WORKS AND LENTZ OF TULSA INC PROFIT SHARING PLAN AND TRUST
Plan Contact
- Address: 1437 S. BOULDER,,TULSA,OK
- Contact person: HARRY LENTZ, JR.
- Phone: (918) 582-3191
Plan General Information
WORKS AND LENTZ OF TULSA INC PROFIT SHARING PLAN AND TRUST Total Retirement Plan Assets
At the end of 2009, the total retirement plan assets of WORKS AND LENTZ OF TULSA INC PROFIT SHARING PLAN AND TRUST is $6,615,018.00.This plan was established in 1979.
WORKS AND LENTZ OF TULSA INC PROFIT SHARING PLAN AND TRUST Total Number of Retirement Plan Participants
At the end of 2009, the total number of retirement plan participants in WORKS AND LENTZ OF TULSA INC PROFIT SHARING PLAN AND TRUST is 145
WORKS AND LENTZ OF TULSA INC PROFIT SHARING PLAN AND TRUST Average Participant Retirement Account Value
In 2009, the average participant retirement account value for WORKS AND LENTZ OF TULSA INC PROFIT SHARING PLAN AND TRUST is $45,620.00
WORKS AND LENTZ OF TULSA INC PROFIT SHARING PLAN AND TRUST Estimated Average Employee Contribution Amount
In 2009, the estimated average employee contribution amount per participant for WORKS AND LENTZ OF TULSA INC PROFIT SHARING PLAN AND TRUST is $3,873.00.
WORKS AND LENTZ OF TULSA INC PROFIT SHARING PLAN AND TRUST Estimated Average Employer Match
In 2009, the estimated average employer match for an employee in WORKS AND LENTZ OF TULSA INC PROFIT SHARING PLAN AND TRUST is approximately $1,500.00
Investing in this additonal $1,500.00 for 20 years would give you extra $96,029.00, assuming a 10% annual return.
Investing in this additonal $1,500.00 for 20 years would give you extra $96,029.00, assuming a 10% annual return.
WORKS AND LENTZ OF TULSA INC PROFIT SHARING PLAN AND TRUST Total Employer Contribution and Match Rate
In 2009, WORKS AND LENTZ OF TULSA INC PROFIT SHARING PLAN AND TRUST allocates $217,567.00 to match its employees' contributions, providing an employer match rate of 77.47% of their contributions
WORKS AND LENTZ OF TULSA INC PROFIT SHARING PLAN AND TRUST Total Retirement Plan Asset Growth Rate
In 2009, the total retirement plan asset growth rate of WORKS AND LENTZ OF TULSA INC PROFIT SHARING PLAN AND TRUST is 30.48%.
WORKS AND LENTZ OF TULSA INC PROFIT SHARING PLAN AND TRUST Estimated Aggregate Retirement Account Investment Gain/Loss
In 2009, the estimated aggregate retirement account investment gain/loss for WORKS AND LENTZ OF TULSA INC PROFIT SHARING PLAN AND TRUST is 22.51%. This measures the effectiveness of the plan participants' investments in the year.
WORKS AND LENTZ OF TULSA INC PROFIT SHARING PLAN AND TRUST Expense Ratio
In 2009, the investment and administrative expense ratio of WORKS AND LENTZ OF TULSA INC PROFIT SHARING PLAN AND TRUST is 0.00%.
Enrollment Features
WORKS AND LENTZ OF TULSA INC PROFIT SHARING PLAN AND TRUST has the following features:Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
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.
Recent Articles
- Lazy Portfolios in Different Market Conditions
- Tax-Efficient Lazy Portfolios
- Lazy Portfolios for Retirement Investing
- How to Implement a Lazy Portfolio
- What Are Lazy Portfolios?
- IRAs as One of the Emergency Fund Sources
- How to Borrow From an IRA?
- Special Issue: Staying the Course Amid Market Turmoil
- A Step-by-Step Guide to Finding Your Old 401(k) Account
Free newsletters
High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more ...
Puzzled on what to invest?
- We ask a few questions to decide your personal return and risk expectations
- We build a custom portfolio for your plan (401(k), 403(b), 529 ...) or for a brokerage account
- We monitor and send timely rebalance emails on what investment funds to buy and sell
Looking for ideas to generate income?
- ETF or mutual fund income portfolios for 4-7% annual income
- Dividend stock funds
- Passive real estate investments
- more ...
Portfolio Calculator (Simulator)
Quickly enter fund allocation and get a back test result on the performance of this 'lazy' portfolio.
Customize Asset Allocation Portfolios
Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.
Retirement Calculator
See how much you can save for retirement.
Investment Calculator
Grow your wealth and see the power of compounding.
Looking for a (forgotten) 401(k)?
Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan ...