401K/ PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF COLOR WHEEL PAINT MANUFATURING CO., INC.

Plan Contact

  • Contact person: STEVEN K. STRUBE
  • Phone: (407) 293-6810

Plan General Information

401K/ PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF COLOR WHEEL PAINT MANUFATURING CO., INC. Total Retirement Plan Assets

At the end of 2004, the total retirement plan assets of 401K/ PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF COLOR WHEEL PAINT MANUFATURING CO., INC. is $9,996,909.00.This plan was established in 1971.

401K/ PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF COLOR WHEEL PAINT MANUFATURING CO., INC. Total Number of Retirement Plan Participants

At the end of 2004, the total number of retirement plan participants in 401K/ PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF COLOR WHEEL PAINT MANUFATURING CO., INC. is 242

401K/ PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF COLOR WHEEL PAINT MANUFATURING CO., INC. Average Participant Retirement Account Value

In 2004, the average participant retirement account value for 401K/ PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF COLOR WHEEL PAINT MANUFATURING CO., INC. is $41,309.00

401K/ PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF COLOR WHEEL PAINT MANUFATURING CO., INC. Estimated Average Employee Contribution Amount

In 2004, the estimated average employee contribution amount per participant for 401K/ PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF COLOR WHEEL PAINT MANUFATURING CO., INC. is $3,447.00.

401K/ PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF COLOR WHEEL PAINT MANUFATURING CO., INC. Estimated Average Employer Match

In 2004, the estimated average employer match for an employee in 401K/ PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF COLOR WHEEL PAINT MANUFATURING CO., INC. is approximately $743.00
Investing in this additonal $743.00 for 20 years would give you extra $47,603.00, assuming a 10% annual return.

401K/ PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF COLOR WHEEL PAINT MANUFATURING CO., INC. Total Employer Contribution and Match Rate

In 2004, 401K/ PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF COLOR WHEEL PAINT MANUFATURING CO., INC. allocates $180,000.00 to match its employees' contributions, providing an employer match rate of 43.14% of their contributions

401K/ PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF COLOR WHEEL PAINT MANUFATURING CO., INC. Total Retirement Plan Asset Growth Rate

In 2004, the total retirement plan asset growth rate of 401K/ PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF COLOR WHEEL PAINT MANUFATURING CO., INC. is 8.87%.

401K/ PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF COLOR WHEEL PAINT MANUFATURING CO., INC. Estimated Aggregate Retirement Account Investment Gain/Loss

In 2004, the estimated aggregate retirement account investment gain/loss for 401K/ PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF COLOR WHEEL PAINT MANUFATURING CO., INC. is 7.27%. This measures the effectiveness of the plan participants' investments in the year.

401K/ PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF COLOR WHEEL PAINT MANUFATURING CO., INC. Expense Ratio

In 2004, the investment and administrative expense ratio of 401K/ PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF COLOR WHEEL PAINT MANUFATURING CO., INC. is 0.33%.

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 …