K.G. STEVENS, INC. PROFIT SHARING AND RETIREMENT PLAN
Plan Contact
- Address: 11100 WEST SILVER SPRING ROAD,MILWAUKEE,WI
- Contact person: TERESA L LINSCOTT
- Phone: (262) 432-1060
Plan General Information
K.G. STEVENS, INC. PROFIT SHARING AND RETIREMENT PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of K.G. STEVENS, INC. PROFIT SHARING AND RETIREMENT PLAN is $4,820,830.00.This plan was established in 2015.
K.G. STEVENS, INC. PROFIT SHARING AND RETIREMENT PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in K.G. STEVENS, INC. PROFIT SHARING AND RETIREMENT PLAN is 177
K.G. STEVENS, INC. PROFIT SHARING AND RETIREMENT PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for K.G. STEVENS, INC. PROFIT SHARING AND RETIREMENT PLAN is $27,236.00
K.G. STEVENS, INC. PROFIT SHARING AND RETIREMENT PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for K.G. STEVENS, INC. PROFIT SHARING AND RETIREMENT PLAN is $3,660.00.
K.G. STEVENS, INC. PROFIT SHARING AND RETIREMENT PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in K.G. STEVENS, INC. PROFIT SHARING AND RETIREMENT PLAN is approximately $1,598.00
Investing in this additonal $1,598.00 for 20 years would give you extra $102,332.00, assuming a 10% annual return.
Investing in this additonal $1,598.00 for 20 years would give you extra $102,332.00, assuming a 10% annual return.
K.G. STEVENS, INC. PROFIT SHARING AND RETIREMENT PLAN Total Employer Contribution and Match Rate
In 2023, K.G. STEVENS, INC. PROFIT SHARING AND RETIREMENT PLAN allocates $283,012.00 to match its employees' contributions, providing an employer match rate of 50.87% of their contributions
K.G. STEVENS, INC. PROFIT SHARING AND RETIREMENT PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of K.G. STEVENS, INC. PROFIT SHARING AND RETIREMENT PLAN is 24.95%.
K.G. STEVENS, INC. PROFIT SHARING AND RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for K.G. STEVENS, INC. PROFIT SHARING AND RETIREMENT PLAN is 18.12%. This measures the effectiveness of the plan participants' investments in the year.
K.G. STEVENS, INC. PROFIT SHARING AND RETIREMENT PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of K.G. STEVENS, INC. PROFIT SHARING AND RETIREMENT PLAN is 0.40%.
Enrollment Features
K.G. STEVENS, INC. PROFIT SHARING AND RETIREMENT PLAN has the following features:Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
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