CAPITAL WINE & BEVERAGE 401K PLAN AND TRUST
Plan Contact
- Contact person: PETER FAWCETT
- Phone: (806) 739-0188
Plan General Information
CAPITAL WINE & BEVERAGE 401K PLAN AND TRUST Total Retirement Plan Assets
At the end of 2007, the total retirement plan assets of CAPITAL WINE & BEVERAGE 401K PLAN AND TRUST is $5,299,181.00.This plan was established in 1984.
CAPITAL WINE & BEVERAGE 401K PLAN AND TRUST Total Number of Retirement Plan Participants
At the end of 2007, the total number of retirement plan participants in CAPITAL WINE & BEVERAGE 401K PLAN AND TRUST is 269
CAPITAL WINE & BEVERAGE 401K PLAN AND TRUST Average Participant Retirement Account Value
In 2007, the average participant retirement account value for CAPITAL WINE & BEVERAGE 401K PLAN AND TRUST is $19,699.00
CAPITAL WINE & BEVERAGE 401K PLAN AND TRUST Estimated Average Employee Contribution Amount
In 2007, the estimated average employee contribution amount per participant for CAPITAL WINE & BEVERAGE 401K PLAN AND TRUST is $3,793.00.
CAPITAL WINE & BEVERAGE 401K PLAN AND TRUST Estimated Average Employer Match
In 2007, the estimated average employer match for an employee in CAPITAL WINE & BEVERAGE 401K PLAN AND TRUST is approximately $523.00
Investing in this additonal $523.00 for 20 years would give you extra $33,480.00, assuming a 10% annual return.
Investing in this additonal $523.00 for 20 years would give you extra $33,480.00, assuming a 10% annual return.
CAPITAL WINE & BEVERAGE 401K PLAN AND TRUST Total Employer Contribution and Match Rate
In 2007, CAPITAL WINE & BEVERAGE 401K PLAN AND TRUST allocates $140,721.00 to match its employees' contributions, providing an employer match rate of 27.58% of their contributions
CAPITAL WINE & BEVERAGE 401K PLAN AND TRUST Total Retirement Plan Asset Growth Rate
In 2007, the total retirement plan asset growth rate of CAPITAL WINE & BEVERAGE 401K PLAN AND TRUST is 15.55%.
CAPITAL WINE & BEVERAGE 401K PLAN AND TRUST Estimated Aggregate Retirement Account Investment Gain/Loss
In 2007, the estimated aggregate retirement account investment gain/loss for CAPITAL WINE & BEVERAGE 401K PLAN AND TRUST is 7.61%. This measures the effectiveness of the plan participants' investments in the year.
CAPITAL WINE & BEVERAGE 401K PLAN AND TRUST Expense Ratio
In 2007, the investment and administrative expense ratio of CAPITAL WINE & BEVERAGE 401K PLAN AND TRUST is 0.09%.
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