SMH US INC. TAX-SHELTERED SAVINGS PLAN FOR SALARIED EMPLOYEES

Plan Contact

  • Contact person: JOSEPH MELLA
  • Phone: (201) 271-4696

Plan General Information

SMH US INC. TAX-SHELTERED SAVINGS PLAN FOR SALARIED EMPLOYEES Total Retirement Plan Assets

At the end of 1999, the total retirement plan assets of SMH US INC. TAX-SHELTERED SAVINGS PLAN FOR SALARIED EMPLOYEES is $12,720,393.00.This plan was established in 1984.

SMH US INC. TAX-SHELTERED SAVINGS PLAN FOR SALARIED EMPLOYEES Total Number of Retirement Plan Participants

At the end of 1999, the total number of retirement plan participants in SMH US INC. TAX-SHELTERED SAVINGS PLAN FOR SALARIED EMPLOYEES is 290

SMH US INC. TAX-SHELTERED SAVINGS PLAN FOR SALARIED EMPLOYEES Average Participant Retirement Account Value

In 1999, the average participant retirement account value for SMH US INC. TAX-SHELTERED SAVINGS PLAN FOR SALARIED EMPLOYEES is $43,863.00

SMH US INC. TAX-SHELTERED SAVINGS PLAN FOR SALARIED EMPLOYEES Estimated Average Employee Contribution Amount

In 1999, the estimated average employee contribution amount per participant for SMH US INC. TAX-SHELTERED SAVINGS PLAN FOR SALARIED EMPLOYEES is $848.00.

SMH US INC. TAX-SHELTERED SAVINGS PLAN FOR SALARIED EMPLOYEES Estimated Average Employer Match

In 1999, the estimated average employer match for an employee in SMH US INC. TAX-SHELTERED SAVINGS PLAN FOR SALARIED EMPLOYEES is approximately $3,536.00
Investing in this additonal $3,536.00 for 20 years would give you extra $226,327.00, assuming a 10% annual return.

SMH US INC. TAX-SHELTERED SAVINGS PLAN FOR SALARIED EMPLOYEES Total Employer Contribution and Match Rate

In 1999, SMH US INC. TAX-SHELTERED SAVINGS PLAN FOR SALARIED EMPLOYEES allocates $1,025,546.00 to match its employees' contributions, providing an employer match rate of 833.68% of their contributions

SMH US INC. TAX-SHELTERED SAVINGS PLAN FOR SALARIED EMPLOYEES Total Retirement Plan Asset Growth Rate

In 1999, the total retirement plan asset growth rate of SMH US INC. TAX-SHELTERED SAVINGS PLAN FOR SALARIED EMPLOYEES is 17.35%.

SMH US INC. TAX-SHELTERED SAVINGS PLAN FOR SALARIED EMPLOYEES Estimated Aggregate Retirement Account Investment Gain/Loss

In 1999, the estimated aggregate retirement account investment gain/loss for SMH US INC. TAX-SHELTERED SAVINGS PLAN FOR SALARIED EMPLOYEES is 15.37%. This measures the effectiveness of the plan participants' investments in the year.

SMH US INC. TAX-SHELTERED SAVINGS PLAN FOR SALARIED EMPLOYEES Expense Ratio

In 1999, the investment and administrative expense ratio of SMH US INC. TAX-SHELTERED SAVINGS PLAN FOR SALARIED EMPLOYEES is 0.07%.

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 …