THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FBO PATRICK K. NEAL & ASSOCIATES, INC.

Plan Contact

  • Address: 5800 LAKEWOOD RANCH BLVD,SARASOTA,FL
  • Phone: (941) 328-1039

Plan General Information

THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FBO PATRICK K. NEAL & ASSOCIATES, INC. Total Retirement Plan Assets

At the end of 2015, the total retirement plan assets of THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FBO PATRICK K. NEAL & ASSOCIATES, INC. is $8,119,401.00.This plan was established in 2014.

THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FBO PATRICK K. NEAL & ASSOCIATES, INC. Total Number of Retirement Plan Participants

At the end of 2015, the total number of retirement plan participants in THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FBO PATRICK K. NEAL & ASSOCIATES, INC. is 232

THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FBO PATRICK K. NEAL & ASSOCIATES, INC. Average Participant Retirement Account Value

In 2015, the average participant retirement account value for THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FBO PATRICK K. NEAL & ASSOCIATES, INC. is $34,997.00

THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FBO PATRICK K. NEAL & ASSOCIATES, INC. Estimated Average Employee Contribution Amount

In 2015, the estimated average employee contribution amount per participant for THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FBO PATRICK K. NEAL & ASSOCIATES, INC. is $10,367.00.

THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FBO PATRICK K. NEAL & ASSOCIATES, INC. Estimated Average Employer Match

In 2015, the estimated average employer match for an employee in THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FBO PATRICK K. NEAL & ASSOCIATES, INC. is approximately $3,159.00
Investing in this additonal $3,159.00 for 20 years would give you extra $202,189.00, assuming a 10% annual return.

THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FBO PATRICK K. NEAL & ASSOCIATES, INC. Total Employer Contribution and Match Rate

In 2015, THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FBO PATRICK K. NEAL & ASSOCIATES, INC. allocates $732,936.00 to match its employees' contributions, providing an employer match rate of 60.95% of their contributions

THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FBO PATRICK K. NEAL & ASSOCIATES, INC. Total Retirement Plan Asset Growth Rate

In 2015, the total retirement plan asset growth rate of THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FBO PATRICK K. NEAL & ASSOCIATES, INC. is 21.40%.

THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FBO PATRICK K. NEAL & ASSOCIATES, INC. Estimated Aggregate Retirement Account Investment Gain/Loss

In 2015, the estimated aggregate retirement account investment gain/loss for THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FBO PATRICK K. NEAL & ASSOCIATES, INC. is -1.88%. This measures the effectiveness of the plan participants' investments in the year.

THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FBO PATRICK K. NEAL & ASSOCIATES, INC. Expense Ratio

In 2015, the investment and administrative expense ratio of THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FBO PATRICK K. NEAL & ASSOCIATES, INC. is 0.33%.

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