GOLDBERG, KOHN, BELL, BLACK, ROSENBLOOM, & MORITZ, LTD. INDIVIDUAL ACCOUNT PLAN
Plan Contact
- Address: 55 E. MONROE STREET, SUITE 3300,CHICAGO,IL
- Contact person: STEPHEN J. LEGATZKE
- Phone: (312) 201-4000
Plan General Information
GOLDBERG, KOHN, BELL, BLACK, ROSENBLOOM, & MORITZ, LTD. INDIVIDUAL ACCOUNT PLAN Total Retirement Plan Assets
At the end of 2009, the total retirement plan assets of GOLDBERG, KOHN, BELL, BLACK, ROSENBLOOM, & MORITZ, LTD. INDIVIDUAL ACCOUNT PLAN is $30,440,750.00.This plan was established in 1994.
GOLDBERG, KOHN, BELL, BLACK, ROSENBLOOM, & MORITZ, LTD. INDIVIDUAL ACCOUNT PLAN Total Number of Retirement Plan Participants
At the end of 2009, the total number of retirement plan participants in GOLDBERG, KOHN, BELL, BLACK, ROSENBLOOM, & MORITZ, LTD. INDIVIDUAL ACCOUNT PLAN is 170
GOLDBERG, KOHN, BELL, BLACK, ROSENBLOOM, & MORITZ, LTD. INDIVIDUAL ACCOUNT PLAN Average Participant Retirement Account Value
In 2009, the average participant retirement account value for GOLDBERG, KOHN, BELL, BLACK, ROSENBLOOM, & MORITZ, LTD. INDIVIDUAL ACCOUNT PLAN is $179,063.00
GOLDBERG, KOHN, BELL, BLACK, ROSENBLOOM, & MORITZ, LTD. INDIVIDUAL ACCOUNT PLAN Estimated Average Employee Contribution Amount
In 2009, the estimated average employee contribution amount per participant for GOLDBERG, KOHN, BELL, BLACK, ROSENBLOOM, & MORITZ, LTD. INDIVIDUAL ACCOUNT PLAN is $14,172.00.
GOLDBERG, KOHN, BELL, BLACK, ROSENBLOOM, & MORITZ, LTD. INDIVIDUAL ACCOUNT PLAN Estimated Average Employer Match
In 2009, the estimated average employer match for an employee in GOLDBERG, KOHN, BELL, BLACK, ROSENBLOOM, & MORITZ, LTD. INDIVIDUAL ACCOUNT PLAN is approximately $9,721.00
Investing in this additonal $9,721.00 for 20 years would give you extra $622,169.00, assuming a 10% annual return.
Investing in this additonal $9,721.00 for 20 years would give you extra $622,169.00, assuming a 10% annual return.
GOLDBERG, KOHN, BELL, BLACK, ROSENBLOOM, & MORITZ, LTD. INDIVIDUAL ACCOUNT PLAN Total Employer Contribution and Match Rate
In 2009, GOLDBERG, KOHN, BELL, BLACK, ROSENBLOOM, & MORITZ, LTD. INDIVIDUAL ACCOUNT PLAN allocates $1,652,638.00 to match its employees' contributions, providing an employer match rate of 137.19% of their contributions
GOLDBERG, KOHN, BELL, BLACK, ROSENBLOOM, & MORITZ, LTD. INDIVIDUAL ACCOUNT PLAN Total Retirement Plan Asset Growth Rate
In 2009, the total retirement plan asset growth rate of GOLDBERG, KOHN, BELL, BLACK, ROSENBLOOM, & MORITZ, LTD. INDIVIDUAL ACCOUNT PLAN is -19.92%.
GOLDBERG, KOHN, BELL, BLACK, ROSENBLOOM, & MORITZ, LTD. INDIVIDUAL ACCOUNT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2009, the estimated aggregate retirement account investment gain/loss for GOLDBERG, KOHN, BELL, BLACK, ROSENBLOOM, & MORITZ, LTD. INDIVIDUAL ACCOUNT PLAN is -24.36%. This measures the effectiveness of the plan participants' investments in the year.
GOLDBERG, KOHN, BELL, BLACK, ROSENBLOOM, & MORITZ, LTD. INDIVIDUAL ACCOUNT PLAN Expense Ratio
In 2009, the investment and administrative expense ratio of GOLDBERG, KOHN, BELL, BLACK, ROSENBLOOM, & MORITZ, LTD. INDIVIDUAL ACCOUNT PLAN is 0.15%.
Enrollment Features
GOLDBERG, KOHN, BELL, BLACK, ROSENBLOOM, & MORITZ, LTD. INDIVIDUAL ACCOUNT PLAN has the following features:Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.
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