EMPLOYEES PROFIT SHARING PLAN OF BEALER WHOLESALE, INC.

Plan Contact

  • Contact person: TERRY FULBRIGHT
  • Phone: (704) 509-3000

Plan General Information

EMPLOYEES PROFIT SHARING PLAN OF BEALER WHOLESALE, INC. Total Retirement Plan Assets

At the end of 2008, the total retirement plan assets of EMPLOYEES PROFIT SHARING PLAN OF BEALER WHOLESALE, INC. is $5,993,525.00.This plan was established in 1959.

EMPLOYEES PROFIT SHARING PLAN OF BEALER WHOLESALE, INC. Total Number of Retirement Plan Participants

At the end of 2008, the total number of retirement plan participants in EMPLOYEES PROFIT SHARING PLAN OF BEALER WHOLESALE, INC. is 331

EMPLOYEES PROFIT SHARING PLAN OF BEALER WHOLESALE, INC. Average Participant Retirement Account Value

In 2008, the average participant retirement account value for EMPLOYEES PROFIT SHARING PLAN OF BEALER WHOLESALE, INC. is $18,107.00

EMPLOYEES PROFIT SHARING PLAN OF BEALER WHOLESALE, INC. Estimated Average Employee Contribution Amount

In 2008, the estimated average employee contribution amount per participant for EMPLOYEES PROFIT SHARING PLAN OF BEALER WHOLESALE, INC. is $1,474.00.

EMPLOYEES PROFIT SHARING PLAN OF BEALER WHOLESALE, INC. Estimated Average Employer Match

In 2008, the estimated average employer match for an employee in EMPLOYEES PROFIT SHARING PLAN OF BEALER WHOLESALE, INC. is approximately $752.00
Investing in this additonal $752.00 for 20 years would give you extra $48,133.00, assuming a 10% annual return.

EMPLOYEES PROFIT SHARING PLAN OF BEALER WHOLESALE, INC. Total Employer Contribution and Match Rate

In 2008, EMPLOYEES PROFIT SHARING PLAN OF BEALER WHOLESALE, INC. allocates $248,940.00 to match its employees' contributions, providing an employer match rate of 101.99% of their contributions

EMPLOYEES PROFIT SHARING PLAN OF BEALER WHOLESALE, INC. Total Retirement Plan Asset Growth Rate

In 2008, the total retirement plan asset growth rate of EMPLOYEES PROFIT SHARING PLAN OF BEALER WHOLESALE, INC. is -30.10%.

EMPLOYEES PROFIT SHARING PLAN OF BEALER WHOLESALE, INC. Estimated Aggregate Retirement Account Investment Gain/Loss

In 2008, the estimated aggregate retirement account investment gain/loss for EMPLOYEES PROFIT SHARING PLAN OF BEALER WHOLESALE, INC. is -15.75%. This measures the effectiveness of the plan participants' investments in the year.

EMPLOYEES PROFIT SHARING PLAN OF BEALER WHOLESALE, INC. Expense Ratio

In 2008, the investment and administrative expense ratio of EMPLOYEES PROFIT SHARING PLAN OF BEALER WHOLESALE, INC. is 0.78%.

Enrollment Features


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 …