PHILLIPS & JORDAN, INC AND AVISCO, INC 401K RETIREMENT PLAN

Plan Contact

  • Contact person: JO BULLOCK
  • Phone: (865) 688-8342

Plan General Information

PHILLIPS & JORDAN, INC AND AVISCO, INC 401K RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2005, the total retirement plan assets of PHILLIPS & JORDAN, INC AND AVISCO, INC 401K RETIREMENT PLAN is $13,979,006.00.This plan was established in 1989.

PHILLIPS & JORDAN, INC AND AVISCO, INC 401K RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 2005, the total number of retirement plan participants in PHILLIPS & JORDAN, INC AND AVISCO, INC 401K RETIREMENT PLAN is 672

PHILLIPS & JORDAN, INC AND AVISCO, INC 401K RETIREMENT PLAN Average Participant Retirement Account Value

In 2005, the average participant retirement account value for PHILLIPS & JORDAN, INC AND AVISCO, INC 401K RETIREMENT PLAN is $20,802.00

PHILLIPS & JORDAN, INC AND AVISCO, INC 401K RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 2005, the estimated average employee contribution amount per participant for PHILLIPS & JORDAN, INC AND AVISCO, INC 401K RETIREMENT PLAN is $4,112.00.

PHILLIPS & JORDAN, INC AND AVISCO, INC 401K RETIREMENT PLAN Estimated Average Employer Match

In 2005, the estimated average employer match for an employee in PHILLIPS & JORDAN, INC AND AVISCO, INC 401K RETIREMENT PLAN is approximately $699.00
Investing in this additonal $699.00 for 20 years would give you extra $44,790.00, assuming a 10% annual return.

PHILLIPS & JORDAN, INC AND AVISCO, INC 401K RETIREMENT PLAN Total Employer Contribution and Match Rate

In 2005, PHILLIPS & JORDAN, INC AND AVISCO, INC 401K RETIREMENT PLAN allocates $470,300.00 to match its employees' contributions, providing an employer match rate of 34.03% of their contributions

PHILLIPS & JORDAN, INC AND AVISCO, INC 401K RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2005, the total retirement plan asset growth rate of PHILLIPS & JORDAN, INC AND AVISCO, INC 401K RETIREMENT PLAN is 16.94%.

PHILLIPS & JORDAN, INC AND AVISCO, INC 401K RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2005, the estimated aggregate retirement account investment gain/loss for PHILLIPS & JORDAN, INC AND AVISCO, INC 401K RETIREMENT PLAN is 8.16%. This measures the effectiveness of the plan participants' investments in the year.

PHILLIPS & JORDAN, INC AND AVISCO, INC 401K RETIREMENT PLAN Expense Ratio

In 2005, the investment and administrative expense ratio of PHILLIPS & JORDAN, INC AND AVISCO, INC 401K RETIREMENT PLAN is 0.55%.

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