JOHN R. JURGENSEN & ASSOCIATED COMPANIES 401(K) PROFIT SHARING PLAN
Plan Contact
- Address: 11641 MOSTELLER RD,CINCINNATI,OH
- Contact person: BLAKE MICHAELS
- Phone: (513) 326-6740
Plan General Information
JOHN R. JURGENSEN & ASSOCIATED COMPANIES 401(K) PROFIT SHARING PLAN Total Retirement Plan Assets
At the end of 2018, the total retirement plan assets of JOHN R. JURGENSEN & ASSOCIATED COMPANIES 401(K) PROFIT SHARING PLAN is $56,091,322.00.This plan was established in 1980.
JOHN R. JURGENSEN & ASSOCIATED COMPANIES 401(K) PROFIT SHARING PLAN Total Number of Retirement Plan Participants
At the end of 2018, the total number of retirement plan participants in JOHN R. JURGENSEN & ASSOCIATED COMPANIES 401(K) PROFIT SHARING PLAN is 227
JOHN R. JURGENSEN & ASSOCIATED COMPANIES 401(K) PROFIT SHARING PLAN Average Participant Retirement Account Value
In 2018, the average participant retirement account value for JOHN R. JURGENSEN & ASSOCIATED COMPANIES 401(K) PROFIT SHARING PLAN is $247,098.00
JOHN R. JURGENSEN & ASSOCIATED COMPANIES 401(K) PROFIT SHARING PLAN Estimated Average Employee Contribution Amount
In 2018, the estimated average employee contribution amount per participant for JOHN R. JURGENSEN & ASSOCIATED COMPANIES 401(K) PROFIT SHARING PLAN is $12,893.00.
JOHN R. JURGENSEN & ASSOCIATED COMPANIES 401(K) PROFIT SHARING PLAN Estimated Average Employer Match
In 2018, the estimated average employer match for an employee in JOHN R. JURGENSEN & ASSOCIATED COMPANIES 401(K) PROFIT SHARING PLAN is approximately $7,383.00
Investing in this additonal $7,383.00 for 20 years would give you extra $472,559.00, assuming a 10% annual return.
Investing in this additonal $7,383.00 for 20 years would give you extra $472,559.00, assuming a 10% annual return.
JOHN R. JURGENSEN & ASSOCIATED COMPANIES 401(K) PROFIT SHARING PLAN Total Employer Contribution and Match Rate
In 2018, JOHN R. JURGENSEN & ASSOCIATED COMPANIES 401(K) PROFIT SHARING PLAN allocates $1,676,110.00 to match its employees' contributions, providing an employer match rate of 114.53% of their contributions
JOHN R. JURGENSEN & ASSOCIATED COMPANIES 401(K) PROFIT SHARING PLAN Total Retirement Plan Asset Growth Rate
In 2018, the total retirement plan asset growth rate of JOHN R. JURGENSEN & ASSOCIATED COMPANIES 401(K) PROFIT SHARING PLAN is -7.44%.
JOHN R. JURGENSEN & ASSOCIATED COMPANIES 401(K) PROFIT SHARING PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2018, the estimated aggregate retirement account investment gain/loss for JOHN R. JURGENSEN & ASSOCIATED COMPANIES 401(K) PROFIT SHARING PLAN is -4.24%. This measures the effectiveness of the plan participants' investments in the year.
JOHN R. JURGENSEN & ASSOCIATED COMPANIES 401(K) PROFIT SHARING PLAN Expense Ratio
In 2018, the investment and administrative expense ratio of JOHN R. JURGENSEN & ASSOCIATED COMPANIES 401(K) PROFIT SHARING PLAN is 0.00%.
Enrollment Features
Recent Articles
- Outsaving Regular Workers: How Gig Workers & Entrepreneurs Can Save 3x More for Retirement—Up to $70K Tax-Deferred!
- The Hidden Benefit of Emergency Savings Accounts: It’s a ‘Regular’ Savings Account with Free Employer Match
- February 2025 MyPlanIQ Portfolio Update
- Maximizing Your Savings & Investments: The Power of 1% Over Time
- Key Retirement Ages: Essential Milestones for 401(k), IRA, Solo 401(k), SEP IRA, Social Security & Medicare
- Dividend Income Investments: Benefits and Pitfalls
- Rule of Thumb: The 50/30/20 Budget Rule
- Option-Based Income Funds: Pros and Cons
- 9 Lessons From Retirees’ Biggest Retirement Regrets
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 …