EMPLOYEE BENEFIT PLAN OF THE PHOENIX COUNTRY CLUB THE PHOENIX COUNTRY CLUB

Plan Contact

  • Address: 2901 N 7TH STREET,PHOENIX,AZ
  • Contact person: DEAN ROELLER
  • Phone: (602) 636-9830

Plan General Information

EMPLOYEE BENEFIT PLAN OF THE PHOENIX COUNTRY CLUB THE PHOENIX COUNTRY CLUB Total Retirement Plan Assets

At the end of 2017, the total retirement plan assets of EMPLOYEE BENEFIT PLAN OF THE PHOENIX COUNTRY CLUB THE PHOENIX COUNTRY CLUB is $3,316,296.00.This plan was established in 1982.

EMPLOYEE BENEFIT PLAN OF THE PHOENIX COUNTRY CLUB THE PHOENIX COUNTRY CLUB Total Number of Retirement Plan Participants

At the end of 2017, the total number of retirement plan participants in EMPLOYEE BENEFIT PLAN OF THE PHOENIX COUNTRY CLUB THE PHOENIX COUNTRY CLUB is 105

EMPLOYEE BENEFIT PLAN OF THE PHOENIX COUNTRY CLUB THE PHOENIX COUNTRY CLUB Average Participant Retirement Account Value

In 2017, the average participant retirement account value for EMPLOYEE BENEFIT PLAN OF THE PHOENIX COUNTRY CLUB THE PHOENIX COUNTRY CLUB is $31,583.00

EMPLOYEE BENEFIT PLAN OF THE PHOENIX COUNTRY CLUB THE PHOENIX COUNTRY CLUB Estimated Average Employee Contribution Amount

In 2017, the estimated average employee contribution amount per participant for EMPLOYEE BENEFIT PLAN OF THE PHOENIX COUNTRY CLUB THE PHOENIX COUNTRY CLUB is $2,290.00.

EMPLOYEE BENEFIT PLAN OF THE PHOENIX COUNTRY CLUB THE PHOENIX COUNTRY CLUB Estimated Average Employer Match

In 2017, the estimated average employer match for an employee in EMPLOYEE BENEFIT PLAN OF THE PHOENIX COUNTRY CLUB THE PHOENIX COUNTRY CLUB is approximately $407.00
Investing in this additonal $407.00 for 20 years would give you extra $26,088.00, assuming a 10% annual return.

EMPLOYEE BENEFIT PLAN OF THE PHOENIX COUNTRY CLUB THE PHOENIX COUNTRY CLUB Total Employer Contribution and Match Rate

In 2017, EMPLOYEE BENEFIT PLAN OF THE PHOENIX COUNTRY CLUB THE PHOENIX COUNTRY CLUB allocates $42,801.00 to match its employees' contributions, providing an employer match rate of 35.60% of their contributions

EMPLOYEE BENEFIT PLAN OF THE PHOENIX COUNTRY CLUB THE PHOENIX COUNTRY CLUB Total Retirement Plan Asset Growth Rate

In 2017, the total retirement plan asset growth rate of EMPLOYEE BENEFIT PLAN OF THE PHOENIX COUNTRY CLUB THE PHOENIX COUNTRY CLUB is 13.23%.

EMPLOYEE BENEFIT PLAN OF THE PHOENIX COUNTRY CLUB THE PHOENIX COUNTRY CLUB Estimated Aggregate Retirement Account Investment Gain/Loss

In 2017, the estimated aggregate retirement account investment gain/loss for EMPLOYEE BENEFIT PLAN OF THE PHOENIX COUNTRY CLUB THE PHOENIX COUNTRY CLUB is 15.58%. This measures the effectiveness of the plan participants' investments in the year.

EMPLOYEE BENEFIT PLAN OF THE PHOENIX COUNTRY CLUB THE PHOENIX COUNTRY CLUB Expense Ratio

In 2017, the investment and administrative expense ratio of EMPLOYEE BENEFIT PLAN OF THE PHOENIX COUNTRY CLUB THE PHOENIX COUNTRY CLUB is 0.03%.

Enrollment Features

EMPLOYEE BENEFIT PLAN OF THE PHOENIX COUNTRY CLUB THE PHOENIX COUNTRY CLUB has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.


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 …