JERRY LEES GROCERY, INC. RETIREMENT SAVINGS PLAN

Plan Contact

  • Contact person: JERRY LEE
  • Phone: (228) 497-2730

Plan General Information

JERRY LEES GROCERY, INC. RETIREMENT SAVINGS PLAN Total Retirement Plan Assets

At the end of 2005, the total retirement plan assets of JERRY LEES GROCERY, INC. RETIREMENT SAVINGS PLAN is $2,591,114.00.This plan was established in 1986.

JERRY LEES GROCERY, INC. RETIREMENT SAVINGS PLAN Total Number of Retirement Plan Participants

At the end of 2005, the total number of retirement plan participants in JERRY LEES GROCERY, INC. RETIREMENT SAVINGS PLAN is 158

JERRY LEES GROCERY, INC. RETIREMENT SAVINGS PLAN Average Participant Retirement Account Value

In 2005, the average participant retirement account value for JERRY LEES GROCERY, INC. RETIREMENT SAVINGS PLAN is $16,399.00

JERRY LEES GROCERY, INC. RETIREMENT SAVINGS PLAN Estimated Average Employee Contribution Amount

In 2005, the estimated average employee contribution amount per participant for JERRY LEES GROCERY, INC. RETIREMENT SAVINGS PLAN is $976.00.

JERRY LEES GROCERY, INC. RETIREMENT SAVINGS PLAN Estimated Average Employer Match

In 2005, the estimated average employer match for an employee in JERRY LEES GROCERY, INC. RETIREMENT SAVINGS PLAN is approximately $191.00
Investing in this additonal $191.00 for 20 years would give you extra $12,270.00, assuming a 10% annual return.

JERRY LEES GROCERY, INC. RETIREMENT SAVINGS PLAN Total Employer Contribution and Match Rate

In 2005, JERRY LEES GROCERY, INC. RETIREMENT SAVINGS PLAN allocates $30,294.00 to match its employees' contributions, providing an employer match rate of 39.25% of their contributions

JERRY LEES GROCERY, INC. RETIREMENT SAVINGS PLAN Total Retirement Plan Asset Growth Rate

In 2005, the total retirement plan asset growth rate of JERRY LEES GROCERY, INC. RETIREMENT SAVINGS PLAN is 0.23%.

JERRY LEES GROCERY, INC. RETIREMENT SAVINGS PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2005, the estimated aggregate retirement account investment gain/loss for JERRY LEES GROCERY, INC. RETIREMENT SAVINGS PLAN is 2.91%. This measures the effectiveness of the plan participants' investments in the year.

JERRY LEES GROCERY, INC. RETIREMENT SAVINGS PLAN Expense Ratio

In 2005, the investment and administrative expense ratio of JERRY LEES GROCERY, INC. RETIREMENT SAVINGS PLAN is 0.78%.

Enrollment Features

JERRY LEES GROCERY, INC. RETIREMENT SAVINGS PLAN 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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