WAUKESHA STATE BANK EMPLOYEES' 401(K) PROFIT SHARING PLAN
Plan Contact
- Address: 151 E. ST. PAUL AVENUE,WAUKESHA,WI
- Contact person: JULIE MCCORMICK
- Phone: (262) 549-8506
Plan General Information
WAUKESHA STATE BANK EMPLOYEES' 401(K) PROFIT SHARING PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of WAUKESHA STATE BANK EMPLOYEES' 401(K) PROFIT SHARING PLAN is $51,574,619.00.This plan was established in 1971.
WAUKESHA STATE BANK EMPLOYEES' 401(K) PROFIT SHARING PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in WAUKESHA STATE BANK EMPLOYEES' 401(K) PROFIT SHARING PLAN is 392
WAUKESHA STATE BANK EMPLOYEES' 401(K) PROFIT SHARING PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for WAUKESHA STATE BANK EMPLOYEES' 401(K) PROFIT SHARING PLAN is $131,567.00
WAUKESHA STATE BANK EMPLOYEES' 401(K) PROFIT SHARING PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for WAUKESHA STATE BANK EMPLOYEES' 401(K) PROFIT SHARING PLAN is $3,961.00.
WAUKESHA STATE BANK EMPLOYEES' 401(K) PROFIT SHARING PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in WAUKESHA STATE BANK EMPLOYEES' 401(K) PROFIT SHARING PLAN is approximately $6,129.00
Investing in this additonal $6,129.00 for 20 years would give you extra $392,307.00, assuming a 10% annual return.
Investing in this additonal $6,129.00 for 20 years would give you extra $392,307.00, assuming a 10% annual return.
WAUKESHA STATE BANK EMPLOYEES' 401(K) PROFIT SHARING PLAN Total Employer Contribution and Match Rate
In 2023, WAUKESHA STATE BANK EMPLOYEES' 401(K) PROFIT SHARING PLAN allocates $2,402,886.00 to match its employees' contributions, providing an employer match rate of 157.98% of their contributions
WAUKESHA STATE BANK EMPLOYEES' 401(K) PROFIT SHARING PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of WAUKESHA STATE BANK EMPLOYEES' 401(K) PROFIT SHARING PLAN is 15.71%.
WAUKESHA STATE BANK EMPLOYEES' 401(K) PROFIT SHARING PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for WAUKESHA STATE BANK EMPLOYEES' 401(K) PROFIT SHARING PLAN is 16.11%. This measures the effectiveness of the plan participants' investments in the year.
WAUKESHA STATE BANK EMPLOYEES' 401(K) PROFIT SHARING PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of WAUKESHA STATE BANK EMPLOYEES' 401(K) PROFIT SHARING PLAN is 0.06%.
Enrollment Features
WAUKESHA STATE BANK EMPLOYEES' 401(K) 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.
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