CARLISLE SCHOOL 403B DC PLAN
Plan Contact
- Address: 300 CARLISLE ROAD,AXTON,VA
- Contact person: AMY PARIKH
- Phone: (276) 632-7288
Plan General Information
CARLISLE SCHOOL 403B DC PLAN Total Retirement Plan Assets
At the end of 2022, the total retirement plan assets of CARLISLE SCHOOL 403B DC PLAN is $3,120,007.00.This plan was established in 2009.
CARLISLE SCHOOL 403B DC PLAN Total Number of Retirement Plan Participants
At the end of 2022, the total number of retirement plan participants in CARLISLE SCHOOL 403B DC PLAN is 124
CARLISLE SCHOOL 403B DC PLAN Average Participant Retirement Account Value
In 2022, the average participant retirement account value for CARLISLE SCHOOL 403B DC PLAN is $25,161.00
CARLISLE SCHOOL 403B DC PLAN Estimated Average Employee Contribution Amount
In 2022, the estimated average employee contribution amount per participant for CARLISLE SCHOOL 403B DC PLAN is $745.00.
CARLISLE SCHOOL 403B DC PLAN Estimated Average Employer Match
In 2022, the estimated average employer match for an employee in CARLISLE SCHOOL 403B DC PLAN is approximately $288.00
Investing in this additonal $288.00 for 20 years would give you extra $18,438.00, assuming a 10% annual return.
Investing in this additonal $288.00 for 20 years would give you extra $18,438.00, assuming a 10% annual return.
CARLISLE SCHOOL 403B DC PLAN Total Employer Contribution and Match Rate
In 2022, CARLISLE SCHOOL 403B DC PLAN allocates $35,724.00 to match its employees' contributions, providing an employer match rate of 40.76% of their contributions
CARLISLE SCHOOL 403B DC PLAN Total Retirement Plan Asset Growth Rate
In 2022, the total retirement plan asset growth rate of CARLISLE SCHOOL 403B DC PLAN is -16.94%.
CARLISLE SCHOOL 403B DC PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2022, the estimated aggregate retirement account investment gain/loss for CARLISLE SCHOOL 403B DC PLAN is -18.43%. This measures the effectiveness of the plan participants' investments in the year.
CARLISLE SCHOOL 403B DC PLAN Expense Ratio
In 2022, the investment and administrative expense ratio of CARLISLE SCHOOL 403B DC PLAN is 0.02%.
Enrollment Features
CARLISLE SCHOOL 403B DC 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.
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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