JOAN AND DAVID HELPERN, INC. 401K PROFIT SHARING PLAN & TRUST

Plan Contact

  • Phone: (617) 387-5005

Plan General Information

JOAN AND DAVID HELPERN, INC. 401K PROFIT SHARING PLAN & TRUST Total Retirement Plan Assets

At the end of 2000, the total retirement plan assets of JOAN AND DAVID HELPERN, INC. 401K PROFIT SHARING PLAN & TRUST is $20,142,410.00.This plan was established in 1981.

JOAN AND DAVID HELPERN, INC. 401K PROFIT SHARING PLAN & TRUST Total Number of Retirement Plan Participants

At the end of 2000, the total number of retirement plan participants in JOAN AND DAVID HELPERN, INC. 401K PROFIT SHARING PLAN & TRUST is 416

JOAN AND DAVID HELPERN, INC. 401K PROFIT SHARING PLAN & TRUST Average Participant Retirement Account Value

In 2000, the average participant retirement account value for JOAN AND DAVID HELPERN, INC. 401K PROFIT SHARING PLAN & TRUST is $48,419.00

JOAN AND DAVID HELPERN, INC. 401K PROFIT SHARING PLAN & TRUST Estimated Average Employee Contribution Amount

In 2000, the estimated average employee contribution amount per participant for JOAN AND DAVID HELPERN, INC. 401K PROFIT SHARING PLAN & TRUST is $2,954.00.

JOAN AND DAVID HELPERN, INC. 401K PROFIT SHARING PLAN & TRUST Estimated Average Employer Match

In 2000, the estimated average employer match for an employee in JOAN AND DAVID HELPERN, INC. 401K PROFIT SHARING PLAN & TRUST is approximately $399.00
Investing in this additonal $399.00 for 20 years would give you extra $25,558.00, assuming a 10% annual return.

JOAN AND DAVID HELPERN, INC. 401K PROFIT SHARING PLAN & TRUST Total Employer Contribution and Match Rate

In 2000, JOAN AND DAVID HELPERN, INC. 401K PROFIT SHARING PLAN & TRUST allocates $166,132.00 to match its employees' contributions, providing an employer match rate of 27.04% of their contributions

JOAN AND DAVID HELPERN, INC. 401K PROFIT SHARING PLAN & TRUST Total Retirement Plan Asset Growth Rate

In 2000, the total retirement plan asset growth rate of JOAN AND DAVID HELPERN, INC. 401K PROFIT SHARING PLAN & TRUST is 2.36%.

JOAN AND DAVID HELPERN, INC. 401K PROFIT SHARING PLAN & TRUST Estimated Aggregate Retirement Account Investment Gain/Loss

In 2000, the estimated aggregate retirement account investment gain/loss for JOAN AND DAVID HELPERN, INC. 401K PROFIT SHARING PLAN & TRUST is 11.19%. This measures the effectiveness of the plan participants' investments in the year.

JOAN AND DAVID HELPERN, INC. 401K PROFIT SHARING PLAN & TRUST Expense Ratio

In 2000, the investment and administrative expense ratio of JOAN AND DAVID HELPERN, INC. 401K PROFIT SHARING PLAN & TRUST is 0.00%.

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