SONNENALP PROPERTIES PROFIT SHARING PLAN

Plan Contact

  • Address: 20 VAIL ROAD,VAIL,CO
  • Contact person: SARAH SALOMON
  • Phone: (970) 479-5419

Plan General Information

SONNENALP PROPERTIES PROFIT SHARING PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of SONNENALP PROPERTIES PROFIT SHARING PLAN is $10,301,260.00.This plan was established in 1989.

SONNENALP PROPERTIES PROFIT SHARING PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in SONNENALP PROPERTIES PROFIT SHARING PLAN is 436

SONNENALP PROPERTIES PROFIT SHARING PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for SONNENALP PROPERTIES PROFIT SHARING PLAN is $23,626.00

SONNENALP PROPERTIES PROFIT SHARING PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for SONNENALP PROPERTIES PROFIT SHARING PLAN is $2,000.00.

SONNENALP PROPERTIES PROFIT SHARING PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in SONNENALP PROPERTIES PROFIT SHARING PLAN is approximately $821.00
Investing in this additonal $821.00 for 20 years would give you extra $52,573.00, assuming a 10% annual return.

SONNENALP PROPERTIES PROFIT SHARING PLAN Total Employer Contribution and Match Rate

In 2023, SONNENALP PROPERTIES PROFIT SHARING PLAN allocates $358,158.00 to match its employees' contributions, providing an employer match rate of 41.64% of their contributions

SONNENALP PROPERTIES PROFIT SHARING PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of SONNENALP PROPERTIES PROFIT SHARING PLAN is 20.54%.

SONNENALP PROPERTIES PROFIT SHARING PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for SONNENALP PROPERTIES PROFIT SHARING PLAN is 15.23%. This measures the effectiveness of the plan participants' investments in the year.

SONNENALP PROPERTIES PROFIT SHARING PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of SONNENALP PROPERTIES PROFIT SHARING PLAN is 0.02%.

Enrollment Features

SONNENALP PROPERTIES PROFIT SHARING PLAN has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.


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