FIRST NATIONAL BANK OF JEFFERSONVILLE EMPLOYEES TA

Plan Contact

  • Contact person: MR. RAYMOND L. WALTER
  • Phone: (845) 482-4000

Plan General Information

FIRST NATIONAL BANK OF JEFFERSONVILLE EMPLOYEES TA Total Retirement Plan Assets

At the end of 2004, the total retirement plan assets of FIRST NATIONAL BANK OF JEFFERSONVILLE EMPLOYEES TA is $3,950,095.00.This plan was established in 1987.

FIRST NATIONAL BANK OF JEFFERSONVILLE EMPLOYEES TA Total Number of Retirement Plan Participants

At the end of 2004, the total number of retirement plan participants in FIRST NATIONAL BANK OF JEFFERSONVILLE EMPLOYEES TA is 115

FIRST NATIONAL BANK OF JEFFERSONVILLE EMPLOYEES TA Average Participant Retirement Account Value

In 2004, the average participant retirement account value for FIRST NATIONAL BANK OF JEFFERSONVILLE EMPLOYEES TA is $34,348.00

FIRST NATIONAL BANK OF JEFFERSONVILLE EMPLOYEES TA Estimated Average Employee Contribution Amount

In 2004, the estimated average employee contribution amount per participant for FIRST NATIONAL BANK OF JEFFERSONVILLE EMPLOYEES TA is $4,043.00.

FIRST NATIONAL BANK OF JEFFERSONVILLE EMPLOYEES TA Estimated Average Employer Match

In 2004, the estimated average employer match for an employee in FIRST NATIONAL BANK OF JEFFERSONVILLE EMPLOYEES TA is approximately $1,113.00
Investing in this additonal $1,113.00 for 20 years would give you extra $71,269.00, assuming a 10% annual return.

FIRST NATIONAL BANK OF JEFFERSONVILLE EMPLOYEES TA Total Employer Contribution and Match Rate

In 2004, FIRST NATIONAL BANK OF JEFFERSONVILLE EMPLOYEES TA allocates $128,062.00 to match its employees' contributions, providing an employer match rate of 55.08% of their contributions

FIRST NATIONAL BANK OF JEFFERSONVILLE EMPLOYEES TA Total Retirement Plan Asset Growth Rate

In 2004, the total retirement plan asset growth rate of FIRST NATIONAL BANK OF JEFFERSONVILLE EMPLOYEES TA is 11.04%.

FIRST NATIONAL BANK OF JEFFERSONVILLE EMPLOYEES TA Estimated Aggregate Retirement Account Investment Gain/Loss

In 2004, the estimated aggregate retirement account investment gain/loss for FIRST NATIONAL BANK OF JEFFERSONVILLE EMPLOYEES TA is 6.76%. This measures the effectiveness of the plan participants' investments in the year.

FIRST NATIONAL BANK OF JEFFERSONVILLE EMPLOYEES TA Expense Ratio

In 2004, the investment and administrative expense ratio of FIRST NATIONAL BANK OF JEFFERSONVILLE EMPLOYEES TA is 0.45%.

Enrollment Features


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 ...