CARMEL PARTNERS, INC. 401(K) PROFIT SHARING PLAN

Plan Contact

  • Address: 1000 SANSOME STREET,,SAN FRANCISCO,CA
  • Contact person: BRANDY FULTON
  • Phone: (415) 273-2900

Plan General Information

CARMEL PARTNERS, INC. 401(K) PROFIT SHARING PLAN Total Retirement Plan Assets

At the end of 2019, the total retirement plan assets of CARMEL PARTNERS, INC. 401(K) PROFIT SHARING PLAN is $28,177,494.00.This plan was established in 1999.

CARMEL PARTNERS, INC. 401(K) PROFIT SHARING PLAN Total Number of Retirement Plan Participants

At the end of 2019, the total number of retirement plan participants in CARMEL PARTNERS, INC. 401(K) PROFIT SHARING PLAN is 388

CARMEL PARTNERS, INC. 401(K) PROFIT SHARING PLAN Average Participant Retirement Account Value

In 2019, the average participant retirement account value for CARMEL PARTNERS, INC. 401(K) PROFIT SHARING PLAN is $72,622.00

CARMEL PARTNERS, INC. 401(K) PROFIT SHARING PLAN Estimated Average Employee Contribution Amount

In 2019, the estimated average employee contribution amount per participant for CARMEL PARTNERS, INC. 401(K) PROFIT SHARING PLAN is $12,599.00.

CARMEL PARTNERS, INC. 401(K) PROFIT SHARING PLAN Estimated Average Employer Match

In 2019, the estimated average employer match for an employee in CARMEL PARTNERS, INC. 401(K) PROFIT SHARING PLAN is approximately $2,307.00
Investing in this additonal $2,307.00 for 20 years would give you extra $147,688.00, assuming a 10% annual return.

CARMEL PARTNERS, INC. 401(K) PROFIT SHARING PLAN Total Employer Contribution and Match Rate

In 2019, CARMEL PARTNERS, INC. 401(K) PROFIT SHARING PLAN allocates $895,364.00 to match its employees' contributions, providing an employer match rate of 36.63% of their contributions

CARMEL PARTNERS, INC. 401(K) PROFIT SHARING PLAN Total Retirement Plan Asset Growth Rate

In 2019, the total retirement plan asset growth rate of CARMEL PARTNERS, INC. 401(K) PROFIT SHARING PLAN is 30.52%.

CARMEL PARTNERS, INC. 401(K) PROFIT SHARING PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2019, the estimated aggregate retirement account investment gain/loss for CARMEL PARTNERS, INC. 401(K) PROFIT SHARING PLAN is 23.36%. This measures the effectiveness of the plan participants' investments in the year.

CARMEL PARTNERS, INC. 401(K) PROFIT SHARING PLAN Expense Ratio

In 2019, the investment and administrative expense ratio of CARMEL PARTNERS, INC. 401(K) PROFIT SHARING PLAN is 0.48%.

Enrollment Features

CARMEL PARTNERS, INC. 401(K) PROFIT SHARING 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.

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