KEMBA CREDIT UNION PROFIT SHARING 401(K) PLAN AND TRUST
Plan Contact
- Address: 5600 CHAPPELL CROSSING BLVD.,WEST CHESTER,OH
- Phone: (513) 762-5070
Plan General Information
KEMBA CREDIT UNION PROFIT SHARING 401(K) PLAN AND TRUST Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of KEMBA CREDIT UNION PROFIT SHARING 401(K) PLAN AND TRUST is $20,266,898.00.This plan was established in 1997.
KEMBA CREDIT UNION PROFIT SHARING 401(K) PLAN AND TRUST Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in KEMBA CREDIT UNION PROFIT SHARING 401(K) PLAN AND TRUST is 315
KEMBA CREDIT UNION PROFIT SHARING 401(K) PLAN AND TRUST Average Participant Retirement Account Value
In 2023, the average participant retirement account value for KEMBA CREDIT UNION PROFIT SHARING 401(K) PLAN AND TRUST is $64,339.00
KEMBA CREDIT UNION PROFIT SHARING 401(K) PLAN AND TRUST Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for KEMBA CREDIT UNION PROFIT SHARING 401(K) PLAN AND TRUST is $3,980.00.
KEMBA CREDIT UNION PROFIT SHARING 401(K) PLAN AND TRUST Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in KEMBA CREDIT UNION PROFIT SHARING 401(K) PLAN AND TRUST is approximately $3,211.00
Investing in this additonal $3,211.00 for 20 years would give you extra $205,507.00, assuming a 10% annual return.
Investing in this additonal $3,211.00 for 20 years would give you extra $205,507.00, assuming a 10% annual return.
KEMBA CREDIT UNION PROFIT SHARING 401(K) PLAN AND TRUST Total Employer Contribution and Match Rate
In 2023, KEMBA CREDIT UNION PROFIT SHARING 401(K) PLAN AND TRUST allocates $1,011,481.00 to match its employees' contributions, providing an employer match rate of 89.01% of their contributions
KEMBA CREDIT UNION PROFIT SHARING 401(K) PLAN AND TRUST Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of KEMBA CREDIT UNION PROFIT SHARING 401(K) PLAN AND TRUST is 21.19%.
KEMBA CREDIT UNION PROFIT SHARING 401(K) PLAN AND TRUST Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for KEMBA CREDIT UNION PROFIT SHARING 401(K) PLAN AND TRUST is 14.05%. This measures the effectiveness of the plan participants' investments in the year.
KEMBA CREDIT UNION PROFIT SHARING 401(K) PLAN AND TRUST Expense Ratio
In 2023, the investment and administrative expense ratio of KEMBA CREDIT UNION PROFIT SHARING 401(K) PLAN AND TRUST is 0.09%.
Enrollment Features
KEMBA CREDIT UNION PROFIT SHARING 401(K) PLAN AND TRUST has the following features:Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
Recent Articles
- 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
- March 2025 MyPlanIQ Portfolio Update
- Roth IRA for Kids? SEP IRA for Rental Income?
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 …