NATIONAL EXCHANGE BANK AND TRUST AND AMERICAN BANK EMPLOYEES' TAX SAVINGS PLAN

Plan Contact

  • Address: 130 SOUTH MAIN STREET,FOND DU LAC,WI
  • Contact person: TAMALA CHRISTIAN
  • Phone: (920) 921-7700

Plan General Information

NATIONAL EXCHANGE BANK AND TRUST AND AMERICAN BANK EMPLOYEES' TAX SAVINGS PLAN Total Retirement Plan Assets

At the end of 2016, the total retirement plan assets of NATIONAL EXCHANGE BANK AND TRUST AND AMERICAN BANK EMPLOYEES' TAX SAVINGS PLAN is $44,354,811.00.This plan was established in 1974.

NATIONAL EXCHANGE BANK AND TRUST AND AMERICAN BANK EMPLOYEES' TAX SAVINGS PLAN Total Number of Retirement Plan Participants

At the end of 2016, the total number of retirement plan participants in NATIONAL EXCHANGE BANK AND TRUST AND AMERICAN BANK EMPLOYEES' TAX SAVINGS PLAN is 455

NATIONAL EXCHANGE BANK AND TRUST AND AMERICAN BANK EMPLOYEES' TAX SAVINGS PLAN Average Participant Retirement Account Value

In 2016, the average participant retirement account value for NATIONAL EXCHANGE BANK AND TRUST AND AMERICAN BANK EMPLOYEES' TAX SAVINGS PLAN is $97,483.00

NATIONAL EXCHANGE BANK AND TRUST AND AMERICAN BANK EMPLOYEES' TAX SAVINGS PLAN Estimated Average Employee Contribution Amount

In 2016, the estimated average employee contribution amount per participant for NATIONAL EXCHANGE BANK AND TRUST AND AMERICAN BANK EMPLOYEES' TAX SAVINGS PLAN is $4,968.00.

NATIONAL EXCHANGE BANK AND TRUST AND AMERICAN BANK EMPLOYEES' TAX SAVINGS PLAN Estimated Average Employer Match

In 2016, the estimated average employer match for an employee in NATIONAL EXCHANGE BANK AND TRUST AND AMERICAN BANK EMPLOYEES' TAX SAVINGS PLAN is approximately $2,731.00
Investing in this additonal $2,731.00 for 20 years would give you extra $174,810.00, assuming a 10% annual return.

NATIONAL EXCHANGE BANK AND TRUST AND AMERICAN BANK EMPLOYEES' TAX SAVINGS PLAN Total Employer Contribution and Match Rate

In 2016, NATIONAL EXCHANGE BANK AND TRUST AND AMERICAN BANK EMPLOYEES' TAX SAVINGS PLAN allocates $1,242,795.00 to match its employees' contributions, providing an employer match rate of 109.95% of their contributions

NATIONAL EXCHANGE BANK AND TRUST AND AMERICAN BANK EMPLOYEES' TAX SAVINGS PLAN Total Retirement Plan Asset Growth Rate

In 2016, the total retirement plan asset growth rate of NATIONAL EXCHANGE BANK AND TRUST AND AMERICAN BANK EMPLOYEES' TAX SAVINGS PLAN is 12.40%.

NATIONAL EXCHANGE BANK AND TRUST AND AMERICAN BANK EMPLOYEES' TAX SAVINGS PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2016, the estimated aggregate retirement account investment gain/loss for NATIONAL EXCHANGE BANK AND TRUST AND AMERICAN BANK EMPLOYEES' TAX SAVINGS PLAN is 9.06%. This measures the effectiveness of the plan participants' investments in the year.

NATIONAL EXCHANGE BANK AND TRUST AND AMERICAN BANK EMPLOYEES' TAX SAVINGS PLAN Expense Ratio

In 2016, the investment and administrative expense ratio of NATIONAL EXCHANGE BANK AND TRUST AND AMERICAN BANK EMPLOYEES' TAX SAVINGS PLAN is 0.27%.

Enrollment Features

NATIONAL EXCHANGE BANK AND TRUST AND AMERICAN BANK EMPLOYEES' TAX SAVINGS PLAN has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.


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