THE SEBASTIANI VINEYARDS INC. TAX SHELTERED RETIRE
Plan Contact
- Address: 389 4TH ST E,SONOMA,CA
- Contact person: DIMITRI VIRIPAEFF
- Phone: (707) 938-5532
Plan General Information
THE SEBASTIANI VINEYARDS INC. TAX SHELTERED RETIRE Total Retirement Plan Assets
At the end of 2010, the total retirement plan assets of THE SEBASTIANI VINEYARDS INC. TAX SHELTERED RETIRE is $391,459.00.This plan was established in 1981.
THE SEBASTIANI VINEYARDS INC. TAX SHELTERED RETIRE Total Number of Retirement Plan Participants
At the end of 2010, the total number of retirement plan participants in THE SEBASTIANI VINEYARDS INC. TAX SHELTERED RETIRE is 126
THE SEBASTIANI VINEYARDS INC. TAX SHELTERED RETIRE Average Participant Retirement Account Value
In 2010, the average participant retirement account value for THE SEBASTIANI VINEYARDS INC. TAX SHELTERED RETIRE is $3,106.00
THE SEBASTIANI VINEYARDS INC. TAX SHELTERED RETIRE Estimated Average Employee Contribution Amount
In 2010, the estimated average employee contribution amount per participant for THE SEBASTIANI VINEYARDS INC. TAX SHELTERED RETIRE is $1,307.00.
THE SEBASTIANI VINEYARDS INC. TAX SHELTERED RETIRE Estimated Average Employer Match
In 2010, the estimated average employer match for an employee in THE SEBASTIANI VINEYARDS INC. TAX SHELTERED RETIRE is approximately $291.00
Investing in this additonal $291.00 for 20 years would give you extra $18,649.00, assuming a 10% annual return.
Investing in this additonal $291.00 for 20 years would give you extra $18,649.00, assuming a 10% annual return.
THE SEBASTIANI VINEYARDS INC. TAX SHELTERED RETIRE Total Employer Contribution and Match Rate
In 2010, THE SEBASTIANI VINEYARDS INC. TAX SHELTERED RETIRE allocates $36,717.00 to match its employees' contributions, providing an employer match rate of 44.58% of their contributions
THE SEBASTIANI VINEYARDS INC. TAX SHELTERED RETIRE Total Retirement Plan Asset Growth Rate
In 2010, the total retirement plan asset growth rate of THE SEBASTIANI VINEYARDS INC. TAX SHELTERED RETIRE is -96.54%.
THE SEBASTIANI VINEYARDS INC. TAX SHELTERED RETIRE Estimated Aggregate Retirement Account Investment Gain/Loss
In 2010, the estimated aggregate retirement account investment gain/loss for THE SEBASTIANI VINEYARDS INC. TAX SHELTERED RETIRE is 6.48%. This measures the effectiveness of the plan participants' investments in the year.
THE SEBASTIANI VINEYARDS INC. TAX SHELTERED RETIRE Expense Ratio
In 2010, the investment and administrative expense ratio of THE SEBASTIANI VINEYARDS INC. TAX SHELTERED RETIRE is 0.47%.
Enrollment Features
THE SEBASTIANI VINEYARDS INC. TAX SHELTERED RETIRE has the following features:Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
Recent Articles
- Rule of Thumb: The 50/30/20 Budget Rule
- Option-Based Income Funds: Pros and Cons
- 9 Lessons From Retirees’ Biggest Retirement Regrets
- Top 15 ETFs for Self-Directed Brokerage Accounts or Brokerage Window in 401(k) Plans
- Top 15 Large Companies with the Highest Employer Match Rate per Employee
- Top 15 Large Companies Offering the Most Generous Employer Matches
- Top 7 Companies with Billion-Dollar Contributions to Employee Retirement Plans
- January 2025 MyPlanIQ Portfolio Update
- Retirement Savings Tracker and Future ‘Pension’ Estimator
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 …