratio

In 2003, the investment and administrative expense ratio of FRANK F HAACK & ASSOCIATES, INC. EM PLOYEES PROFIT SHARING PLAN is 0.19%.

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 …