INCOME PROPERTY MANAGEMENT SAVINGS TRUST

Plan Contact

  • Contact person: JILL WEBBERLEY, CONTROLLER
  • Phone: (503) 223-6327

Plan General Information

INCOME PROPERTY MANAGEMENT SAVINGS TRUST Total Retirement Plan Assets

At the end of 2003, the total retirement plan assets of INCOME PROPERTY MANAGEMENT SAVINGS TRUST is $482,250.00.This plan was established in 1999.

INCOME PROPERTY MANAGEMENT SAVINGS TRUST Total Number of Retirement Plan Participants

At the end of 2003, the total number of retirement plan participants in INCOME PROPERTY MANAGEMENT SAVINGS TRUST is 135

INCOME PROPERTY MANAGEMENT SAVINGS TRUST Average Participant Retirement Account Value

In 2003, the average participant retirement account value for INCOME PROPERTY MANAGEMENT SAVINGS TRUST is $3,572.00

INCOME PROPERTY MANAGEMENT SAVINGS TRUST Estimated Average Employee Contribution Amount

In 2003, the estimated average employee contribution amount per participant for INCOME PROPERTY MANAGEMENT SAVINGS TRUST is $2,292.00.

INCOME PROPERTY MANAGEMENT SAVINGS TRUST Estimated Average Employer Match

In 2003, the estimated average employer match for an employee in INCOME PROPERTY MANAGEMENT SAVINGS TRUST is approximately $202.00
Investing in this additonal $202.00 for 20 years would give you extra $12,988.00, assuming a 10% annual return.

INCOME PROPERTY MANAGEMENT SAVINGS TRUST Total Employer Contribution and Match Rate

In 2003, INCOME PROPERTY MANAGEMENT SAVINGS TRUST allocates $27,397.00 to match its employees' contributions, providing an employer match rate of 17.70% of their contributions

INCOME PROPERTY MANAGEMENT SAVINGS TRUST Total Retirement Plan Asset Growth Rate

In 2003, the total retirement plan asset growth rate of INCOME PROPERTY MANAGEMENT SAVINGS TRUST is 68.78%.

INCOME PROPERTY MANAGEMENT SAVINGS TRUST Estimated Aggregate Retirement Account Investment Gain/Loss

In 2003, the estimated aggregate retirement account investment gain/loss for INCOME PROPERTY MANAGEMENT SAVINGS TRUST is 10.65%. This measures the effectiveness of the plan participants' investments in the year.

INCOME PROPERTY MANAGEMENT SAVINGS TRUST Expense Ratio

In 2003, the investment and administrative expense ratio of INCOME PROPERTY MANAGEMENT SAVINGS TRUST is 2.84%.

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