PAUL HOLDINGS INC 401(K) PROFIT SHARING PLAN & TRUST
Plan Contact
- Address: FOUR EMBARCADERO SUITE 3620,SAN FRANCISCO,CA
- Contact person: CINDY BLOCH
- Phone: (804) 356-0190
Plan General Information
PAUL HOLDINGS INC 401(K) PROFIT SHARING PLAN & TRUST Total Retirement Plan Assets
At the end of 2020, the total retirement plan assets of PAUL HOLDINGS INC 401(K) PROFIT SHARING PLAN & TRUST is $12,458,341.00.This plan was established in 2003.
PAUL HOLDINGS INC 401(K) PROFIT SHARING PLAN & TRUST Total Number of Retirement Plan Participants
At the end of 2020, the total number of retirement plan participants in PAUL HOLDINGS INC 401(K) PROFIT SHARING PLAN & TRUST is 135
PAUL HOLDINGS INC 401(K) PROFIT SHARING PLAN & TRUST Average Participant Retirement Account Value
In 2020, the average participant retirement account value for PAUL HOLDINGS INC 401(K) PROFIT SHARING PLAN & TRUST is $92,284.00
PAUL HOLDINGS INC 401(K) PROFIT SHARING PLAN & TRUST Estimated Average Employee Contribution Amount
In 2020, the estimated average employee contribution amount per participant for PAUL HOLDINGS INC 401(K) PROFIT SHARING PLAN & TRUST is $11,654.00.
PAUL HOLDINGS INC 401(K) PROFIT SHARING PLAN & TRUST Estimated Average Employer Match
In 2020, the estimated average employer match for an employee in PAUL HOLDINGS INC 401(K) PROFIT SHARING PLAN & TRUST is approximately $2,674.00
Investing in this additonal $2,674.00 for 20 years would give you extra $171,150.00, assuming a 10% annual return.
Investing in this additonal $2,674.00 for 20 years would give you extra $171,150.00, assuming a 10% annual return.
PAUL HOLDINGS INC 401(K) PROFIT SHARING PLAN & TRUST Total Employer Contribution and Match Rate
In 2020, PAUL HOLDINGS INC 401(K) PROFIT SHARING PLAN & TRUST allocates $361,020.00 to match its employees' contributions, providing an employer match rate of 45.89% of their contributions
PAUL HOLDINGS INC 401(K) PROFIT SHARING PLAN & TRUST Total Retirement Plan Asset Growth Rate
In 2020, the total retirement plan asset growth rate of PAUL HOLDINGS INC 401(K) PROFIT SHARING PLAN & TRUST is 25.83%.
PAUL HOLDINGS INC 401(K) PROFIT SHARING PLAN & TRUST Estimated Aggregate Retirement Account Investment Gain/Loss
In 2020, the estimated aggregate retirement account investment gain/loss for PAUL HOLDINGS INC 401(K) PROFIT SHARING PLAN & TRUST is 14.64%. This measures the effectiveness of the plan participants' investments in the year.
PAUL HOLDINGS INC 401(K) PROFIT SHARING PLAN & TRUST Expense Ratio
In 2020, the investment and administrative expense ratio of PAUL HOLDINGS INC 401(K) PROFIT SHARING PLAN & TRUST is 0.00%.
Enrollment Features
PAUL HOLDINGS INC 401(K) PROFIT SHARING PLAN & TRUST has the following features:Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
Recent Articles
- Rule of Thumb: The 50/30/20 Budget Rule
- Option-Based Income Funds: Pros and Cons
- 9 Lessons From Retirees’ Biggest Retirement Regrets
- Top 15 ETFs for Self-Directed Brokerage Accounts or Brokerage Window in 401(k) Plans
- Top 15 Large Companies with the Highest Employer Match Rate per Employee
- Top 15 Large Companies Offering the Most Generous Employer Matches
- Top 7 Companies with Billion-Dollar Contributions to Employee Retirement Plans
- January 2025 MyPlanIQ Portfolio Update
- Retirement Savings Tracker and Future ‘Pension’ Estimator
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 …