SAMSON INVESTMENT HOLDING CO RETIRE SAV PL&TR
Plan Contact
- Address: 2572 PENNY ROAD,HIGH POINT,NC
- Contact person: TERRY MCLEOD
- Phone: (336) 822-8898
Plan General Information
SAMSON INVESTMENT HOLDING CO RETIRE SAV PL&TR Total Retirement Plan Assets
At the end of 2021, the total retirement plan assets of SAMSON INVESTMENT HOLDING CO RETIRE SAV PL&TR is $34,451,284.00.This plan was established in 2022.
SAMSON INVESTMENT HOLDING CO RETIRE SAV PL&TR Total Number of Retirement Plan Participants
At the end of 2021, the total number of retirement plan participants in SAMSON INVESTMENT HOLDING CO RETIRE SAV PL&TR is 1667
SAMSON INVESTMENT HOLDING CO RETIRE SAV PL&TR Average Participant Retirement Account Value
In 2021, the average participant retirement account value for SAMSON INVESTMENT HOLDING CO RETIRE SAV PL&TR is $20,666.00
SAMSON INVESTMENT HOLDING CO RETIRE SAV PL&TR Estimated Average Employee Contribution Amount
In 2021, the estimated average employee contribution amount per participant for SAMSON INVESTMENT HOLDING CO RETIRE SAV PL&TR is $1,316.00.
SAMSON INVESTMENT HOLDING CO RETIRE SAV PL&TR Estimated Average Employer Match
In 2021, the estimated average employer match for an employee in SAMSON INVESTMENT HOLDING CO RETIRE SAV PL&TR is approximately $454.00
Investing in this additonal $454.00 for 20 years would give you extra $29,097.00, assuming a 10% annual return.
Investing in this additonal $454.00 for 20 years would give you extra $29,097.00, assuming a 10% annual return.
SAMSON INVESTMENT HOLDING CO RETIRE SAV PL&TR Total Employer Contribution and Match Rate
In 2021, SAMSON INVESTMENT HOLDING CO RETIRE SAV PL&TR allocates $757,909.00 to match its employees' contributions, providing an employer match rate of 34.53% of their contributions
SAMSON INVESTMENT HOLDING CO RETIRE SAV PL&TR Total Retirement Plan Asset Growth Rate
In 2021, the total retirement plan asset growth rate of SAMSON INVESTMENT HOLDING CO RETIRE SAV PL&TR is 11.44%.
SAMSON INVESTMENT HOLDING CO RETIRE SAV PL&TR Estimated Aggregate Retirement Account Investment Gain/Loss
In 2021, the estimated aggregate retirement account investment gain/loss for SAMSON INVESTMENT HOLDING CO RETIRE SAV PL&TR is 13.57%. This measures the effectiveness of the plan participants' investments in the year.
SAMSON INVESTMENT HOLDING CO RETIRE SAV PL&TR Expense Ratio
In 2021, the investment and administrative expense ratio of SAMSON INVESTMENT HOLDING CO RETIRE SAV PL&TR is 0.47%.
Enrollment Features
SAMSON INVESTMENT HOLDING CO RETIRE SAV PL&TR has the following features:Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
Recent Articles
- Lazy Portfolios for Retirement Investing
- How to Implement a Lazy Portfolio
- What Are Lazy Portfolios?
- IRAs as One of the Emergency Fund Sources
- How to Borrow From an IRA?
- Special Issue: Staying the Course Amid Market Turmoil
- A Step-by-Step Guide to Finding Your Old 401(k) Account
- How Paying Credit Card Interest Often Hurts Your Credit Score
- The ABCs of Roth Conversions: Backdoor, Mega Backdoor, and More
Free newsletters
High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more ...
Puzzled on what to invest?
- We ask a few questions to decide your personal return and risk expectations
- We build a custom portfolio for your plan (401(k), 403(b), 529 ...) or for a brokerage account
- We monitor and send timely rebalance emails on what investment funds to buy and sell
Looking for ideas to generate income?
- ETF or mutual fund income portfolios for 4-7% annual income
- Dividend stock funds
- Passive real estate investments
- more ...
Portfolio Calculator (Simulator)
Quickly enter fund allocation and get a back test result on the performance of this 'lazy' portfolio.
Customize Asset Allocation Portfolios
Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.
Retirement Calculator
See how much you can save for retirement.
Investment Calculator
Grow your wealth and see the power of compounding.
Looking for a (forgotten) 401(k)?
Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan ...