S.R. WEINER & ASSOC. , INC. 401K AND PROFIT SHARING PLAN

Plan Contact

  • Contact person: DEURDRE A, GEIGHEGAR
  • Phone: (617) 232-8900

Plan General Information

S.R. WEINER & ASSOC. , INC. 401K AND PROFIT SHARING PLAN Total Retirement Plan Assets

At the end of 2001, the total retirement plan assets of S.R. WEINER & ASSOC. , INC. 401K AND PROFIT SHARING PLAN is $3,757,960.00.This plan was established in 1985.

S.R. WEINER & ASSOC. , INC. 401K AND PROFIT SHARING PLAN Total Number of Retirement Plan Participants

At the end of 2001, the total number of retirement plan participants in S.R. WEINER & ASSOC. , INC. 401K AND PROFIT SHARING PLAN is 233

S.R. WEINER & ASSOC. , INC. 401K AND PROFIT SHARING PLAN Average Participant Retirement Account Value

In 2001, the average participant retirement account value for S.R. WEINER & ASSOC. , INC. 401K AND PROFIT SHARING PLAN is $16,128.00

S.R. WEINER & ASSOC. , INC. 401K AND PROFIT SHARING PLAN Estimated Average Employee Contribution Amount

In 2001, the estimated average employee contribution amount per participant for S.R. WEINER & ASSOC. , INC. 401K AND PROFIT SHARING PLAN is $3,521.00.

S.R. WEINER & ASSOC. , INC. 401K AND PROFIT SHARING PLAN Estimated Average Employer Match

In 2001, the estimated average employer match for an employee in S.R. WEINER & ASSOC. , INC. 401K AND PROFIT SHARING PLAN is approximately $541.00
Investing in this additonal $541.00 for 20 years would give you extra $34,634.00, assuming a 10% annual return.

S.R. WEINER & ASSOC. , INC. 401K AND PROFIT SHARING PLAN Total Employer Contribution and Match Rate

In 2001, S.R. WEINER & ASSOC. , INC. 401K AND PROFIT SHARING PLAN allocates $126,090.00 to match its employees' contributions, providing an employer match rate of 30.73% of their contributions

S.R. WEINER & ASSOC. , INC. 401K AND PROFIT SHARING PLAN Total Retirement Plan Asset Growth Rate

In 2001, the total retirement plan asset growth rate of S.R. WEINER & ASSOC. , INC. 401K AND PROFIT SHARING PLAN is 2.55%.

S.R. WEINER & ASSOC. , INC. 401K AND PROFIT SHARING PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2001, the estimated aggregate retirement account investment gain/loss for S.R. WEINER & ASSOC. , INC. 401K AND PROFIT SHARING PLAN is -8.69%. This measures the effectiveness of the plan participants' investments in the year.

S.R. WEINER & ASSOC. , INC. 401K AND PROFIT SHARING PLAN Expense Ratio

In 2001, the investment and administrative expense ratio of S.R. WEINER & ASSOC. , INC. 401K AND PROFIT SHARING PLAN is 0.00%.

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