CURT G. JOA, INC. EMPLOYEES TRUST FUND

Plan Contact

  • Address: P O BOX 903 100 CROCKER AVE,SHEBOYGAN FALLS,WI
  • Contact person: SCOTT JENSEN
  • Phone: (920) 467-6136

Plan General Information

CURT G. JOA, INC. EMPLOYEES TRUST FUND Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of CURT G. JOA, INC. EMPLOYEES TRUST FUND is $76,896,585.00.This plan was established in 1961.

CURT G. JOA, INC. EMPLOYEES TRUST FUND Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in CURT G. JOA, INC. EMPLOYEES TRUST FUND is 391

CURT G. JOA, INC. EMPLOYEES TRUST FUND Average Participant Retirement Account Value

In 2023, the average participant retirement account value for CURT G. JOA, INC. EMPLOYEES TRUST FUND is $196,666.00

CURT G. JOA, INC. EMPLOYEES TRUST FUND Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for CURT G. JOA, INC. EMPLOYEES TRUST FUND is $4,920.00.

CURT G. JOA, INC. EMPLOYEES TRUST FUND Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in CURT G. JOA, INC. EMPLOYEES TRUST FUND is approximately $2,022.00
Investing in this additonal $2,022.00 for 20 years would give you extra $129,421.00, assuming a 10% annual return.

CURT G. JOA, INC. EMPLOYEES TRUST FUND Total Employer Contribution and Match Rate

In 2023, CURT G. JOA, INC. EMPLOYEES TRUST FUND allocates $790,686.00 to match its employees' contributions, providing an employer match rate of 40.43% of their contributions

CURT G. JOA, INC. EMPLOYEES TRUST FUND Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of CURT G. JOA, INC. EMPLOYEES TRUST FUND is 10.46%.

CURT G. JOA, INC. EMPLOYEES TRUST FUND Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for CURT G. JOA, INC. EMPLOYEES TRUST FUND is 15.89%. This measures the effectiveness of the plan participants' investments in the year.

CURT G. JOA, INC. EMPLOYEES TRUST FUND Expense Ratio

In 2023, the investment and administrative expense ratio of CURT G. JOA, INC. EMPLOYEES TRUST FUND is 0.28%.

Enrollment Features

CURT G. JOA, INC. EMPLOYEES TRUST FUND 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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