Select Page

PATRIOT BANK EMPLOYEES SAVINGS & PROFIT SHARING PLAN AND TRUST

Plan Contact

Please log in to view contact information.

Plan General Information

PATRIOT BANK EMPLOYEES SAVINGS & PROFIT SHARING PLAN AND TRUST Total Retirement Plan Assets

At the end of 2004, the total retirement plan assets of PATRIOT BANK EMPLOYEES SAVINGS & PROFIT SHARING PLAN AND TRUST is $6,724,506.00.This plan was established in 1988.

PATRIOT BANK EMPLOYEES SAVINGS & PROFIT SHARING PLAN AND TRUST Total Number of Retirement Plan Participants

At the end of 2004, the total number of retirement plan participants in PATRIOT BANK EMPLOYEES SAVINGS & PROFIT SHARING PLAN AND TRUST is 289

PATRIOT BANK EMPLOYEES SAVINGS & PROFIT SHARING PLAN AND TRUST Average Participant Retirement Account Value

In 2004, the average participant retirement account value for PATRIOT BANK EMPLOYEES SAVINGS & PROFIT SHARING PLAN AND TRUST is $23,268.00

PATRIOT BANK EMPLOYEES SAVINGS & PROFIT SHARING PLAN AND TRUST Estimated Average Employee Contribution Amount

In 2004, the estimated average employee contribution amount per participant for PATRIOT BANK EMPLOYEES SAVINGS & PROFIT SHARING PLAN AND TRUST is $2,733.00.

PATRIOT BANK EMPLOYEES SAVINGS & PROFIT SHARING PLAN AND TRUST Estimated Average Employer Match

In 2004, the estimated average employer match for an employee in PATRIOT BANK EMPLOYEES SAVINGS & PROFIT SHARING PLAN AND TRUST is approximately $862.00
Investing in this additonal $862.00 for 20 years would give you extra $55,224.00, assuming a 10% annual return.

PATRIOT BANK EMPLOYEES SAVINGS & PROFIT SHARING PLAN AND TRUST Total Employer Contribution and Match Rate

In 2004, PATRIOT BANK EMPLOYEES SAVINGS & PROFIT SHARING PLAN AND TRUST allocates $249,375.00 to match its employees' contributions, providing an employer match rate of 63.13% of their contributions

PATRIOT BANK EMPLOYEES SAVINGS & PROFIT SHARING PLAN AND TRUST Total Retirement Plan Asset Growth Rate

In 2004, the total retirement plan asset growth rate of PATRIOT BANK EMPLOYEES SAVINGS & PROFIT SHARING PLAN AND TRUST is -17.32%.

PATRIOT BANK EMPLOYEES SAVINGS & PROFIT SHARING PLAN AND TRUST Estimated Aggregate Retirement Account Investment Gain/Loss

In 2004, the estimated aggregate retirement account investment gain/loss for PATRIOT BANK EMPLOYEES SAVINGS & PROFIT SHARING PLAN AND TRUST is 6.08%. This measures the effectiveness of the plan participants' investments in the year.

PATRIOT BANK EMPLOYEES SAVINGS & PROFIT SHARING PLAN AND TRUST Expense Ratio

In 2004, the investment and administrative expense ratio of PATRIOT BANK EMPLOYEES SAVINGS & PROFIT SHARING PLAN AND TRUST is 0.51%.

Enrollment Features

Recent Articles

Free newsletters

High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more ...

Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 ...) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell

Get Started

Looking for ideas to generate income?

  • ETF or mutual fund income portfolios for 4-7% annual income
  • Dividend stock funds
  • Passive real estate investments
  • more ...

Click for tips and plans for income

Portfolio Calculator (Simulator)

Quickly enter fund allocation and get a back test result on the performance of this 'lazy' portfolio.

Customize Asset Allocation Portfolios

Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.

Retirement Calculator

See how much you can save for retirement.

Investment Calculator

Grow your wealth and see the power of compounding.


Looking for a (forgotten) 401(k)?

Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan ...