INVESCO FUNDS GROUP, INC. EMPLOYEES PROFIT SHARING THRIFT RETIREMENT PLAN

Plan Contact

  • Contact person: RONALD L. GROOMS
  • Phone: (303) 930-6300

Plan General Information

INVESCO FUNDS GROUP, INC. EMPLOYEES PROFIT SHARING THRIFT RETIREMENT PLAN Total Retirement Plan Assets

At the end of 1999, the total retirement plan assets of INVESCO FUNDS GROUP, INC. EMPLOYEES PROFIT SHARING THRIFT RETIREMENT PLAN is $33,510,005.00.This plan was established in 1959.

INVESCO FUNDS GROUP, INC. EMPLOYEES PROFIT SHARING THRIFT RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 1999, the total number of retirement plan participants in INVESCO FUNDS GROUP, INC. EMPLOYEES PROFIT SHARING THRIFT RETIREMENT PLAN is 514

INVESCO FUNDS GROUP, INC. EMPLOYEES PROFIT SHARING THRIFT RETIREMENT PLAN Average Participant Retirement Account Value

In 1999, the average participant retirement account value for INVESCO FUNDS GROUP, INC. EMPLOYEES PROFIT SHARING THRIFT RETIREMENT PLAN is $65,194.00

INVESCO FUNDS GROUP, INC. EMPLOYEES PROFIT SHARING THRIFT RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 1999, the estimated average employee contribution amount per participant for INVESCO FUNDS GROUP, INC. EMPLOYEES PROFIT SHARING THRIFT RETIREMENT PLAN is $6,102.00.

INVESCO FUNDS GROUP, INC. EMPLOYEES PROFIT SHARING THRIFT RETIREMENT PLAN Estimated Average Employer Match

In 1999, the estimated average employer match for an employee in INVESCO FUNDS GROUP, INC. EMPLOYEES PROFIT SHARING THRIFT RETIREMENT PLAN is approximately $3,360.00
Investing in this additonal $3,360.00 for 20 years would give you extra $215,078.00, assuming a 10% annual return.

INVESCO FUNDS GROUP, INC. EMPLOYEES PROFIT SHARING THRIFT RETIREMENT PLAN Total Employer Contribution and Match Rate

In 1999, INVESCO FUNDS GROUP, INC. EMPLOYEES PROFIT SHARING THRIFT RETIREMENT PLAN allocates $1,727,348.00 to match its employees' contributions, providing an employer match rate of 110.13% of their contributions

INVESCO FUNDS GROUP, INC. EMPLOYEES PROFIT SHARING THRIFT RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 1999, the total retirement plan asset growth rate of INVESCO FUNDS GROUP, INC. EMPLOYEES PROFIT SHARING THRIFT RETIREMENT PLAN is 36.86%.

INVESCO FUNDS GROUP, INC. EMPLOYEES PROFIT SHARING THRIFT RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 1999, the estimated aggregate retirement account investment gain/loss for INVESCO FUNDS GROUP, INC. EMPLOYEES PROFIT SHARING THRIFT RETIREMENT PLAN is 32.85%. This measures the effectiveness of the plan participants' investments in the year.

INVESCO FUNDS GROUP, INC. EMPLOYEES PROFIT SHARING THRIFT RETIREMENT PLAN Expense Ratio

In 1999, the investment and administrative expense ratio of INVESCO FUNDS GROUP, INC. EMPLOYEES PROFIT SHARING THRIFT RETIREMENT PLAN is 0.01%.

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