HAPPY BANCSHARES, INC. ESOP WITH 401(K) PROVISIONS

Plan Contact

  • Address: 701 S. TAYLOR, SUITE 200,AMARILLO,TX
  • Contact person: ERIC ALEXANDER
  • Phone: (806) 356-3017

Plan General Information

HAPPY BANCSHARES, INC. ESOP WITH 401(K) PROVISIONS Total Retirement Plan Assets

At the end of 2018, the total retirement plan assets of HAPPY BANCSHARES, INC. ESOP WITH 401(K) PROVISIONS is $78,951,084.00.This plan was established in 1993.

HAPPY BANCSHARES, INC. ESOP WITH 401(K) PROVISIONS Total Number of Retirement Plan Participants

At the end of 2018, the total number of retirement plan participants in HAPPY BANCSHARES, INC. ESOP WITH 401(K) PROVISIONS is 832

HAPPY BANCSHARES, INC. ESOP WITH 401(K) PROVISIONS Average Participant Retirement Account Value

In 2018, the average participant retirement account value for HAPPY BANCSHARES, INC. ESOP WITH 401(K) PROVISIONS is $94,893.00

HAPPY BANCSHARES, INC. ESOP WITH 401(K) PROVISIONS Estimated Average Employee Contribution Amount

In 2018, the estimated average employee contribution amount per participant for HAPPY BANCSHARES, INC. ESOP WITH 401(K) PROVISIONS is $7,506.00.

HAPPY BANCSHARES, INC. ESOP WITH 401(K) PROVISIONS Estimated Average Employer Match

In 2018, the estimated average employer match for an employee in HAPPY BANCSHARES, INC. ESOP WITH 401(K) PROVISIONS is approximately $3,002.00
Investing in this additonal $3,002.00 for 20 years would give you extra $192,176.00, assuming a 10% annual return.

HAPPY BANCSHARES, INC. ESOP WITH 401(K) PROVISIONS Total Employer Contribution and Match Rate

In 2018, HAPPY BANCSHARES, INC. ESOP WITH 401(K) PROVISIONS allocates $2,498,299.00 to match its employees' contributions, providing an employer match rate of 80.00% of their contributions

HAPPY BANCSHARES, INC. ESOP WITH 401(K) PROVISIONS Total Retirement Plan Asset Growth Rate

In 2018, the total retirement plan asset growth rate of HAPPY BANCSHARES, INC. ESOP WITH 401(K) PROVISIONS is 6.28%.

HAPPY BANCSHARES, INC. ESOP WITH 401(K) PROVISIONS Estimated Aggregate Retirement Account Investment Gain/Loss

In 2018, the estimated aggregate retirement account investment gain/loss for HAPPY BANCSHARES, INC. ESOP WITH 401(K) PROVISIONS is 4.01%. This measures the effectiveness of the plan participants' investments in the year.

HAPPY BANCSHARES, INC. ESOP WITH 401(K) PROVISIONS Expense Ratio

In 2018, the investment and administrative expense ratio of HAPPY BANCSHARES, INC. ESOP WITH 401(K) PROVISIONS is 0.05%.

Enrollment Features

HAPPY BANCSHARES, INC. ESOP WITH 401(K) PROVISIONS has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.

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