SBERA 401 K PLAN AS ADOPTED BY CAPE COD FIVE

Plan Contact

  • Contact person: THOMAS FORESE, JR.
  • Phone: (508) 240-0555

Plan General Information

SBERA 401 K PLAN AS ADOPTED BY CAPE COD FIVE Total Retirement Plan Assets

At the end of 2003, the total retirement plan assets of SBERA 401 K PLAN AS ADOPTED BY CAPE COD FIVE is $16,083,489.00.This plan was established in 1990.

SBERA 401 K PLAN AS ADOPTED BY CAPE COD FIVE Total Number of Retirement Plan Participants

At the end of 2003, the total number of retirement plan participants in SBERA 401 K PLAN AS ADOPTED BY CAPE COD FIVE is 273

SBERA 401 K PLAN AS ADOPTED BY CAPE COD FIVE Average Participant Retirement Account Value

In 2003, the average participant retirement account value for SBERA 401 K PLAN AS ADOPTED BY CAPE COD FIVE is $58,913.00

SBERA 401 K PLAN AS ADOPTED BY CAPE COD FIVE Estimated Average Employee Contribution Amount

In 2003, the estimated average employee contribution amount per participant for SBERA 401 K PLAN AS ADOPTED BY CAPE COD FIVE is $6,978.00.

SBERA 401 K PLAN AS ADOPTED BY CAPE COD FIVE Estimated Average Employer Match

In 2003, the estimated average employer match for an employee in SBERA 401 K PLAN AS ADOPTED BY CAPE COD FIVE is approximately $3,389.00
Investing in this additonal $3,389.00 for 20 years would give you extra $216,911.00, assuming a 10% annual return.

SBERA 401 K PLAN AS ADOPTED BY CAPE COD FIVE Total Employer Contribution and Match Rate

In 2003, SBERA 401 K PLAN AS ADOPTED BY CAPE COD FIVE allocates $925,262.00 to match its employees' contributions, providing an employer match rate of 97.14% of their contributions

SBERA 401 K PLAN AS ADOPTED BY CAPE COD FIVE Total Retirement Plan Asset Growth Rate

In 2003, the total retirement plan asset growth rate of SBERA 401 K PLAN AS ADOPTED BY CAPE COD FIVE is 32.85%.

SBERA 401 K PLAN AS ADOPTED BY CAPE COD FIVE Estimated Aggregate Retirement Account Investment Gain/Loss

In 2003, the estimated aggregate retirement account investment gain/loss for SBERA 401 K PLAN AS ADOPTED BY CAPE COD FIVE is 22.44%. This measures the effectiveness of the plan participants' investments in the year.

SBERA 401 K PLAN AS ADOPTED BY CAPE COD FIVE Expense Ratio

In 2003, the investment and administrative expense ratio of SBERA 401 K PLAN AS ADOPTED BY CAPE COD FIVE is 0.00%.

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