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ED STIVERS FORD, INC. 401(K) PLAN

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Plan General Information

ED STIVERS FORD, INC. 401(K) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of ED STIVERS FORD, INC. 401(K) PLAN is $5,809,499.00.This plan was established in 2022.

ED STIVERS FORD, INC. 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in ED STIVERS FORD, INC. 401(K) PLAN is 140

ED STIVERS FORD, INC. 401(K) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for ED STIVERS FORD, INC. 401(K) PLAN is $41,496.00

ED STIVERS FORD, INC. 401(K) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for ED STIVERS FORD, INC. 401(K) PLAN is $8,743.00.

ED STIVERS FORD, INC. 401(K) PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in ED STIVERS FORD, INC. 401(K) PLAN is approximately $151.00
Investing in this additonal $151.00 for 20 years would give you extra $9,725.00, assuming a 10% annual return.

ED STIVERS FORD, INC. 401(K) PLAN Total Employer Contribution and Match Rate

In 2023, ED STIVERS FORD, INC. 401(K) PLAN allocates $21,274.00 to match its employees' contributions, providing an employer match rate of 3.48% of their contributions

ED STIVERS FORD, INC. 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of ED STIVERS FORD, INC. 401(K) PLAN is 23.23%.

ED STIVERS FORD, INC. 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for ED STIVERS FORD, INC. 401(K) PLAN is 15.81%. This measures the effectiveness of the plan participants' investments in the year.

ED STIVERS FORD, INC. 401(K) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of ED STIVERS FORD, INC. 401(K) PLAN is 0.64%.

Enrollment Features

ED STIVERS FORD, INC. 401(K) PLAN 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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