CLEARY, GOTTLIEB, STEEN & HAMILTON TAX OPPORTUNITY PLAN FOR SAVINGS PLAN B-NON-SAFE HARBOR
Plan Contact
- Contact person: CARMEN A. CORRALES, ESO.
- Phone: (212) 225-3120
Plan General Information
CLEARY, GOTTLIEB, STEEN & HAMILTON TAX OPPORTUNITY PLAN FOR SAVINGS PLAN B-NON-SAFE HARBOR Total Retirement Plan Assets
At the end of 2003, the total retirement plan assets of CLEARY, GOTTLIEB, STEEN & HAMILTON TAX OPPORTUNITY PLAN FOR SAVINGS PLAN B-NON-SAFE HARBOR is $29,322,524.00.This plan was established in 2000.
CLEARY, GOTTLIEB, STEEN & HAMILTON TAX OPPORTUNITY PLAN FOR SAVINGS PLAN B-NON-SAFE HARBOR Total Number of Retirement Plan Participants
At the end of 2003, the total number of retirement plan participants in CLEARY, GOTTLIEB, STEEN & HAMILTON TAX OPPORTUNITY PLAN FOR SAVINGS PLAN B-NON-SAFE HARBOR is 794
CLEARY, GOTTLIEB, STEEN & HAMILTON TAX OPPORTUNITY PLAN FOR SAVINGS PLAN B-NON-SAFE HARBOR Average Participant Retirement Account Value
In 2003, the average participant retirement account value for CLEARY, GOTTLIEB, STEEN & HAMILTON TAX OPPORTUNITY PLAN FOR SAVINGS PLAN B-NON-SAFE HARBOR is $36,930.00
CLEARY, GOTTLIEB, STEEN & HAMILTON TAX OPPORTUNITY PLAN FOR SAVINGS PLAN B-NON-SAFE HARBOR Estimated Average Employee Contribution Amount
In 2003, the estimated average employee contribution amount per participant for CLEARY, GOTTLIEB, STEEN & HAMILTON TAX OPPORTUNITY PLAN FOR SAVINGS PLAN B-NON-SAFE HARBOR is $8,195.00.
CLEARY, GOTTLIEB, STEEN & HAMILTON TAX OPPORTUNITY PLAN FOR SAVINGS PLAN B-NON-SAFE HARBOR Estimated Average Employer Match
In 2003, the estimated average employer match for an employee in CLEARY, GOTTLIEB, STEEN & HAMILTON TAX OPPORTUNITY PLAN FOR SAVINGS PLAN B-NON-SAFE HARBOR is approximately $1,618.00
Investing in this additonal $1,618.00 for 20 years would give you extra $103,605.00, assuming a 10% annual return.
Investing in this additonal $1,618.00 for 20 years would give you extra $103,605.00, assuming a 10% annual return.
CLEARY, GOTTLIEB, STEEN & HAMILTON TAX OPPORTUNITY PLAN FOR SAVINGS PLAN B-NON-SAFE HARBOR Total Employer Contribution and Match Rate
In 2003, CLEARY, GOTTLIEB, STEEN & HAMILTON TAX OPPORTUNITY PLAN FOR SAVINGS PLAN B-NON-SAFE HARBOR allocates $1,285,356.00 to match its employees' contributions, providing an employer match rate of 39.50% of their contributions
CLEARY, GOTTLIEB, STEEN & HAMILTON TAX OPPORTUNITY PLAN FOR SAVINGS PLAN B-NON-SAFE HARBOR Total Retirement Plan Asset Growth Rate
In 2003, the total retirement plan asset growth rate of CLEARY, GOTTLIEB, STEEN & HAMILTON TAX OPPORTUNITY PLAN FOR SAVINGS PLAN B-NON-SAFE HARBOR is 32.58%.
CLEARY, GOTTLIEB, STEEN & HAMILTON TAX OPPORTUNITY PLAN FOR SAVINGS PLAN B-NON-SAFE HARBOR Estimated Aggregate Retirement Account Investment Gain/Loss
In 2003, the estimated aggregate retirement account investment gain/loss for CLEARY, GOTTLIEB, STEEN & HAMILTON TAX OPPORTUNITY PLAN FOR SAVINGS PLAN B-NON-SAFE HARBOR is 14.11%. This measures the effectiveness of the plan participants' investments in the year.
CLEARY, GOTTLIEB, STEEN & HAMILTON TAX OPPORTUNITY PLAN FOR SAVINGS PLAN B-NON-SAFE HARBOR Expense Ratio
In 2003, the investment and administrative expense ratio of CLEARY, GOTTLIEB, STEEN & HAMILTON TAX OPPORTUNITY PLAN FOR SAVINGS PLAN B-NON-SAFE HARBOR is 0.00%.
Enrollment Features
Recent Articles
- Roth IRAs for Retirees
- Lazy Portfolios Aren't Lazy in Growing Wealth
- Lazy Portfolios in Different Market Conditions
- Tax-Efficient Lazy Portfolios
- Lazy Portfolios for Retirement Investing
- How to Implement a Lazy Portfolio
- What Are Lazy Portfolios?
- IRAs as One of the Emergency Fund Sources
- How to Borrow From an IRA?
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 ...