INTERNATIONAL WINES, INC RETIREMENT PLAN

Plan Contact

  • Address: 100 GILBERT DRIVE,ALABASTER,AL
  • Contact person: KIMBERLY TATE
  • Phone: (205) 917-1796

Plan General Information

INTERNATIONAL WINES, INC RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of INTERNATIONAL WINES, INC RETIREMENT PLAN is $9,630,214.00.This plan was established in 1985.

INTERNATIONAL WINES, INC RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in INTERNATIONAL WINES, INC RETIREMENT PLAN is 213

INTERNATIONAL WINES, INC RETIREMENT PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for INTERNATIONAL WINES, INC RETIREMENT PLAN is $45,212.00

INTERNATIONAL WINES, INC RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for INTERNATIONAL WINES, INC RETIREMENT PLAN is $3,240.00.

INTERNATIONAL WINES, INC RETIREMENT PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in INTERNATIONAL WINES, INC RETIREMENT PLAN is approximately $729.00
Investing in this additonal $729.00 for 20 years would give you extra $46,674.00, assuming a 10% annual return.

INTERNATIONAL WINES, INC RETIREMENT PLAN Total Employer Contribution and Match Rate

In 2023, INTERNATIONAL WINES, INC RETIREMENT PLAN allocates $155,338.00 to match its employees' contributions, providing an employer match rate of 45.01% of their contributions

INTERNATIONAL WINES, INC RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of INTERNATIONAL WINES, INC RETIREMENT PLAN is 14.74%.

INTERNATIONAL WINES, INC RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for INTERNATIONAL WINES, INC RETIREMENT PLAN is 15.42%. This measures the effectiveness of the plan participants' investments in the year.

INTERNATIONAL WINES, INC RETIREMENT PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of INTERNATIONAL WINES, INC RETIREMENT PLAN is 0.47%.

Enrollment Features

INTERNATIONAL WINES, INC 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.


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