SHARTSIS FRIESE LLP PROFIT SHARING/401(K) PLAN
- Address: ONE MARITIME PLAZA,,SAN FRANCISCO,CA
- Contact person: JAMES M SCHWARZ
- Phone: (415) 421-6500
SHARTSIS FRIESE LLP PROFIT SHARING/401(K) 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.
Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.
At the end of 2022, the total retirement plan assets of SHARTSIS FRIESE LLP PROFIT SHARING/401(K) PLAN is $105,424,577.00.This plan was established in 1989.
At the end of 2022, the total number of retirement plan participants in SHARTSIS FRIESE LLP PROFIT SHARING/401(K) PLAN is 143
In 2022, the average participant retirement account value for SHARTSIS FRIESE LLP PROFIT SHARING/401(K) PLAN is $737,234.00
In 2022, the estimated average employee contribution amount per participant for SHARTSIS FRIESE LLP PROFIT SHARING/401(K) PLAN is $11,999.00
In 2022, the estimated average employer match for an employee in SHARTSIS FRIESE LLP PROFIT SHARING/401(K) PLAN is approximately $13,771.00
In 2022, SHARTSIS FRIESE LLP PROFIT SHARING/401(K) PLAN allocates $1,969,348.00 to match its employees' contributions, providing an employer match rate of 114.37% of their contributions
In 2022, the total retirement plan asset growth rate of SHARTSIS FRIESE LLP PROFIT SHARING/401(K) PLAN is -20.01%
In 2022, the estimated aggregate retirement account investment gain/loss for SHARTSIS FRIESE LLP PROFIT SHARING/401(K) PLAN is -17.76%. This measures the effectiveness of the plan participants' investments in the year.
In 2022, the investment and administrative expense ratio of SHARTSIS FRIESE LLP PROFIT SHARING/401(K) PLAN is 0.00%.
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