7-AS-SBM QUALIFIED RETIREMENT PLAN
Plan Contact
- Address: 7525 SE 24TH STREET,SUITE 310,,MERCER ISLAND,WA
- Contact person: BEATRIZ S JOHNSON
- Phone: (206) 230-8969
Plan General Information
7-AS-SBM QUALIFIED RETIREMENT PLAN Total Retirement Plan Assets
At the end of 2020, the total retirement plan assets of 7-AS-SBM QUALIFIED RETIREMENT PLAN is $590,341.00.This plan was established in 2006.
7-AS-SBM QUALIFIED RETIREMENT PLAN Total Number of Retirement Plan Participants
At the end of 2020, the total number of retirement plan participants in 7-AS-SBM QUALIFIED RETIREMENT PLAN is 148
7-AS-SBM QUALIFIED RETIREMENT PLAN Average Participant Retirement Account Value
In 2020, the average participant retirement account value for 7-AS-SBM QUALIFIED RETIREMENT PLAN is $3,988.00
7-AS-SBM QUALIFIED RETIREMENT PLAN Estimated Average Employee Contribution Amount
In 2020, the estimated average employee contribution amount per participant for 7-AS-SBM QUALIFIED RETIREMENT PLAN is $901.00.
7-AS-SBM QUALIFIED RETIREMENT PLAN Total Retirement Plan Asset Growth Rate
In 2020, the total retirement plan asset growth rate of 7-AS-SBM QUALIFIED RETIREMENT PLAN is 11.01%.
7-AS-SBM QUALIFIED RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2020, the estimated aggregate retirement account investment gain/loss for 7-AS-SBM QUALIFIED RETIREMENT PLAN is 14.34%. This measures the effectiveness of the plan participants' investments in the year.
7-AS-SBM QUALIFIED RETIREMENT PLAN Expense Ratio
In 2020, the investment and administrative expense ratio of 7-AS-SBM QUALIFIED RETIREMENT PLAN is 0.45%.
Enrollment Features
7-AS-SBM QUALIFIED RETIREMENT PLAN has the following features:Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
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