INVESTMENT MANAGEMENT SERVICES, INC. 401K & PROFIT SHARING PL
Plan Contact
- Contact person: PAGE STEELE
- Phone: (212) 339-2700
Plan General Information
INVESTMENT MANAGEMENT SERVICES, INC. 401K & PROFIT SHARING PL Total Retirement Plan Assets
At the end of 2007, the total retirement plan assets of INVESTMENT MANAGEMENT SERVICES, INC. 401K & PROFIT SHARING PL is $21,138,433.00.This plan was established in 1993.
INVESTMENT MANAGEMENT SERVICES, INC. 401K & PROFIT SHARING PL Total Number of Retirement Plan Participants
At the end of 2007, the total number of retirement plan participants in INVESTMENT MANAGEMENT SERVICES, INC. 401K & PROFIT SHARING PL is 385
INVESTMENT MANAGEMENT SERVICES, INC. 401K & PROFIT SHARING PL Average Participant Retirement Account Value
In 2007, the average participant retirement account value for INVESTMENT MANAGEMENT SERVICES, INC. 401K & PROFIT SHARING PL is $54,905.00
INVESTMENT MANAGEMENT SERVICES, INC. 401K & PROFIT SHARING PL Estimated Average Employee Contribution Amount
In 2007, the estimated average employee contribution amount per participant for INVESTMENT MANAGEMENT SERVICES, INC. 401K & PROFIT SHARING PL is $15,613.00.
INVESTMENT MANAGEMENT SERVICES, INC. 401K & PROFIT SHARING PL Estimated Average Employer Match
In 2007, the estimated average employer match for an employee in INVESTMENT MANAGEMENT SERVICES, INC. 401K & PROFIT SHARING PL is approximately $2,106.00
Investing in this additonal $2,106.00 for 20 years would give you extra $134,794.00, assuming a 10% annual return.
Investing in this additonal $2,106.00 for 20 years would give you extra $134,794.00, assuming a 10% annual return.
INVESTMENT MANAGEMENT SERVICES, INC. 401K & PROFIT SHARING PL Total Employer Contribution and Match Rate
In 2007, INVESTMENT MANAGEMENT SERVICES, INC. 401K & PROFIT SHARING PL allocates $810,872.00 to match its employees' contributions, providing an employer match rate of 26.98% of their contributions
INVESTMENT MANAGEMENT SERVICES, INC. 401K & PROFIT SHARING PL Total Retirement Plan Asset Growth Rate
In 2007, the total retirement plan asset growth rate of INVESTMENT MANAGEMENT SERVICES, INC. 401K & PROFIT SHARING PL is 26.49%.
INVESTMENT MANAGEMENT SERVICES, INC. 401K & PROFIT SHARING PL Estimated Aggregate Retirement Account Investment Gain/Loss
In 2007, the estimated aggregate retirement account investment gain/loss for INVESTMENT MANAGEMENT SERVICES, INC. 401K & PROFIT SHARING PL is 8.96%. This measures the effectiveness of the plan participants' investments in the year.
INVESTMENT MANAGEMENT SERVICES, INC. 401K & PROFIT SHARING PL Expense Ratio
In 2007, the investment and administrative expense ratio of INVESTMENT MANAGEMENT SERVICES, INC. 401K & PROFIT SHARING PL is 0.00%.
Enrollment Features
Recent Articles
- The ABCs of Roth Conversions: Backdoor, Mega Backdoor, and More
- April 2025 MyPlanIQ Portfolio Update
- Paying Off Debt or Funding Retirement? How to Decide When Every Dollar Counts
- The Right Way to Withdraw from Your 401(k) Without Regret
- Retirement Plan Contribution Limits in 2025
- Need to Withdraw From Your 401(k)? Follow This Order: Hardship Withdrawal, 401(k) Loan, and Penalty Withdrawal
- Maximize Your Cash Returns
- March 2025 MyPlanIQ Portfolio Update
- Roth IRA for Kids? SEP IRA for Rental Income?
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 …