DAVID VOLKERT & ASSOCIATION 401K PLAN
Plan Contact
- Contact person: MARGARET HANCKEN
- Phone: (251) 342-1070
Plan General Information
DAVID VOLKERT & ASSOCIATION 401K PLAN Total Retirement Plan Assets
At the end of 2006, the total retirement plan assets of DAVID VOLKERT & ASSOCIATION 401K PLAN is $21,553,231.00.This plan was established in 1997.
DAVID VOLKERT & ASSOCIATION 401K PLAN Total Number of Retirement Plan Participants
At the end of 2006, the total number of retirement plan participants in DAVID VOLKERT & ASSOCIATION 401K PLAN is 726
DAVID VOLKERT & ASSOCIATION 401K PLAN Average Participant Retirement Account Value
In 2006, the average participant retirement account value for DAVID VOLKERT & ASSOCIATION 401K PLAN is $29,687.00
DAVID VOLKERT & ASSOCIATION 401K PLAN Estimated Average Employee Contribution Amount
In 2006, the estimated average employee contribution amount per participant for DAVID VOLKERT & ASSOCIATION 401K PLAN is $6,477.00.
DAVID VOLKERT & ASSOCIATION 401K PLAN Estimated Average Employer Match
In 2006, the estimated average employer match for an employee in DAVID VOLKERT & ASSOCIATION 401K PLAN is approximately $835.00
Investing in this additonal $835.00 for 20 years would give you extra $53,472.00, assuming a 10% annual return.
Investing in this additonal $835.00 for 20 years would give you extra $53,472.00, assuming a 10% annual return.
DAVID VOLKERT & ASSOCIATION 401K PLAN Total Employer Contribution and Match Rate
In 2006, DAVID VOLKERT & ASSOCIATION 401K PLAN allocates $606,576.00 to match its employees' contributions, providing an employer match rate of 25.80% of their contributions
DAVID VOLKERT & ASSOCIATION 401K PLAN Total Retirement Plan Asset Growth Rate
In 2006, the total retirement plan asset growth rate of DAVID VOLKERT & ASSOCIATION 401K PLAN is 14.22%.
DAVID VOLKERT & ASSOCIATION 401K PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2006, the estimated aggregate retirement account investment gain/loss for DAVID VOLKERT & ASSOCIATION 401K PLAN is 10.06%. This measures the effectiveness of the plan participants' investments in the year.
DAVID VOLKERT & ASSOCIATION 401K PLAN Expense Ratio
In 2006, the investment and administrative expense ratio of DAVID VOLKERT & ASSOCIATION 401K PLAN is 0.08%.
Enrollment Features
Recent Articles
- Retirement Plan Contribution Limits in 2024
- How to Take Advantage of Your ESPP (Employer Stock Purchase Plan)
- June 2025 MyPlanIQ Portfolio Update
- How to Benefit from Your ESPP (Employer Stock Purchase Plan)
- Simple 401(k) Investment Guide
- Why Actively Managed Bond Funds Outperform Index Funds More Often Than Stocks
- Income Growth, Historical 401(k) Contribution Limit Data
- How Much Should I Save for Retirement By Age? A Realistic Reference
- Historical Year-by-Year Annual 401(k) Contribution Limits
Free newsletters
High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more ...
Puzzled on what to invest?
- We ask a few questions to decide your personal return and risk expectations
- We build a custom portfolio for your plan (401(k), 403(b), 529 ...) or for a brokerage account
- We monitor and send timely rebalance emails on what investment funds to buy and sell
Looking for ideas to generate income?
- ETF or mutual fund income portfolios for 4-7% annual income
- Dividend stock funds
- Passive real estate investments
- more ...
Portfolio Calculator (Simulator)
Quickly enter fund allocation and get a back test result on the performance of this 'lazy' portfolio.
Customize Asset Allocation Portfolios
Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.
Retirement Calculator
See how much you can save for retirement.
Investment Calculator
Grow your wealth and see the power of compounding.
Looking for a (forgotten) 401(k)?
Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan ...