SHEA LABAGH DOBBERSTEIN CERTIFIED PUBLIC ACCOUNTANTS, INC. 401(K) PROFIT SHARING PLAN

Plan Contact

  • Address: 44 MONTGOMERY STREET, SUITE 3200,SAN FRANCISCO,CA
  • Phone: (415) 397-4444

Plan General Information

SHEA LABAGH DOBBERSTEIN CERTIFIED PUBLIC ACCOUNTANTS, INC. 401(K) PROFIT SHARING PLAN Total Retirement Plan Assets

At the end of 2020, the total retirement plan assets of SHEA LABAGH DOBBERSTEIN CERTIFIED PUBLIC ACCOUNTANTS, INC. 401(K) PROFIT SHARING PLAN is $21,101,614.00.This plan was established in 1989.

SHEA LABAGH DOBBERSTEIN CERTIFIED PUBLIC ACCOUNTANTS, INC. 401(K) PROFIT SHARING PLAN Total Number of Retirement Plan Participants

At the end of 2020, the total number of retirement plan participants in SHEA LABAGH DOBBERSTEIN CERTIFIED PUBLIC ACCOUNTANTS, INC. 401(K) PROFIT SHARING PLAN is 136

SHEA LABAGH DOBBERSTEIN CERTIFIED PUBLIC ACCOUNTANTS, INC. 401(K) PROFIT SHARING PLAN Average Participant Retirement Account Value

In 2020, the average participant retirement account value for SHEA LABAGH DOBBERSTEIN CERTIFIED PUBLIC ACCOUNTANTS, INC. 401(K) PROFIT SHARING PLAN is $155,158.00

SHEA LABAGH DOBBERSTEIN CERTIFIED PUBLIC ACCOUNTANTS, INC. 401(K) PROFIT SHARING PLAN Estimated Average Employee Contribution Amount

In 2020, the estimated average employee contribution amount per participant for SHEA LABAGH DOBBERSTEIN CERTIFIED PUBLIC ACCOUNTANTS, INC. 401(K) PROFIT SHARING PLAN is $18,135.00.

SHEA LABAGH DOBBERSTEIN CERTIFIED PUBLIC ACCOUNTANTS, INC. 401(K) PROFIT SHARING PLAN Estimated Average Employer Match

In 2020, the estimated average employer match for an employee in SHEA LABAGH DOBBERSTEIN CERTIFIED PUBLIC ACCOUNTANTS, INC. 401(K) PROFIT SHARING PLAN is approximately $1,860.00
Investing in this additonal $1,860.00 for 20 years would give you extra $119,102.00, assuming a 10% annual return.

SHEA LABAGH DOBBERSTEIN CERTIFIED PUBLIC ACCOUNTANTS, INC. 401(K) PROFIT SHARING PLAN Total Employer Contribution and Match Rate

In 2020, SHEA LABAGH DOBBERSTEIN CERTIFIED PUBLIC ACCOUNTANTS, INC. 401(K) PROFIT SHARING PLAN allocates $253,092.00 to match its employees' contributions, providing an employer match rate of 20.52% of their contributions

SHEA LABAGH DOBBERSTEIN CERTIFIED PUBLIC ACCOUNTANTS, INC. 401(K) PROFIT SHARING PLAN Total Retirement Plan Asset Growth Rate

In 2020, the total retirement plan asset growth rate of SHEA LABAGH DOBBERSTEIN CERTIFIED PUBLIC ACCOUNTANTS, INC. 401(K) PROFIT SHARING PLAN is 21.61%.

SHEA LABAGH DOBBERSTEIN CERTIFIED PUBLIC ACCOUNTANTS, INC. 401(K) PROFIT SHARING PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2020, the estimated aggregate retirement account investment gain/loss for SHEA LABAGH DOBBERSTEIN CERTIFIED PUBLIC ACCOUNTANTS, INC. 401(K) PROFIT SHARING PLAN is 14.30%. This measures the effectiveness of the plan participants' investments in the year.

SHEA LABAGH DOBBERSTEIN CERTIFIED PUBLIC ACCOUNTANTS, INC. 401(K) PROFIT SHARING PLAN Expense Ratio

In 2020, the investment and administrative expense ratio of SHEA LABAGH DOBBERSTEIN CERTIFIED PUBLIC ACCOUNTANTS, INC. 401(K) PROFIT SHARING PLAN is 0.27%.

Enrollment Features

SHEA LABAGH DOBBERSTEIN CERTIFIED PUBLIC ACCOUNTANTS, INC. 401(K) PROFIT SHARING PLAN has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    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.

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