J & H OIL COMPANY EMPLOYEES PROFIT SHARING PLAN & TRUST

Plan Contact

  • Contact person: 3 MICHAEL O'BRIEN
  • Phone: (616) 534-2181

Plan General Information

J & H OIL COMPANY EMPLOYEES PROFIT SHARING PLAN & TRUST Total Retirement Plan Assets

At the end of 2002, the total retirement plan assets of J & H OIL COMPANY EMPLOYEES PROFIT SHARING PLAN & TRUST is $1,723,085.00.This plan was established in 1979.

J & H OIL COMPANY EMPLOYEES PROFIT SHARING PLAN & TRUST Total Number of Retirement Plan Participants

At the end of 2002, the total number of retirement plan participants in J & H OIL COMPANY EMPLOYEES PROFIT SHARING PLAN & TRUST is 157

J & H OIL COMPANY EMPLOYEES PROFIT SHARING PLAN & TRUST Average Participant Retirement Account Value

In 2002, the average participant retirement account value for J & H OIL COMPANY EMPLOYEES PROFIT SHARING PLAN & TRUST is $10,975.00

J & H OIL COMPANY EMPLOYEES PROFIT SHARING PLAN & TRUST Estimated Average Employee Contribution Amount

In 2002, the estimated average employee contribution amount per participant for J & H OIL COMPANY EMPLOYEES PROFIT SHARING PLAN & TRUST is $1,597.00.

J & H OIL COMPANY EMPLOYEES PROFIT SHARING PLAN & TRUST Estimated Average Employer Match

In 2002, the estimated average employer match for an employee in J & H OIL COMPANY EMPLOYEES PROFIT SHARING PLAN & TRUST is approximately $287.00
Investing in this additonal $287.00 for 20 years would give you extra $18,400.00, assuming a 10% annual return.

J & H OIL COMPANY EMPLOYEES PROFIT SHARING PLAN & TRUST Total Employer Contribution and Match Rate

In 2002, J & H OIL COMPANY EMPLOYEES PROFIT SHARING PLAN & TRUST allocates $45,139.00 to match its employees' contributions, providing an employer match rate of 35.99% of their contributions

J & H OIL COMPANY EMPLOYEES PROFIT SHARING PLAN & TRUST Total Retirement Plan Asset Growth Rate

In 2002, the total retirement plan asset growth rate of J & H OIL COMPANY EMPLOYEES PROFIT SHARING PLAN & TRUST is -19.17%.

J & H OIL COMPANY EMPLOYEES PROFIT SHARING PLAN & TRUST Estimated Aggregate Retirement Account Investment Gain/Loss

In 2002, the estimated aggregate retirement account investment gain/loss for J & H OIL COMPANY EMPLOYEES PROFIT SHARING PLAN & TRUST is -21.02%. This measures the effectiveness of the plan participants' investments in the year.

J & H OIL COMPANY EMPLOYEES PROFIT SHARING PLAN & TRUST Expense Ratio

In 2002, the investment and administrative expense ratio of J & H OIL COMPANY EMPLOYEES PROFIT SHARING PLAN & TRUST is 0.35%.

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 ...