THE CARLTON COMPANY TAX SHELTERED RETIREMENT SAVIN
Plan Contact
- Contact person: MS. SANDI TABOR
- Phone: (503) 659-8911
Plan General Information
THE CARLTON COMPANY TAX SHELTERED RETIREMENT SAVIN Total Retirement Plan Assets
At the end of 2004, the total retirement plan assets of THE CARLTON COMPANY TAX SHELTERED RETIREMENT SAVIN is $7,764,528.00.This plan was established in 1980.
THE CARLTON COMPANY TAX SHELTERED RETIREMENT SAVIN Total Number of Retirement Plan Participants
At the end of 2004, the total number of retirement plan participants in THE CARLTON COMPANY TAX SHELTERED RETIREMENT SAVIN is 280
THE CARLTON COMPANY TAX SHELTERED RETIREMENT SAVIN Average Participant Retirement Account Value
In 2004, the average participant retirement account value for THE CARLTON COMPANY TAX SHELTERED RETIREMENT SAVIN is $27,730.00
THE CARLTON COMPANY TAX SHELTERED RETIREMENT SAVIN Estimated Average Employee Contribution Amount
In 2004, the estimated average employee contribution amount per participant for THE CARLTON COMPANY TAX SHELTERED RETIREMENT SAVIN is $4,172.00.
THE CARLTON COMPANY TAX SHELTERED RETIREMENT SAVIN Estimated Average Employer Match
In 2004, the estimated average employer match for an employee in THE CARLTON COMPANY TAX SHELTERED RETIREMENT SAVIN is approximately $724.00
Investing in this additonal $724.00 for 20 years would give you extra $46,342.00, assuming a 10% annual return.
Investing in this additonal $724.00 for 20 years would give you extra $46,342.00, assuming a 10% annual return.
THE CARLTON COMPANY TAX SHELTERED RETIREMENT SAVIN Total Employer Contribution and Match Rate
In 2004, THE CARLTON COMPANY TAX SHELTERED RETIREMENT SAVIN allocates $202,747.00 to match its employees' contributions, providing an employer match rate of 34.71% of their contributions
THE CARLTON COMPANY TAX SHELTERED RETIREMENT SAVIN Total Retirement Plan Asset Growth Rate
In 2004, the total retirement plan asset growth rate of THE CARLTON COMPANY TAX SHELTERED RETIREMENT SAVIN is 12.65%.
THE CARLTON COMPANY TAX SHELTERED RETIREMENT SAVIN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2004, the estimated aggregate retirement account investment gain/loss for THE CARLTON COMPANY TAX SHELTERED RETIREMENT SAVIN is 6.77%. This measures the effectiveness of the plan participants' investments in the year.
THE CARLTON COMPANY TAX SHELTERED RETIREMENT SAVIN Expense Ratio
In 2004, the investment and administrative expense ratio of THE CARLTON COMPANY TAX SHELTERED RETIREMENT SAVIN is 0.43%.
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