WINTER SPORTS, INC. RETIREMENT PLAN & TRUST

Plan Contact

  • Address: P O BOX 1400,WHITEFISH,MT
  • Contact person: RANDY WHITLOCK
  • Phone: (406) 862-2900

Plan General Information

WINTER SPORTS, INC. RETIREMENT PLAN & TRUST Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of WINTER SPORTS, INC. RETIREMENT PLAN & TRUST is $6,295,078.00.This plan was established in 1974.

WINTER SPORTS, INC. RETIREMENT PLAN & TRUST Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in WINTER SPORTS, INC. RETIREMENT PLAN & TRUST is 167

WINTER SPORTS, INC. RETIREMENT PLAN & TRUST Average Participant Retirement Account Value

In 2023, the average participant retirement account value for WINTER SPORTS, INC. RETIREMENT PLAN & TRUST is $37,695.00

WINTER SPORTS, INC. RETIREMENT PLAN & TRUST Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for WINTER SPORTS, INC. RETIREMENT PLAN & TRUST is $2,172.00.

WINTER SPORTS, INC. RETIREMENT PLAN & TRUST Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in WINTER SPORTS, INC. RETIREMENT PLAN & TRUST is approximately $612.00
Investing in this additonal $612.00 for 20 years would give you extra $39,205.00, assuming a 10% annual return.

WINTER SPORTS, INC. RETIREMENT PLAN & TRUST Total Employer Contribution and Match Rate

In 2023, WINTER SPORTS, INC. RETIREMENT PLAN & TRUST allocates $102,302.00 to match its employees' contributions, providing an employer match rate of 28.55% of their contributions

WINTER SPORTS, INC. RETIREMENT PLAN & TRUST Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of WINTER SPORTS, INC. RETIREMENT PLAN & TRUST is 23.48%.

WINTER SPORTS, INC. RETIREMENT PLAN & TRUST Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for WINTER SPORTS, INC. RETIREMENT PLAN & TRUST is 20.53%. This measures the effectiveness of the plan participants' investments in the year.

WINTER SPORTS, INC. RETIREMENT PLAN & TRUST Expense Ratio

In 2023, the investment and administrative expense ratio of WINTER SPORTS, INC. RETIREMENT PLAN & TRUST is 0.40%.

Enrollment Features

WINTER SPORTS, INC. RETIREMENT PLAN & TRUST 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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