CONCORD ACADEMY DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLAN
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Plan General Information
CONCORD ACADEMY DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of CONCORD ACADEMY DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLAN is $59,810,450.00.This plan was established in 1949.
CONCORD ACADEMY DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in CONCORD ACADEMY DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLAN is 502
CONCORD ACADEMY DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for CONCORD ACADEMY DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLAN is $119,144.00
CONCORD ACADEMY DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for CONCORD ACADEMY DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLAN is $5,894.00.
CONCORD ACADEMY DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in CONCORD ACADEMY DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLAN is approximately $1,761.00
Investing in this additonal $1,761.00 for 20 years would give you extra $112,705.00, assuming a 10% annual return.
Investing in this additonal $1,761.00 for 20 years would give you extra $112,705.00, assuming a 10% annual return.
CONCORD ACADEMY DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLAN Total Employer Contribution and Match Rate
In 2023, CONCORD ACADEMY DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLAN allocates $884,034.00 to match its employees' contributions, providing an employer match rate of 59.75% of their contributions
CONCORD ACADEMY DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of CONCORD ACADEMY DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLAN is 13.89%.
CONCORD ACADEMY DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for CONCORD ACADEMY DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLAN is 11.55%. This measures the effectiveness of the plan participants' investments in the year.
CONCORD ACADEMY DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of CONCORD ACADEMY DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLAN is 0.07%.
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