JOSEPH R. LORING & ASSOCIATES, INC. I 401(K) PLAN

Plan Contact

  • Address: 21 PENNSYLVANIA PLAZA,NEW YORK,NY
  • Contact person: BARRY MALTZ
  • Phone: (646) 674-6192

Plan General Information

JOSEPH R. LORING & ASSOCIATES, INC. I 401(K) PLAN Total Retirement Plan Assets

At the end of 2011, the total retirement plan assets of JOSEPH R. LORING & ASSOCIATES, INC. I 401(K) PLAN is $5,441,214.00.This plan was established in 1985.

JOSEPH R. LORING & ASSOCIATES, INC. I 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2011, the total number of retirement plan participants in JOSEPH R. LORING & ASSOCIATES, INC. I 401(K) PLAN is 104

JOSEPH R. LORING & ASSOCIATES, INC. I 401(K) PLAN Average Participant Retirement Account Value

In 2011, the average participant retirement account value for JOSEPH R. LORING & ASSOCIATES, INC. I 401(K) PLAN is $52,319.00

JOSEPH R. LORING & ASSOCIATES, INC. I 401(K) PLAN Estimated Average Employee Contribution Amount

In 2011, the estimated average employee contribution amount per participant for JOSEPH R. LORING & ASSOCIATES, INC. I 401(K) PLAN is $9,048.00.

JOSEPH R. LORING & ASSOCIATES, INC. I 401(K) PLAN Estimated Average Employer Match

In 2011, the estimated average employer match for an employee in JOSEPH R. LORING & ASSOCIATES, INC. I 401(K) PLAN is approximately $790.00
Investing in this additonal $790.00 for 20 years would give you extra $50,614.00, assuming a 10% annual return.

JOSEPH R. LORING & ASSOCIATES, INC. I 401(K) PLAN Total Employer Contribution and Match Rate

In 2011, JOSEPH R. LORING & ASSOCIATES, INC. I 401(K) PLAN allocates $82,249.00 to match its employees' contributions, providing an employer match rate of 17.48% of their contributions

JOSEPH R. LORING & ASSOCIATES, INC. I 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2011, the total retirement plan asset growth rate of JOSEPH R. LORING & ASSOCIATES, INC. I 401(K) PLAN is -47.53%.

JOSEPH R. LORING & ASSOCIATES, INC. I 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2011, the estimated aggregate retirement account investment gain/loss for JOSEPH R. LORING & ASSOCIATES, INC. I 401(K) PLAN is -43.88%. This measures the effectiveness of the plan participants' investments in the year.

JOSEPH R. LORING & ASSOCIATES, INC. I 401(K) PLAN Expense Ratio

In 2011, the investment and administrative expense ratio of JOSEPH R. LORING & ASSOCIATES, INC. I 401(K) PLAN is 0.01%.

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