UBG 401(K) - MKC
Plan Contact
- Address: 307 WEST COLE STREET,MOUNDRIDGE,KS
- Contact person: BRENT EVANS
- Phone: (620) 345-6328
Plan General Information
UBG 401(K) - MKC Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of UBG 401(K) - MKC is $14,335,158.00.This plan was established in 1996.
UBG 401(K) - MKC Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in UBG 401(K) - MKC is 585
UBG 401(K) - MKC Average Participant Retirement Account Value
In 2023, the average participant retirement account value for UBG 401(K) - MKC is $24,504.00
UBG 401(K) - MKC Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for UBG 401(K) - MKC is $1,873.00.
UBG 401(K) - MKC Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in UBG 401(K) - MKC is approximately $19.00
Investing in this additonal $19.00 for 20 years would give you extra $1,234.00, assuming a 10% annual return.
Investing in this additonal $19.00 for 20 years would give you extra $1,234.00, assuming a 10% annual return.
UBG 401(K) - MKC Total Employer Contribution and Match Rate
In 2023, UBG 401(K) - MKC allocates $11,284.00 to match its employees' contributions, providing an employer match rate of 1.11% of their contributions
UBG 401(K) - MKC Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of UBG 401(K) - MKC is 10.27%.
UBG 401(K) - MKC Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for UBG 401(K) - MKC is 16.06%. This measures the effectiveness of the plan participants' investments in the year.
UBG 401(K) - MKC Expense Ratio
In 2023, the investment and administrative expense ratio of UBG 401(K) - MKC is 0.16%.
Enrollment Features
UBG 401(K) - MKC has the following features:Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
Recent Articles
- What Are Lazy Portfolios?
- IRAs as One of the Emergency Fund Sources
- How to Borrow From an IRA?
- Special Issue: Staying the Course Amid Market Turmoil
- A Step-by-Step Guide to Finding Your Old 401(k) Account
- How Paying Credit Card Interest Often Hurts Your Credit Score
- 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
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 ...