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SOUZA ENTERPRISES, INC. 401(K) PLAN

Plan Contact

  • Address: P. O. BOX 10550,CASA GRANDE,AZ
  • Contact person: ROBERT SOUZA
  • Phone: (520) 836-4850

Plan General Information

SOUZA ENTERPRISES, INC. 401(K) PLAN Total Retirement Plan Assets

At the end of 2013, the total retirement plan assets of SOUZA ENTERPRISES, INC. 401(K) PLAN is $866,840.00.This plan was established in 2004.

SOUZA ENTERPRISES, INC. 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2013, the total number of retirement plan participants in SOUZA ENTERPRISES, INC. 401(K) PLAN is 168

SOUZA ENTERPRISES, INC. 401(K) PLAN Average Participant Retirement Account Value

In 2013, the average participant retirement account value for SOUZA ENTERPRISES, INC. 401(K) PLAN is $5,159.00

SOUZA ENTERPRISES, INC. 401(K) PLAN Estimated Average Employee Contribution Amount

In 2013, the estimated average employee contribution amount per participant for SOUZA ENTERPRISES, INC. 401(K) PLAN is $1,101.00.

SOUZA ENTERPRISES, INC. 401(K) PLAN Estimated Average Employer Match

In 2013, the estimated average employer match for an employee in SOUZA ENTERPRISES, INC. 401(K) PLAN is approximately $212.00
Investing in this additonal $212.00 for 20 years would give you extra $13,580.00, assuming a 10% annual return.

SOUZA ENTERPRISES, INC. 401(K) PLAN Total Employer Contribution and Match Rate

In 2013, SOUZA ENTERPRISES, INC. 401(K) PLAN allocates $35,649.00 to match its employees' contributions, providing an employer match rate of 38.52% of their contributions

SOUZA ENTERPRISES, INC. 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2013, the total retirement plan asset growth rate of SOUZA ENTERPRISES, INC. 401(K) PLAN is 31.16%.

SOUZA ENTERPRISES, INC. 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2013, the estimated aggregate retirement account investment gain/loss for SOUZA ENTERPRISES, INC. 401(K) PLAN is 15.66%. This measures the effectiveness of the plan participants' investments in the year.

SOUZA ENTERPRISES, INC. 401(K) PLAN Expense Ratio

In 2013, the investment and administrative expense ratio of SOUZA ENTERPRISES, INC. 401(K) PLAN is 0.16%.

Enrollment Features

SOUZA ENTERPRISES, 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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