HAAG-STREIT USA, INC. CASH OR DEFERRED PROFIT SHARING PLAN
Plan Contact
- Address: 3535 KINGS MILLS RD,MASON,OH
- Contact person: CHRISTINE SCHNUR
- Phone: (513) 398-3937
Plan General Information
HAAG-STREIT USA, INC. CASH OR DEFERRED PROFIT SHARING PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of HAAG-STREIT USA, INC. CASH OR DEFERRED PROFIT SHARING PLAN is $16,487,848.00.This plan was established in 1989.
HAAG-STREIT USA, INC. CASH OR DEFERRED PROFIT SHARING PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in HAAG-STREIT USA, INC. CASH OR DEFERRED PROFIT SHARING PLAN is 210
HAAG-STREIT USA, INC. CASH OR DEFERRED PROFIT SHARING PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for HAAG-STREIT USA, INC. CASH OR DEFERRED PROFIT SHARING PLAN is $78,513.00
HAAG-STREIT USA, INC. CASH OR DEFERRED PROFIT SHARING PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for HAAG-STREIT USA, INC. CASH OR DEFERRED PROFIT SHARING PLAN is $4,925.00.
HAAG-STREIT USA, INC. CASH OR DEFERRED PROFIT SHARING PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in HAAG-STREIT USA, INC. CASH OR DEFERRED PROFIT SHARING PLAN is approximately $2,870.00
Investing in this additonal $2,870.00 for 20 years would give you extra $183,709.00, assuming a 10% annual return.
Investing in this additonal $2,870.00 for 20 years would give you extra $183,709.00, assuming a 10% annual return.
HAAG-STREIT USA, INC. CASH OR DEFERRED PROFIT SHARING PLAN Total Employer Contribution and Match Rate
In 2023, HAAG-STREIT USA, INC. CASH OR DEFERRED PROFIT SHARING PLAN allocates $602,797.00 to match its employees' contributions, providing an employer match rate of 65.45% of their contributions
HAAG-STREIT USA, INC. CASH OR DEFERRED PROFIT SHARING PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of HAAG-STREIT USA, INC. CASH OR DEFERRED PROFIT SHARING PLAN is 6.19%.
HAAG-STREIT USA, INC. CASH OR DEFERRED PROFIT SHARING PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for HAAG-STREIT USA, INC. CASH OR DEFERRED PROFIT SHARING PLAN is 20.76%. This measures the effectiveness of the plan participants' investments in the year.
HAAG-STREIT USA, INC. CASH OR DEFERRED PROFIT SHARING PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of HAAG-STREIT USA, INC. CASH OR DEFERRED PROFIT SHARING PLAN is 0.22%.
Enrollment Features
HAAG-STREIT USA, INC. CASH OR DEFERRED PROFIT SHARING 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.
Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.
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