BARDSTOWN BOURBON 401K PLAN

At the end of 2021, the total retirement plan assets of BARDSTOWN BOURBON 401K PLAN is $3,307,759.This plan was established in 2022.

At the end of 2021, the total number of retirement plan participants in BARDSTOWN BOURBON 401K PLAN is 127

In 2021, the average participant retirement account value for BARDSTOWN BOURBON 401K PLAN is $26,045

In 2021, the estimated average employee contribution amount per participant for BARDSTOWN BOURBON 401K PLAN is $5,815

In 2021, the estimated average employer match for an employee in BARDSTOWN BOURBON 401K PLAN is approximately $3,387

In 2021, BARDSTOWN BOURBON 401K PLAN allocates $430,157 to match its employees’ contributions, providing an employer match rate of 58.24% of their contributions

In 2021, the total retirement plan asset growth rate of BARDSTOWN BOURBON 401K PLAN is 71.94%

In 2021, the estimated aggregate retirement account investment gain/loss for BARDSTOWN BOURBON 401K PLAN is 13.90%. This measures the effectiveness of the plan participants’ investments in the year.

In 2021, the investment and administrative expense ratio of BARDSTOWN BOURBON 401K PLAN is 0.45%.

Enrollment Features

BARDSTOWN BOURBON 401K 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.