SUCESION J. SERRALLES, INC. SAVINGS AND INVESTMENT PLAN

Plan Contact

  • Address: P.O. BOX 801201,COTO LAUREL,PR
  • Contact person: KELLY TORRES
  • Phone: (787) 260-2221

Plan General Information

SUCESION J. SERRALLES, INC. SAVINGS AND INVESTMENT PLAN Total Retirement Plan Assets

At the end of 2017, the total retirement plan assets of SUCESION J. SERRALLES, INC. SAVINGS AND INVESTMENT PLAN is $821,344.00.This plan was established in 1998.

SUCESION J. SERRALLES, INC. SAVINGS AND INVESTMENT PLAN Total Number of Retirement Plan Participants

At the end of 2017, the total number of retirement plan participants in SUCESION J. SERRALLES, INC. SAVINGS AND INVESTMENT PLAN is 111

SUCESION J. SERRALLES, INC. SAVINGS AND INVESTMENT PLAN Average Participant Retirement Account Value

In 2017, the average participant retirement account value for SUCESION J. SERRALLES, INC. SAVINGS AND INVESTMENT PLAN is $7,399.00

SUCESION J. SERRALLES, INC. SAVINGS AND INVESTMENT PLAN Estimated Average Employee Contribution Amount

In 2017, the estimated average employee contribution amount per participant for SUCESION J. SERRALLES, INC. SAVINGS AND INVESTMENT PLAN is $833.00.

SUCESION J. SERRALLES, INC. SAVINGS AND INVESTMENT PLAN Estimated Average Employer Match

In 2017, the estimated average employer match for an employee in SUCESION J. SERRALLES, INC. SAVINGS AND INVESTMENT PLAN is approximately $224.00
Investing in this additonal $224.00 for 20 years would give you extra $14,371.00, assuming a 10% annual return.

SUCESION J. SERRALLES, INC. SAVINGS AND INVESTMENT PLAN Total Employer Contribution and Match Rate

In 2017, SUCESION J. SERRALLES, INC. SAVINGS AND INVESTMENT PLAN allocates $24,926.00 to match its employees' contributions, providing an employer match rate of 53.88% of their contributions

SUCESION J. SERRALLES, INC. SAVINGS AND INVESTMENT PLAN Total Retirement Plan Asset Growth Rate

In 2017, the total retirement plan asset growth rate of SUCESION J. SERRALLES, INC. SAVINGS AND INVESTMENT PLAN is 24.89%.

SUCESION J. SERRALLES, INC. SAVINGS AND INVESTMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2017, the estimated aggregate retirement account investment gain/loss for SUCESION J. SERRALLES, INC. SAVINGS AND INVESTMENT PLAN is 16.53%. This measures the effectiveness of the plan participants' investments in the year.

SUCESION J. SERRALLES, INC. SAVINGS AND INVESTMENT PLAN Expense Ratio

In 2017, the investment and administrative expense ratio of SUCESION J. SERRALLES, INC. SAVINGS AND INVESTMENT PLAN is 1.05%.

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