STILWELL FINANCIAL INC. 401K, PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN

Plan Contact

  • Contact person: MARK P. HERMAN
  • Phone: (816) 218-2400

Plan General Information

STILWELL FINANCIAL INC. 401K, PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN Total Retirement Plan Assets

At the end of 2001, the total retirement plan assets of STILWELL FINANCIAL INC. 401K, PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN is $109,500,097.00.This plan was established in 2000.

STILWELL FINANCIAL INC. 401K, PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN Total Number of Retirement Plan Participants

At the end of 2001, the total number of retirement plan participants in STILWELL FINANCIAL INC. 401K, PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN is 1867

STILWELL FINANCIAL INC. 401K, PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN Average Participant Retirement Account Value

In 2001, the average participant retirement account value for STILWELL FINANCIAL INC. 401K, PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN is $58,650.00

STILWELL FINANCIAL INC. 401K, PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN Estimated Average Employee Contribution Amount

In 2001, the estimated average employee contribution amount per participant for STILWELL FINANCIAL INC. 401K, PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN is $8,332.00.

STILWELL FINANCIAL INC. 401K, PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN Estimated Average Employer Match

In 2001, the estimated average employer match for an employee in STILWELL FINANCIAL INC. 401K, PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN is approximately $6,541.00
Investing in this additonal $6,541.00 for 20 years would give you extra $418,637.00, assuming a 10% annual return.

STILWELL FINANCIAL INC. 401K, PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN Total Employer Contribution and Match Rate

In 2001, STILWELL FINANCIAL INC. 401K, PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN allocates $12,212,440.00 to match its employees' contributions, providing an employer match rate of 157.01% of their contributions

STILWELL FINANCIAL INC. 401K, PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN Total Retirement Plan Asset Growth Rate

In 2001, the total retirement plan asset growth rate of STILWELL FINANCIAL INC. 401K, PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN is 268.21%.

STILWELL FINANCIAL INC. 401K, PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2001, the estimated aggregate retirement account investment gain/loss for STILWELL FINANCIAL INC. 401K, PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN is 202.48%. This measures the effectiveness of the plan participants' investments in the year.

STILWELL FINANCIAL INC. 401K, PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN Expense Ratio

In 2001, the investment and administrative expense ratio of STILWELL FINANCIAL INC. 401K, PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN is 0.00%.

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