JONES & VINING, INC EMPLOYEES SAVINGS AND PS PLAN
Plan Contact
- Address: 1115 WEST CHESTNUT STREET,BROCKTON,MA
- Contact person: BILL DILLON
- Phone: (508) 232-7470
Plan General Information
JONES & VINING, INC EMPLOYEES SAVINGS AND PS PLAN Total Retirement Plan Assets
At the end of 2020, the total retirement plan assets of JONES & VINING, INC EMPLOYEES SAVINGS AND PS PLAN is $5,677,058.00.This plan was established in 1989.
JONES & VINING, INC EMPLOYEES SAVINGS AND PS PLAN Total Number of Retirement Plan Participants
At the end of 2020, the total number of retirement plan participants in JONES & VINING, INC EMPLOYEES SAVINGS AND PS PLAN is 143
JONES & VINING, INC EMPLOYEES SAVINGS AND PS PLAN Average Participant Retirement Account Value
In 2020, the average participant retirement account value for JONES & VINING, INC EMPLOYEES SAVINGS AND PS PLAN is $39,699.00
JONES & VINING, INC EMPLOYEES SAVINGS AND PS PLAN Estimated Average Employee Contribution Amount
In 2020, the estimated average employee contribution amount per participant for JONES & VINING, INC EMPLOYEES SAVINGS AND PS PLAN is $3,584.00.
JONES & VINING, INC EMPLOYEES SAVINGS AND PS PLAN Estimated Average Employer Match
In 2020, the estimated average employer match for an employee in JONES & VINING, INC EMPLOYEES SAVINGS AND PS PLAN is approximately $200.00
Investing in this additonal $200.00 for 20 years would give you extra $12,829.00, assuming a 10% annual return.
Investing in this additonal $200.00 for 20 years would give you extra $12,829.00, assuming a 10% annual return.
JONES & VINING, INC EMPLOYEES SAVINGS AND PS PLAN Total Employer Contribution and Match Rate
In 2020, JONES & VINING, INC EMPLOYEES SAVINGS AND PS PLAN allocates $28,666.00 to match its employees' contributions, providing an employer match rate of 11.19% of their contributions
JONES & VINING, INC EMPLOYEES SAVINGS AND PS PLAN Total Retirement Plan Asset Growth Rate
In 2020, the total retirement plan asset growth rate of JONES & VINING, INC EMPLOYEES SAVINGS AND PS PLAN is -7.74%.
JONES & VINING, INC EMPLOYEES SAVINGS AND PS PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2020, the estimated aggregate retirement account investment gain/loss for JONES & VINING, INC EMPLOYEES SAVINGS AND PS PLAN is 12.45%. This measures the effectiveness of the plan participants' investments in the year.
JONES & VINING, INC EMPLOYEES SAVINGS AND PS PLAN Expense Ratio
In 2020, the investment and administrative expense ratio of JONES & VINING, INC EMPLOYEES SAVINGS AND PS PLAN is 0.23%.
Enrollment Features
JONES & VINING, INC EMPLOYEES SAVINGS AND PS 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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