BAILEYS GYM INC

Plan Contact

  • Address: P O BOX 8762,JACKSONVILLE,FL
  • Contact person: DONALD BAILEY
  • Phone: (904) 744-9986

Plan General Information

BAILEYS GYM INC Total Retirement Plan Assets

At the end of 2009, the total retirement plan assets of BAILEYS GYM INC is $1,091,922.00.This plan was established in 1998.

BAILEYS GYM INC Total Number of Retirement Plan Participants

At the end of 2009, the total number of retirement plan participants in BAILEYS GYM INC is 155

BAILEYS GYM INC Average Participant Retirement Account Value

In 2009, the average participant retirement account value for BAILEYS GYM INC is $7,044.00

BAILEYS GYM INC Estimated Average Employee Contribution Amount

In 2009, the estimated average employee contribution amount per participant for BAILEYS GYM INC is $1,519.00.

BAILEYS GYM INC Estimated Average Employer Match

In 2009, the estimated average employer match for an employee in BAILEYS GYM INC is approximately $334.00
Investing in this additonal $334.00 for 20 years would give you extra $21,421.00, assuming a 10% annual return.

BAILEYS GYM INC Total Employer Contribution and Match Rate

In 2009, BAILEYS GYM INC allocates $51,880.00 to match its employees' contributions, providing an employer match rate of 44.05% of their contributions

BAILEYS GYM INC Total Retirement Plan Asset Growth Rate

In 2009, the total retirement plan asset growth rate of BAILEYS GYM INC is 39.82%.

BAILEYS GYM INC Estimated Aggregate Retirement Account Investment Gain/Loss

In 2009, the estimated aggregate retirement account investment gain/loss for BAILEYS GYM INC is 23.55%. This measures the effectiveness of the plan participants' investments in the year.

BAILEYS GYM INC Expense Ratio

In 2009, the investment and administrative expense ratio of BAILEYS GYM INC is 0.02%.

Enrollment Features

BAILEYS GYM INC has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.


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 …