CARDIOTHORACIC & VASCULAR SURGICAL ASSOC., P.A. 401(K) PLAN

Plan Contact

  • Address: 1824 KING STREET, SUITE 200,JACKSONVILLE,FL
  • Phone: (904) 421-5580

Plan General Information

CARDIOTHORACIC & VASCULAR SURGICAL ASSOC., P.A. 401(K) PLAN Total Retirement Plan Assets

At the end of 2021, the total retirement plan assets of CARDIOTHORACIC & VASCULAR SURGICAL ASSOC., P.A. 401(K) PLAN is $27,248,268.00.This plan was established in 2022.

CARDIOTHORACIC & VASCULAR SURGICAL ASSOC., P.A. 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2021, the total number of retirement plan participants in CARDIOTHORACIC & VASCULAR SURGICAL ASSOC., P.A. 401(K) PLAN is 213

CARDIOTHORACIC & VASCULAR SURGICAL ASSOC., P.A. 401(K) PLAN Average Participant Retirement Account Value

In 2021, the average participant retirement account value for CARDIOTHORACIC & VASCULAR SURGICAL ASSOC., P.A. 401(K) PLAN is $127,926.00

CARDIOTHORACIC & VASCULAR SURGICAL ASSOC., P.A. 401(K) PLAN Estimated Average Employee Contribution Amount

In 2021, the estimated average employee contribution amount per participant for CARDIOTHORACIC & VASCULAR SURGICAL ASSOC., P.A. 401(K) PLAN is $5,871.00.

CARDIOTHORACIC & VASCULAR SURGICAL ASSOC., P.A. 401(K) PLAN Estimated Average Employer Match

In 2021, the estimated average employer match for an employee in CARDIOTHORACIC & VASCULAR SURGICAL ASSOC., P.A. 401(K) PLAN is approximately $2,236.00
Investing in this additonal $2,236.00 for 20 years would give you extra $143,110.00, assuming a 10% annual return.

CARDIOTHORACIC & VASCULAR SURGICAL ASSOC., P.A. 401(K) PLAN Total Employer Contribution and Match Rate

In 2021, CARDIOTHORACIC & VASCULAR SURGICAL ASSOC., P.A. 401(K) PLAN allocates $476,288.00 to match its employees' contributions, providing an employer match rate of 38.08% of their contributions

CARDIOTHORACIC & VASCULAR SURGICAL ASSOC., P.A. 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2021, the total retirement plan asset growth rate of CARDIOTHORACIC & VASCULAR SURGICAL ASSOC., P.A. 401(K) PLAN is 35.57%.

CARDIOTHORACIC & VASCULAR SURGICAL ASSOC., P.A. 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2021, the estimated aggregate retirement account investment gain/loss for CARDIOTHORACIC & VASCULAR SURGICAL ASSOC., P.A. 401(K) PLAN is 18.26%. This measures the effectiveness of the plan participants' investments in the year.

CARDIOTHORACIC & VASCULAR SURGICAL ASSOC., P.A. 401(K) PLAN Expense Ratio

In 2021, the investment and administrative expense ratio of CARDIOTHORACIC & VASCULAR SURGICAL ASSOC., P.A. 401(K) PLAN is 0.29%.

Enrollment Features

CARDIOTHORACIC & VASCULAR SURGICAL ASSOC., P.A. 401(K) 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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