S-B POWER TOOL COMPANY SAVINGS PLAN

Plan Contact

  • Contact person: DAVID J. KLEIN
  • Phone: (773) 286-7330

Plan General Information

S-B POWER TOOL COMPANY SAVINGS PLAN Total Retirement Plan Assets

At the end of 2003, the total retirement plan assets of S-B POWER TOOL COMPANY SAVINGS PLAN is $80,376,423.00.This plan was established in 1993.

S-B POWER TOOL COMPANY SAVINGS PLAN Total Number of Retirement Plan Participants

At the end of 2003, the total number of retirement plan participants in S-B POWER TOOL COMPANY SAVINGS PLAN is 2593

S-B POWER TOOL COMPANY SAVINGS PLAN Average Participant Retirement Account Value

In 2003, the average participant retirement account value for S-B POWER TOOL COMPANY SAVINGS PLAN is $30,997.00

S-B POWER TOOL COMPANY SAVINGS PLAN Estimated Average Employee Contribution Amount

In 2003, the estimated average employee contribution amount per participant for S-B POWER TOOL COMPANY SAVINGS PLAN is $3,734.00.

S-B POWER TOOL COMPANY SAVINGS PLAN Estimated Average Employer Match

In 2003, the estimated average employer match for an employee in S-B POWER TOOL COMPANY SAVINGS PLAN is approximately $644.00
Investing in this additonal $644.00 for 20 years would give you extra $41,228.00, assuming a 10% annual return.

S-B POWER TOOL COMPANY SAVINGS PLAN Total Employer Contribution and Match Rate

In 2003, S-B POWER TOOL COMPANY SAVINGS PLAN allocates $1,670,388.00 to match its employees' contributions, providing an employer match rate of 34.50% of their contributions

S-B POWER TOOL COMPANY SAVINGS PLAN Total Retirement Plan Asset Growth Rate

In 2003, the total retirement plan asset growth rate of S-B POWER TOOL COMPANY SAVINGS PLAN is 17.89%.

S-B POWER TOOL COMPANY SAVINGS PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2003, the estimated aggregate retirement account investment gain/loss for S-B POWER TOOL COMPANY SAVINGS PLAN is 16.63%. This measures the effectiveness of the plan participants' investments in the year.

S-B POWER TOOL COMPANY SAVINGS PLAN Expense Ratio

In 2003, the investment and administrative expense ratio of S-B POWER TOOL COMPANY SAVINGS PLAN is 0.01%.

Enrollment Features

S-B POWER TOOL COMPANY SAVINGS PLAN has the following features:
    Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.

Recent Articles

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

Get Started

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 …

Click for tips and plans for income

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 …