RUBY WINES, INC. 401K PROFIT SHARING TRUST

Plan Contact

  • Address: 625 BODWELL STREET EXT.,AVON,MA
  • Contact person: ROBERT RUBIN
  • Phone: (508) 588-7007

Plan General Information

RUBY WINES, INC. 401K PROFIT SHARING TRUST Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of RUBY WINES, INC. 401K PROFIT SHARING TRUST is $19,068,495.00.This plan was established in 1975.

RUBY WINES, INC. 401K PROFIT SHARING TRUST Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in RUBY WINES, INC. 401K PROFIT SHARING TRUST is 183

RUBY WINES, INC. 401K PROFIT SHARING TRUST Average Participant Retirement Account Value

In 2023, the average participant retirement account value for RUBY WINES, INC. 401K PROFIT SHARING TRUST is $104,199.00

RUBY WINES, INC. 401K PROFIT SHARING TRUST Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for RUBY WINES, INC. 401K PROFIT SHARING TRUST is $3,657.00.

RUBY WINES, INC. 401K PROFIT SHARING TRUST Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in RUBY WINES, INC. 401K PROFIT SHARING TRUST is approximately $819.00
Investing in this additonal $819.00 for 20 years would give you extra $52,459.00, assuming a 10% annual return.

RUBY WINES, INC. 401K PROFIT SHARING TRUST Total Employer Contribution and Match Rate

In 2023, RUBY WINES, INC. 401K PROFIT SHARING TRUST allocates $150,000.00 to match its employees' contributions, providing an employer match rate of 22.23% of their contributions

RUBY WINES, INC. 401K PROFIT SHARING TRUST Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of RUBY WINES, INC. 401K PROFIT SHARING TRUST is 9.94%.

RUBY WINES, INC. 401K PROFIT SHARING TRUST Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for RUBY WINES, INC. 401K PROFIT SHARING TRUST is 16.85%. This measures the effectiveness of the plan participants' investments in the year.

RUBY WINES, INC. 401K PROFIT SHARING TRUST Expense Ratio

In 2023, the investment and administrative expense ratio of RUBY WINES, INC. 401K PROFIT SHARING TRUST is 0.36%.

Enrollment Features

RUBY WINES, INC. 401K PROFIT SHARING 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.


Free newsletters

High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more …

Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell

Looking for ideas to generate income?

  • ETF or mutual fund income portfolios for 4-7% annual income
  • Dividend stock funds
  • Passive real estate investments
  • more …

Portfolio Calculator (Simulator)

Quickly enter fund allocation and get a back test result on the performance of this ‘lazy’ portfolio.

Customize Asset Allocation Portfolios

Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.

Retirement Calculator

See how much you can save for retirement.

Investment Calculator

Grow your wealth and see the power of compounding.


Looking for a (forgotten) 401(k)?

Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan …