INTER-TEL INCORPORATED TAX DEFERRED SAVINGS PLAN & RETIREMENT TRUST
Plan Contact
- Contact person: KURT R. KNEIP
- Phone: (480) 449-8900
Plan General Information
INTER-TEL INCORPORATED TAX DEFERRED SAVINGS PLAN & RETIREMENT TRUST Total Retirement Plan Assets
At the end of 2003, the total retirement plan assets of INTER-TEL INCORPORATED TAX DEFERRED SAVINGS PLAN & RETIREMENT TRUST is $51,801,024.00.This plan was established in 1977.
INTER-TEL INCORPORATED TAX DEFERRED SAVINGS PLAN & RETIREMENT TRUST Total Number of Retirement Plan Participants
At the end of 2003, the total number of retirement plan participants in INTER-TEL INCORPORATED TAX DEFERRED SAVINGS PLAN & RETIREMENT TRUST is 1949
INTER-TEL INCORPORATED TAX DEFERRED SAVINGS PLAN & RETIREMENT TRUST Average Participant Retirement Account Value
In 2003, the average participant retirement account value for INTER-TEL INCORPORATED TAX DEFERRED SAVINGS PLAN & RETIREMENT TRUST is $26,578.00
INTER-TEL INCORPORATED TAX DEFERRED SAVINGS PLAN & RETIREMENT TRUST Estimated Average Employee Contribution Amount
In 2003, the estimated average employee contribution amount per participant for INTER-TEL INCORPORATED TAX DEFERRED SAVINGS PLAN & RETIREMENT TRUST is $5,055.00.
INTER-TEL INCORPORATED TAX DEFERRED SAVINGS PLAN & RETIREMENT TRUST Estimated Average Employer Match
In 2003, the estimated average employer match for an employee in INTER-TEL INCORPORATED TAX DEFERRED SAVINGS PLAN & RETIREMENT TRUST is approximately $794.00
Investing in this additonal $794.00 for 20 years would give you extra $50,877.00, assuming a 10% annual return.
Investing in this additonal $794.00 for 20 years would give you extra $50,877.00, assuming a 10% annual return.
INTER-TEL INCORPORATED TAX DEFERRED SAVINGS PLAN & RETIREMENT TRUST Total Employer Contribution and Match Rate
In 2003, INTER-TEL INCORPORATED TAX DEFERRED SAVINGS PLAN & RETIREMENT TRUST allocates $1,549,374.00 to match its employees' contributions, providing an employer match rate of 31.45% of their contributions
INTER-TEL INCORPORATED TAX DEFERRED SAVINGS PLAN & RETIREMENT TRUST Total Retirement Plan Asset Growth Rate
In 2003, the total retirement plan asset growth rate of INTER-TEL INCORPORATED TAX DEFERRED SAVINGS PLAN & RETIREMENT TRUST is 42.87%.
INTER-TEL INCORPORATED TAX DEFERRED SAVINGS PLAN & RETIREMENT TRUST Estimated Aggregate Retirement Account Investment Gain/Loss
In 2003, the estimated aggregate retirement account investment gain/loss for INTER-TEL INCORPORATED TAX DEFERRED SAVINGS PLAN & RETIREMENT TRUST is 22.90%. This measures the effectiveness of the plan participants' investments in the year.
INTER-TEL INCORPORATED TAX DEFERRED SAVINGS PLAN & RETIREMENT TRUST Expense Ratio
In 2003, the investment and administrative expense ratio of INTER-TEL INCORPORATED TAX DEFERRED SAVINGS PLAN & RETIREMENT TRUST is 0.15%.
Enrollment Features
INTER-TEL INCORPORATED TAX DEFERRED SAVINGS PLAN & RETIREMENT TRUST has the following features:Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.
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