CARROLL, KELLY, TROTTER, FRANZEN, MCBRIDE & PEABODY SALARY SAVINGS PLAN

Plan Contact

  • Address: 111 W. OCEAN BLVD., 14TH FLOOR,LONG BEACH,CA
  • Phone: (562) 432-5855

Plan General Information

CARROLL, KELLY, TROTTER, FRANZEN, MCBRIDE & PEABODY SALARY SAVINGS PLAN Total Retirement Plan Assets

At the end of 2019, the total retirement plan assets of CARROLL, KELLY, TROTTER, FRANZEN, MCBRIDE & PEABODY SALARY SAVINGS PLAN is $9,766,408.00.This plan was established in 1996.

CARROLL, KELLY, TROTTER, FRANZEN, MCBRIDE & PEABODY SALARY SAVINGS PLAN Total Number of Retirement Plan Participants

At the end of 2019, the total number of retirement plan participants in CARROLL, KELLY, TROTTER, FRANZEN, MCBRIDE & PEABODY SALARY SAVINGS PLAN is 107

CARROLL, KELLY, TROTTER, FRANZEN, MCBRIDE & PEABODY SALARY SAVINGS PLAN Average Participant Retirement Account Value

In 2019, the average participant retirement account value for CARROLL, KELLY, TROTTER, FRANZEN, MCBRIDE & PEABODY SALARY SAVINGS PLAN is $91,274.00

CARROLL, KELLY, TROTTER, FRANZEN, MCBRIDE & PEABODY SALARY SAVINGS PLAN Estimated Average Employee Contribution Amount

In 2019, the estimated average employee contribution amount per participant for CARROLL, KELLY, TROTTER, FRANZEN, MCBRIDE & PEABODY SALARY SAVINGS PLAN is $11,719.00.

CARROLL, KELLY, TROTTER, FRANZEN, MCBRIDE & PEABODY SALARY SAVINGS PLAN Estimated Average Employer Match

In 2019, the estimated average employer match for an employee in CARROLL, KELLY, TROTTER, FRANZEN, MCBRIDE & PEABODY SALARY SAVINGS PLAN is approximately $973.00
Investing in this additonal $973.00 for 20 years would give you extra $62,327.00, assuming a 10% annual return.

CARROLL, KELLY, TROTTER, FRANZEN, MCBRIDE & PEABODY SALARY SAVINGS PLAN Total Employer Contribution and Match Rate

In 2019, CARROLL, KELLY, TROTTER, FRANZEN, MCBRIDE & PEABODY SALARY SAVINGS PLAN allocates $104,203.00 to match its employees' contributions, providing an employer match rate of 16.62% of their contributions

CARROLL, KELLY, TROTTER, FRANZEN, MCBRIDE & PEABODY SALARY SAVINGS PLAN Total Retirement Plan Asset Growth Rate

In 2019, the total retirement plan asset growth rate of CARROLL, KELLY, TROTTER, FRANZEN, MCBRIDE & PEABODY SALARY SAVINGS PLAN is 22.20%.

CARROLL, KELLY, TROTTER, FRANZEN, MCBRIDE & PEABODY SALARY SAVINGS PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2019, the estimated aggregate retirement account investment gain/loss for CARROLL, KELLY, TROTTER, FRANZEN, MCBRIDE & PEABODY SALARY SAVINGS PLAN is 18.34%. This measures the effectiveness of the plan participants' investments in the year.

CARROLL, KELLY, TROTTER, FRANZEN, MCBRIDE & PEABODY SALARY SAVINGS PLAN Expense Ratio

In 2019, the investment and administrative expense ratio of CARROLL, KELLY, TROTTER, FRANZEN, MCBRIDE & PEABODY SALARY SAVINGS PLAN is 0.02%.

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