THE SOBRATO ORGANIZATION 401(K) SAVINGS PLAN

Plan Contact

  • Address: 599 CASTRO STREET, STE. 400,MOUNTAIN VIEW,CA
  • Contact person: TAMARA LEWIS
  • Phone: (408) 446-0700

Plan General Information

THE SOBRATO ORGANIZATION 401(K) SAVINGS PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of THE SOBRATO ORGANIZATION 401(K) SAVINGS PLAN is $18,792,858.00.This plan was established in 1989.

THE SOBRATO ORGANIZATION 401(K) SAVINGS PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in THE SOBRATO ORGANIZATION 401(K) SAVINGS PLAN is 104

THE SOBRATO ORGANIZATION 401(K) SAVINGS PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for THE SOBRATO ORGANIZATION 401(K) SAVINGS PLAN is $180,700.00

THE SOBRATO ORGANIZATION 401(K) SAVINGS PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for THE SOBRATO ORGANIZATION 401(K) SAVINGS PLAN is $24,301.00.

THE SOBRATO ORGANIZATION 401(K) SAVINGS PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in THE SOBRATO ORGANIZATION 401(K) SAVINGS PLAN is approximately $7,193.00
Investing in this additonal $7,193.00 for 20 years would give you extra $460,414.00, assuming a 10% annual return.

THE SOBRATO ORGANIZATION 401(K) SAVINGS PLAN Total Employer Contribution and Match Rate

In 2023, THE SOBRATO ORGANIZATION 401(K) SAVINGS PLAN allocates $748,173.00 to match its employees' contributions, providing an employer match rate of 59.21% of their contributions

THE SOBRATO ORGANIZATION 401(K) SAVINGS PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of THE SOBRATO ORGANIZATION 401(K) SAVINGS PLAN is 28.04%.

THE SOBRATO ORGANIZATION 401(K) SAVINGS PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for THE SOBRATO ORGANIZATION 401(K) SAVINGS PLAN is 17.52%. This measures the effectiveness of the plan participants' investments in the year.

THE SOBRATO ORGANIZATION 401(K) SAVINGS PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of THE SOBRATO ORGANIZATION 401(K) SAVINGS PLAN is 0.01%.

Enrollment Features

THE SOBRATO ORGANIZATION 401(K) SAVINGS 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.

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