BEVERLY HOSPITAL MATCHING SAVINGS PLAN

Plan Contact

  • Address: 309 WEST BEVERLY BLVD,MONTEBELLO,CA
  • Contact person: HOWARD EHRENBERG
  • Phone: (866) 725-3474

Plan General Information

BEVERLY HOSPITAL MATCHING SAVINGS PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of BEVERLY HOSPITAL MATCHING SAVINGS PLAN is $40,958,335.00.This plan was established in 2007.

BEVERLY HOSPITAL MATCHING SAVINGS PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in BEVERLY HOSPITAL MATCHING SAVINGS PLAN is 1144

BEVERLY HOSPITAL MATCHING SAVINGS PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for BEVERLY HOSPITAL MATCHING SAVINGS PLAN is $35,802.00

BEVERLY HOSPITAL MATCHING SAVINGS PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for BEVERLY HOSPITAL MATCHING SAVINGS PLAN is $4,166.00.

BEVERLY HOSPITAL MATCHING SAVINGS PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in BEVERLY HOSPITAL MATCHING SAVINGS PLAN is approximately $278.00
Investing in this additonal $278.00 for 20 years would give you extra $17,834.00, assuming a 10% annual return.

BEVERLY HOSPITAL MATCHING SAVINGS PLAN Total Employer Contribution and Match Rate

In 2023, BEVERLY HOSPITAL MATCHING SAVINGS PLAN allocates $318,789.00 to match its employees' contributions, providing an employer match rate of 6.65% of their contributions

BEVERLY HOSPITAL MATCHING SAVINGS PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of BEVERLY HOSPITAL MATCHING SAVINGS PLAN is 3.87%.

BEVERLY HOSPITAL MATCHING SAVINGS PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for BEVERLY HOSPITAL MATCHING SAVINGS PLAN is 15.04%. This measures the effectiveness of the plan participants' investments in the year.

BEVERLY HOSPITAL MATCHING SAVINGS PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of BEVERLY HOSPITAL MATCHING SAVINGS PLAN is 0.36%.

Enrollment Features

BEVERLY HOSPITAL MATCHING SAVINGS PLAN 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.
    Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.


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