H&R BLOCK SAVINGS PLAN

Plan Contact

  • Phone: (816) 753-6900

Plan General Information

H&R BLOCK SAVINGS PLAN Total Retirement Plan Assets

At the end of 2000, the total retirement plan assets of H&R BLOCK SAVINGS PLAN is $171,644,026.00.This plan was established in 1985.

H&R BLOCK SAVINGS PLAN Total Number of Retirement Plan Participants

At the end of 2000, the total number of retirement plan participants in H&R BLOCK SAVINGS PLAN is 7332

H&R BLOCK SAVINGS PLAN Average Participant Retirement Account Value

In 2000, the average participant retirement account value for H&R BLOCK SAVINGS PLAN is $23,410.00

H&R BLOCK SAVINGS PLAN Estimated Average Employee Contribution Amount

In 2000, the estimated average employee contribution amount per participant for H&R BLOCK SAVINGS PLAN is $2,234.00.

H&R BLOCK SAVINGS PLAN Estimated Average Employer Match

In 2000, the estimated average employer match for an employee in H&R BLOCK SAVINGS PLAN is approximately $95.00
Investing in this additonal $95.00 for 20 years would give you extra $6,132.00, assuming a 10% annual return.

H&R BLOCK SAVINGS PLAN Total Employer Contribution and Match Rate

In 2000, H&R BLOCK SAVINGS PLAN allocates $702,531.00 to match its employees' contributions, providing an employer match rate of 8.58% of their contributions

H&R BLOCK SAVINGS PLAN Total Retirement Plan Asset Growth Rate

In 2000, the total retirement plan asset growth rate of H&R BLOCK SAVINGS PLAN is 91.43%.

H&R BLOCK SAVINGS PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2000, the estimated aggregate retirement account investment gain/loss for H&R BLOCK SAVINGS PLAN is 86.39%. This measures the effectiveness of the plan participants' investments in the year.

H&R BLOCK SAVINGS PLAN Expense Ratio

In 2000, the investment and administrative expense ratio of H&R BLOCK SAVINGS PLAN is 0.12%.

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