CALDWELL GROUP PROFIT SHARING 401(K) PLAN
Plan Contact
- Address: 4000 TOWER ROAD P.O. BOX 35770,LOUISVILLE,KY
- Contact person: BARRY GESWEIN
- Phone: (502) 964-3361
Plan General Information
CALDWELL GROUP PROFIT SHARING 401(K) PLAN Total Retirement Plan Assets
At the end of 2010, the total retirement plan assets of CALDWELL GROUP PROFIT SHARING 401(K) PLAN is $11,655,025.00.This plan was established in 1988.
CALDWELL GROUP PROFIT SHARING 401(K) PLAN Total Number of Retirement Plan Participants
At the end of 2010, the total number of retirement plan participants in CALDWELL GROUP PROFIT SHARING 401(K) PLAN is 691
CALDWELL GROUP PROFIT SHARING 401(K) PLAN Average Participant Retirement Account Value
In 2010, the average participant retirement account value for CALDWELL GROUP PROFIT SHARING 401(K) PLAN is $16,866.00
CALDWELL GROUP PROFIT SHARING 401(K) PLAN Estimated Average Employee Contribution Amount
In 2010, the estimated average employee contribution amount per participant for CALDWELL GROUP PROFIT SHARING 401(K) PLAN is $2,709.00.
CALDWELL GROUP PROFIT SHARING 401(K) PLAN Estimated Average Employer Match
In 2010, the estimated average employer match for an employee in CALDWELL GROUP PROFIT SHARING 401(K) PLAN is approximately $411.00
Investing in this additonal $411.00 for 20 years would give you extra $26,358.00, assuming a 10% annual return.
Investing in this additonal $411.00 for 20 years would give you extra $26,358.00, assuming a 10% annual return.
CALDWELL GROUP PROFIT SHARING 401(K) PLAN Total Employer Contribution and Match Rate
In 2010, CALDWELL GROUP PROFIT SHARING 401(K) PLAN allocates $284,590.00 to match its employees' contributions, providing an employer match rate of 30.41% of their contributions
CALDWELL GROUP PROFIT SHARING 401(K) PLAN Total Retirement Plan Asset Growth Rate
In 2010, the total retirement plan asset growth rate of CALDWELL GROUP PROFIT SHARING 401(K) PLAN is 7.80%.
CALDWELL GROUP PROFIT SHARING 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2010, the estimated aggregate retirement account investment gain/loss for CALDWELL GROUP PROFIT SHARING 401(K) PLAN is 9.44%. This measures the effectiveness of the plan participants' investments in the year.
CALDWELL GROUP PROFIT SHARING 401(K) PLAN Expense Ratio
In 2010, the investment and administrative expense ratio of CALDWELL GROUP PROFIT SHARING 401(K) PLAN is 0.42%.
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