ECh4Expand - 401(k Planning Sheet Name Annual Income Employee Invested Employer Match Total Percent Invested Expected Annual Return Years Employed

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401(k) Planning Sheet Annual Return and Employee Percent Invested Name Sandra Oei Years Annual Return in Left Column and Employee Percent Invested in Top Row Annual Income $79,000.00 $189,418.02 $94,800.00 189,418.02 3.00% 3.50% 4.00% 4.50% 5.00% 5.50% 6.00% 6.50% 7.00% 7.50% Employee Invested 6.00% 5 31,339.47 23,700.00 3.00% 86,452.86 97,259.47 108,066.07 118,872.68 129,679.29 140,485.90 151,292.50 162,099.11 172,905.72 183,712.33 Employer Match 1.00% 10 71,559.25 47,400.00 3.50% 91,342.24 102,760.02 114,177.80 125,595.58 137,013.36 148,431.14 159,848.92 171,266.70 182,684.48 194,102.26 Total Percent Invested 7.00% 15 123,175.65 71,100.00 4.00% 96,583.98 108,656.98 120,729.98 132,802.98 144,875.98 156,948.98 169,021.97 181,094.97 193,167.97 205,240.97 Expected Annual Return 5.00% 20 189,418.02 94,800.00 4.50% 102,206.08 114,981.84 127,757.60 140,533.36 153,309.12 166,084.88 178,860.64 191,636.40 204,412.16 217,187.92 Years Employed 20 25 274,430.72
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This note was uploaded on 06/21/2010 for the course CIS 3459 taught by Professor Dooley during the Spring '09 term at Pasadena City College.

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