GOODWILL INDUSTRIES OF DALLAS, INC. 403(B) TAX-DEFERRED ANNUITY
Plan Contact
- Address: 3020 N WESTMORELAND ROAD,DALLAS,TX
- Contact person: DANA FRICKE
- Phone: (214) 638-2800
Plan General Information
GOODWILL INDUSTRIES OF DALLAS, INC. 403(B) TAX-DEFERRED ANNUITY Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of GOODWILL INDUSTRIES OF DALLAS, INC. 403(B) TAX-DEFERRED ANNUITY is $5,844,753.00.This plan was established in 1982.
GOODWILL INDUSTRIES OF DALLAS, INC. 403(B) TAX-DEFERRED ANNUITY Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in GOODWILL INDUSTRIES OF DALLAS, INC. 403(B) TAX-DEFERRED ANNUITY is 677
GOODWILL INDUSTRIES OF DALLAS, INC. 403(B) TAX-DEFERRED ANNUITY Average Participant Retirement Account Value
In 2023, the average participant retirement account value for GOODWILL INDUSTRIES OF DALLAS, INC. 403(B) TAX-DEFERRED ANNUITY is $8,633.00
GOODWILL INDUSTRIES OF DALLAS, INC. 403(B) TAX-DEFERRED ANNUITY Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for GOODWILL INDUSTRIES OF DALLAS, INC. 403(B) TAX-DEFERRED ANNUITY is $401.00.
GOODWILL INDUSTRIES OF DALLAS, INC. 403(B) TAX-DEFERRED ANNUITY Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in GOODWILL INDUSTRIES OF DALLAS, INC. 403(B) TAX-DEFERRED ANNUITY is approximately $540.00
Investing in this additonal $540.00 for 20 years would give you extra $34,604.00, assuming a 10% annual return.
Investing in this additonal $540.00 for 20 years would give you extra $34,604.00, assuming a 10% annual return.
GOODWILL INDUSTRIES OF DALLAS, INC. 403(B) TAX-DEFERRED ANNUITY Total Employer Contribution and Match Rate
In 2023, GOODWILL INDUSTRIES OF DALLAS, INC. 403(B) TAX-DEFERRED ANNUITY allocates $366,053.00 to match its employees' contributions, providing an employer match rate of 177.37% of their contributions
GOODWILL INDUSTRIES OF DALLAS, INC. 403(B) TAX-DEFERRED ANNUITY Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of GOODWILL INDUSTRIES OF DALLAS, INC. 403(B) TAX-DEFERRED ANNUITY is 24.68%.
GOODWILL INDUSTRIES OF DALLAS, INC. 403(B) TAX-DEFERRED ANNUITY Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for GOODWILL INDUSTRIES OF DALLAS, INC. 403(B) TAX-DEFERRED ANNUITY is 13.96%. This measures the effectiveness of the plan participants' investments in the year.
GOODWILL INDUSTRIES OF DALLAS, INC. 403(B) TAX-DEFERRED ANNUITY Expense Ratio
In 2023, the investment and administrative expense ratio of GOODWILL INDUSTRIES OF DALLAS, INC. 403(B) TAX-DEFERRED ANNUITY is 0.31%.
Enrollment Features
GOODWILL INDUSTRIES OF DALLAS, INC. 403(B) TAX-DEFERRED ANNUITY has the following features:Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
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