RETIREMENT PLAN AND TRUST OF THE EVERGREENS, INC.

Plan Contact

  • Contact person: J. FRAZIER MCGEE
  • Phone: (336) 292-8620

Plan General Information

RETIREMENT PLAN AND TRUST OF THE EVERGREENS, INC. Total Retirement Plan Assets

At the end of 2005, the total retirement plan assets of RETIREMENT PLAN AND TRUST OF THE EVERGREENS, INC. is $1,757,371.00.This plan was established in 1983.

RETIREMENT PLAN AND TRUST OF THE EVERGREENS, INC. Total Number of Retirement Plan Participants

At the end of 2005, the total number of retirement plan participants in RETIREMENT PLAN AND TRUST OF THE EVERGREENS, INC. is 626

RETIREMENT PLAN AND TRUST OF THE EVERGREENS, INC. Average Participant Retirement Account Value

In 2005, the average participant retirement account value for RETIREMENT PLAN AND TRUST OF THE EVERGREENS, INC. is $2,807.00

RETIREMENT PLAN AND TRUST OF THE EVERGREENS, INC. Estimated Average Employee Contribution Amount

In 2005, the estimated average employee contribution amount per participant for RETIREMENT PLAN AND TRUST OF THE EVERGREENS, INC. is $384.00.

RETIREMENT PLAN AND TRUST OF THE EVERGREENS, INC. Estimated Average Employer Match

In 2005, the estimated average employer match for an employee in RETIREMENT PLAN AND TRUST OF THE EVERGREENS, INC. is approximately $28.00
Investing in this additonal $28.00 for 20 years would give you extra $1,797.00, assuming a 10% annual return.

RETIREMENT PLAN AND TRUST OF THE EVERGREENS, INC. Total Employer Contribution and Match Rate

In 2005, RETIREMENT PLAN AND TRUST OF THE EVERGREENS, INC. allocates $17,582.00 to match its employees' contributions, providing an employer match rate of 14.60% of their contributions

RETIREMENT PLAN AND TRUST OF THE EVERGREENS, INC. Total Retirement Plan Asset Growth Rate

In 2005, the total retirement plan asset growth rate of RETIREMENT PLAN AND TRUST OF THE EVERGREENS, INC. is 8.25%.

RETIREMENT PLAN AND TRUST OF THE EVERGREENS, INC. Estimated Aggregate Retirement Account Investment Gain/Loss

In 2005, the estimated aggregate retirement account investment gain/loss for RETIREMENT PLAN AND TRUST OF THE EVERGREENS, INC. is 11.26%. This measures the effectiveness of the plan participants' investments in the year.

RETIREMENT PLAN AND TRUST OF THE EVERGREENS, INC. Expense Ratio

In 2005, the investment and administrative expense ratio of RETIREMENT PLAN AND TRUST OF THE EVERGREENS, INC. is 0.22%.

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 ...