FIRST REALTY MANAGEMENT INC. 401(K) PROFIT SHARING PLAN & TRUST

Plan Contact

  • Address: 301 EXCHANGE BLVD STE 200,ROCHESTER,NY
  • Contact person: ANTHONY WARD AS ATTORNEY
  • Phone: (585) 232-1760

Plan General Information

FIRST REALTY MANAGEMENT INC. 401(K) PROFIT SHARING PLAN & TRUST Total Retirement Plan Assets

At the end of 2019, the total retirement plan assets of FIRST REALTY MANAGEMENT INC. 401(K) PROFIT SHARING PLAN & TRUST is $4,124,674.00.This plan was established in 1983.

FIRST REALTY MANAGEMENT INC. 401(K) PROFIT SHARING PLAN & TRUST Total Number of Retirement Plan Participants

At the end of 2019, the total number of retirement plan participants in FIRST REALTY MANAGEMENT INC. 401(K) PROFIT SHARING PLAN & TRUST is 155

FIRST REALTY MANAGEMENT INC. 401(K) PROFIT SHARING PLAN & TRUST Average Participant Retirement Account Value

In 2019, the average participant retirement account value for FIRST REALTY MANAGEMENT INC. 401(K) PROFIT SHARING PLAN & TRUST is $26,610.00

FIRST REALTY MANAGEMENT INC. 401(K) PROFIT SHARING PLAN & TRUST Estimated Average Employee Contribution Amount

In 2019, the estimated average employee contribution amount per participant for FIRST REALTY MANAGEMENT INC. 401(K) PROFIT SHARING PLAN & TRUST is $5,230.00.

FIRST REALTY MANAGEMENT INC. 401(K) PROFIT SHARING PLAN & TRUST Estimated Average Employer Match

In 2019, the estimated average employer match for an employee in FIRST REALTY MANAGEMENT INC. 401(K) PROFIT SHARING PLAN & TRUST is approximately $417.00
Investing in this additonal $417.00 for 20 years would give you extra $26,689.00, assuming a 10% annual return.

FIRST REALTY MANAGEMENT INC. 401(K) PROFIT SHARING PLAN & TRUST Total Employer Contribution and Match Rate

In 2019, FIRST REALTY MANAGEMENT INC. 401(K) PROFIT SHARING PLAN & TRUST allocates $64,638.00 to match its employees' contributions, providing an employer match rate of 15.94% of their contributions

FIRST REALTY MANAGEMENT INC. 401(K) PROFIT SHARING PLAN & TRUST Total Retirement Plan Asset Growth Rate

In 2019, the total retirement plan asset growth rate of FIRST REALTY MANAGEMENT INC. 401(K) PROFIT SHARING PLAN & TRUST is 28.88%.

FIRST REALTY MANAGEMENT INC. 401(K) PROFIT SHARING PLAN & TRUST Estimated Aggregate Retirement Account Investment Gain/Loss

In 2019, the estimated aggregate retirement account investment gain/loss for FIRST REALTY MANAGEMENT INC. 401(K) PROFIT SHARING PLAN & TRUST is 21.37%. This measures the effectiveness of the plan participants' investments in the year.

FIRST REALTY MANAGEMENT INC. 401(K) PROFIT SHARING PLAN & TRUST Expense Ratio

In 2019, the investment and administrative expense ratio of FIRST REALTY MANAGEMENT INC. 401(K) PROFIT SHARING PLAN & TRUST is 1.04%.

Enrollment Features

FIRST REALTY MANAGEMENT INC. 401(K) PROFIT SHARING PLAN & TRUST has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.

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