STUMPF MOTOR CO., INC. PROFIT SHARING, SAVINGS & INVESTMENT PLAN
Plan Contact
- Address: 3030 W. COLLEGE AVENUE,APPLETON,WI
- Contact person: ZACHARY STUMPF
- Phone: (920) 882-4910
Plan General Information
STUMPF MOTOR CO., INC. PROFIT SHARING, SAVINGS & INVESTMENT PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of STUMPF MOTOR CO., INC. PROFIT SHARING, SAVINGS & INVESTMENT PLAN is $12,601,184.00.This plan was established in 1966.
STUMPF MOTOR CO., INC. PROFIT SHARING, SAVINGS & INVESTMENT PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in STUMPF MOTOR CO., INC. PROFIT SHARING, SAVINGS & INVESTMENT PLAN is 138
STUMPF MOTOR CO., INC. PROFIT SHARING, SAVINGS & INVESTMENT PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for STUMPF MOTOR CO., INC. PROFIT SHARING, SAVINGS & INVESTMENT PLAN is $91,312.00
STUMPF MOTOR CO., INC. PROFIT SHARING, SAVINGS & INVESTMENT PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for STUMPF MOTOR CO., INC. PROFIT SHARING, SAVINGS & INVESTMENT PLAN is $3,089.00.
STUMPF MOTOR CO., INC. PROFIT SHARING, SAVINGS & INVESTMENT PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in STUMPF MOTOR CO., INC. PROFIT SHARING, SAVINGS & INVESTMENT PLAN is approximately $476.00
Investing in this additonal $476.00 for 20 years would give you extra $30,491.00, assuming a 10% annual return.
Investing in this additonal $476.00 for 20 years would give you extra $30,491.00, assuming a 10% annual return.
STUMPF MOTOR CO., INC. PROFIT SHARING, SAVINGS & INVESTMENT PLAN Total Employer Contribution and Match Rate
In 2023, STUMPF MOTOR CO., INC. PROFIT SHARING, SAVINGS & INVESTMENT PLAN allocates $65,747.00 to match its employees' contributions, providing an employer match rate of 14.99% of their contributions
STUMPF MOTOR CO., INC. PROFIT SHARING, SAVINGS & INVESTMENT PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of STUMPF MOTOR CO., INC. PROFIT SHARING, SAVINGS & INVESTMENT PLAN is 15.47%.
STUMPF MOTOR CO., INC. PROFIT SHARING, SAVINGS & INVESTMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for STUMPF MOTOR CO., INC. PROFIT SHARING, SAVINGS & INVESTMENT PLAN is 19.48%. This measures the effectiveness of the plan participants' investments in the year.
STUMPF MOTOR CO., INC. PROFIT SHARING, SAVINGS & INVESTMENT PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of STUMPF MOTOR CO., INC. PROFIT SHARING, SAVINGS & INVESTMENT PLAN is 0.19%.
Enrollment Features
STUMPF MOTOR CO., INC. PROFIT SHARING, SAVINGS & INVESTMENT PLAN has the following features:Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
Recent Articles
- Best Strategy to Withdraw Funds in Retirement
- Retirement Milestone Cheat Sheet
- Savings Hacks
- July 2025 MyPlanIQ Portfolio Update
- Annuity Income Payout vs. Invest & Withdraw
- What $1 Million Really Buys You in Retirement: Annuity vs. Investment Strategy
- Public Pay Might Be Higher Than You Think (Once You Do the Math)
- Why Managing Volatility Matters
- Stock Compensation 101: How People Build Wealth (or Blow It)
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 ...