PROFIT SHARING PLAN AND TRUST AGREEMENT OF W & O SUPPLY, INC.

Plan Contact

  • Phone: (904) 354-3800

Plan General Information

PROFIT SHARING PLAN AND TRUST AGREEMENT OF W & O SUPPLY, INC. Total Retirement Plan Assets

At the end of 2000, the total retirement plan assets of PROFIT SHARING PLAN AND TRUST AGREEMENT OF W & O SUPPLY, INC. is $3,676,033.00.This plan was established in 1979.

PROFIT SHARING PLAN AND TRUST AGREEMENT OF W & O SUPPLY, INC. Total Number of Retirement Plan Participants

At the end of 2000, the total number of retirement plan participants in PROFIT SHARING PLAN AND TRUST AGREEMENT OF W & O SUPPLY, INC. is 135

PROFIT SHARING PLAN AND TRUST AGREEMENT OF W & O SUPPLY, INC. Average Participant Retirement Account Value

In 2000, the average participant retirement account value for PROFIT SHARING PLAN AND TRUST AGREEMENT OF W & O SUPPLY, INC. is $27,229.00

PROFIT SHARING PLAN AND TRUST AGREEMENT OF W & O SUPPLY, INC. Estimated Average Employee Contribution Amount

In 2000, the estimated average employee contribution amount per participant for PROFIT SHARING PLAN AND TRUST AGREEMENT OF W & O SUPPLY, INC. is $2,849.00.

PROFIT SHARING PLAN AND TRUST AGREEMENT OF W & O SUPPLY, INC. Estimated Average Employer Match

In 2000, the estimated average employer match for an employee in PROFIT SHARING PLAN AND TRUST AGREEMENT OF W & O SUPPLY, INC. is approximately $427.00
Investing in this additonal $427.00 for 20 years would give you extra $27,339.00, assuming a 10% annual return.

PROFIT SHARING PLAN AND TRUST AGREEMENT OF W & O SUPPLY, INC. Total Employer Contribution and Match Rate

In 2000, PROFIT SHARING PLAN AND TRUST AGREEMENT OF W & O SUPPLY, INC. allocates $57,670.00 to match its employees' contributions, providing an employer match rate of 29.98% of their contributions

PROFIT SHARING PLAN AND TRUST AGREEMENT OF W & O SUPPLY, INC. Total Retirement Plan Asset Growth Rate

In 2000, the total retirement plan asset growth rate of PROFIT SHARING PLAN AND TRUST AGREEMENT OF W & O SUPPLY, INC. is 3.94%.

PROFIT SHARING PLAN AND TRUST AGREEMENT OF W & O SUPPLY, INC. Estimated Aggregate Retirement Account Investment Gain/Loss

In 2000, the estimated aggregate retirement account investment gain/loss for PROFIT SHARING PLAN AND TRUST AGREEMENT OF W & O SUPPLY, INC. is 2.15%. This measures the effectiveness of the plan participants' investments in the year.

PROFIT SHARING PLAN AND TRUST AGREEMENT OF W & O SUPPLY, INC. Expense Ratio

In 2000, the investment and administrative expense ratio of PROFIT SHARING PLAN AND TRUST AGREEMENT OF W & O SUPPLY, INC. is 0.00%.

Enrollment Features


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

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 …

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 …