THE GOETZMAN GROUP 401(K) PLAN AND TRUST

Plan Contact

  • Address: 21700 OXNARD STREET,,WOODLAND HILLS,CA
  • Contact person: LINDA GRAY
  • Phone: (818) 595-1112

Plan General Information

THE GOETZMAN GROUP 401(K) PLAN AND TRUST Total Retirement Plan Assets

At the end of 2012, the total retirement plan assets of THE GOETZMAN GROUP 401(K) PLAN AND TRUST is $6,292,244.00.This plan was established in 2000.

THE GOETZMAN GROUP 401(K) PLAN AND TRUST Total Number of Retirement Plan Participants

At the end of 2012, the total number of retirement plan participants in THE GOETZMAN GROUP 401(K) PLAN AND TRUST is 101

THE GOETZMAN GROUP 401(K) PLAN AND TRUST Average Participant Retirement Account Value

In 2012, the average participant retirement account value for THE GOETZMAN GROUP 401(K) PLAN AND TRUST is $62,299.00

THE GOETZMAN GROUP 401(K) PLAN AND TRUST Estimated Average Employee Contribution Amount

In 2012, the estimated average employee contribution amount per participant for THE GOETZMAN GROUP 401(K) PLAN AND TRUST is $10,930.00.

THE GOETZMAN GROUP 401(K) PLAN AND TRUST Estimated Average Employer Match

In 2012, the estimated average employer match for an employee in THE GOETZMAN GROUP 401(K) PLAN AND TRUST is approximately $491.00
Investing in this additonal $491.00 for 20 years would give you extra $31,448.00, assuming a 10% annual return.

THE GOETZMAN GROUP 401(K) PLAN AND TRUST Total Employer Contribution and Match Rate

In 2012, THE GOETZMAN GROUP 401(K) PLAN AND TRUST allocates $49,630.00 to match its employees' contributions, providing an employer match rate of 8.99% of their contributions

THE GOETZMAN GROUP 401(K) PLAN AND TRUST Total Retirement Plan Asset Growth Rate

In 2012, the total retirement plan asset growth rate of THE GOETZMAN GROUP 401(K) PLAN AND TRUST is 14.77%.

THE GOETZMAN GROUP 401(K) PLAN AND TRUST Estimated Aggregate Retirement Account Investment Gain/Loss

In 2012, the estimated aggregate retirement account investment gain/loss for THE GOETZMAN GROUP 401(K) PLAN AND TRUST is 11.37%. This measures the effectiveness of the plan participants' investments in the year.

THE GOETZMAN GROUP 401(K) PLAN AND TRUST Expense Ratio

In 2012, the investment and administrative expense ratio of THE GOETZMAN GROUP 401(K) PLAN AND TRUST is 0.01%.

Enrollment Features

THE GOETZMAN GROUP 401(K) PLAN AND TRUST has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.

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