LSF5 CAVALIER INVESTMENTS LLC 401(K) PROFIT SHARIN SHARING PLAN

Plan Contact

  • Address: P.O. BOX 7467,CHARLOTTESVILLE,VA
  • Contact person: WILLIAM BUSH
  • Phone: (434) 293-2214

Plan General Information

LSF5 CAVALIER INVESTMENTS LLC 401(K) PROFIT SHARIN SHARING PLAN Total Retirement Plan Assets

At the end of 2010, the total retirement plan assets of LSF5 CAVALIER INVESTMENTS LLC 401(K) PROFIT SHARIN SHARING PLAN is $1,486,420.00.This plan was established in 1994.

LSF5 CAVALIER INVESTMENTS LLC 401(K) PROFIT SHARIN SHARING PLAN Total Number of Retirement Plan Participants

At the end of 2010, the total number of retirement plan participants in LSF5 CAVALIER INVESTMENTS LLC 401(K) PROFIT SHARIN SHARING PLAN is 158

LSF5 CAVALIER INVESTMENTS LLC 401(K) PROFIT SHARIN SHARING PLAN Average Participant Retirement Account Value

In 2010, the average participant retirement account value for LSF5 CAVALIER INVESTMENTS LLC 401(K) PROFIT SHARIN SHARING PLAN is $9,407.00

LSF5 CAVALIER INVESTMENTS LLC 401(K) PROFIT SHARIN SHARING PLAN Estimated Average Employee Contribution Amount

In 2010, the estimated average employee contribution amount per participant for LSF5 CAVALIER INVESTMENTS LLC 401(K) PROFIT SHARIN SHARING PLAN is $1,458.00.

LSF5 CAVALIER INVESTMENTS LLC 401(K) PROFIT SHARIN SHARING PLAN Estimated Average Employer Match

In 2010, the estimated average employer match for an employee in LSF5 CAVALIER INVESTMENTS LLC 401(K) PROFIT SHARIN SHARING PLAN is approximately $327.00
Investing in this additonal $327.00 for 20 years would give you extra $20,957.00, assuming a 10% annual return.

LSF5 CAVALIER INVESTMENTS LLC 401(K) PROFIT SHARIN SHARING PLAN Total Employer Contribution and Match Rate

In 2010, LSF5 CAVALIER INVESTMENTS LLC 401(K) PROFIT SHARIN SHARING PLAN allocates $51,739.00 to match its employees' contributions, providing an employer match rate of 44.91% of their contributions

LSF5 CAVALIER INVESTMENTS LLC 401(K) PROFIT SHARIN SHARING PLAN Total Retirement Plan Asset Growth Rate

In 2010, the total retirement plan asset growth rate of LSF5 CAVALIER INVESTMENTS LLC 401(K) PROFIT SHARIN SHARING PLAN is 16.81%.

LSF5 CAVALIER INVESTMENTS LLC 401(K) PROFIT SHARIN SHARING PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2010, the estimated aggregate retirement account investment gain/loss for LSF5 CAVALIER INVESTMENTS LLC 401(K) PROFIT SHARIN SHARING PLAN is 9.00%. This measures the effectiveness of the plan participants' investments in the year.

LSF5 CAVALIER INVESTMENTS LLC 401(K) PROFIT SHARIN SHARING PLAN Expense Ratio

In 2010, the investment and administrative expense ratio of LSF5 CAVALIER INVESTMENTS LLC 401(K) PROFIT SHARIN SHARING PLAN is 0.05%.

Enrollment Features

LSF5 CAVALIER INVESTMENTS LLC 401(K) PROFIT SHARIN 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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