A. J. ANTUNES & CO. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN AND TRUST
Plan Contact
- Phone: (620) 793-8473
Plan General Information
A. J. ANTUNES & CO. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN AND TRUST Total Retirement Plan Assets
At the end of 2003, the total retirement plan assets of A. J. ANTUNES & CO. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN AND TRUST is $8,255,579.00.This plan was established in 1991.
A. J. ANTUNES & CO. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN AND TRUST Total Number of Retirement Plan Participants
At the end of 2003, the total number of retirement plan participants in A. J. ANTUNES & CO. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN AND TRUST is 230
A. J. ANTUNES & CO. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN AND TRUST Average Participant Retirement Account Value
In 2003, the average participant retirement account value for A. J. ANTUNES & CO. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN AND TRUST is $35,893.00
A. J. ANTUNES & CO. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN AND TRUST Estimated Average Employee Contribution Amount
In 2003, the estimated average employee contribution amount per participant for A. J. ANTUNES & CO. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN AND TRUST is $3,626.00.
A. J. ANTUNES & CO. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN AND TRUST Estimated Average Employer Match
In 2003, the estimated average employer match for an employee in A. J. ANTUNES & CO. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN AND TRUST is approximately $984.00
Investing in this additonal $984.00 for 20 years would give you extra $63,028.00, assuming a 10% annual return.
Investing in this additonal $984.00 for 20 years would give you extra $63,028.00, assuming a 10% annual return.
A. J. ANTUNES & CO. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN AND TRUST Total Employer Contribution and Match Rate
In 2003, A. J. ANTUNES & CO. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN AND TRUST allocates $226,507.00 to match its employees' contributions, providing an employer match rate of 54.31% of their contributions
A. J. ANTUNES & CO. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN AND TRUST Total Retirement Plan Asset Growth Rate
In 2003, the total retirement plan asset growth rate of A. J. ANTUNES & CO. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN AND TRUST is 24.21%.
A. J. ANTUNES & CO. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN AND TRUST Estimated Aggregate Retirement Account Investment Gain/Loss
In 2003, the estimated aggregate retirement account investment gain/loss for A. J. ANTUNES & CO. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN AND TRUST is 21.00%. This measures the effectiveness of the plan participants' investments in the year.
A. J. ANTUNES & CO. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN AND TRUST Expense Ratio
In 2003, the investment and administrative expense ratio of A. J. ANTUNES & CO. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN AND TRUST is 0.07%.
Enrollment Features
Recent Articles
- May 2025 MyPlanIQ Portfolio Update
- One Fund Does It All
- Target Date Funds for Young Professionals
- Top 10 Target Date Fund Providers for Retirement Investing
- The One-Fund 401(k) Portfolio: Simple Yet Does Its Job
- Roth IRAs for Retirees
- Lazy Portfolios Aren't Lazy in Growing Wealth
- Lazy Portfolios in Different Market Conditions
- Tax-Efficient Lazy Portfolios
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 ...