J.J. KELLER & ASSOCIATES, INC. PROFIT SHARING AND RETIREMENT PLAN

Plan Contact

  • Contact person: RONALO M. PHILLIPS
  • Phone: (920) 722-2848

Plan General Information

J.J. KELLER & ASSOCIATES, INC. PROFIT SHARING AND RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2006, the total retirement plan assets of J.J. KELLER & ASSOCIATES, INC. PROFIT SHARING AND RETIREMENT PLAN is $38,083,168.00.This plan was established in 1975.

J.J. KELLER & ASSOCIATES, INC. PROFIT SHARING AND RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 2006, the total number of retirement plan participants in J.J. KELLER & ASSOCIATES, INC. PROFIT SHARING AND RETIREMENT PLAN is 1075

J.J. KELLER & ASSOCIATES, INC. PROFIT SHARING AND RETIREMENT PLAN Average Participant Retirement Account Value

In 2006, the average participant retirement account value for J.J. KELLER & ASSOCIATES, INC. PROFIT SHARING AND RETIREMENT PLAN is $35,426.00

J.J. KELLER & ASSOCIATES, INC. PROFIT SHARING AND RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 2006, the estimated average employee contribution amount per participant for J.J. KELLER & ASSOCIATES, INC. PROFIT SHARING AND RETIREMENT PLAN is $0.00.

J.J. KELLER & ASSOCIATES, INC. PROFIT SHARING AND RETIREMENT PLAN Estimated Average Employer Match

In 2006, the estimated average employer match for an employee in J.J. KELLER & ASSOCIATES, INC. PROFIT SHARING AND RETIREMENT PLAN is approximately $3,069.00
Investing in this additonal $3,069.00 for 20 years would give you extra $196,465.00, assuming a 10% annual return.

J.J. KELLER & ASSOCIATES, INC. PROFIT SHARING AND RETIREMENT PLAN Total Employer Contribution and Match Rate

In 2006, J.J. KELLER & ASSOCIATES, INC. PROFIT SHARING AND RETIREMENT PLAN allocates $3,300,000.00 to match its employees' contributions, providing an employer match rate of 1100000.00% of their contributions

J.J. KELLER & ASSOCIATES, INC. PROFIT SHARING AND RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2006, the total retirement plan asset growth rate of J.J. KELLER & ASSOCIATES, INC. PROFIT SHARING AND RETIREMENT PLAN is 20.99%.

J.J. KELLER & ASSOCIATES, INC. PROFIT SHARING AND RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2006, the estimated aggregate retirement account investment gain/loss for J.J. KELLER & ASSOCIATES, INC. PROFIT SHARING AND RETIREMENT PLAN is 13.92%. This measures the effectiveness of the plan participants' investments in the year.

J.J. KELLER & ASSOCIATES, INC. PROFIT SHARING AND RETIREMENT PLAN Expense Ratio

In 2006, the investment and administrative expense ratio of J.J. KELLER & ASSOCIATES, INC. PROFIT SHARING AND RETIREMENT PLAN is 0.61%.

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 …