MONTEREY SD PARTNERS INC 401(K) PROFIT SHARING PLAN & TRUST
Plan Contact
- Address: 3861 VALLEY CENTRE DR,SAN DIEGO,CA
- Contact person: AGNES MAUFIT
- Phone: (858) 792-9801
Plan General Information
MONTEREY SD PARTNERS INC 401(K) PROFIT SHARING PLAN & TRUST Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of MONTEREY SD PARTNERS INC 401(K) PROFIT SHARING PLAN & TRUST is $1,816,877.00.This plan was established in 2007.
MONTEREY SD PARTNERS INC 401(K) PROFIT SHARING PLAN & TRUST Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in MONTEREY SD PARTNERS INC 401(K) PROFIT SHARING PLAN & TRUST is 278
MONTEREY SD PARTNERS INC 401(K) PROFIT SHARING PLAN & TRUST Average Participant Retirement Account Value
In 2023, the average participant retirement account value for MONTEREY SD PARTNERS INC 401(K) PROFIT SHARING PLAN & TRUST is $6,535.00
MONTEREY SD PARTNERS INC 401(K) PROFIT SHARING PLAN & TRUST Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for MONTEREY SD PARTNERS INC 401(K) PROFIT SHARING PLAN & TRUST is $523.00.
MONTEREY SD PARTNERS INC 401(K) PROFIT SHARING PLAN & TRUST Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in MONTEREY SD PARTNERS INC 401(K) PROFIT SHARING PLAN & TRUST is approximately $219.00
Investing in this additonal $219.00 for 20 years would give you extra $14,027.00, assuming a 10% annual return.
Investing in this additonal $219.00 for 20 years would give you extra $14,027.00, assuming a 10% annual return.
MONTEREY SD PARTNERS INC 401(K) PROFIT SHARING PLAN & TRUST Total Employer Contribution and Match Rate
In 2023, MONTEREY SD PARTNERS INC 401(K) PROFIT SHARING PLAN & TRUST allocates $60,932.00 to match its employees' contributions, providing an employer match rate of 43.24% of their contributions
MONTEREY SD PARTNERS INC 401(K) PROFIT SHARING PLAN & TRUST Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of MONTEREY SD PARTNERS INC 401(K) PROFIT SHARING PLAN & TRUST is 18.88%.
MONTEREY SD PARTNERS INC 401(K) PROFIT SHARING PLAN & TRUST Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for MONTEREY SD PARTNERS INC 401(K) PROFIT SHARING PLAN & TRUST is 9.65%. This measures the effectiveness of the plan participants' investments in the year.
MONTEREY SD PARTNERS INC 401(K) PROFIT SHARING PLAN & TRUST Expense Ratio
In 2023, the investment and administrative expense ratio of MONTEREY SD PARTNERS INC 401(K) PROFIT SHARING PLAN & TRUST is 0.78%.
Enrollment Features
MONTEREY SD PARTNERS INC 401(K) PROFIT SHARING PLAN & TRUST 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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