ANTHONY & JOANN FANTICOLA FAMILY LTD PARTNERSHIP 401(K) PROFIT SHARING PLAN

Overview

Plan Contact

  • Address: 1422 EDINGER AVENUE SUITE 150,TUSTIN,CA
  • Contact person: PLAN SPONSOR
  • Phone: (714) 444-4940

Plan General Information


At the end of 2022, the total retirement plan assets of ANTHONY & JOANN FANTICOLA FAMILY LTD PARTNERSHIP 401(K) PROFIT SHARING PLAN is $7,775,400.This plan was established in 2014.

At the end of 2022, the total number of retirement plan participants in ANTHONY & JOANN FANTICOLA FAMILY LTD PARTNERSHIP 401(K) PROFIT SHARING PLAN is 696

In 2022, the average participant retirement account value for ANTHONY & JOANN FANTICOLA FAMILY LTD PARTNERSHIP 401(K) PROFIT SHARING PLAN is $11,171

In 2022, the estimated average employee contribution amount per participant for ANTHONY & JOANN FANTICOLA FAMILY LTD PARTNERSHIP 401(K) PROFIT SHARING PLAN is $974

In 2022, the estimated average employer match for an employee in ANTHONY & JOANN FANTICOLA FAMILY LTD PARTNERSHIP 401(K) PROFIT SHARING PLAN is approximately $1,021

In 2022, ANTHONY & JOANN FANTICOLA FAMILY LTD PARTNERSHIP 401(K) PROFIT SHARING PLAN allocates $710,928 to match its employees’ contributions, providing an employer match rate of 102.00% of their contributions

In 2022, the total retirement plan asset growth rate of ANTHONY & JOANN FANTICOLA FAMILY LTD PARTNERSHIP 401(K) PROFIT SHARING PLAN is -4.77%

In 2022, the estimated aggregate retirement account investment gain/loss for ANTHONY & JOANN FANTICOLA FAMILY LTD PARTNERSHIP 401(K) PROFIT SHARING PLAN is -15.60%. This measures the effectiveness of the plan participants’ investments in the year.

In 2022, the investment and administrative expense ratio of ANTHONY & JOANN FANTICOLA FAMILY LTD PARTNERSHIP 401(K) PROFIT SHARING PLAN is 0.03%.

Enrollment Features

ANTHONY & JOANN FANTICOLA FAMILY LTD PARTNERSHIP 401(K) PROFIT SHARING 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.