KLINEDINST PC 401(K) PLAN I

Plan Contact

  • Address: 501 WEST BROADWAY, SUITE 600,SAN DIEGO,CA
  • Contact person: ARTHUR MOREAU
  • Phone: (619) 239-8131

Plan General Information

KLINEDINST PC 401(K) PLAN I Total Retirement Plan Assets

At the end of 2013, the total retirement plan assets of KLINEDINST PC 401(K) PLAN I is $4,477,740.00.This plan was established in 1984.

KLINEDINST PC 401(K) PLAN I Total Number of Retirement Plan Participants

At the end of 2013, the total number of retirement plan participants in KLINEDINST PC 401(K) PLAN I is 151

KLINEDINST PC 401(K) PLAN I Average Participant Retirement Account Value

In 2013, the average participant retirement account value for KLINEDINST PC 401(K) PLAN I is $29,653.00

KLINEDINST PC 401(K) PLAN I Estimated Average Employee Contribution Amount

In 2013, the estimated average employee contribution amount per participant for KLINEDINST PC 401(K) PLAN I is $8,772.00.

KLINEDINST PC 401(K) PLAN I Estimated Average Employer Match

In 2013, the estimated average employer match for an employee in KLINEDINST PC 401(K) PLAN I is approximately $46.00
Investing in this additonal $46.00 for 20 years would give you extra $2,958.00, assuming a 10% annual return.

KLINEDINST PC 401(K) PLAN I Total Employer Contribution and Match Rate

In 2013, KLINEDINST PC 401(K) PLAN I allocates $6,981.00 to match its employees' contributions, providing an employer match rate of 1.05% of their contributions

KLINEDINST PC 401(K) PLAN I Total Retirement Plan Asset Growth Rate

In 2013, the total retirement plan asset growth rate of KLINEDINST PC 401(K) PLAN I is -36.44%.

KLINEDINST PC 401(K) PLAN I Estimated Aggregate Retirement Account Investment Gain/Loss

In 2013, the estimated aggregate retirement account investment gain/loss for KLINEDINST PC 401(K) PLAN I is -42.04%. This measures the effectiveness of the plan participants' investments in the year.

KLINEDINST PC 401(K) PLAN I Expense Ratio

In 2013, the investment and administrative expense ratio of KLINEDINST PC 401(K) PLAN I is 0.06%.

Enrollment Features

KLINEDINST PC 401(K) PLAN I has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
    Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.

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