LPL FINANCIAL CORPORATION PROFIT SHARING 401K PLAN
Plan Contact
- Address: 9785 TOWNE CENTER DRIVE,SAN DIEGO,CA
- Contact person: THOMAS LUX
- Phone: (858) 450-9606
Plan General Information
LPL FINANCIAL CORPORATION PROFIT SHARING 401K PLAN Total Retirement Plan Assets
At the end of 2009, the total retirement plan assets of LPL FINANCIAL CORPORATION PROFIT SHARING 401K PLAN is $78,866,306.00.This plan was established in 1988.
LPL FINANCIAL CORPORATION PROFIT SHARING 401K PLAN Total Number of Retirement Plan Participants
At the end of 2009, the total number of retirement plan participants in LPL FINANCIAL CORPORATION PROFIT SHARING 401K PLAN is 3374
LPL FINANCIAL CORPORATION PROFIT SHARING 401K PLAN Average Participant Retirement Account Value
In 2009, the average participant retirement account value for LPL FINANCIAL CORPORATION PROFIT SHARING 401K PLAN is $23,374.00
LPL FINANCIAL CORPORATION PROFIT SHARING 401K PLAN Estimated Average Employee Contribution Amount
In 2009, the estimated average employee contribution amount per participant for LPL FINANCIAL CORPORATION PROFIT SHARING 401K PLAN is $6,631.00.
LPL FINANCIAL CORPORATION PROFIT SHARING 401K PLAN Estimated Average Employer Match
In 2009, the estimated average employer match for an employee in LPL FINANCIAL CORPORATION PROFIT SHARING 401K PLAN is approximately $514.00
Investing in this additonal $514.00 for 20 years would give you extra $32,928.00, assuming a 10% annual return.
Investing in this additonal $514.00 for 20 years would give you extra $32,928.00, assuming a 10% annual return.
LPL FINANCIAL CORPORATION PROFIT SHARING 401K PLAN Total Employer Contribution and Match Rate
In 2009, LPL FINANCIAL CORPORATION PROFIT SHARING 401K PLAN allocates $1,735,953.00 to match its employees' contributions, providing an employer match rate of 15.52% of their contributions
LPL FINANCIAL CORPORATION PROFIT SHARING 401K PLAN Total Retirement Plan Asset Growth Rate
In 2009, the total retirement plan asset growth rate of LPL FINANCIAL CORPORATION PROFIT SHARING 401K PLAN is 37.98%.
LPL FINANCIAL CORPORATION PROFIT SHARING 401K PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2009, the estimated aggregate retirement account investment gain/loss for LPL FINANCIAL CORPORATION PROFIT SHARING 401K PLAN is 28.00%. This measures the effectiveness of the plan participants' investments in the year.
LPL FINANCIAL CORPORATION PROFIT SHARING 401K PLAN Expense Ratio
In 2009, the investment and administrative expense ratio of LPL FINANCIAL CORPORATION PROFIT SHARING 401K PLAN is 0.06%.
Enrollment Features
LPL FINANCIAL CORPORATION PROFIT SHARING 401K PLAN has the following features:Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
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