EMPLOYEE BENEFIT PLAN OF UNITED COMMUNITY & FAMILY SERVICES, INC.

Plan Contact

  • Contact person: CHARLES SEEMAN
  • Phone: (860) 889-2375

Plan General Information

EMPLOYEE BENEFIT PLAN OF UNITED COMMUNITY & FAMILY SERVICES, INC. Total Retirement Plan Assets

At the end of 2002, the total retirement plan assets of EMPLOYEE BENEFIT PLAN OF UNITED COMMUNITY & FAMILY SERVICES, INC. is $3,499,727.00.This plan was established in 1981.

EMPLOYEE BENEFIT PLAN OF UNITED COMMUNITY & FAMILY SERVICES, INC. Total Number of Retirement Plan Participants

At the end of 2002, the total number of retirement plan participants in EMPLOYEE BENEFIT PLAN OF UNITED COMMUNITY & FAMILY SERVICES, INC. is 321

EMPLOYEE BENEFIT PLAN OF UNITED COMMUNITY & FAMILY SERVICES, INC. Average Participant Retirement Account Value

In 2002, the average participant retirement account value for EMPLOYEE BENEFIT PLAN OF UNITED COMMUNITY & FAMILY SERVICES, INC. is $10,902.00

EMPLOYEE BENEFIT PLAN OF UNITED COMMUNITY & FAMILY SERVICES, INC. Estimated Average Employee Contribution Amount

In 2002, the estimated average employee contribution amount per participant for EMPLOYEE BENEFIT PLAN OF UNITED COMMUNITY & FAMILY SERVICES, INC. is $1,542.00.

EMPLOYEE BENEFIT PLAN OF UNITED COMMUNITY & FAMILY SERVICES, INC. Estimated Average Employer Match

In 2002, the estimated average employer match for an employee in EMPLOYEE BENEFIT PLAN OF UNITED COMMUNITY & FAMILY SERVICES, INC. is approximately $982.00
Investing in this additonal $982.00 for 20 years would give you extra $62,897.00, assuming a 10% annual return.

EMPLOYEE BENEFIT PLAN OF UNITED COMMUNITY & FAMILY SERVICES, INC. Total Employer Contribution and Match Rate

In 2002, EMPLOYEE BENEFIT PLAN OF UNITED COMMUNITY & FAMILY SERVICES, INC. allocates $315,468.00 to match its employees' contributions, providing an employer match rate of 127.44% of their contributions

EMPLOYEE BENEFIT PLAN OF UNITED COMMUNITY & FAMILY SERVICES, INC. Total Retirement Plan Asset Growth Rate

In 2002, the total retirement plan asset growth rate of EMPLOYEE BENEFIT PLAN OF UNITED COMMUNITY & FAMILY SERVICES, INC. is 3.53%.

EMPLOYEE BENEFIT PLAN OF UNITED COMMUNITY & FAMILY SERVICES, INC. Estimated Aggregate Retirement Account Investment Gain/Loss

In 2002, the estimated aggregate retirement account investment gain/loss for EMPLOYEE BENEFIT PLAN OF UNITED COMMUNITY & FAMILY SERVICES, INC. is -6.76%. This measures the effectiveness of the plan participants' investments in the year.

EMPLOYEE BENEFIT PLAN OF UNITED COMMUNITY & FAMILY SERVICES, INC. Expense Ratio

In 2002, the investment and administrative expense ratio of EMPLOYEE BENEFIT PLAN OF UNITED COMMUNITY & FAMILY SERVICES, INC. is 1.05%.

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 …