FERRELL, SCHULTZ, CARTER & FERTEL, P.A. 401 K PLAN

Plan Contact

  • Contact person: MAYRA C. DA CASTIGLIONE
  • Phone: (305) 371-8585

Plan General Information

FERRELL, SCHULTZ, CARTER & FERTEL, P.A. 401 K PLAN Total Retirement Plan Assets

At the end of 2004, the total retirement plan assets of FERRELL, SCHULTZ, CARTER & FERTEL, P.A. 401 K PLAN is $1,688,016.00.This plan was established in 1999.

FERRELL, SCHULTZ, CARTER & FERTEL, P.A. 401 K PLAN Total Number of Retirement Plan Participants

At the end of 2004, the total number of retirement plan participants in FERRELL, SCHULTZ, CARTER & FERTEL, P.A. 401 K PLAN is 117

FERRELL, SCHULTZ, CARTER & FERTEL, P.A. 401 K PLAN Average Participant Retirement Account Value

In 2004, the average participant retirement account value for FERRELL, SCHULTZ, CARTER & FERTEL, P.A. 401 K PLAN is $14,427.00

FERRELL, SCHULTZ, CARTER & FERTEL, P.A. 401 K PLAN Estimated Average Employee Contribution Amount

In 2004, the estimated average employee contribution amount per participant for FERRELL, SCHULTZ, CARTER & FERTEL, P.A. 401 K PLAN is $4,728.00.

FERRELL, SCHULTZ, CARTER & FERTEL, P.A. 401 K PLAN Estimated Average Employer Match

In 2004, the estimated average employer match for an employee in FERRELL, SCHULTZ, CARTER & FERTEL, P.A. 401 K PLAN is approximately $785.00
Investing in this additonal $785.00 for 20 years would give you extra $50,279.00, assuming a 10% annual return.

FERRELL, SCHULTZ, CARTER & FERTEL, P.A. 401 K PLAN Total Employer Contribution and Match Rate

In 2004, FERRELL, SCHULTZ, CARTER & FERTEL, P.A. 401 K PLAN allocates $91,917.00 to match its employees' contributions, providing an employer match rate of 33.23% of their contributions

FERRELL, SCHULTZ, CARTER & FERTEL, P.A. 401 K PLAN Total Retirement Plan Asset Growth Rate

In 2004, the total retirement plan asset growth rate of FERRELL, SCHULTZ, CARTER & FERTEL, P.A. 401 K PLAN is 13.75%.

FERRELL, SCHULTZ, CARTER & FERTEL, P.A. 401 K PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2004, the estimated aggregate retirement account investment gain/loss for FERRELL, SCHULTZ, CARTER & FERTEL, P.A. 401 K PLAN is 5.59%. This measures the effectiveness of the plan participants' investments in the year.

FERRELL, SCHULTZ, CARTER & FERTEL, P.A. 401 K PLAN Expense Ratio

In 2004, the investment and administrative expense ratio of FERRELL, SCHULTZ, CARTER & FERTEL, P.A. 401 K PLAN is 0.00%.

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