PHILZ COFFEE 401(K) PLAN
Plan Contact
- Address: 680 85TH AVENUE,OAKLAND,CA
- Contact person: JENNIFER TETER
- Phone: (415) 834-5933
Plan General Information
PHILZ COFFEE 401(K) PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of PHILZ COFFEE 401(K) PLAN is $5,239,087.00.This plan was established in 2016.
PHILZ COFFEE 401(K) PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in PHILZ COFFEE 401(K) PLAN is 1824
PHILZ COFFEE 401(K) PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for PHILZ COFFEE 401(K) PLAN is $2,872.00
PHILZ COFFEE 401(K) PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for PHILZ COFFEE 401(K) PLAN is $490.00.
PHILZ COFFEE 401(K) PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in PHILZ COFFEE 401(K) PLAN is approximately $59.00
Investing in this additonal $59.00 for 20 years would give you extra $3,813.00, assuming a 10% annual return.
Investing in this additonal $59.00 for 20 years would give you extra $3,813.00, assuming a 10% annual return.
PHILZ COFFEE 401(K) PLAN Total Employer Contribution and Match Rate
In 2023, PHILZ COFFEE 401(K) PLAN allocates $108,673.00 to match its employees' contributions, providing an employer match rate of 13.53% of their contributions
PHILZ COFFEE 401(K) PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of PHILZ COFFEE 401(K) PLAN is 37.02%.
PHILZ COFFEE 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for PHILZ COFFEE 401(K) PLAN is 22.92%. This measures the effectiveness of the plan participants' investments in the year.
PHILZ COFFEE 401(K) PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of PHILZ COFFEE 401(K) PLAN is 0.70%.
Enrollment Features
PHILZ COFFEE 401(K) 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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