INCHARGE INSTITUTE 401K PLAN AND TRUST

Plan Contact

  • Address: 2101 PARK CENTER DR,,ORLANDO,FL
  • Contact person: ETTA MONEY
  • Phone: (407) 291-7770

Plan General Information

INCHARGE INSTITUTE 401K PLAN AND TRUST Total Retirement Plan Assets

At the end of 2009, the total retirement plan assets of INCHARGE INSTITUTE 401K PLAN AND TRUST is $5,940,070.00.This plan was established in 1999.

INCHARGE INSTITUTE 401K PLAN AND TRUST Total Number of Retirement Plan Participants

At the end of 2009, the total number of retirement plan participants in INCHARGE INSTITUTE 401K PLAN AND TRUST is 299

INCHARGE INSTITUTE 401K PLAN AND TRUST Average Participant Retirement Account Value

In 2009, the average participant retirement account value for INCHARGE INSTITUTE 401K PLAN AND TRUST is $19,866.00

INCHARGE INSTITUTE 401K PLAN AND TRUST Estimated Average Employee Contribution Amount

In 2009, the estimated average employee contribution amount per participant for INCHARGE INSTITUTE 401K PLAN AND TRUST is $2,690.00.

INCHARGE INSTITUTE 401K PLAN AND TRUST Estimated Average Employer Match

In 2009, the estimated average employer match for an employee in INCHARGE INSTITUTE 401K PLAN AND TRUST is approximately $976.00
Investing in this additonal $976.00 for 20 years would give you extra $62,499.00, assuming a 10% annual return.

INCHARGE INSTITUTE 401K PLAN AND TRUST Total Employer Contribution and Match Rate

In 2009, INCHARGE INSTITUTE 401K PLAN AND TRUST allocates $291,989.00 to match its employees' contributions, providing an employer match rate of 72.59% of their contributions

INCHARGE INSTITUTE 401K PLAN AND TRUST Total Retirement Plan Asset Growth Rate

In 2009, the total retirement plan asset growth rate of INCHARGE INSTITUTE 401K PLAN AND TRUST is 23.67%.

INCHARGE INSTITUTE 401K PLAN AND TRUST Estimated Aggregate Retirement Account Investment Gain/Loss

In 2009, the estimated aggregate retirement account investment gain/loss for INCHARGE INSTITUTE 401K PLAN AND TRUST is 27.02%. This measures the effectiveness of the plan participants' investments in the year.

INCHARGE INSTITUTE 401K PLAN AND TRUST Expense Ratio

In 2009, the investment and administrative expense ratio of INCHARGE INSTITUTE 401K PLAN AND TRUST is 0.13%.

Enrollment Features

INCHARGE INSTITUTE 401K PLAN AND TRUST has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.

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