AALLGROUP SOUTHWEST 401(K) PROFIT SHARING PLAN & TRUST
Plan Contact
- Address: 2737 W SOUTHERN AVE - STE 4,TEMPE,AZ
- Contact person: EDWARD ROJAS
- Phone: (602) 633-8129
Plan General Information
AALLGROUP SOUTHWEST 401(K) PROFIT SHARING PLAN & TRUST Total Retirement Plan Assets
At the end of 2022, the total retirement plan assets of AALLGROUP SOUTHWEST 401(K) PROFIT SHARING PLAN & TRUST is $1,113,738.00.This plan was established in 2017.
AALLGROUP SOUTHWEST 401(K) PROFIT SHARING PLAN & TRUST Total Number of Retirement Plan Participants
At the end of 2022, the total number of retirement plan participants in AALLGROUP SOUTHWEST 401(K) PROFIT SHARING PLAN & TRUST is 195
AALLGROUP SOUTHWEST 401(K) PROFIT SHARING PLAN & TRUST Average Participant Retirement Account Value
In 2022, the average participant retirement account value for AALLGROUP SOUTHWEST 401(K) PROFIT SHARING PLAN & TRUST is $5,711.00
AALLGROUP SOUTHWEST 401(K) PROFIT SHARING PLAN & TRUST Estimated Average Employee Contribution Amount
In 2022, the estimated average employee contribution amount per participant for AALLGROUP SOUTHWEST 401(K) PROFIT SHARING PLAN & TRUST is $1,193.00.
AALLGROUP SOUTHWEST 401(K) PROFIT SHARING PLAN & TRUST Estimated Average Employer Match
In 2022, the estimated average employer match for an employee in AALLGROUP SOUTHWEST 401(K) PROFIT SHARING PLAN & TRUST is approximately $647.00
Investing in this additonal $647.00 for 20 years would give you extra $41,414.00, assuming a 10% annual return.
Investing in this additonal $647.00 for 20 years would give you extra $41,414.00, assuming a 10% annual return.
AALLGROUP SOUTHWEST 401(K) PROFIT SHARING PLAN & TRUST Total Employer Contribution and Match Rate
In 2022, AALLGROUP SOUTHWEST 401(K) PROFIT SHARING PLAN & TRUST allocates $126,185.00 to match its employees' contributions, providing an employer match rate of 57.00% of their contributions
AALLGROUP SOUTHWEST 401(K) PROFIT SHARING PLAN & TRUST Total Retirement Plan Asset Growth Rate
In 2022, the total retirement plan asset growth rate of AALLGROUP SOUTHWEST 401(K) PROFIT SHARING PLAN & TRUST is 15.08%.
AALLGROUP SOUTHWEST 401(K) PROFIT SHARING PLAN & TRUST Estimated Aggregate Retirement Account Investment Gain/Loss
In 2022, the estimated aggregate retirement account investment gain/loss for AALLGROUP SOUTHWEST 401(K) PROFIT SHARING PLAN & TRUST is -13.80%. This measures the effectiveness of the plan participants' investments in the year.
AALLGROUP SOUTHWEST 401(K) PROFIT SHARING PLAN & TRUST Expense Ratio
In 2022, the investment and administrative expense ratio of AALLGROUP SOUTHWEST 401(K) PROFIT SHARING PLAN & TRUST is 1.24%.
Enrollment Features
AALLGROUP SOUTHWEST 401(K) PROFIT SHARING PLAN & TRUST 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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