JEFFERSON BANCSHARES, INC. 401(K) PLAN

Plan Contact

  • Address: 1900 BROADWAY,,SAN ANTONIO,TX
  • Contact person: TAMMY ELMORE
  • Phone: (210) 734-4311

Plan General Information

JEFFERSON BANCSHARES, INC. 401(K) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of JEFFERSON BANCSHARES, INC. 401(K) PLAN is $37,517,692.00.This plan was established in 1999.

JEFFERSON BANCSHARES, INC. 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in JEFFERSON BANCSHARES, INC. 401(K) PLAN is 414

JEFFERSON BANCSHARES, INC. 401(K) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for JEFFERSON BANCSHARES, INC. 401(K) PLAN is $90,622.00

JEFFERSON BANCSHARES, INC. 401(K) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for JEFFERSON BANCSHARES, INC. 401(K) PLAN is $6,132.00.

JEFFERSON BANCSHARES, INC. 401(K) PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in JEFFERSON BANCSHARES, INC. 401(K) PLAN is approximately $2,228.00
Investing in this additonal $2,228.00 for 20 years would give you extra $142,617.00, assuming a 10% annual return.

JEFFERSON BANCSHARES, INC. 401(K) PLAN Total Employer Contribution and Match Rate

In 2023, JEFFERSON BANCSHARES, INC. 401(K) PLAN allocates $922,560.00 to match its employees' contributions, providing an employer match rate of 36.83% of their contributions

JEFFERSON BANCSHARES, INC. 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of JEFFERSON BANCSHARES, INC. 401(K) PLAN is 15.84%.

JEFFERSON BANCSHARES, INC. 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for JEFFERSON BANCSHARES, INC. 401(K) PLAN is 16.19%. This measures the effectiveness of the plan participants' investments in the year.

JEFFERSON BANCSHARES, INC. 401(K) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of JEFFERSON BANCSHARES, INC. 401(K) PLAN is 0.04%.

Enrollment Features

JEFFERSON BANCSHARES, 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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