EWING MARION KAUFFMAN FOUNDATION TAX SHELTERED ANNUITY PROGRAM
Plan Contact
- Address: 4801 ROCKHILL ROAD,KANSAS CITY,MO
- Contact person: SHENELLE MOURNING
- Phone: (816) 932-1018
Plan General Information
EWING MARION KAUFFMAN FOUNDATION TAX SHELTERED ANNUITY PROGRAM Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of EWING MARION KAUFFMAN FOUNDATION TAX SHELTERED ANNUITY PROGRAM is $41,737,045.00.This plan was established in 1991.
EWING MARION KAUFFMAN FOUNDATION TAX SHELTERED ANNUITY PROGRAM Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in EWING MARION KAUFFMAN FOUNDATION TAX SHELTERED ANNUITY PROGRAM is 214
EWING MARION KAUFFMAN FOUNDATION TAX SHELTERED ANNUITY PROGRAM Average Participant Retirement Account Value
In 2023, the average participant retirement account value for EWING MARION KAUFFMAN FOUNDATION TAX SHELTERED ANNUITY PROGRAM is $195,032.00
EWING MARION KAUFFMAN FOUNDATION TAX SHELTERED ANNUITY PROGRAM Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for EWING MARION KAUFFMAN FOUNDATION TAX SHELTERED ANNUITY PROGRAM is $4,564.00.
EWING MARION KAUFFMAN FOUNDATION TAX SHELTERED ANNUITY PROGRAM Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in EWING MARION KAUFFMAN FOUNDATION TAX SHELTERED ANNUITY PROGRAM is approximately $7,728.00
Investing in this additonal $7,728.00 for 20 years would give you extra $494,654.00, assuming a 10% annual return.
Investing in this additonal $7,728.00 for 20 years would give you extra $494,654.00, assuming a 10% annual return.
EWING MARION KAUFFMAN FOUNDATION TAX SHELTERED ANNUITY PROGRAM Total Employer Contribution and Match Rate
In 2023, EWING MARION KAUFFMAN FOUNDATION TAX SHELTERED ANNUITY PROGRAM allocates $1,654,000.00 to match its employees' contributions, providing an employer match rate of 164.34% of their contributions
EWING MARION KAUFFMAN FOUNDATION TAX SHELTERED ANNUITY PROGRAM Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of EWING MARION KAUFFMAN FOUNDATION TAX SHELTERED ANNUITY PROGRAM is 15.84%.
EWING MARION KAUFFMAN FOUNDATION TAX SHELTERED ANNUITY PROGRAM Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for EWING MARION KAUFFMAN FOUNDATION TAX SHELTERED ANNUITY PROGRAM is 18.07%. This measures the effectiveness of the plan participants' investments in the year.
EWING MARION KAUFFMAN FOUNDATION TAX SHELTERED ANNUITY PROGRAM Expense Ratio
In 2023, the investment and administrative expense ratio of EWING MARION KAUFFMAN FOUNDATION TAX SHELTERED ANNUITY PROGRAM is -0.04%.
Enrollment Features
EWING MARION KAUFFMAN FOUNDATION TAX SHELTERED ANNUITY PROGRAM 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.
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