SAN FRANCISCO BAR ASSOCIATION RETIREMENT PLAN TRUST

Plan Contact

  • Contact person: LYNN HEINEMANN
  • Phone: (415) 782-8971

Plan General Information

SAN FRANCISCO BAR ASSOCIATION RETIREMENT PLAN TRUST Total Retirement Plan Assets

At the end of 2004, the total retirement plan assets of SAN FRANCISCO BAR ASSOCIATION RETIREMENT PLAN TRUST is $3,960,151.00.This plan was established in 1901.

SAN FRANCISCO BAR ASSOCIATION RETIREMENT PLAN TRUST Total Number of Retirement Plan Participants

At the end of 2004, the total number of retirement plan participants in SAN FRANCISCO BAR ASSOCIATION RETIREMENT PLAN TRUST is 107

SAN FRANCISCO BAR ASSOCIATION RETIREMENT PLAN TRUST Average Participant Retirement Account Value

In 2004, the average participant retirement account value for SAN FRANCISCO BAR ASSOCIATION RETIREMENT PLAN TRUST is $37,010.00

SAN FRANCISCO BAR ASSOCIATION RETIREMENT PLAN TRUST Estimated Average Employee Contribution Amount

In 2004, the estimated average employee contribution amount per participant for SAN FRANCISCO BAR ASSOCIATION RETIREMENT PLAN TRUST is $4,585.00.

SAN FRANCISCO BAR ASSOCIATION RETIREMENT PLAN TRUST Estimated Average Employer Match

In 2004, the estimated average employer match for an employee in SAN FRANCISCO BAR ASSOCIATION RETIREMENT PLAN TRUST is approximately $2,438.00
Investing in this additonal $2,438.00 for 20 years would give you extra $156,061.00, assuming a 10% annual return.

SAN FRANCISCO BAR ASSOCIATION RETIREMENT PLAN TRUST Total Employer Contribution and Match Rate

In 2004, SAN FRANCISCO BAR ASSOCIATION RETIREMENT PLAN TRUST allocates $260,916.00 to match its employees' contributions, providing an employer match rate of 106.35% of their contributions

SAN FRANCISCO BAR ASSOCIATION RETIREMENT PLAN TRUST Total Retirement Plan Asset Growth Rate

In 2004, the total retirement plan asset growth rate of SAN FRANCISCO BAR ASSOCIATION RETIREMENT PLAN TRUST is 22.54%.

SAN FRANCISCO BAR ASSOCIATION RETIREMENT PLAN TRUST Estimated Aggregate Retirement Account Investment Gain/Loss

In 2004, the estimated aggregate retirement account investment gain/loss for SAN FRANCISCO BAR ASSOCIATION RETIREMENT PLAN TRUST is 8.39%. This measures the effectiveness of the plan participants' investments in the year.

SAN FRANCISCO BAR ASSOCIATION RETIREMENT PLAN TRUST Expense Ratio

In 2004, the investment and administrative expense ratio of SAN FRANCISCO BAR ASSOCIATION RETIREMENT PLAN TRUST is 0.38%.

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