THE HEART GROUP P.C. PROFIT SHARING PLAN

Plan Contact

  • Contact person: D. DEANN HUNT
  • Phone: (812) 464-0542

Plan General Information

THE HEART GROUP P.C. PROFIT SHARING PLAN Total Retirement Plan Assets

At the end of 2003, the total retirement plan assets of THE HEART GROUP P.C. PROFIT SHARING PLAN is $11,773,005.00.This plan was established in 1990.

THE HEART GROUP P.C. PROFIT SHARING PLAN Total Number of Retirement Plan Participants

At the end of 2003, the total number of retirement plan participants in THE HEART GROUP P.C. PROFIT SHARING PLAN is 243

THE HEART GROUP P.C. PROFIT SHARING PLAN Average Participant Retirement Account Value

In 2003, the average participant retirement account value for THE HEART GROUP P.C. PROFIT SHARING PLAN is $48,448.00

THE HEART GROUP P.C. PROFIT SHARING PLAN Estimated Average Employee Contribution Amount

In 2003, the estimated average employee contribution amount per participant for THE HEART GROUP P.C. PROFIT SHARING PLAN is $4,878.00.

THE HEART GROUP P.C. PROFIT SHARING PLAN Estimated Average Employer Match

In 2003, the estimated average employer match for an employee in THE HEART GROUP P.C. PROFIT SHARING PLAN is approximately $3,698.00
Investing in this additonal $3,698.00 for 20 years would give you extra $236,687.00, assuming a 10% annual return.

THE HEART GROUP P.C. PROFIT SHARING PLAN Total Employer Contribution and Match Rate

In 2003, THE HEART GROUP P.C. PROFIT SHARING PLAN allocates $898,673.00 to match its employees' contributions, providing an employer match rate of 151.63% of their contributions

THE HEART GROUP P.C. PROFIT SHARING PLAN Total Retirement Plan Asset Growth Rate

In 2003, the total retirement plan asset growth rate of THE HEART GROUP P.C. PROFIT SHARING PLAN is 35.06%.

THE HEART GROUP P.C. PROFIT SHARING PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2003, the estimated aggregate retirement account investment gain/loss for THE HEART GROUP P.C. PROFIT SHARING PLAN is 22.38%. This measures the effectiveness of the plan participants' investments in the year.

THE HEART GROUP P.C. PROFIT SHARING PLAN Expense Ratio

In 2003, the investment and administrative expense ratio of THE HEART GROUP P.C. PROFIT SHARING PLAN is 0.05%.

Enrollment Features

THE HEART GROUP P.C. PROFIT SHARING PLAN has the following features:
    Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.

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