THE DOUGLAS STEWART COMPANY, INC. EMPLOYEES' BENEFIT PLAN
Plan Contact
- Address: 3862 GALLEON RUN,MADISON,WI
- Phone: (608) 223-2322
Plan General Information
THE DOUGLAS STEWART COMPANY, INC. EMPLOYEES' BENEFIT PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of THE DOUGLAS STEWART COMPANY, INC. EMPLOYEES' BENEFIT PLAN is $9,142,519.00.This plan was established in 1990.
THE DOUGLAS STEWART COMPANY, INC. EMPLOYEES' BENEFIT PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in THE DOUGLAS STEWART COMPANY, INC. EMPLOYEES' BENEFIT PLAN is 177
THE DOUGLAS STEWART COMPANY, INC. EMPLOYEES' BENEFIT PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for THE DOUGLAS STEWART COMPANY, INC. EMPLOYEES' BENEFIT PLAN is $51,652.00
THE DOUGLAS STEWART COMPANY, INC. EMPLOYEES' BENEFIT PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for THE DOUGLAS STEWART COMPANY, INC. EMPLOYEES' BENEFIT PLAN is $5,446.00.
THE DOUGLAS STEWART COMPANY, INC. EMPLOYEES' BENEFIT PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in THE DOUGLAS STEWART COMPANY, INC. EMPLOYEES' BENEFIT PLAN is approximately $897.00
Investing in this additonal $897.00 for 20 years would give you extra $57,421.00, assuming a 10% annual return.
Investing in this additonal $897.00 for 20 years would give you extra $57,421.00, assuming a 10% annual return.
THE DOUGLAS STEWART COMPANY, INC. EMPLOYEES' BENEFIT PLAN Total Employer Contribution and Match Rate
In 2023, THE DOUGLAS STEWART COMPANY, INC. EMPLOYEES' BENEFIT PLAN allocates $158,805.00 to match its employees' contributions, providing an employer match rate of 32.94% of their contributions
THE DOUGLAS STEWART COMPANY, INC. EMPLOYEES' BENEFIT PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of THE DOUGLAS STEWART COMPANY, INC. EMPLOYEES' BENEFIT PLAN is 22.77%.
THE DOUGLAS STEWART COMPANY, INC. EMPLOYEES' BENEFIT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for THE DOUGLAS STEWART COMPANY, INC. EMPLOYEES' BENEFIT PLAN is 17.96%. This measures the effectiveness of the plan participants' investments in the year.
THE DOUGLAS STEWART COMPANY, INC. EMPLOYEES' BENEFIT PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of THE DOUGLAS STEWART COMPANY, INC. EMPLOYEES' BENEFIT PLAN is 0.25%.
Enrollment Features
THE DOUGLAS STEWART COMPANY, INC. EMPLOYEES' BENEFIT 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.
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