COMMONWEALTH WINE & SPIRITS TAX DEFERRED SAVINGS PLAN
Plan Contact
- Contact person: LISA R. PITCHFORD
- Phone: (502) 254-8600
Plan General Information
COMMONWEALTH WINE & SPIRITS TAX DEFERRED SAVINGS PLAN Total Retirement Plan Assets
At the end of 2003, the total retirement plan assets of COMMONWEALTH WINE & SPIRITS TAX DEFERRED SAVINGS PLAN is $7,158,058.00.This plan was established in 1980.
COMMONWEALTH WINE & SPIRITS TAX DEFERRED SAVINGS PLAN Total Number of Retirement Plan Participants
At the end of 2003, the total number of retirement plan participants in COMMONWEALTH WINE & SPIRITS TAX DEFERRED SAVINGS PLAN is 156
COMMONWEALTH WINE & SPIRITS TAX DEFERRED SAVINGS PLAN Average Participant Retirement Account Value
In 2003, the average participant retirement account value for COMMONWEALTH WINE & SPIRITS TAX DEFERRED SAVINGS PLAN is $45,884.00
COMMONWEALTH WINE & SPIRITS TAX DEFERRED SAVINGS PLAN Estimated Average Employee Contribution Amount
In 2003, the estimated average employee contribution amount per participant for COMMONWEALTH WINE & SPIRITS TAX DEFERRED SAVINGS PLAN is $6,652.00.
COMMONWEALTH WINE & SPIRITS TAX DEFERRED SAVINGS PLAN Estimated Average Employer Match
In 2003, the estimated average employer match for an employee in COMMONWEALTH WINE & SPIRITS TAX DEFERRED SAVINGS PLAN is approximately $754.00
Investing in this additonal $754.00 for 20 years would give you extra $48,309.00, assuming a 10% annual return.
Investing in this additonal $754.00 for 20 years would give you extra $48,309.00, assuming a 10% annual return.
COMMONWEALTH WINE & SPIRITS TAX DEFERRED SAVINGS PLAN Total Employer Contribution and Match Rate
In 2003, COMMONWEALTH WINE & SPIRITS TAX DEFERRED SAVINGS PLAN allocates $117,754.00 to match its employees' contributions, providing an employer match rate of 22.69% of their contributions
COMMONWEALTH WINE & SPIRITS TAX DEFERRED SAVINGS PLAN Total Retirement Plan Asset Growth Rate
In 2003, the total retirement plan asset growth rate of COMMONWEALTH WINE & SPIRITS TAX DEFERRED SAVINGS PLAN is 24.23%.
COMMONWEALTH WINE & SPIRITS TAX DEFERRED SAVINGS PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2003, the estimated aggregate retirement account investment gain/loss for COMMONWEALTH WINE & SPIRITS TAX DEFERRED SAVINGS PLAN is 20.88%. This measures the effectiveness of the plan participants' investments in the year.
COMMONWEALTH WINE & SPIRITS TAX DEFERRED SAVINGS PLAN Expense Ratio
In 2003, the investment and administrative expense ratio of COMMONWEALTH WINE & SPIRITS TAX DEFERRED SAVINGS PLAN is 0.03%.
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