HEATH BRYAN COLEMAN OF OKLAHOM 401(K) PROFIT SHARING PLAN & TRUST
Plan Contact
- Address: 213 N BROADWAY STREET,CHECOTAH,OK
- Contact person: MARCI LATHROP
- Phone: (918) 473-8115
Plan General Information
HEATH BRYAN COLEMAN OF OKLAHOM 401(K) PROFIT SHARING PLAN & TRUST Total Retirement Plan Assets
At the end of 2018, the total retirement plan assets of HEATH BRYAN COLEMAN OF OKLAHOM 401(K) PROFIT SHARING PLAN & TRUST is $8,641,175.00.This plan was established in 2003.
HEATH BRYAN COLEMAN OF OKLAHOM 401(K) PROFIT SHARING PLAN & TRUST Total Number of Retirement Plan Participants
At the end of 2018, the total number of retirement plan participants in HEATH BRYAN COLEMAN OF OKLAHOM 401(K) PROFIT SHARING PLAN & TRUST is 166
HEATH BRYAN COLEMAN OF OKLAHOM 401(K) PROFIT SHARING PLAN & TRUST Average Participant Retirement Account Value
In 2018, the average participant retirement account value for HEATH BRYAN COLEMAN OF OKLAHOM 401(K) PROFIT SHARING PLAN & TRUST is $52,055.00
HEATH BRYAN COLEMAN OF OKLAHOM 401(K) PROFIT SHARING PLAN & TRUST Estimated Average Employee Contribution Amount
In 2018, the estimated average employee contribution amount per participant for HEATH BRYAN COLEMAN OF OKLAHOM 401(K) PROFIT SHARING PLAN & TRUST is $12,054.00.
HEATH BRYAN COLEMAN OF OKLAHOM 401(K) PROFIT SHARING PLAN & TRUST Estimated Average Employer Match
In 2018, the estimated average employer match for an employee in HEATH BRYAN COLEMAN OF OKLAHOM 401(K) PROFIT SHARING PLAN & TRUST is approximately $3,394.00
Investing in this additonal $3,394.00 for 20 years would give you extra $217,219.00, assuming a 10% annual return.
Investing in this additonal $3,394.00 for 20 years would give you extra $217,219.00, assuming a 10% annual return.
HEATH BRYAN COLEMAN OF OKLAHOM 401(K) PROFIT SHARING PLAN & TRUST Total Employer Contribution and Match Rate
In 2018, HEATH BRYAN COLEMAN OF OKLAHOM 401(K) PROFIT SHARING PLAN & TRUST allocates $563,414.00 to match its employees' contributions, providing an employer match rate of 56.31% of their contributions
HEATH BRYAN COLEMAN OF OKLAHOM 401(K) PROFIT SHARING PLAN & TRUST Total Retirement Plan Asset Growth Rate
In 2018, the total retirement plan asset growth rate of HEATH BRYAN COLEMAN OF OKLAHOM 401(K) PROFIT SHARING PLAN & TRUST is 1.25%.
HEATH BRYAN COLEMAN OF OKLAHOM 401(K) PROFIT SHARING PLAN & TRUST Estimated Aggregate Retirement Account Investment Gain/Loss
In 2018, the estimated aggregate retirement account investment gain/loss for HEATH BRYAN COLEMAN OF OKLAHOM 401(K) PROFIT SHARING PLAN & TRUST is -7.97%. This measures the effectiveness of the plan participants' investments in the year.
HEATH BRYAN COLEMAN OF OKLAHOM 401(K) PROFIT SHARING PLAN & TRUST Expense Ratio
In 2018, the investment and administrative expense ratio of HEATH BRYAN COLEMAN OF OKLAHOM 401(K) PROFIT SHARING PLAN & TRUST is 0.52%.
Enrollment Features
HEATH BRYAN COLEMAN OF OKLAHOM 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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