SHEEHAN PHINNEY BASS & GREEN, PROFESSIONAL ASSOCIATION PROFIT SHARING PLAN AND TRUST
Plan Contact
- Contact person: WILLIAM J. DONOVAN FOR SPB&G, P.A.
- Phone: (603) 668-0300
Plan General Information
SHEEHAN PHINNEY BASS & GREEN, PROFESSIONAL ASSOCIATION PROFIT SHARING PLAN AND TRUST Total Retirement Plan Assets
At the end of 2002, the total retirement plan assets of SHEEHAN PHINNEY BASS & GREEN, PROFESSIONAL ASSOCIATION PROFIT SHARING PLAN AND TRUST is $22,928,486.00.This plan was established in 1975.
SHEEHAN PHINNEY BASS & GREEN, PROFESSIONAL ASSOCIATION PROFIT SHARING PLAN AND TRUST Total Number of Retirement Plan Participants
At the end of 2002, the total number of retirement plan participants in SHEEHAN PHINNEY BASS & GREEN, PROFESSIONAL ASSOCIATION PROFIT SHARING PLAN AND TRUST is 112
SHEEHAN PHINNEY BASS & GREEN, PROFESSIONAL ASSOCIATION PROFIT SHARING PLAN AND TRUST Average Participant Retirement Account Value
In 2002, the average participant retirement account value for SHEEHAN PHINNEY BASS & GREEN, PROFESSIONAL ASSOCIATION PROFIT SHARING PLAN AND TRUST is $204,718.00
SHEEHAN PHINNEY BASS & GREEN, PROFESSIONAL ASSOCIATION PROFIT SHARING PLAN AND TRUST Estimated Average Employee Contribution Amount
In 2002, the estimated average employee contribution amount per participant for SHEEHAN PHINNEY BASS & GREEN, PROFESSIONAL ASSOCIATION PROFIT SHARING PLAN AND TRUST is $8,195.00.
SHEEHAN PHINNEY BASS & GREEN, PROFESSIONAL ASSOCIATION PROFIT SHARING PLAN AND TRUST Estimated Average Employer Match
In 2002, the estimated average employer match for an employee in SHEEHAN PHINNEY BASS & GREEN, PROFESSIONAL ASSOCIATION PROFIT SHARING PLAN AND TRUST is approximately $3,794.00
Investing in this additonal $3,794.00 for 20 years would give you extra $242,857.00, assuming a 10% annual return.
Investing in this additonal $3,794.00 for 20 years would give you extra $242,857.00, assuming a 10% annual return.
SHEEHAN PHINNEY BASS & GREEN, PROFESSIONAL ASSOCIATION PROFIT SHARING PLAN AND TRUST Total Employer Contribution and Match Rate
In 2002, SHEEHAN PHINNEY BASS & GREEN, PROFESSIONAL ASSOCIATION PROFIT SHARING PLAN AND TRUST allocates $425,000.00 to match its employees' contributions, providing an employer match rate of 92.60% of their contributions
SHEEHAN PHINNEY BASS & GREEN, PROFESSIONAL ASSOCIATION PROFIT SHARING PLAN AND TRUST Total Retirement Plan Asset Growth Rate
In 2002, the total retirement plan asset growth rate of SHEEHAN PHINNEY BASS & GREEN, PROFESSIONAL ASSOCIATION PROFIT SHARING PLAN AND TRUST is -2.35%.
SHEEHAN PHINNEY BASS & GREEN, PROFESSIONAL ASSOCIATION PROFIT SHARING PLAN AND TRUST Estimated Aggregate Retirement Account Investment Gain/Loss
In 2002, the estimated aggregate retirement account investment gain/loss for SHEEHAN PHINNEY BASS & GREEN, PROFESSIONAL ASSOCIATION PROFIT SHARING PLAN AND TRUST is -4.06%. This measures the effectiveness of the plan participants' investments in the year.
SHEEHAN PHINNEY BASS & GREEN, PROFESSIONAL ASSOCIATION PROFIT SHARING PLAN AND TRUST Expense Ratio
In 2002, the investment and administrative expense ratio of SHEEHAN PHINNEY BASS & GREEN, PROFESSIONAL ASSOCIATION PROFIT SHARING PLAN AND TRUST is 0.00%.
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