What is ALIGN FINANCIAL HOLDINGS's employer match?

In 2022, ALIGN FINANCIAL HOLDINGS reported $588,422 in employer contributions. That is about 33.3% of reported employee contributions.

How many participants are in ALIGN FINANCIAL HOLDINGS?

At the end of 2022, ALIGN FINANCIAL HOLDINGS reported 264 plan participants.

What are ALIGN FINANCIAL HOLDINGS's total assets?

At the end of 2022, ALIGN FINANCIAL HOLDINGS reported total plan assets of $16,427,490.

When was ALIGN FINANCIAL HOLDINGS established?

ALIGN FINANCIAL HOLDINGS was established in 2019.

What are the investment options in ALIGN FINANCIAL HOLDINGS?

MyPlanIQ tracks the investment lineup for ALIGN FINANCIAL HOLDINGS on its investment options page: https://www.myplaniq.com/invest/planinvestments/align-financial-holdings/

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ALIGN FINANCIAL HOLDINGS

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Contribution & Savings

ALIGN FINANCIAL HOLDINGS Average Participant Retirement Account Value

In 2022, the average participant retirement account value for ALIGN FINANCIAL HOLDINGS is $62,225.00

ALIGN FINANCIAL HOLDINGS Estimated Average Employee Contribution Amount

In 2022, the estimated average employee contribution amount per participant for ALIGN FINANCIAL HOLDINGS is $6,999.00. If you contribute an amount exceeding this, you have saved more than your colleagues. Congratulations! Keep up the good work. Otherwise, you might want to consider contributing more to ensure a better retirement future.
447,972.00: this is the amount you will have accumulated 20 years later if you annually contribute the average contribution amount 6,999.00 in ALIGN FINANCIAL HOLDINGS, assuming a 10%* annual return.

2023 & 2024 401(k) contribution limits by IRS

	Pretax and roth employee contributions	Employee and employer contributions combined	Catch-up contributions (in addition to the employee and employer combined limit, age 50 and over)
401(k) contribution limit for 2023	$22,500	$66,000	$7,500
401(k) contribution limit for 2024	$23,000	$69,000	$7,500

$1,440,056: this is the amount you will have saved 20 years later if you contribute the maximum of $22,500 annually for 20 years, assuming a 10%* annual return.

$4,224,165: for those who can maximize employee and employer annual $66,000 contributions for 20 years, assuming a 10%* annual return, you will be 3 times richer!

Use the 401(k) Savings Calculator to determine how much your contributions will accumulate over time.

Keep researching ALIGN FINANCIAL HOLDINGS

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