WALNUT INVESTMENT CORPORATION 401 K PLAN
Plan Contact
- Contact person: JOHN J GOREY
- Phone: (323) 721-9011
Plan General Information
WALNUT INVESTMENT CORPORATION 401 K PLAN Total Retirement Plan Assets
At the end of 2000, the total retirement plan assets of WALNUT INVESTMENT CORPORATION 401 K PLAN is $3,327,243.00.This plan was established in 1994.
WALNUT INVESTMENT CORPORATION 401 K PLAN Total Number of Retirement Plan Participants
At the end of 2000, the total number of retirement plan participants in WALNUT INVESTMENT CORPORATION 401 K PLAN is 357
WALNUT INVESTMENT CORPORATION 401 K PLAN Average Participant Retirement Account Value
In 2000, the average participant retirement account value for WALNUT INVESTMENT CORPORATION 401 K PLAN is $9,320.00
WALNUT INVESTMENT CORPORATION 401 K PLAN Estimated Average Employee Contribution Amount
In 2000, the estimated average employee contribution amount per participant for WALNUT INVESTMENT CORPORATION 401 K PLAN is $2,826.00.
WALNUT INVESTMENT CORPORATION 401 K PLAN Estimated Average Employer Match
In 2000, the estimated average employer match for an employee in WALNUT INVESTMENT CORPORATION 401 K PLAN is approximately $529.00
Investing in this additonal $529.00 for 20 years would give you extra $33,914.00, assuming a 10% annual return.
Investing in this additonal $529.00 for 20 years would give you extra $33,914.00, assuming a 10% annual return.
WALNUT INVESTMENT CORPORATION 401 K PLAN Total Employer Contribution and Match Rate
In 2000, WALNUT INVESTMENT CORPORATION 401 K PLAN allocates $189,180.00 to match its employees' contributions, providing an employer match rate of 37.50% of their contributions
WALNUT INVESTMENT CORPORATION 401 K PLAN Total Retirement Plan Asset Growth Rate
In 2000, the total retirement plan asset growth rate of WALNUT INVESTMENT CORPORATION 401 K PLAN is 4.78%.
WALNUT INVESTMENT CORPORATION 401 K PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2000, the estimated aggregate retirement account investment gain/loss for WALNUT INVESTMENT CORPORATION 401 K PLAN is -8.44%. This measures the effectiveness of the plan participants' investments in the year.
WALNUT INVESTMENT CORPORATION 401 K PLAN Expense Ratio
In 2000, the investment and administrative expense ratio of WALNUT INVESTMENT CORPORATION 401 K PLAN is 0.38%.
Enrollment Features
Recent Articles
- Target Date Funds for Young Professionals
- Target Date Funds for Retirement Investing
- The One-Fund 401(k) Portfolio: Simple Yet Does Its Job
- Roth IRAs for Retirees
- Lazy Portfolios Aren't Lazy in Growing Wealth
- Lazy Portfolios in Different Market Conditions
- Tax-Efficient Lazy Portfolios
- Lazy Portfolios for Retirement Investing
- How to Implement a Lazy Portfolio
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 ...