EMPLOYEES PROFIT SHARING AND INVESTMENT PLAN OF MONTGOMERY, ZUKERMAN, DAVIS, INC.
Plan Contact
- Contact person: THOMAS J. CONRAD CPA
- Phone: (317) 924-6271
Plan General Information
EMPLOYEES PROFIT SHARING AND INVESTMENT PLAN OF MONTGOMERY, ZUKERMAN, DAVIS, INC. Total Retirement Plan Assets
At the end of 2006, the total retirement plan assets of EMPLOYEES PROFIT SHARING AND INVESTMENT PLAN OF MONTGOMERY, ZUKERMAN, DAVIS, INC. is $2,312,044.00.This plan was established in 1983.
EMPLOYEES PROFIT SHARING AND INVESTMENT PLAN OF MONTGOMERY, ZUKERMAN, DAVIS, INC. Total Number of Retirement Plan Participants
At the end of 2006, the total number of retirement plan participants in EMPLOYEES PROFIT SHARING AND INVESTMENT PLAN OF MONTGOMERY, ZUKERMAN, DAVIS, INC. is 83
EMPLOYEES PROFIT SHARING AND INVESTMENT PLAN OF MONTGOMERY, ZUKERMAN, DAVIS, INC. Average Participant Retirement Account Value
In 2006, the average participant retirement account value for EMPLOYEES PROFIT SHARING AND INVESTMENT PLAN OF MONTGOMERY, ZUKERMAN, DAVIS, INC. is $27,855.00
EMPLOYEES PROFIT SHARING AND INVESTMENT PLAN OF MONTGOMERY, ZUKERMAN, DAVIS, INC. Estimated Average Employee Contribution Amount
In 2006, the estimated average employee contribution amount per participant for EMPLOYEES PROFIT SHARING AND INVESTMENT PLAN OF MONTGOMERY, ZUKERMAN, DAVIS, INC. is $2,017.00.
EMPLOYEES PROFIT SHARING AND INVESTMENT PLAN OF MONTGOMERY, ZUKERMAN, DAVIS, INC. Total Retirement Plan Asset Growth Rate
In 2006, the total retirement plan asset growth rate of EMPLOYEES PROFIT SHARING AND INVESTMENT PLAN OF MONTGOMERY, ZUKERMAN, DAVIS, INC. is -23.42%.
EMPLOYEES PROFIT SHARING AND INVESTMENT PLAN OF MONTGOMERY, ZUKERMAN, DAVIS, INC. Estimated Aggregate Retirement Account Investment Gain/Loss
In 2006, the estimated aggregate retirement account investment gain/loss for EMPLOYEES PROFIT SHARING AND INVESTMENT PLAN OF MONTGOMERY, ZUKERMAN, DAVIS, INC. is 12.18%. This measures the effectiveness of the plan participants' investments in the year.
EMPLOYEES PROFIT SHARING AND INVESTMENT PLAN OF MONTGOMERY, ZUKERMAN, DAVIS, INC. Expense Ratio
In 2006, the investment and administrative expense ratio of EMPLOYEES PROFIT SHARING AND INVESTMENT PLAN OF MONTGOMERY, ZUKERMAN, DAVIS, INC. is 0.36%.
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