403(B) THRIFT PLAN OF JEWISH FAMILY CHILDREN S SERVICE OF THE SUNCOAST, INC.

Plan Contact

  • Address: 2688 FRUITVILLE RD,SARASOTA,FL
  • Contact person: KENNETH KWIATKOWSKI
  • Phone: (941) 366-2224

Plan General Information

403(B) THRIFT PLAN OF JEWISH FAMILY CHILDREN S SERVICE OF THE SUNCOAST, INC. Total Retirement Plan Assets

At the end of 2021, the total retirement plan assets of 403(B) THRIFT PLAN OF JEWISH FAMILY CHILDREN S SERVICE OF THE SUNCOAST, INC. is $5,199,465.00.This plan was established in 2022.

403(B) THRIFT PLAN OF JEWISH FAMILY CHILDREN S SERVICE OF THE SUNCOAST, 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 JEWISH FAMILY CHILDREN S SERVICE OF THE SUNCOAST, INC. is 147

403(B) THRIFT PLAN OF JEWISH FAMILY CHILDREN S SERVICE OF THE SUNCOAST, INC. Average Participant Retirement Account Value

In 2021, the average participant retirement account value for 403(B) THRIFT PLAN OF JEWISH FAMILY CHILDREN S SERVICE OF THE SUNCOAST, INC. is $35,370.00

403(B) THRIFT PLAN OF JEWISH FAMILY CHILDREN S SERVICE OF THE SUNCOAST, INC. Estimated Average Employee Contribution Amount

In 2021, the estimated average employee contribution amount per participant for 403(B) THRIFT PLAN OF JEWISH FAMILY CHILDREN S SERVICE OF THE SUNCOAST, INC. is $1,597.00.

403(B) THRIFT PLAN OF JEWISH FAMILY CHILDREN S SERVICE OF THE SUNCOAST, INC. Estimated Average Employer Match

In 2021, the estimated average employer match for an employee in 403(B) THRIFT PLAN OF JEWISH FAMILY CHILDREN S SERVICE OF THE SUNCOAST, INC. is approximately $349.00
Investing in this additonal $349.00 for 20 years would give you extra $22,365.00, assuming a 10% annual return.

403(B) THRIFT PLAN OF JEWISH FAMILY CHILDREN S SERVICE OF THE SUNCOAST, INC. Total Employer Contribution and Match Rate

In 2021, 403(B) THRIFT PLAN OF JEWISH FAMILY CHILDREN S SERVICE OF THE SUNCOAST, INC. allocates $51,370.00 to match its employees' contributions, providing an employer match rate of 21.88% of their contributions

403(B) THRIFT PLAN OF JEWISH FAMILY CHILDREN S SERVICE OF THE SUNCOAST, INC. Total Retirement Plan Asset Growth Rate

In 2021, the total retirement plan asset growth rate of 403(B) THRIFT PLAN OF JEWISH FAMILY CHILDREN S SERVICE OF THE SUNCOAST, INC. is 10.51%.

403(B) THRIFT PLAN OF JEWISH FAMILY CHILDREN S SERVICE OF THE SUNCOAST, INC. Estimated Aggregate Retirement Account Investment Gain/Loss

In 2021, the estimated aggregate retirement account investment gain/loss for 403(B) THRIFT PLAN OF JEWISH FAMILY CHILDREN S SERVICE OF THE SUNCOAST, INC. is 12.86%. This measures the effectiveness of the plan participants' investments in the year.

403(B) THRIFT PLAN OF JEWISH FAMILY CHILDREN S SERVICE OF THE SUNCOAST, INC. Expense Ratio

In 2021, the investment and administrative expense ratio of 403(B) THRIFT PLAN OF JEWISH FAMILY CHILDREN S SERVICE OF THE SUNCOAST, INC. is 0.02%.

Enrollment Features

403(B) THRIFT PLAN OF JEWISH FAMILY CHILDREN S SERVICE OF THE SUNCOAST, INC. 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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