GERARD DANIEL & CO., INC. 401K PROFIT-SHARING PLAN & TRUST

Plan Contact

  • Contact person: KIRBY OREWILER
  • Phone: (717) 637-5901

Plan General Information

GERARD DANIEL & CO., INC. 401K PROFIT-SHARING PLAN & TRUST Total Retirement Plan Assets

At the end of 2004, the total retirement plan assets of GERARD DANIEL & CO., INC. 401K PROFIT-SHARING PLAN & TRUST is $5,219,965.00.This plan was established in 1976.

GERARD DANIEL & CO., INC. 401K PROFIT-SHARING PLAN & TRUST Total Number of Retirement Plan Participants

At the end of 2004, the total number of retirement plan participants in GERARD DANIEL & CO., INC. 401K PROFIT-SHARING PLAN & TRUST is 303

GERARD DANIEL & CO., INC. 401K PROFIT-SHARING PLAN & TRUST Average Participant Retirement Account Value

In 2004, the average participant retirement account value for GERARD DANIEL & CO., INC. 401K PROFIT-SHARING PLAN & TRUST is $17,227.00

GERARD DANIEL & CO., INC. 401K PROFIT-SHARING PLAN & TRUST Estimated Average Employee Contribution Amount

In 2004, the estimated average employee contribution amount per participant for GERARD DANIEL & CO., INC. 401K PROFIT-SHARING PLAN & TRUST is $2,136.00.

GERARD DANIEL & CO., INC. 401K PROFIT-SHARING PLAN & TRUST Estimated Average Employer Match

In 2004, the estimated average employer match for an employee in GERARD DANIEL & CO., INC. 401K PROFIT-SHARING PLAN & TRUST is approximately $237.00
Investing in this additonal $237.00 for 20 years would give you extra $15,195.00, assuming a 10% annual return.

GERARD DANIEL & CO., INC. 401K PROFIT-SHARING PLAN & TRUST Total Employer Contribution and Match Rate

In 2004, GERARD DANIEL & CO., INC. 401K PROFIT-SHARING PLAN & TRUST allocates $71,943.00 to match its employees' contributions, providing an employer match rate of 22.22% of their contributions

GERARD DANIEL & CO., INC. 401K PROFIT-SHARING PLAN & TRUST Total Retirement Plan Asset Growth Rate

In 2004, the total retirement plan asset growth rate of GERARD DANIEL & CO., INC. 401K PROFIT-SHARING PLAN & TRUST is 1.86%.

GERARD DANIEL & CO., INC. 401K PROFIT-SHARING PLAN & TRUST Estimated Aggregate Retirement Account Investment Gain/Loss

In 2004, the estimated aggregate retirement account investment gain/loss for GERARD DANIEL & CO., INC. 401K PROFIT-SHARING PLAN & TRUST is 7.55%. This measures the effectiveness of the plan participants' investments in the year.

GERARD DANIEL & CO., INC. 401K PROFIT-SHARING PLAN & TRUST Expense Ratio

In 2004, the investment and administrative expense ratio of GERARD DANIEL & CO., INC. 401K PROFIT-SHARING PLAN & TRUST is 0.03%.

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