UPTOWN MOTORS, INC. 401(K) SAVINGS PLAN

Plan Contact

  • Address: 2111 NORTH MAYFAIR ROAD,WAUWATOSA,WI
  • Phone: (414) 771-9000

Plan General Information

UPTOWN MOTORS, INC. 401(K) SAVINGS PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of UPTOWN MOTORS, INC. 401(K) SAVINGS PLAN is $6,277,291.00.This plan was established in 1993.

UPTOWN MOTORS, INC. 401(K) SAVINGS PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in UPTOWN MOTORS, INC. 401(K) SAVINGS PLAN is 143

UPTOWN MOTORS, INC. 401(K) SAVINGS PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for UPTOWN MOTORS, INC. 401(K) SAVINGS PLAN is $43,897.00

UPTOWN MOTORS, INC. 401(K) SAVINGS PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for UPTOWN MOTORS, INC. 401(K) SAVINGS PLAN is $3,718.00.

UPTOWN MOTORS, INC. 401(K) SAVINGS PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in UPTOWN MOTORS, INC. 401(K) SAVINGS PLAN is approximately $444.00
Investing in this additonal $444.00 for 20 years would give you extra $28,450.00, assuming a 10% annual return.

UPTOWN MOTORS, INC. 401(K) SAVINGS PLAN Total Employer Contribution and Match Rate

In 2023, UPTOWN MOTORS, INC. 401(K) SAVINGS PLAN allocates $63,569.00 to match its employees' contributions, providing an employer match rate of 12.13% of their contributions

UPTOWN MOTORS, INC. 401(K) SAVINGS PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of UPTOWN MOTORS, INC. 401(K) SAVINGS PLAN is 14.08%.

UPTOWN MOTORS, INC. 401(K) SAVINGS PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for UPTOWN MOTORS, INC. 401(K) SAVINGS PLAN is 16.00%. This measures the effectiveness of the plan participants' investments in the year.

UPTOWN MOTORS, INC. 401(K) SAVINGS PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of UPTOWN MOTORS, INC. 401(K) SAVINGS PLAN is 0.04%.

Enrollment Features

UPTOWN MOTORS, INC. 401(K) SAVINGS 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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