HAPOALIM SECURITIES USA, INC SAVINGS & INVESTMENT PLAN

Plan Contact

  • Contact person: SANDEEP MALHOTRA
  • Phone: (212) 898-7136

Plan General Information

HAPOALIM SECURITIES USA, INC SAVINGS & INVESTMENT PLAN Total Retirement Plan Assets

At the end of 2005, the total retirement plan assets of HAPOALIM SECURITIES USA, INC SAVINGS & INVESTMENT PLAN is $6,940,827.00.This plan was established in 1994.

HAPOALIM SECURITIES USA, INC SAVINGS & INVESTMENT PLAN Total Number of Retirement Plan Participants

At the end of 2005, the total number of retirement plan participants in HAPOALIM SECURITIES USA, INC SAVINGS & INVESTMENT PLAN is 203

HAPOALIM SECURITIES USA, INC SAVINGS & INVESTMENT PLAN Average Participant Retirement Account Value

In 2005, the average participant retirement account value for HAPOALIM SECURITIES USA, INC SAVINGS & INVESTMENT PLAN is $34,191.00

HAPOALIM SECURITIES USA, INC SAVINGS & INVESTMENT PLAN Estimated Average Employee Contribution Amount

In 2005, the estimated average employee contribution amount per participant for HAPOALIM SECURITIES USA, INC SAVINGS & INVESTMENT PLAN is $4,682.00.

HAPOALIM SECURITIES USA, INC SAVINGS & INVESTMENT PLAN Estimated Average Employer Match

In 2005, the estimated average employer match for an employee in HAPOALIM SECURITIES USA, INC SAVINGS & INVESTMENT PLAN is approximately $449.00
Investing in this additonal $449.00 for 20 years would give you extra $28,791.00, assuming a 10% annual return.

HAPOALIM SECURITIES USA, INC SAVINGS & INVESTMENT PLAN Total Employer Contribution and Match Rate

In 2005, HAPOALIM SECURITIES USA, INC SAVINGS & INVESTMENT PLAN allocates $91,322.00 to match its employees' contributions, providing an employer match rate of 19.22% of their contributions

HAPOALIM SECURITIES USA, INC SAVINGS & INVESTMENT PLAN Total Retirement Plan Asset Growth Rate

In 2005, the total retirement plan asset growth rate of HAPOALIM SECURITIES USA, INC SAVINGS & INVESTMENT PLAN is -10.60%.

HAPOALIM SECURITIES USA, INC SAVINGS & INVESTMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2005, the estimated aggregate retirement account investment gain/loss for HAPOALIM SECURITIES USA, INC SAVINGS & INVESTMENT PLAN is 5.50%. This measures the effectiveness of the plan participants' investments in the year.

HAPOALIM SECURITIES USA, INC SAVINGS & INVESTMENT PLAN Expense Ratio

In 2005, the investment and administrative expense ratio of HAPOALIM SECURITIES USA, INC SAVINGS & INVESTMENT PLAN is 0.05%.

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