Plan Balance
ABC COMPANY: 565011
As of market close January 01, 20YY
View by: Source Investments
Valuation DateMM/DD/YYYY
Plan Balance by Source
Money Source   | YTD Contributions | Balance | Balance % |
|---|---|---|---|
| Employee | |||
Employee Pre Tax | $0.00 | $32,460,194.30 | 66.00% |
Rollover | $0.00 | $4,426,390.13 | 9.00% |
| Employer | |||
Company Match | $0.00 | $10,328,243.60 | 21.00% |
Profit Sharing | $0.00 | $2,213,195.07 | 4.00% |
| Total | $0.00 | $49,182,112.61 | 100% |
Investments are priced at the previous market close and updated overnight.
The information above does not include outstanding loan balances.
The vested percentage displayed takes into account prior withdrawals.
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