BONNER, KIERNAN, TREBACH & CROCIATA PROFIT SHARING PLAN AND TRUST
Plan Contact
- Address: 1233 20TH ST NW STE 800,WASHINGTON,DC
- Contact person: KEVIN MCCARTHY
- Phone: (202) 712-7000
Plan General Information
BONNER, KIERNAN, TREBACH & CROCIATA PROFIT SHARING PLAN AND TRUST Total Retirement Plan Assets
At the end of 2018, the total retirement plan assets of BONNER, KIERNAN, TREBACH & CROCIATA PROFIT SHARING PLAN AND TRUST is $30,075,130.00.This plan was established in 1991.
BONNER, KIERNAN, TREBACH & CROCIATA PROFIT SHARING PLAN AND TRUST Total Number of Retirement Plan Participants
At the end of 2018, the total number of retirement plan participants in BONNER, KIERNAN, TREBACH & CROCIATA PROFIT SHARING PLAN AND TRUST is 167
BONNER, KIERNAN, TREBACH & CROCIATA PROFIT SHARING PLAN AND TRUST Average Participant Retirement Account Value
In 2018, the average participant retirement account value for BONNER, KIERNAN, TREBACH & CROCIATA PROFIT SHARING PLAN AND TRUST is $180,090.00
BONNER, KIERNAN, TREBACH & CROCIATA PROFIT SHARING PLAN AND TRUST Estimated Average Employee Contribution Amount
In 2018, the estimated average employee contribution amount per participant for BONNER, KIERNAN, TREBACH & CROCIATA PROFIT SHARING PLAN AND TRUST is $10,864.00.
BONNER, KIERNAN, TREBACH & CROCIATA PROFIT SHARING PLAN AND TRUST Estimated Average Employer Match
In 2018, the estimated average employer match for an employee in BONNER, KIERNAN, TREBACH & CROCIATA PROFIT SHARING PLAN AND TRUST is approximately $4,132.00
Investing in this additonal $4,132.00 for 20 years would give you extra $264,475.00, assuming a 10% annual return.
Investing in this additonal $4,132.00 for 20 years would give you extra $264,475.00, assuming a 10% annual return.
BONNER, KIERNAN, TREBACH & CROCIATA PROFIT SHARING PLAN AND TRUST Total Employer Contribution and Match Rate
In 2018, BONNER, KIERNAN, TREBACH & CROCIATA PROFIT SHARING PLAN AND TRUST allocates $690,115.00 to match its employees' contributions, providing an employer match rate of 76.08% of their contributions
BONNER, KIERNAN, TREBACH & CROCIATA PROFIT SHARING PLAN AND TRUST Total Retirement Plan Asset Growth Rate
In 2018, the total retirement plan asset growth rate of BONNER, KIERNAN, TREBACH & CROCIATA PROFIT SHARING PLAN AND TRUST is 0.49%.
BONNER, KIERNAN, TREBACH & CROCIATA PROFIT SHARING PLAN AND TRUST Estimated Aggregate Retirement Account Investment Gain/Loss
In 2018, the estimated aggregate retirement account investment gain/loss for BONNER, KIERNAN, TREBACH & CROCIATA PROFIT SHARING PLAN AND TRUST is -5.08%. This measures the effectiveness of the plan participants' investments in the year.
BONNER, KIERNAN, TREBACH & CROCIATA PROFIT SHARING PLAN AND TRUST Expense Ratio
In 2018, the investment and administrative expense ratio of BONNER, KIERNAN, TREBACH & CROCIATA PROFIT SHARING PLAN AND TRUST is 0.36%.
Enrollment Features
BONNER, KIERNAN, TREBACH & CROCIATA PROFIT SHARING PLAN AND TRUST 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.
Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.
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