JASON ADDISON SMITH CONSULTING 401(K) PROFIT SHARING PLAN

Plan Contact

  • Address: PO BOX 2002,UPLAND,CA
  • Contact person: JASON SMITH
  • Phone: (909) 605-7777

Plan General Information

JASON ADDISON SMITH CONSULTING 401(K) PROFIT SHARING PLAN Total Retirement Plan Assets

At the end of 2014, the total retirement plan assets of JASON ADDISON SMITH CONSULTING 401(K) PROFIT SHARING PLAN is $765,323.00.This plan was established in 2003.

JASON ADDISON SMITH CONSULTING 401(K) PROFIT SHARING PLAN Total Number of Retirement Plan Participants

At the end of 2014, the total number of retirement plan participants in JASON ADDISON SMITH CONSULTING 401(K) PROFIT SHARING PLAN is 114

JASON ADDISON SMITH CONSULTING 401(K) PROFIT SHARING PLAN Average Participant Retirement Account Value

In 2014, the average participant retirement account value for JASON ADDISON SMITH CONSULTING 401(K) PROFIT SHARING PLAN is $6,713.00

JASON ADDISON SMITH CONSULTING 401(K) PROFIT SHARING PLAN Estimated Average Employee Contribution Amount

In 2014, the estimated average employee contribution amount per participant for JASON ADDISON SMITH CONSULTING 401(K) PROFIT SHARING PLAN is $2,385.00.

JASON ADDISON SMITH CONSULTING 401(K) PROFIT SHARING PLAN Estimated Average Employer Match

In 2014, the estimated average employer match for an employee in JASON ADDISON SMITH CONSULTING 401(K) PROFIT SHARING PLAN is approximately $247.00
Investing in this additonal $247.00 for 20 years would give you extra $15,850.00, assuming a 10% annual return.

JASON ADDISON SMITH CONSULTING 401(K) PROFIT SHARING PLAN Total Employer Contribution and Match Rate

In 2014, JASON ADDISON SMITH CONSULTING 401(K) PROFIT SHARING PLAN allocates $28,234.00 to match its employees' contributions, providing an employer match rate of 20.76% of their contributions

JASON ADDISON SMITH CONSULTING 401(K) PROFIT SHARING PLAN Total Retirement Plan Asset Growth Rate

In 2014, the total retirement plan asset growth rate of JASON ADDISON SMITH CONSULTING 401(K) PROFIT SHARING PLAN is 26.57%.

JASON ADDISON SMITH CONSULTING 401(K) PROFIT SHARING PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2014, the estimated aggregate retirement account investment gain/loss for JASON ADDISON SMITH CONSULTING 401(K) PROFIT SHARING PLAN is 3.54%. This measures the effectiveness of the plan participants' investments in the year.

JASON ADDISON SMITH CONSULTING 401(K) PROFIT SHARING PLAN Expense Ratio

In 2014, the investment and administrative expense ratio of JASON ADDISON SMITH CONSULTING 401(K) PROFIT SHARING PLAN is 0.53%.

Enrollment Features

JASON ADDISON SMITH CONSULTING 401(K) PROFIT SHARING PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.


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