U-SAVE EMPLOYEES RETIREMENT PLAN

Plan Contact

  • Phone: (813) 621-6411

Plan General Information

U-SAVE EMPLOYEES RETIREMENT PLAN Total Retirement Plan Assets

At the end of 1999, the total retirement plan assets of U-SAVE EMPLOYEES RETIREMENT PLAN is $12,235,624.00.This plan was established in 1964.

U-SAVE EMPLOYEES RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 1999, the total number of retirement plan participants in U-SAVE EMPLOYEES RETIREMENT PLAN is 583

U-SAVE EMPLOYEES RETIREMENT PLAN Average Participant Retirement Account Value

In 1999, the average participant retirement account value for U-SAVE EMPLOYEES RETIREMENT PLAN is $20,987.00

U-SAVE EMPLOYEES RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 1999, the estimated average employee contribution amount per participant for U-SAVE EMPLOYEES RETIREMENT PLAN is $1,617.00.

U-SAVE EMPLOYEES RETIREMENT PLAN Estimated Average Employer Match

In 1999, the estimated average employer match for an employee in U-SAVE EMPLOYEES RETIREMENT PLAN is approximately $1,144.00
Investing in this additonal $1,144.00 for 20 years would give you extra $73,278.00, assuming a 10% annual return.

U-SAVE EMPLOYEES RETIREMENT PLAN Total Employer Contribution and Match Rate

In 1999, U-SAVE EMPLOYEES RETIREMENT PLAN allocates $667,524.00 to match its employees' contributions, providing an employer match rate of 141.54% of their contributions

U-SAVE EMPLOYEES RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 1999, the total retirement plan asset growth rate of U-SAVE EMPLOYEES RETIREMENT PLAN is 0.71%.

U-SAVE EMPLOYEES RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 1999, the estimated aggregate retirement account investment gain/loss for U-SAVE EMPLOYEES RETIREMENT PLAN is -0.58%. This measures the effectiveness of the plan participants' investments in the year.

U-SAVE EMPLOYEES RETIREMENT PLAN Expense Ratio

In 1999, the investment and administrative expense ratio of U-SAVE EMPLOYEES RETIREMENT PLAN is 0.72%.

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