EVERNHAM MANAGEMENT, INC. PROFIT SHARING 401K PLAN

Plan Contact

  • Contact person: RICHARD D. RUSSELL
  • Phone: (704) 978-2332

Plan General Information

EVERNHAM MANAGEMENT, INC. PROFIT SHARING 401K PLAN Total Retirement Plan Assets

At the end of 2006, the total retirement plan assets of EVERNHAM MANAGEMENT, INC. PROFIT SHARING 401K PLAN is $4,323,909.00.This plan was established in 2000.

EVERNHAM MANAGEMENT, INC. PROFIT SHARING 401K PLAN Total Number of Retirement Plan Participants

At the end of 2006, the total number of retirement plan participants in EVERNHAM MANAGEMENT, INC. PROFIT SHARING 401K PLAN is 213

EVERNHAM MANAGEMENT, INC. PROFIT SHARING 401K PLAN Average Participant Retirement Account Value

In 2006, the average participant retirement account value for EVERNHAM MANAGEMENT, INC. PROFIT SHARING 401K PLAN is $20,300.00

EVERNHAM MANAGEMENT, INC. PROFIT SHARING 401K PLAN Estimated Average Employee Contribution Amount

In 2006, the estimated average employee contribution amount per participant for EVERNHAM MANAGEMENT, INC. PROFIT SHARING 401K PLAN is $7,349.00.

EVERNHAM MANAGEMENT, INC. PROFIT SHARING 401K PLAN Estimated Average Employer Match

In 2006, the estimated average employer match for an employee in EVERNHAM MANAGEMENT, INC. PROFIT SHARING 401K PLAN is approximately $1,424.00
Investing in this additonal $1,424.00 for 20 years would give you extra $91,150.00, assuming a 10% annual return.

EVERNHAM MANAGEMENT, INC. PROFIT SHARING 401K PLAN Total Employer Contribution and Match Rate

In 2006, EVERNHAM MANAGEMENT, INC. PROFIT SHARING 401K PLAN allocates $303,361.00 to match its employees' contributions, providing an employer match rate of 38.76% of their contributions

EVERNHAM MANAGEMENT, INC. PROFIT SHARING 401K PLAN Total Retirement Plan Asset Growth Rate

In 2006, the total retirement plan asset growth rate of EVERNHAM MANAGEMENT, INC. PROFIT SHARING 401K PLAN is 48.12%.

EVERNHAM MANAGEMENT, INC. PROFIT SHARING 401K PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2006, the estimated aggregate retirement account investment gain/loss for EVERNHAM MANAGEMENT, INC. PROFIT SHARING 401K PLAN is 11.34%. This measures the effectiveness of the plan participants' investments in the year.

EVERNHAM MANAGEMENT, INC. PROFIT SHARING 401K PLAN Expense Ratio

In 2006, the investment and administrative expense ratio of EVERNHAM MANAGEMENT, INC. PROFIT SHARING 401K PLAN is 0.57%.

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