MONTGOMERY INVESTMENT INCENTIVE PROGRAM
Plan Contact
- Contact person: SUSAN E. DAY
- Phone: (626) 796-9141
Plan General Information
MONTGOMERY INVESTMENT INCENTIVE PROGRAM Total Retirement Plan Assets
At the end of 2000, the total retirement plan assets of MONTGOMERY INVESTMENT INCENTIVE PROGRAM is $140,743,000.00.This plan was established in 1984.
MONTGOMERY INVESTMENT INCENTIVE PROGRAM Total Number of Retirement Plan Participants
At the end of 2000, the total number of retirement plan participants in MONTGOMERY INVESTMENT INCENTIVE PROGRAM is 2384
MONTGOMERY INVESTMENT INCENTIVE PROGRAM Average Participant Retirement Account Value
In 2000, the average participant retirement account value for MONTGOMERY INVESTMENT INCENTIVE PROGRAM is $59,036.00
MONTGOMERY INVESTMENT INCENTIVE PROGRAM Estimated Average Employee Contribution Amount
In 2000, the estimated average employee contribution amount per participant for MONTGOMERY INVESTMENT INCENTIVE PROGRAM is $6,130.00.
MONTGOMERY INVESTMENT INCENTIVE PROGRAM Estimated Average Employer Match
In 2000, the estimated average employer match for an employee in MONTGOMERY INVESTMENT INCENTIVE PROGRAM is approximately $2,153.00
Investing in this additonal $2,153.00 for 20 years would give you extra $137,855.00, assuming a 10% annual return.
Investing in this additonal $2,153.00 for 20 years would give you extra $137,855.00, assuming a 10% annual return.
MONTGOMERY INVESTMENT INCENTIVE PROGRAM Total Employer Contribution and Match Rate
In 2000, MONTGOMERY INVESTMENT INCENTIVE PROGRAM allocates $5,135,100.00 to match its employees' contributions, providing an employer match rate of 70.27% of their contributions
MONTGOMERY INVESTMENT INCENTIVE PROGRAM Total Retirement Plan Asset Growth Rate
In 2000, the total retirement plan asset growth rate of MONTGOMERY INVESTMENT INCENTIVE PROGRAM is 12.16%.
MONTGOMERY INVESTMENT INCENTIVE PROGRAM Estimated Aggregate Retirement Account Investment Gain/Loss
In 2000, the estimated aggregate retirement account investment gain/loss for MONTGOMERY INVESTMENT INCENTIVE PROGRAM is 8.11%. This measures the effectiveness of the plan participants' investments in the year.
MONTGOMERY INVESTMENT INCENTIVE PROGRAM Expense Ratio
In 2000, the investment and administrative expense ratio of MONTGOMERY INVESTMENT INCENTIVE PROGRAM is 0.00%.
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