LICK-WILMERDING HIGH SCHOOL RETIREMENT PLAN

Plan Contact

  • Address: 755 OCEAN AVENUE,SAN FRANCISCO,CA
  • Contact person: JEANETTE MOORE
  • Phone: (415) 333-4021

Plan General Information

LICK-WILMERDING HIGH SCHOOL RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2021, the total retirement plan assets of LICK-WILMERDING HIGH SCHOOL RETIREMENT PLAN is $46,971,334.00.This plan was established in 2022.

LICK-WILMERDING HIGH SCHOOL RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 2021, the total number of retirement plan participants in LICK-WILMERDING HIGH SCHOOL RETIREMENT PLAN is 299

LICK-WILMERDING HIGH SCHOOL RETIREMENT PLAN Average Participant Retirement Account Value

In 2021, the average participant retirement account value for LICK-WILMERDING HIGH SCHOOL RETIREMENT PLAN is $157,094.00

LICK-WILMERDING HIGH SCHOOL RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 2021, the estimated average employee contribution amount per participant for LICK-WILMERDING HIGH SCHOOL RETIREMENT PLAN is $4,184.00.

LICK-WILMERDING HIGH SCHOOL RETIREMENT PLAN Estimated Average Employer Match

In 2021, the estimated average employer match for an employee in LICK-WILMERDING HIGH SCHOOL RETIREMENT PLAN is approximately $2,550.00
Investing in this additonal $2,550.00 for 20 years would give you extra $163,217.00, assuming a 10% annual return.

LICK-WILMERDING HIGH SCHOOL RETIREMENT PLAN Total Employer Contribution and Match Rate

In 2021, LICK-WILMERDING HIGH SCHOOL RETIREMENT PLAN allocates $762,534.00 to match its employees' contributions, providing an employer match rate of 60.95% of their contributions

LICK-WILMERDING HIGH SCHOOL RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2021, the total retirement plan asset growth rate of LICK-WILMERDING HIGH SCHOOL RETIREMENT PLAN is 14.51%.

LICK-WILMERDING HIGH SCHOOL RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2021, the estimated aggregate retirement account investment gain/loss for LICK-WILMERDING HIGH SCHOOL RETIREMENT PLAN is 12.72%. This measures the effectiveness of the plan participants' investments in the year.

LICK-WILMERDING HIGH SCHOOL RETIREMENT PLAN Expense Ratio

In 2021, the investment and administrative expense ratio of LICK-WILMERDING HIGH SCHOOL RETIREMENT PLAN is 0.12%.

Enrollment Features

LICK-WILMERDING HIGH SCHOOL 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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