BURNS, MORRIS & STEWART PROFIT SHARING PLAN & TRUST
Plan Contact
- Contact person: MICHAEL KUNK
- Phone: (936) 569-8211
Plan General Information
BURNS, MORRIS & STEWART PROFIT SHARING PLAN & TRUST Total Retirement Plan Assets
At the end of 2004, the total retirement plan assets of BURNS, MORRIS & STEWART PROFIT SHARING PLAN & TRUST is $2,466,038.00.This plan was established in 1987.
BURNS, MORRIS & STEWART PROFIT SHARING PLAN & TRUST Total Number of Retirement Plan Participants
At the end of 2004, the total number of retirement plan participants in BURNS, MORRIS & STEWART PROFIT SHARING PLAN & TRUST is 140
BURNS, MORRIS & STEWART PROFIT SHARING PLAN & TRUST Average Participant Retirement Account Value
In 2004, the average participant retirement account value for BURNS, MORRIS & STEWART PROFIT SHARING PLAN & TRUST is $17,614.00
BURNS, MORRIS & STEWART PROFIT SHARING PLAN & TRUST Estimated Average Employee Contribution Amount
In 2004, the estimated average employee contribution amount per participant for BURNS, MORRIS & STEWART PROFIT SHARING PLAN & TRUST is $1,532.00.
BURNS, MORRIS & STEWART PROFIT SHARING PLAN & TRUST Estimated Average Employer Match
In 2004, the estimated average employer match for an employee in BURNS, MORRIS & STEWART PROFIT SHARING PLAN & TRUST is approximately $733.00
Investing in this additonal $733.00 for 20 years would give you extra $46,973.00, assuming a 10% annual return.
Investing in this additonal $733.00 for 20 years would give you extra $46,973.00, assuming a 10% annual return.
BURNS, MORRIS & STEWART PROFIT SHARING PLAN & TRUST Total Employer Contribution and Match Rate
In 2004, BURNS, MORRIS & STEWART PROFIT SHARING PLAN & TRUST allocates $102,755.00 to match its employees' contributions, providing an employer match rate of 95.77% of their contributions
BURNS, MORRIS & STEWART PROFIT SHARING PLAN & TRUST Total Retirement Plan Asset Growth Rate
In 2004, the total retirement plan asset growth rate of BURNS, MORRIS & STEWART PROFIT SHARING PLAN & TRUST is -0.99%.
BURNS, MORRIS & STEWART PROFIT SHARING PLAN & TRUST Estimated Aggregate Retirement Account Investment Gain/Loss
In 2004, the estimated aggregate retirement account investment gain/loss for BURNS, MORRIS & STEWART PROFIT SHARING PLAN & TRUST is 12.91%. This measures the effectiveness of the plan participants' investments in the year.
BURNS, MORRIS & STEWART PROFIT SHARING PLAN & TRUST Expense Ratio
In 2004, the investment and administrative expense ratio of BURNS, MORRIS & STEWART PROFIT SHARING PLAN & TRUST is 0.12%.
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