403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC.

Plan Contact

  • Address: 1940 E SILVERLAKE RD STE 405,TUCSON,AZ
  • Contact person: KLAUDIA BRACE
  • Phone: (520) 623-5174

Plan General Information

403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC. Total Retirement Plan Assets

At the end of 2021, the total retirement plan assets of 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC. is $5,306,150.00.This plan was established in 2005.

403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC. Total Number of Retirement Plan Participants

At the end of 2021, the total number of retirement plan participants in 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC. is 521

403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC. Average Participant Retirement Account Value

In 2021, the average participant retirement account value for 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC. is $10,184.00

403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC. Estimated Average Employee Contribution Amount

In 2021, the estimated average employee contribution amount per participant for 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC. is $1,381.00.

403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC. Estimated Average Employer Match

In 2021, the estimated average employer match for an employee in 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC. is approximately $289.00
Investing in this additonal $289.00 for 20 years would give you extra $18,547.00, assuming a 10% annual return.

403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC. Total Employer Contribution and Match Rate

In 2021, 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC. allocates $150,989.00 to match its employees' contributions, providing an employer match rate of 41.96% of their contributions

403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC. Total Retirement Plan Asset Growth Rate

In 2021, the total retirement plan asset growth rate of 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC. is 23.30%.

403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC. Estimated Aggregate Retirement Account Investment Gain/Loss

In 2021, the estimated aggregate retirement account investment gain/loss for 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC. is 26.48%. This measures the effectiveness of the plan participants' investments in the year.

403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC. Expense Ratio

In 2021, the investment and administrative expense ratio of 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC. is 0.03%.

Enrollment Features

403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC. has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.


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