KELEHER & MCLEOD, P.A. 401K INTEGRATED PROFIT SHARING PLAN AND TRUST AGREEMENT
Plan Contact
- Contact person: TRACY J AHR
- Phone: (505) 346-4646
Plan General Information
KELEHER & MCLEOD, P.A. 401K INTEGRATED PROFIT SHARING PLAN AND TRUST AGREEMENT Total Retirement Plan Assets
At the end of 2001, the total retirement plan assets of KELEHER & MCLEOD, P.A. 401K INTEGRATED PROFIT SHARING PLAN AND TRUST AGREEMENT is $20,524,537.00.This plan was established in 1978.
KELEHER & MCLEOD, P.A. 401K INTEGRATED PROFIT SHARING PLAN AND TRUST AGREEMENT Total Number of Retirement Plan Participants
At the end of 2001, the total number of retirement plan participants in KELEHER & MCLEOD, P.A. 401K INTEGRATED PROFIT SHARING PLAN AND TRUST AGREEMENT is 108
KELEHER & MCLEOD, P.A. 401K INTEGRATED PROFIT SHARING PLAN AND TRUST AGREEMENT Average Participant Retirement Account Value
In 2001, the average participant retirement account value for KELEHER & MCLEOD, P.A. 401K INTEGRATED PROFIT SHARING PLAN AND TRUST AGREEMENT is $190,042.00
KELEHER & MCLEOD, P.A. 401K INTEGRATED PROFIT SHARING PLAN AND TRUST AGREEMENT Estimated Average Employee Contribution Amount
In 2001, the estimated average employee contribution amount per participant for KELEHER & MCLEOD, P.A. 401K INTEGRATED PROFIT SHARING PLAN AND TRUST AGREEMENT is $4,848.00.
KELEHER & MCLEOD, P.A. 401K INTEGRATED PROFIT SHARING PLAN AND TRUST AGREEMENT Estimated Average Employer Match
In 2001, the estimated average employer match for an employee in KELEHER & MCLEOD, P.A. 401K INTEGRATED PROFIT SHARING PLAN AND TRUST AGREEMENT is approximately $2,314.00
Investing in this additonal $2,314.00 for 20 years would give you extra $148,148.00, assuming a 10% annual return.
Investing in this additonal $2,314.00 for 20 years would give you extra $148,148.00, assuming a 10% annual return.
KELEHER & MCLEOD, P.A. 401K INTEGRATED PROFIT SHARING PLAN AND TRUST AGREEMENT Total Employer Contribution and Match Rate
In 2001, KELEHER & MCLEOD, P.A. 401K INTEGRATED PROFIT SHARING PLAN AND TRUST AGREEMENT allocates $250,000.00 to match its employees' contributions, providing an employer match rate of 95.48% of their contributions
KELEHER & MCLEOD, P.A. 401K INTEGRATED PROFIT SHARING PLAN AND TRUST AGREEMENT Total Retirement Plan Asset Growth Rate
In 2001, the total retirement plan asset growth rate of KELEHER & MCLEOD, P.A. 401K INTEGRATED PROFIT SHARING PLAN AND TRUST AGREEMENT is -6.80%.
KELEHER & MCLEOD, P.A. 401K INTEGRATED PROFIT SHARING PLAN AND TRUST AGREEMENT Estimated Aggregate Retirement Account Investment Gain/Loss
In 2001, the estimated aggregate retirement account investment gain/loss for KELEHER & MCLEOD, P.A. 401K INTEGRATED PROFIT SHARING PLAN AND TRUST AGREEMENT is -6.54%. This measures the effectiveness of the plan participants' investments in the year.
KELEHER & MCLEOD, P.A. 401K INTEGRATED PROFIT SHARING PLAN AND TRUST AGREEMENT Expense Ratio
In 2001, the investment and administrative expense ratio of KELEHER & MCLEOD, P.A. 401K INTEGRATED PROFIT SHARING PLAN AND TRUST AGREEMENT is 0.00%.
Enrollment Features
KELEHER & MCLEOD, P.A. 401K INTEGRATED PROFIT SHARING PLAN AND TRUST AGREEMENT 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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