ALFORD, CLAUSEN & MCDONALD, LLC 401K PROFIT SHARING PLAN

Plan Contact

  • Phone: (251) 432-1600

Plan General Information

ALFORD, CLAUSEN & MCDONALD, LLC 401K PROFIT SHARING PLAN Total Retirement Plan Assets

At the end of 2008, the total retirement plan assets of ALFORD, CLAUSEN & MCDONALD, LLC 401K PROFIT SHARING PLAN is $5,195,193.00.This plan was established in 1996.

ALFORD, CLAUSEN & MCDONALD, LLC 401K PROFIT SHARING PLAN Total Number of Retirement Plan Participants

At the end of 2008, the total number of retirement plan participants in ALFORD, CLAUSEN & MCDONALD, LLC 401K PROFIT SHARING PLAN is 118

ALFORD, CLAUSEN & MCDONALD, LLC 401K PROFIT SHARING PLAN Average Participant Retirement Account Value

In 2008, the average participant retirement account value for ALFORD, CLAUSEN & MCDONALD, LLC 401K PROFIT SHARING PLAN is $44,027.00

ALFORD, CLAUSEN & MCDONALD, LLC 401K PROFIT SHARING PLAN Estimated Average Employee Contribution Amount

In 2008, the estimated average employee contribution amount per participant for ALFORD, CLAUSEN & MCDONALD, LLC 401K PROFIT SHARING PLAN is $2,023.00.

ALFORD, CLAUSEN & MCDONALD, LLC 401K PROFIT SHARING PLAN Estimated Average Employer Match

In 2008, the estimated average employer match for an employee in ALFORD, CLAUSEN & MCDONALD, LLC 401K PROFIT SHARING PLAN is approximately $401.00
Investing in this additonal $401.00 for 20 years would give you extra $25,719.00, assuming a 10% annual return.

ALFORD, CLAUSEN & MCDONALD, LLC 401K PROFIT SHARING PLAN Total Employer Contribution and Match Rate

In 2008, ALFORD, CLAUSEN & MCDONALD, LLC 401K PROFIT SHARING PLAN allocates $47,420.00 to match its employees' contributions, providing an employer match rate of 39.71% of their contributions

ALFORD, CLAUSEN & MCDONALD, LLC 401K PROFIT SHARING PLAN Total Retirement Plan Asset Growth Rate

In 2008, the total retirement plan asset growth rate of ALFORD, CLAUSEN & MCDONALD, LLC 401K PROFIT SHARING PLAN is -44.23%.

ALFORD, CLAUSEN & MCDONALD, LLC 401K PROFIT SHARING PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2008, the estimated aggregate retirement account investment gain/loss for ALFORD, CLAUSEN & MCDONALD, LLC 401K PROFIT SHARING PLAN is -31.46%. This measures the effectiveness of the plan participants' investments in the year.

ALFORD, CLAUSEN & MCDONALD, LLC 401K PROFIT SHARING PLAN Expense Ratio

In 2008, the investment and administrative expense ratio of ALFORD, CLAUSEN & MCDONALD, LLC 401K PROFIT SHARING PLAN is 0.69%.

Enrollment Features

ALFORD, CLAUSEN & MCDONALD, LLC 401K PROFIT SHARING PLAN has the following features:
    Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.


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