CHATHAM BARS INN 401K PLAN

Plan Contact

  • Contact person: STEPHEN DAVOL
  • Phone: (508) 945-0096

Plan General Information

CHATHAM BARS INN 401K PLAN Total Retirement Plan Assets

At the end of 2002, the total retirement plan assets of CHATHAM BARS INN 401K PLAN is $547,648.00.This plan was established in 1995.

CHATHAM BARS INN 401K PLAN Total Number of Retirement Plan Participants

At the end of 2002, the total number of retirement plan participants in CHATHAM BARS INN 401K PLAN is 175

CHATHAM BARS INN 401K PLAN Average Participant Retirement Account Value

In 2002, the average participant retirement account value for CHATHAM BARS INN 401K PLAN is $3,129.00

CHATHAM BARS INN 401K PLAN Estimated Average Employee Contribution Amount

In 2002, the estimated average employee contribution amount per participant for CHATHAM BARS INN 401K PLAN is $1,609.00.

CHATHAM BARS INN 401K PLAN Estimated Average Employer Match

In 2002, the estimated average employer match for an employee in CHATHAM BARS INN 401K PLAN is approximately $235.00
Investing in this additonal $235.00 for 20 years would give you extra $15,092.00, assuming a 10% annual return.

CHATHAM BARS INN 401K PLAN Total Employer Contribution and Match Rate

In 2002, CHATHAM BARS INN 401K PLAN allocates $41,269.00 to match its employees' contributions, providing an employer match rate of 29.30% of their contributions

CHATHAM BARS INN 401K PLAN Total Retirement Plan Asset Growth Rate

In 2002, the total retirement plan asset growth rate of CHATHAM BARS INN 401K PLAN is 11.74%.

CHATHAM BARS INN 401K PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2002, the estimated aggregate retirement account investment gain/loss for CHATHAM BARS INN 401K PLAN is -16.80%. This measures the effectiveness of the plan participants' investments in the year.

CHATHAM BARS INN 401K PLAN Expense Ratio

In 2002, the investment and administrative expense ratio of CHATHAM BARS INN 401K PLAN is 0.00%.

Enrollment Features


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 …