BARTELT 401K & PROFIT SHARING PLAN
Plan Contact
- Contact person: MARY L. MERCURIO
- Phone: (941) 359-4983
Plan General Information
BARTELT 401K & PROFIT SHARING PLAN Total Retirement Plan Assets
At the end of 2005, the total retirement plan assets of BARTELT 401K & PROFIT SHARING PLAN is $4,767,621.00.This plan was established in 1995.
BARTELT 401K & PROFIT SHARING PLAN Total Number of Retirement Plan Participants
At the end of 2005, the total number of retirement plan participants in BARTELT 401K & PROFIT SHARING PLAN is 132
BARTELT 401K & PROFIT SHARING PLAN Average Participant Retirement Account Value
In 2005, the average participant retirement account value for BARTELT 401K & PROFIT SHARING PLAN is $36,118.00
BARTELT 401K & PROFIT SHARING PLAN Estimated Average Employee Contribution Amount
In 2005, the estimated average employee contribution amount per participant for BARTELT 401K & PROFIT SHARING PLAN is $3,360.00.
BARTELT 401K & PROFIT SHARING PLAN Estimated Average Employer Match
In 2005, the estimated average employer match for an employee in BARTELT 401K & PROFIT SHARING PLAN is approximately $1,039.00
Investing in this additonal $1,039.00 for 20 years would give you extra $66,553.00, assuming a 10% annual return.
Investing in this additonal $1,039.00 for 20 years would give you extra $66,553.00, assuming a 10% annual return.
BARTELT 401K & PROFIT SHARING PLAN Total Employer Contribution and Match Rate
In 2005, BARTELT 401K & PROFIT SHARING PLAN allocates $137,267.00 to match its employees' contributions, providing an employer match rate of 61.88% of their contributions
BARTELT 401K & PROFIT SHARING PLAN Total Retirement Plan Asset Growth Rate
In 2005, the total retirement plan asset growth rate of BARTELT 401K & PROFIT SHARING PLAN is 5.12%.
BARTELT 401K & PROFIT SHARING PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2005, the estimated aggregate retirement account investment gain/loss for BARTELT 401K & PROFIT SHARING PLAN is 6.57%. This measures the effectiveness of the plan participants' investments in the year.
BARTELT 401K & PROFIT SHARING PLAN Expense Ratio
In 2005, the investment and administrative expense ratio of BARTELT 401K & PROFIT SHARING PLAN is 0.12%.
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