BORTON PETRINI, LLP 401(K) SAVINGS & RETIREMENT PLAN

Plan Contact

  • Address: 5060 CALIFORNIA AVE., STE 700,BAKERSFIELD,CA
  • Contact person: PATRICIA BLOUNT
  • Phone: (661) 322-3051

Plan General Information

BORTON PETRINI, LLP 401(K) SAVINGS & RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2015, the total retirement plan assets of BORTON PETRINI, LLP 401(K) SAVINGS & RETIREMENT PLAN is $5,731,913.00.This plan was established in 1989.

BORTON PETRINI, LLP 401(K) SAVINGS & RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 2015, the total number of retirement plan participants in BORTON PETRINI, LLP 401(K) SAVINGS & RETIREMENT PLAN is 171

BORTON PETRINI, LLP 401(K) SAVINGS & RETIREMENT PLAN Average Participant Retirement Account Value

In 2015, the average participant retirement account value for BORTON PETRINI, LLP 401(K) SAVINGS & RETIREMENT PLAN is $33,519.00

BORTON PETRINI, LLP 401(K) SAVINGS & RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 2015, the estimated average employee contribution amount per participant for BORTON PETRINI, LLP 401(K) SAVINGS & RETIREMENT PLAN is $6,161.00.

BORTON PETRINI, LLP 401(K) SAVINGS & RETIREMENT PLAN Estimated Average Employer Match

In 2015, the estimated average employer match for an employee in BORTON PETRINI, LLP 401(K) SAVINGS & RETIREMENT PLAN is approximately $256.00
Investing in this additonal $256.00 for 20 years would give you extra $16,431.00, assuming a 10% annual return.

BORTON PETRINI, LLP 401(K) SAVINGS & RETIREMENT PLAN Total Employer Contribution and Match Rate

In 2015, BORTON PETRINI, LLP 401(K) SAVINGS & RETIREMENT PLAN allocates $43,904.00 to match its employees' contributions, providing an employer match rate of 8.33% of their contributions

BORTON PETRINI, LLP 401(K) SAVINGS & RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2015, the total retirement plan asset growth rate of BORTON PETRINI, LLP 401(K) SAVINGS & RETIREMENT PLAN is -42.99%.

BORTON PETRINI, LLP 401(K) SAVINGS & RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2015, the estimated aggregate retirement account investment gain/loss for BORTON PETRINI, LLP 401(K) SAVINGS & RETIREMENT PLAN is -43.49%. This measures the effectiveness of the plan participants' investments in the year.

BORTON PETRINI, LLP 401(K) SAVINGS & RETIREMENT PLAN Expense Ratio

In 2015, the investment and administrative expense ratio of BORTON PETRINI, LLP 401(K) SAVINGS & RETIREMENT PLAN is 0.13%.

Enrollment Features

BORTON PETRINI, LLP 401(K) SAVINGS & RETIREMENT 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.


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