POTRERO DISTILLING HOLDINGS RETIREMENT PLAN
Plan Contact
- Address: 550 MONTGOMERY STREET SUITE 300,SAN FRANCISCO,CA
- Contact person: JESSICA ROTH-HANLEY
- Phone: (415) 525-6516
Plan General Information
POTRERO DISTILLING HOLDINGS RETIREMENT PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of POTRERO DISTILLING HOLDINGS RETIREMENT PLAN is $11,304,161.00.This plan was established in 1983.
POTRERO DISTILLING HOLDINGS RETIREMENT PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in POTRERO DISTILLING HOLDINGS RETIREMENT PLAN is 115
POTRERO DISTILLING HOLDINGS RETIREMENT PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for POTRERO DISTILLING HOLDINGS RETIREMENT PLAN is $98,297.00
POTRERO DISTILLING HOLDINGS RETIREMENT PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for POTRERO DISTILLING HOLDINGS RETIREMENT PLAN is $6,809.00.
POTRERO DISTILLING HOLDINGS RETIREMENT PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in POTRERO DISTILLING HOLDINGS RETIREMENT PLAN is approximately $2,981.00
Investing in this additonal $2,981.00 for 20 years would give you extra $190,806.00, assuming a 10% annual return.
Investing in this additonal $2,981.00 for 20 years would give you extra $190,806.00, assuming a 10% annual return.
POTRERO DISTILLING HOLDINGS RETIREMENT PLAN Total Employer Contribution and Match Rate
In 2023, POTRERO DISTILLING HOLDINGS RETIREMENT PLAN allocates $342,855.00 to match its employees' contributions, providing an employer match rate of 42.67% of their contributions
POTRERO DISTILLING HOLDINGS RETIREMENT PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of POTRERO DISTILLING HOLDINGS RETIREMENT PLAN is 20.04%.
POTRERO DISTILLING HOLDINGS RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for POTRERO DISTILLING HOLDINGS RETIREMENT PLAN is 20.35%. This measures the effectiveness of the plan participants' investments in the year.
POTRERO DISTILLING HOLDINGS RETIREMENT PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of POTRERO DISTILLING HOLDINGS RETIREMENT PLAN is 0.29%.
Enrollment Features
POTRERO DISTILLING HOLDINGS 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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