INLAND SAVINGS AND STOCK PURCHASE PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES
Plan Contact
- Contact person: PATRICIA A. FOLEY, ASST SECRETARY
- Phone: (317) 879-4217
Plan General Information
INLAND SAVINGS AND STOCK PURCHASE PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES Total Retirement Plan Assets
At the end of 2002, the total retirement plan assets of INLAND SAVINGS AND STOCK PURCHASE PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES is $81,572,658.00.This plan was established in 1993.
INLAND SAVINGS AND STOCK PURCHASE PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES Total Number of Retirement Plan Participants
At the end of 2002, the total number of retirement plan participants in INLAND SAVINGS AND STOCK PURCHASE PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES is 4039
INLAND SAVINGS AND STOCK PURCHASE PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES Average Participant Retirement Account Value
In 2002, the average participant retirement account value for INLAND SAVINGS AND STOCK PURCHASE PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES is $20,196.00
INLAND SAVINGS AND STOCK PURCHASE PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES Estimated Average Employee Contribution Amount
In 2002, the estimated average employee contribution amount per participant for INLAND SAVINGS AND STOCK PURCHASE PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES is $3,834.00.
INLAND SAVINGS AND STOCK PURCHASE PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES Estimated Average Employer Match
In 2002, the estimated average employer match for an employee in INLAND SAVINGS AND STOCK PURCHASE PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES is approximately $451.00
Investing in this additonal $451.00 for 20 years would give you extra $28,913.00, assuming a 10% annual return.
Investing in this additonal $451.00 for 20 years would give you extra $28,913.00, assuming a 10% annual return.
INLAND SAVINGS AND STOCK PURCHASE PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES Total Employer Contribution and Match Rate
In 2002, INLAND SAVINGS AND STOCK PURCHASE PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES allocates $1,824,736.00 to match its employees' contributions, providing an employer match rate of 23.57% of their contributions
INLAND SAVINGS AND STOCK PURCHASE PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES Total Retirement Plan Asset Growth Rate
In 2002, the total retirement plan asset growth rate of INLAND SAVINGS AND STOCK PURCHASE PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES is 8.30%.
INLAND SAVINGS AND STOCK PURCHASE PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES Estimated Aggregate Retirement Account Investment Gain/Loss
In 2002, the estimated aggregate retirement account investment gain/loss for INLAND SAVINGS AND STOCK PURCHASE PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES is 1.82%. This measures the effectiveness of the plan participants' investments in the year.
INLAND SAVINGS AND STOCK PURCHASE PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES Expense Ratio
In 2002, the investment and administrative expense ratio of INLAND SAVINGS AND STOCK PURCHASE PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES is 0.00%.
Enrollment Features
Recent Articles
- A Step-by-Step Guide to Finding Your Old 401(k) Account
- How Paying Credit Card Interest Often Hurts Your Credit Score
- The ABCs of Roth Conversions: Backdoor, Mega Backdoor, and More
- April 2025 MyPlanIQ Portfolio Update
- Paying Off Debt or Funding Retirement? How to Decide When Every Dollar Counts
- The Right Way to Withdraw from Your 401(k) Without Regret
- Retirement Plan Contribution Limits in 2025
- Need to Withdraw From Your 401(k)? Follow This Order: Hardship Withdrawal, 401(k) Loan, and Penalty Withdrawal
- Maximize Your Cash Returns
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 …