403(B) THRIFT PLAN FOR EMPLOYEES OF AREA OFFICE ON AGING
Plan Contact
- Address: 2155 ARLINGTON AVE,TOLEDO,OH
- Contact person: JOHN BLEAU
- Phone: (419) 382-0624
Plan General Information
403(B) THRIFT PLAN FOR EMPLOYEES OF AREA OFFICE ON AGING Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of 403(B) THRIFT PLAN FOR EMPLOYEES OF AREA OFFICE ON AGING is $9,720,635.00.This plan was established in 2015.
403(B) THRIFT PLAN FOR EMPLOYEES OF AREA OFFICE ON AGING Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in 403(B) THRIFT PLAN FOR EMPLOYEES OF AREA OFFICE ON AGING is 251
403(B) THRIFT PLAN FOR EMPLOYEES OF AREA OFFICE ON AGING Average Participant Retirement Account Value
In 2023, the average participant retirement account value for 403(B) THRIFT PLAN FOR EMPLOYEES OF AREA OFFICE ON AGING is $38,727.00
403(B) THRIFT PLAN FOR EMPLOYEES OF AREA OFFICE ON AGING Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for 403(B) THRIFT PLAN FOR EMPLOYEES OF AREA OFFICE ON AGING is $3,648.00.
403(B) THRIFT PLAN FOR EMPLOYEES OF AREA OFFICE ON AGING Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in 403(B) THRIFT PLAN FOR EMPLOYEES OF AREA OFFICE ON AGING is approximately $1,078.00
Investing in this additonal $1,078.00 for 20 years would give you extra $68,999.00, assuming a 10% annual return.
Investing in this additonal $1,078.00 for 20 years would give you extra $68,999.00, assuming a 10% annual return.
403(B) THRIFT PLAN FOR EMPLOYEES OF AREA OFFICE ON AGING Total Employer Contribution and Match Rate
In 2023, 403(B) THRIFT PLAN FOR EMPLOYEES OF AREA OFFICE ON AGING allocates $270,608.00 to match its employees' contributions, providing an employer match rate of 59.11% of their contributions
403(B) THRIFT PLAN FOR EMPLOYEES OF AREA OFFICE ON AGING Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of 403(B) THRIFT PLAN FOR EMPLOYEES OF AREA OFFICE ON AGING is 11.89%.
403(B) THRIFT PLAN FOR EMPLOYEES OF AREA OFFICE ON AGING Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for 403(B) THRIFT PLAN FOR EMPLOYEES OF AREA OFFICE ON AGING is 14.16%. This measures the effectiveness of the plan participants' investments in the year.
403(B) THRIFT PLAN FOR EMPLOYEES OF AREA OFFICE ON AGING Expense Ratio
In 2023, the investment and administrative expense ratio of 403(B) THRIFT PLAN FOR EMPLOYEES OF AREA OFFICE ON AGING is 0.01%.
Enrollment Features
403(B) THRIFT PLAN FOR EMPLOYEES OF AREA OFFICE ON AGING 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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