HEFFERNAN INSURANCE BROKERS 401K PROFIT SHARING PLAN

Plan Contact

  • Address: 1350 CARLBACK AVE 200,WALNUT CREEK,CA
  • Contact person: DANIELE SEBASTIANI
  • Phone: (925) 934-8500

Plan General Information

HEFFERNAN INSURANCE BROKERS 401K PROFIT SHARING PLAN Total Retirement Plan Assets

At the end of 2013, the total retirement plan assets of HEFFERNAN INSURANCE BROKERS 401K PROFIT SHARING PLAN is $35,487,149.00.This plan was established in 1988.

HEFFERNAN INSURANCE BROKERS 401K PROFIT SHARING PLAN Total Number of Retirement Plan Participants

At the end of 2013, the total number of retirement plan participants in HEFFERNAN INSURANCE BROKERS 401K PROFIT SHARING PLAN is 536

HEFFERNAN INSURANCE BROKERS 401K PROFIT SHARING PLAN Average Participant Retirement Account Value

In 2013, the average participant retirement account value for HEFFERNAN INSURANCE BROKERS 401K PROFIT SHARING PLAN is $66,207.00

HEFFERNAN INSURANCE BROKERS 401K PROFIT SHARING PLAN Estimated Average Employee Contribution Amount

In 2013, the estimated average employee contribution amount per participant for HEFFERNAN INSURANCE BROKERS 401K PROFIT SHARING PLAN is $7,968.00.

HEFFERNAN INSURANCE BROKERS 401K PROFIT SHARING PLAN Total Retirement Plan Asset Growth Rate

In 2013, the total retirement plan asset growth rate of HEFFERNAN INSURANCE BROKERS 401K PROFIT SHARING PLAN is 27.64%.

HEFFERNAN INSURANCE BROKERS 401K PROFIT SHARING PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2013, the estimated aggregate retirement account investment gain/loss for HEFFERNAN INSURANCE BROKERS 401K PROFIT SHARING PLAN is 22.86%. This measures the effectiveness of the plan participants' investments in the year.

HEFFERNAN INSURANCE BROKERS 401K PROFIT SHARING PLAN Expense Ratio

In 2013, the investment and administrative expense ratio of HEFFERNAN INSURANCE BROKERS 401K PROFIT SHARING PLAN is 0.02%.

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