MONTEREY PENINSULA COUNTRY CLUB 401(K) PROFIT SHARING PLAN AND TRUST
Plan Contact
- Address: 3000 CLUB ROAD,PEBBLE BEACH,CA
- Contact person: JENIFFER MURRAY
- Phone: (831) 333-2228
Plan General Information
MONTEREY PENINSULA COUNTRY CLUB 401(K) PROFIT SHARING PLAN AND TRUST Total Retirement Plan Assets
At the end of 2020, the total retirement plan assets of MONTEREY PENINSULA COUNTRY CLUB 401(K) PROFIT SHARING PLAN AND TRUST is $10,054,321.00.This plan was established in 1997.
MONTEREY PENINSULA COUNTRY CLUB 401(K) PROFIT SHARING PLAN AND TRUST Total Number of Retirement Plan Participants
At the end of 2020, the total number of retirement plan participants in MONTEREY PENINSULA COUNTRY CLUB 401(K) PROFIT SHARING PLAN AND TRUST is 301
MONTEREY PENINSULA COUNTRY CLUB 401(K) PROFIT SHARING PLAN AND TRUST Average Participant Retirement Account Value
In 2020, the average participant retirement account value for MONTEREY PENINSULA COUNTRY CLUB 401(K) PROFIT SHARING PLAN AND TRUST is $33,403.00
MONTEREY PENINSULA COUNTRY CLUB 401(K) PROFIT SHARING PLAN AND TRUST Estimated Average Employee Contribution Amount
In 2020, the estimated average employee contribution amount per participant for MONTEREY PENINSULA COUNTRY CLUB 401(K) PROFIT SHARING PLAN AND TRUST is $3,078.00.
MONTEREY PENINSULA COUNTRY CLUB 401(K) PROFIT SHARING PLAN AND TRUST Estimated Average Employer Match
In 2020, the estimated average employer match for an employee in MONTEREY PENINSULA COUNTRY CLUB 401(K) PROFIT SHARING PLAN AND TRUST is approximately $618.00
Investing in this additonal $618.00 for 20 years would give you extra $39,611.00, assuming a 10% annual return.
Investing in this additonal $618.00 for 20 years would give you extra $39,611.00, assuming a 10% annual return.
MONTEREY PENINSULA COUNTRY CLUB 401(K) PROFIT SHARING PLAN AND TRUST Total Employer Contribution and Match Rate
In 2020, MONTEREY PENINSULA COUNTRY CLUB 401(K) PROFIT SHARING PLAN AND TRUST allocates $186,300.00 to match its employees' contributions, providing an employer match rate of 40.21% of their contributions
MONTEREY PENINSULA COUNTRY CLUB 401(K) PROFIT SHARING PLAN AND TRUST Total Retirement Plan Asset Growth Rate
In 2020, the total retirement plan asset growth rate of MONTEREY PENINSULA COUNTRY CLUB 401(K) PROFIT SHARING PLAN AND TRUST is 10.26%.
MONTEREY PENINSULA COUNTRY CLUB 401(K) PROFIT SHARING PLAN AND TRUST Estimated Aggregate Retirement Account Investment Gain/Loss
In 2020, the estimated aggregate retirement account investment gain/loss for MONTEREY PENINSULA COUNTRY CLUB 401(K) PROFIT SHARING PLAN AND TRUST is 14.85%. This measures the effectiveness of the plan participants' investments in the year.
MONTEREY PENINSULA COUNTRY CLUB 401(K) PROFIT SHARING PLAN AND TRUST Expense Ratio
In 2020, the investment and administrative expense ratio of MONTEREY PENINSULA COUNTRY CLUB 401(K) PROFIT SHARING PLAN AND TRUST is 0.02%.
Enrollment Features
Recent Articles
- Roth IRAs for Retirees
- Lazy Portfolios Aren't Lazy in Growing Wealth
- Lazy Portfolios in Different Market Conditions
- Tax-Efficient Lazy Portfolios
- Lazy Portfolios for Retirement Investing
- How to Implement a Lazy Portfolio
- What Are Lazy Portfolios?
- IRAs as One of the Emergency Fund Sources
- How to Borrow From an IRA?
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 ...