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FIRST STEP OF SARASOTA, INC. TAX DEFERRED ANNUITY PLAN

Plan Contact

  • Address: 4579 NORTHGATE COURT,SARASOTA,FL
  • Contact person: TINA MOLICK
  • Phone: (941) 552-2053

Plan General Information

FIRST STEP OF SARASOTA, INC. TAX DEFERRED ANNUITY PLAN Total Retirement Plan Assets

At the end of 2021, the total retirement plan assets of FIRST STEP OF SARASOTA, INC. TAX DEFERRED ANNUITY PLAN is $6,386,801.00.This plan was established in 1986.

FIRST STEP OF SARASOTA, INC. TAX DEFERRED ANNUITY PLAN Total Number of Retirement Plan Participants

At the end of 2021, the total number of retirement plan participants in FIRST STEP OF SARASOTA, INC. TAX DEFERRED ANNUITY PLAN is 188

FIRST STEP OF SARASOTA, INC. TAX DEFERRED ANNUITY PLAN Average Participant Retirement Account Value

In 2021, the average participant retirement account value for FIRST STEP OF SARASOTA, INC. TAX DEFERRED ANNUITY PLAN is $33,972.00

FIRST STEP OF SARASOTA, INC. TAX DEFERRED ANNUITY PLAN Estimated Average Employee Contribution Amount

In 2021, the estimated average employee contribution amount per participant for FIRST STEP OF SARASOTA, INC. TAX DEFERRED ANNUITY PLAN is $145.00.

FIRST STEP OF SARASOTA, INC. TAX DEFERRED ANNUITY PLAN Estimated Average Employer Match

In 2021, the estimated average employer match for an employee in FIRST STEP OF SARASOTA, INC. TAX DEFERRED ANNUITY PLAN is approximately $1,299.00
Investing in this additonal $1,299.00 for 20 years would give you extra $83,160.00, assuming a 10% annual return.

FIRST STEP OF SARASOTA, INC. TAX DEFERRED ANNUITY PLAN Total Employer Contribution and Match Rate

In 2021, FIRST STEP OF SARASOTA, INC. TAX DEFERRED ANNUITY PLAN allocates $244,285.00 to match its employees' contributions, providing an employer match rate of 1788.19% of their contributions

FIRST STEP OF SARASOTA, INC. TAX DEFERRED ANNUITY PLAN Total Retirement Plan Asset Growth Rate

In 2021, the total retirement plan asset growth rate of FIRST STEP OF SARASOTA, INC. TAX DEFERRED ANNUITY PLAN is 189.76%.

FIRST STEP OF SARASOTA, INC. TAX DEFERRED ANNUITY PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2021, the estimated aggregate retirement account investment gain/loss for FIRST STEP OF SARASOTA, INC. TAX DEFERRED ANNUITY PLAN is 567.16%. This measures the effectiveness of the plan participants' investments in the year.

FIRST STEP OF SARASOTA, INC. TAX DEFERRED ANNUITY PLAN Expense Ratio

In 2021, the investment and administrative expense ratio of FIRST STEP OF SARASOTA, INC. TAX DEFERRED ANNUITY PLAN is 0.02%.

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