W. BAXTER PERKINSON, JR., DDS & ASSOCIATES, LTD. 401K PROFIT SHARING PLAN AND TRUST

Plan Contact

  • Contact person: GILBERT L. ROBERTS, JR.
  • Phone: (804) 794-9789

Plan General Information

W. BAXTER PERKINSON, JR., DDS & ASSOCIATES, LTD. 401K PROFIT SHARING PLAN AND TRUST Total Retirement Plan Assets

At the end of 2008, the total retirement plan assets of W. BAXTER PERKINSON, JR., DDS & ASSOCIATES, LTD. 401K PROFIT SHARING PLAN AND TRUST is $14,191,455.00.This plan was established in 1988.

W. BAXTER PERKINSON, JR., DDS & ASSOCIATES, LTD. 401K PROFIT SHARING PLAN AND TRUST Total Number of Retirement Plan Participants

At the end of 2008, the total number of retirement plan participants in W. BAXTER PERKINSON, JR., DDS & ASSOCIATES, LTD. 401K PROFIT SHARING PLAN AND TRUST is 195

W. BAXTER PERKINSON, JR., DDS & ASSOCIATES, LTD. 401K PROFIT SHARING PLAN AND TRUST Average Participant Retirement Account Value

In 2008, the average participant retirement account value for W. BAXTER PERKINSON, JR., DDS & ASSOCIATES, LTD. 401K PROFIT SHARING PLAN AND TRUST is $72,776.00

W. BAXTER PERKINSON, JR., DDS & ASSOCIATES, LTD. 401K PROFIT SHARING PLAN AND TRUST Estimated Average Employee Contribution Amount

In 2008, the estimated average employee contribution amount per participant for W. BAXTER PERKINSON, JR., DDS & ASSOCIATES, LTD. 401K PROFIT SHARING PLAN AND TRUST is $8,667.00.

W. BAXTER PERKINSON, JR., DDS & ASSOCIATES, LTD. 401K PROFIT SHARING PLAN AND TRUST Estimated Average Employer Match

In 2008, the estimated average employer match for an employee in W. BAXTER PERKINSON, JR., DDS & ASSOCIATES, LTD. 401K PROFIT SHARING PLAN AND TRUST is approximately $5,063.00
Investing in this additonal $5,063.00 for 20 years would give you extra $324,075.00, assuming a 10% annual return.

W. BAXTER PERKINSON, JR., DDS & ASSOCIATES, LTD. 401K PROFIT SHARING PLAN AND TRUST Total Employer Contribution and Match Rate

In 2008, W. BAXTER PERKINSON, JR., DDS & ASSOCIATES, LTD. 401K PROFIT SHARING PLAN AND TRUST allocates $987,417.00 to match its employees' contributions, providing an employer match rate of 116.84% of their contributions

W. BAXTER PERKINSON, JR., DDS & ASSOCIATES, LTD. 401K PROFIT SHARING PLAN AND TRUST Total Retirement Plan Asset Growth Rate

In 2008, the total retirement plan asset growth rate of W. BAXTER PERKINSON, JR., DDS & ASSOCIATES, LTD. 401K PROFIT SHARING PLAN AND TRUST is -22.06%.

W. BAXTER PERKINSON, JR., DDS & ASSOCIATES, LTD. 401K PROFIT SHARING PLAN AND TRUST Estimated Aggregate Retirement Account Investment Gain/Loss

In 2008, the estimated aggregate retirement account investment gain/loss for W. BAXTER PERKINSON, JR., DDS & ASSOCIATES, LTD. 401K PROFIT SHARING PLAN AND TRUST is -30.15%. This measures the effectiveness of the plan participants' investments in the year.

W. BAXTER PERKINSON, JR., DDS & ASSOCIATES, LTD. 401K PROFIT SHARING PLAN AND TRUST Expense Ratio

In 2008, the investment and administrative expense ratio of W. BAXTER PERKINSON, JR., DDS & ASSOCIATES, LTD. 401K PROFIT SHARING PLAN AND TRUST is 0.01%.

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