BILL SMITH, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Plan Contact

  • Address: 1651 FOWLER STREET,FORT MYERS,FL
  • Contact person: EARL E. SMITH
  • Phone: (239) 334-1121

Plan General Information

BILL SMITH, INC. 401(K) PROFIT SHARING PLAN AND TRUST Total Retirement Plan Assets

At the end of 2011, the total retirement plan assets of BILL SMITH, INC. 401(K) PROFIT SHARING PLAN AND TRUST is $3,828,220.00.This plan was established in 1991.

BILL SMITH, INC. 401(K) PROFIT SHARING PLAN AND TRUST Total Number of Retirement Plan Participants

At the end of 2011, the total number of retirement plan participants in BILL SMITH, INC. 401(K) PROFIT SHARING PLAN AND TRUST is 102

BILL SMITH, INC. 401(K) PROFIT SHARING PLAN AND TRUST Average Participant Retirement Account Value

In 2011, the average participant retirement account value for BILL SMITH, INC. 401(K) PROFIT SHARING PLAN AND TRUST is $37,531.00

BILL SMITH, INC. 401(K) PROFIT SHARING PLAN AND TRUST Estimated Average Employee Contribution Amount

In 2011, the estimated average employee contribution amount per participant for BILL SMITH, INC. 401(K) PROFIT SHARING PLAN AND TRUST is $3,485.00.

BILL SMITH, INC. 401(K) PROFIT SHARING PLAN AND TRUST Total Retirement Plan Asset Growth Rate

In 2011, the total retirement plan asset growth rate of BILL SMITH, INC. 401(K) PROFIT SHARING PLAN AND TRUST is -8.05%.

BILL SMITH, INC. 401(K) PROFIT SHARING PLAN AND TRUST Estimated Aggregate Retirement Account Investment Gain/Loss

In 2011, the estimated aggregate retirement account investment gain/loss for BILL SMITH, INC. 401(K) PROFIT SHARING PLAN AND TRUST is -1.62%. This measures the effectiveness of the plan participants' investments in the year.

BILL SMITH, INC. 401(K) PROFIT SHARING PLAN AND TRUST Expense Ratio

In 2011, the investment and administrative expense ratio of BILL SMITH, INC. 401(K) PROFIT SHARING PLAN AND TRUST is 0.00%.

Enrollment Features

BILL SMITH, INC. 401(K) PROFIT SHARING PLAN AND TRUST has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.


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