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CALLEN-LORDE COMMUNITY HEALTH CENTER 403(B) PLAN

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Plan General Information

CALLEN-LORDE COMMUNITY HEALTH CENTER 403(B) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of CALLEN-LORDE COMMUNITY HEALTH CENTER 403(B) PLAN is $12,892,918.00.This plan was established in 2009.

CALLEN-LORDE COMMUNITY HEALTH CENTER 403(B) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in CALLEN-LORDE COMMUNITY HEALTH CENTER 403(B) PLAN is 502

CALLEN-LORDE COMMUNITY HEALTH CENTER 403(B) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for CALLEN-LORDE COMMUNITY HEALTH CENTER 403(B) PLAN is $25,683.00

CALLEN-LORDE COMMUNITY HEALTH CENTER 403(B) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for CALLEN-LORDE COMMUNITY HEALTH CENTER 403(B) PLAN is $3,638.00.

CALLEN-LORDE COMMUNITY HEALTH CENTER 403(B) PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in CALLEN-LORDE COMMUNITY HEALTH CENTER 403(B) PLAN is approximately $519.00
Investing in this additonal $519.00 for 20 years would give you extra $33,231.00, assuming a 10% annual return.

CALLEN-LORDE COMMUNITY HEALTH CENTER 403(B) PLAN Total Employer Contribution and Match Rate

In 2023, CALLEN-LORDE COMMUNITY HEALTH CENTER 403(B) PLAN allocates $260,663.00 to match its employees' contributions, providing an employer match rate of 16.32% of their contributions

CALLEN-LORDE COMMUNITY HEALTH CENTER 403(B) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of CALLEN-LORDE COMMUNITY HEALTH CENTER 403(B) PLAN is 24.59%.

CALLEN-LORDE COMMUNITY HEALTH CENTER 403(B) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for CALLEN-LORDE COMMUNITY HEALTH CENTER 403(B) PLAN is 18.64%. This measures the effectiveness of the plan participants' investments in the year.

CALLEN-LORDE COMMUNITY HEALTH CENTER 403(B) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of CALLEN-LORDE COMMUNITY HEALTH CENTER 403(B) PLAN is 0.31%.

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