H.E.L.P./PROJECT SAMARITAN INC RETIREMENT SAVINGS PROGRAM

Plan Contact

  • Address: 1401 UNIVERSITY AVENUE,BRONX,NY
  • Contact person: ALAN ZUCKERMAN
  • Phone: (718) 681-8700

Plan General Information

H.E.L.P./PROJECT SAMARITAN INC RETIREMENT SAVINGS PROGRAM Total Retirement Plan Assets

At the end of 2009, the total retirement plan assets of H.E.L.P./PROJECT SAMARITAN INC RETIREMENT SAVINGS PROGRAM is $5,645,411.00.This plan was established in 1991.

H.E.L.P./PROJECT SAMARITAN INC RETIREMENT SAVINGS PROGRAM Total Number of Retirement Plan Participants

At the end of 2009, the total number of retirement plan participants in H.E.L.P./PROJECT SAMARITAN INC RETIREMENT SAVINGS PROGRAM is 296

H.E.L.P./PROJECT SAMARITAN INC RETIREMENT SAVINGS PROGRAM Average Participant Retirement Account Value

In 2009, the average participant retirement account value for H.E.L.P./PROJECT SAMARITAN INC RETIREMENT SAVINGS PROGRAM is $19,072.00

H.E.L.P./PROJECT SAMARITAN INC RETIREMENT SAVINGS PROGRAM Estimated Average Employee Contribution Amount

In 2009, the estimated average employee contribution amount per participant for H.E.L.P./PROJECT SAMARITAN INC RETIREMENT SAVINGS PROGRAM is $2,367.00.

H.E.L.P./PROJECT SAMARITAN INC RETIREMENT SAVINGS PROGRAM Estimated Average Employer Match

In 2009, the estimated average employer match for an employee in H.E.L.P./PROJECT SAMARITAN INC RETIREMENT SAVINGS PROGRAM is approximately $1,672.00
Investing in this additonal $1,672.00 for 20 years would give you extra $107,042.00, assuming a 10% annual return.

H.E.L.P./PROJECT SAMARITAN INC RETIREMENT SAVINGS PROGRAM Total Employer Contribution and Match Rate

In 2009, H.E.L.P./PROJECT SAMARITAN INC RETIREMENT SAVINGS PROGRAM allocates $495,073.00 to match its employees' contributions, providing an employer match rate of 141.28% of their contributions

H.E.L.P./PROJECT SAMARITAN INC RETIREMENT SAVINGS PROGRAM Total Retirement Plan Asset Growth Rate

In 2009, the total retirement plan asset growth rate of H.E.L.P./PROJECT SAMARITAN INC RETIREMENT SAVINGS PROGRAM is 16.41%.

H.E.L.P./PROJECT SAMARITAN INC RETIREMENT SAVINGS PROGRAM Estimated Aggregate Retirement Account Investment Gain/Loss

In 2009, the estimated aggregate retirement account investment gain/loss for H.E.L.P./PROJECT SAMARITAN INC RETIREMENT SAVINGS PROGRAM is 10.20%. This measures the effectiveness of the plan participants' investments in the year.

H.E.L.P./PROJECT SAMARITAN INC RETIREMENT SAVINGS PROGRAM Expense Ratio

In 2009, the investment and administrative expense ratio of H.E.L.P./PROJECT SAMARITAN INC RETIREMENT SAVINGS PROGRAM is 0.22%.

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 …