PENINSULA HUMANE SOCIETY & SPCA RETIREMENT PLAN

Plan Contact

  • Address: 1450 ROLLINS RD,BURLINGAME,CA
  • Contact person: ALESSA BEST
  • Phone: (650) 532-1013

Plan General Information

PENINSULA HUMANE SOCIETY & SPCA RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of PENINSULA HUMANE SOCIETY & SPCA RETIREMENT PLAN is $11,591,041.00.This plan was established in 1987.

PENINSULA HUMANE SOCIETY & SPCA RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in PENINSULA HUMANE SOCIETY & SPCA RETIREMENT PLAN is 181

PENINSULA HUMANE SOCIETY & SPCA RETIREMENT PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for PENINSULA HUMANE SOCIETY & SPCA RETIREMENT PLAN is $64,038.00

PENINSULA HUMANE SOCIETY & SPCA RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for PENINSULA HUMANE SOCIETY & SPCA RETIREMENT PLAN is $1,690.00.

PENINSULA HUMANE SOCIETY & SPCA RETIREMENT PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in PENINSULA HUMANE SOCIETY & SPCA RETIREMENT PLAN is approximately $1,011.00
Investing in this additonal $1,011.00 for 20 years would give you extra $64,765.00, assuming a 10% annual return.

PENINSULA HUMANE SOCIETY & SPCA RETIREMENT PLAN Total Employer Contribution and Match Rate

In 2023, PENINSULA HUMANE SOCIETY & SPCA RETIREMENT PLAN allocates $183,166.00 to match its employees' contributions, providing an employer match rate of 45.15% of their contributions

PENINSULA HUMANE SOCIETY & SPCA RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of PENINSULA HUMANE SOCIETY & SPCA RETIREMENT PLAN is 4.89%.

PENINSULA HUMANE SOCIETY & SPCA RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for PENINSULA HUMANE SOCIETY & SPCA RETIREMENT PLAN is 17.32%. This measures the effectiveness of the plan participants' investments in the year.

PENINSULA HUMANE SOCIETY & SPCA RETIREMENT PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of PENINSULA HUMANE SOCIETY & SPCA RETIREMENT PLAN is 0.02%.

Enrollment Features

PENINSULA HUMANE SOCIETY & SPCA 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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