BORAH, GOLDSTEIN, ALTSCHULER, PROFIT SHARING PLAN

Plan Contact

  • Address: 377 BROADWAY FL 5,NEW YORK,NY
  • Contact person: MYRON I. ALTSCHULER
  • Phone: (212) 431-1300

Plan General Information

BORAH, GOLDSTEIN, ALTSCHULER, PROFIT SHARING PLAN Total Retirement Plan Assets

At the end of 2012, the total retirement plan assets of BORAH, GOLDSTEIN, ALTSCHULER, PROFIT SHARING PLAN is $5,272,933.00.This plan was established in 1998.

BORAH, GOLDSTEIN, ALTSCHULER, PROFIT SHARING PLAN Total Number of Retirement Plan Participants

At the end of 2012, the total number of retirement plan participants in BORAH, GOLDSTEIN, ALTSCHULER, PROFIT SHARING PLAN is 91

BORAH, GOLDSTEIN, ALTSCHULER, PROFIT SHARING PLAN Average Participant Retirement Account Value

In 2012, the average participant retirement account value for BORAH, GOLDSTEIN, ALTSCHULER, PROFIT SHARING PLAN is $57,944.00

BORAH, GOLDSTEIN, ALTSCHULER, PROFIT SHARING PLAN Estimated Average Employee Contribution Amount

In 2012, the estimated average employee contribution amount per participant for BORAH, GOLDSTEIN, ALTSCHULER, PROFIT SHARING PLAN is $7,933.00.

BORAH, GOLDSTEIN, ALTSCHULER, PROFIT SHARING PLAN Estimated Average Employer Match

In 2012, the estimated average employer match for an employee in BORAH, GOLDSTEIN, ALTSCHULER, PROFIT SHARING PLAN is approximately $377.00
Investing in this additonal $377.00 for 20 years would give you extra $24,146.00, assuming a 10% annual return.

BORAH, GOLDSTEIN, ALTSCHULER, PROFIT SHARING PLAN Total Employer Contribution and Match Rate

In 2012, BORAH, GOLDSTEIN, ALTSCHULER, PROFIT SHARING PLAN allocates $34,334.00 to match its employees' contributions, providing an employer match rate of 9.51% of their contributions

BORAH, GOLDSTEIN, ALTSCHULER, PROFIT SHARING PLAN Total Retirement Plan Asset Growth Rate

In 2012, the total retirement plan asset growth rate of BORAH, GOLDSTEIN, ALTSCHULER, PROFIT SHARING PLAN is 10.40%.

BORAH, GOLDSTEIN, ALTSCHULER, PROFIT SHARING PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2012, the estimated aggregate retirement account investment gain/loss for BORAH, GOLDSTEIN, ALTSCHULER, PROFIT SHARING PLAN is 9.23%. This measures the effectiveness of the plan participants' investments in the year.

BORAH, GOLDSTEIN, ALTSCHULER, PROFIT SHARING PLAN Expense Ratio

In 2012, the investment and administrative expense ratio of BORAH, GOLDSTEIN, ALTSCHULER, PROFIT SHARING PLAN is 0.04%.

Enrollment Features

BORAH, GOLDSTEIN, ALTSCHULER, PROFIT SHARING PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
    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.


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 ...