SCREW MACHINE SPECIALTIES, INC. 401(K) PLAN

Plan Contact

  • Address: 727 23 ROAD,GRAND JUNCTION,CO
  • Contact person: RONDA BOWEN
  • Phone: (970) 245-5949

Plan General Information

SCREW MACHINE SPECIALTIES, INC. 401(K) PLAN Total Retirement Plan Assets

At the end of 2020, the total retirement plan assets of SCREW MACHINE SPECIALTIES, INC. 401(K) PLAN is $4,906,685.00.This plan was established in 1998.

SCREW MACHINE SPECIALTIES, INC. 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2020, the total number of retirement plan participants in SCREW MACHINE SPECIALTIES, INC. 401(K) PLAN is 339

SCREW MACHINE SPECIALTIES, INC. 401(K) PLAN Average Participant Retirement Account Value

In 2020, the average participant retirement account value for SCREW MACHINE SPECIALTIES, INC. 401(K) PLAN is $14,473.00

SCREW MACHINE SPECIALTIES, INC. 401(K) PLAN Estimated Average Employee Contribution Amount

In 2020, the estimated average employee contribution amount per participant for SCREW MACHINE SPECIALTIES, INC. 401(K) PLAN is $2,184.00.

SCREW MACHINE SPECIALTIES, INC. 401(K) PLAN Estimated Average Employer Match

In 2020, the estimated average employer match for an employee in SCREW MACHINE SPECIALTIES, INC. 401(K) PLAN is approximately $147.00
Investing in this additonal $147.00 for 20 years would give you extra $9,439.00, assuming a 10% annual return.

SCREW MACHINE SPECIALTIES, INC. 401(K) PLAN Total Employer Contribution and Match Rate

In 2020, SCREW MACHINE SPECIALTIES, INC. 401(K) PLAN allocates $50,000.00 to match its employees' contributions, providing an employer match rate of 13.50% of their contributions

SCREW MACHINE SPECIALTIES, INC. 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2020, the total retirement plan asset growth rate of SCREW MACHINE SPECIALTIES, INC. 401(K) PLAN is 18.46%.

SCREW MACHINE SPECIALTIES, INC. 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2020, the estimated aggregate retirement account investment gain/loss for SCREW MACHINE SPECIALTIES, INC. 401(K) PLAN is 15.49%. This measures the effectiveness of the plan participants' investments in the year.

SCREW MACHINE SPECIALTIES, INC. 401(K) PLAN Expense Ratio

In 2020, the investment and administrative expense ratio of SCREW MACHINE SPECIALTIES, INC. 401(K) PLAN is 0.09%.

Enrollment Features

SCREW MACHINE SPECIALTIES, INC. 401(K) PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.

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