SANTA CATALINA SCHOOL DC PLAN RETIREMENT PLAN
Plan Contact
- Address: 1500 MARK THOMAS DR,MONTEREY,CA
- Contact person: RONALD KELLERMANN
- Phone: (831) 655-9334
Plan General Information
SANTA CATALINA SCHOOL DC PLAN RETIREMENT PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of SANTA CATALINA SCHOOL DC PLAN RETIREMENT PLAN is $36,749,700.00.This plan was established in 1987.
SANTA CATALINA SCHOOL DC PLAN RETIREMENT PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in SANTA CATALINA SCHOOL DC PLAN RETIREMENT PLAN is 297
SANTA CATALINA SCHOOL DC PLAN RETIREMENT PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for SANTA CATALINA SCHOOL DC PLAN RETIREMENT PLAN is $123,736.00
SANTA CATALINA SCHOOL DC PLAN RETIREMENT PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for SANTA CATALINA SCHOOL DC PLAN RETIREMENT PLAN is $6,403.00.
SANTA CATALINA SCHOOL DC PLAN RETIREMENT PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in SANTA CATALINA SCHOOL DC PLAN RETIREMENT PLAN is approximately $2,254.00
Investing in this additonal $2,254.00 for 20 years would give you extra $144,290.00, assuming a 10% annual return.
Investing in this additonal $2,254.00 for 20 years would give you extra $144,290.00, assuming a 10% annual return.
SANTA CATALINA SCHOOL DC PLAN RETIREMENT PLAN Total Employer Contribution and Match Rate
In 2023, SANTA CATALINA SCHOOL DC PLAN RETIREMENT PLAN allocates $669,596.00 to match its employees' contributions, providing an employer match rate of 70.41% of their contributions
SANTA CATALINA SCHOOL DC PLAN RETIREMENT PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of SANTA CATALINA SCHOOL DC PLAN RETIREMENT PLAN is 10.64%.
SANTA CATALINA SCHOOL DC PLAN RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for SANTA CATALINA SCHOOL DC PLAN RETIREMENT PLAN is 9.29%. This measures the effectiveness of the plan participants' investments in the year.
SANTA CATALINA SCHOOL DC PLAN RETIREMENT PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of SANTA CATALINA SCHOOL DC PLAN RETIREMENT PLAN is 0.00%.
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