CHARLOTTE PREPARATORY SCHOOL, INC. 403(B) PLAN

Plan Contact

  • Address: 212 BOYCE ROAD,CHARLOTTE,NC
  • Contact person: ELIZABETH GOLDSTEIN
  • Phone: (704) 366-5994

Plan General Information

CHARLOTTE PREPARATORY SCHOOL, INC. 403(B) PLAN Total Retirement Plan Assets

At the end of 2022, the total retirement plan assets of CHARLOTTE PREPARATORY SCHOOL, INC. 403(B) PLAN is $1,016,457.00.This plan was established in 2013.

CHARLOTTE PREPARATORY SCHOOL, INC. 403(B) PLAN Total Number of Retirement Plan Participants

At the end of 2022, the total number of retirement plan participants in CHARLOTTE PREPARATORY SCHOOL, INC. 403(B) PLAN is 87

CHARLOTTE PREPARATORY SCHOOL, INC. 403(B) PLAN Average Participant Retirement Account Value

In 2022, the average participant retirement account value for CHARLOTTE PREPARATORY SCHOOL, INC. 403(B) PLAN is $11,683.00

CHARLOTTE PREPARATORY SCHOOL, INC. 403(B) PLAN Estimated Average Employee Contribution Amount

In 2022, the estimated average employee contribution amount per participant for CHARLOTTE PREPARATORY SCHOOL, INC. 403(B) PLAN is $2,704.00.

CHARLOTTE PREPARATORY SCHOOL, INC. 403(B) PLAN Estimated Average Employer Match

In 2022, the estimated average employer match for an employee in CHARLOTTE PREPARATORY SCHOOL, INC. 403(B) PLAN is approximately $446.00
Investing in this additonal $446.00 for 20 years would give you extra $28,597.00, assuming a 10% annual return.

CHARLOTTE PREPARATORY SCHOOL, INC. 403(B) PLAN Total Employer Contribution and Match Rate

In 2022, CHARLOTTE PREPARATORY SCHOOL, INC. 403(B) PLAN allocates $38,875.00 to match its employees' contributions, providing an employer match rate of 33.05% of their contributions

CHARLOTTE PREPARATORY SCHOOL, INC. 403(B) PLAN Total Retirement Plan Asset Growth Rate

In 2022, the total retirement plan asset growth rate of CHARLOTTE PREPARATORY SCHOOL, INC. 403(B) PLAN is -2.85%.

CHARLOTTE PREPARATORY SCHOOL, INC. 403(B) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2022, the estimated aggregate retirement account investment gain/loss for CHARLOTTE PREPARATORY SCHOOL, INC. 403(B) PLAN is -19.02%. This measures the effectiveness of the plan participants' investments in the year.

CHARLOTTE PREPARATORY SCHOOL, INC. 403(B) PLAN Expense Ratio

In 2022, the investment and administrative expense ratio of CHARLOTTE PREPARATORY SCHOOL, INC. 403(B) PLAN is 0.07%.

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