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BORDER BANK 401(K) PLAN & TRUST

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Plan General Information

BORDER BANK 401(K) PLAN & TRUST Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of BORDER BANK 401(K) PLAN & TRUST is $17,626,420.00.This plan was established in 1995.

BORDER BANK 401(K) PLAN & TRUST Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in BORDER BANK 401(K) PLAN & TRUST is 190

BORDER BANK 401(K) PLAN & TRUST Average Participant Retirement Account Value

In 2023, the average participant retirement account value for BORDER BANK 401(K) PLAN & TRUST is $92,770.00

BORDER BANK 401(K) PLAN & TRUST Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for BORDER BANK 401(K) PLAN & TRUST is $5,197.00.

BORDER BANK 401(K) PLAN & TRUST Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in BORDER BANK 401(K) PLAN & TRUST is approximately $2,253.00
Investing in this additonal $2,253.00 for 20 years would give you extra $144,247.00, assuming a 10% annual return.

BORDER BANK 401(K) PLAN & TRUST Total Employer Contribution and Match Rate

In 2023, BORDER BANK 401(K) PLAN & TRUST allocates $428,236.00 to match its employees' contributions, providing an employer match rate of 49.34% of their contributions

BORDER BANK 401(K) PLAN & TRUST Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of BORDER BANK 401(K) PLAN & TRUST is 20.36%.

BORDER BANK 401(K) PLAN & TRUST Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for BORDER BANK 401(K) PLAN & TRUST is 16.59%. This measures the effectiveness of the plan participants' investments in the year.

BORDER BANK 401(K) PLAN & TRUST Expense Ratio

In 2023, the investment and administrative expense ratio of BORDER BANK 401(K) PLAN & TRUST is 0.30%.

Enrollment Features

BORDER BANK 401(K) PLAN & TRUST has the following features:
    Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.

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