CAPSTAN INCORPORATED TAX FAVORED SAVINGS & INVESTMENT PLAN
Plan Contact
- Address: 16100 S. FIGUEROA STREET,CARSON,CA
- Contact person: BRIAN FORDE
- Phone: (310) 544-8383
Plan General Information
CAPSTAN INCORPORATED TAX FAVORED SAVINGS & INVESTMENT PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of CAPSTAN INCORPORATED TAX FAVORED SAVINGS & INVESTMENT PLAN is $13,168,234.00.This plan was established in 1985.
CAPSTAN INCORPORATED TAX FAVORED SAVINGS & INVESTMENT PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in CAPSTAN INCORPORATED TAX FAVORED SAVINGS & INVESTMENT PLAN is 258
CAPSTAN INCORPORATED TAX FAVORED SAVINGS & INVESTMENT PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for CAPSTAN INCORPORATED TAX FAVORED SAVINGS & INVESTMENT PLAN is $51,039.00
CAPSTAN INCORPORATED TAX FAVORED SAVINGS & INVESTMENT PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for CAPSTAN INCORPORATED TAX FAVORED SAVINGS & INVESTMENT PLAN is $2,322.00.
CAPSTAN INCORPORATED TAX FAVORED SAVINGS & INVESTMENT PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in CAPSTAN INCORPORATED TAX FAVORED SAVINGS & INVESTMENT PLAN is approximately $687.00
Investing in this additonal $687.00 for 20 years would give you extra $44,025.00, assuming a 10% annual return.
Investing in this additonal $687.00 for 20 years would give you extra $44,025.00, assuming a 10% annual return.
CAPSTAN INCORPORATED TAX FAVORED SAVINGS & INVESTMENT PLAN Total Employer Contribution and Match Rate
In 2023, CAPSTAN INCORPORATED TAX FAVORED SAVINGS & INVESTMENT PLAN allocates $177,478.00 to match its employees' contributions, providing an employer match rate of 38.50% of their contributions
CAPSTAN INCORPORATED TAX FAVORED SAVINGS & INVESTMENT PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of CAPSTAN INCORPORATED TAX FAVORED SAVINGS & INVESTMENT PLAN is 5.62%.
CAPSTAN INCORPORATED TAX FAVORED SAVINGS & INVESTMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for CAPSTAN INCORPORATED TAX FAVORED SAVINGS & INVESTMENT PLAN is 23.19%. This measures the effectiveness of the plan participants' investments in the year.
CAPSTAN INCORPORATED TAX FAVORED SAVINGS & INVESTMENT PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of CAPSTAN INCORPORATED TAX FAVORED SAVINGS & INVESTMENT PLAN is 0.14%.
Enrollment Features
CAPSTAN INCORPORATED TAX FAVORED SAVINGS & INVESTMENT PLAN 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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