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Media Contact

Melinda Hart
Fringe Benefit Group
(210) 824-3433
melinda@melindahartpr.com

Sample Executive Summary

Download the PDF to see the entire Sample Executive Summary charts and graphs.

High Level Summary of Plan Activity

Beginning Balance as of October 1, 2008 $6,980,147.40
Employee Contributions 90,284.19
Employer Contributions 0.00
Transfers and Rollovers 16.79
Withdrawals (40,292.15)
Forfeitures 0.00
Gain or Loss (1,203,984.03)
Loan Activity 2,899.61
Ending Balance as of December 31, 2008 $5,829,071.81
Vested Balance as of December 31, 2008 $5,764,608.45
Average Participant Balance as of December 31, 2008 $78,771.24

 

At the beginning of the period there were 72 participants with account balances. During the period 48 made contributions, 3 entered the plan and 1 left the plan, resulting in 74 participants with account balances at the end of the period.
 
Fringe Benefit Group:  The prevailing wage benefits experts.