TRANSACTION TAX RESOURCES INC 401K PROFIT SHARING PLAN AND TRUST

Plan Contact

  • Address: 3850 NE THREE MILE LN,MCMINNVILLE,OR
  • Contact person: SHON HOLYFIELD
  • Phone: (503) 472-8500

Plan General Information

TRANSACTION TAX RESOURCES INC 401K PROFIT SHARING PLAN AND TRUST Total Retirement Plan Assets

At the end of 2020, the total retirement plan assets of TRANSACTION TAX RESOURCES INC 401K PROFIT SHARING PLAN AND TRUST is $2,505,015.00.This plan was established in 2012.

TRANSACTION TAX RESOURCES INC 401K PROFIT SHARING PLAN AND TRUST Total Number of Retirement Plan Participants

At the end of 2020, the total number of retirement plan participants in TRANSACTION TAX RESOURCES INC 401K PROFIT SHARING PLAN AND TRUST is 156

TRANSACTION TAX RESOURCES INC 401K PROFIT SHARING PLAN AND TRUST Average Participant Retirement Account Value

In 2020, the average participant retirement account value for TRANSACTION TAX RESOURCES INC 401K PROFIT SHARING PLAN AND TRUST is $16,057.00

TRANSACTION TAX RESOURCES INC 401K PROFIT SHARING PLAN AND TRUST Estimated Average Employee Contribution Amount

In 2020, the estimated average employee contribution amount per participant for TRANSACTION TAX RESOURCES INC 401K PROFIT SHARING PLAN AND TRUST is $8,117.00.

TRANSACTION TAX RESOURCES INC 401K PROFIT SHARING PLAN AND TRUST Total Retirement Plan Asset Growth Rate

In 2020, the total retirement plan asset growth rate of TRANSACTION TAX RESOURCES INC 401K PROFIT SHARING PLAN AND TRUST is 43.63%.

TRANSACTION TAX RESOURCES INC 401K PROFIT SHARING PLAN AND TRUST Estimated Aggregate Retirement Account Investment Gain/Loss

In 2020, the estimated aggregate retirement account investment gain/loss for TRANSACTION TAX RESOURCES INC 401K PROFIT SHARING PLAN AND TRUST is 12.89%. This measures the effectiveness of the plan participants' investments in the year.

TRANSACTION TAX RESOURCES INC 401K PROFIT SHARING PLAN AND TRUST Expense Ratio

In 2020, the investment and administrative expense ratio of TRANSACTION TAX RESOURCES INC 401K PROFIT SHARING PLAN AND TRUST is 0.24%.

Enrollment Features

TRANSACTION TAX RESOURCES INC 401K PROFIT SHARING 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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