HEAD START OF LANE COUNTY 403B TAX DEFERRED ANNUITY PLAN
Plan Contact
- Address: 221 B ST,SPRINGFIELD,OR
- Contact person: CLAIRE VERSAW
- Phone: (541) 747-2425
Plan General Information
HEAD START OF LANE COUNTY 403B TAX DEFERRED ANNUITY PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of HEAD START OF LANE COUNTY 403B TAX DEFERRED ANNUITY PLAN is $11,149,695.00.This plan was established in 1998.
HEAD START OF LANE COUNTY 403B TAX DEFERRED ANNUITY PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in HEAD START OF LANE COUNTY 403B TAX DEFERRED ANNUITY PLAN is 348
HEAD START OF LANE COUNTY 403B TAX DEFERRED ANNUITY PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for HEAD START OF LANE COUNTY 403B TAX DEFERRED ANNUITY PLAN is $32,039.00
HEAD START OF LANE COUNTY 403B TAX DEFERRED ANNUITY PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for HEAD START OF LANE COUNTY 403B TAX DEFERRED ANNUITY PLAN is $2,794.00.
HEAD START OF LANE COUNTY 403B TAX DEFERRED ANNUITY PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in HEAD START OF LANE COUNTY 403B TAX DEFERRED ANNUITY PLAN is approximately $1,004.00
Investing in this additonal $1,004.00 for 20 years would give you extra $64,270.00, assuming a 10% annual return.
Investing in this additonal $1,004.00 for 20 years would give you extra $64,270.00, assuming a 10% annual return.
HEAD START OF LANE COUNTY 403B TAX DEFERRED ANNUITY PLAN Total Employer Contribution and Match Rate
In 2023, HEAD START OF LANE COUNTY 403B TAX DEFERRED ANNUITY PLAN allocates $349,470.00 to match its employees' contributions, providing an employer match rate of 71.87% of their contributions
HEAD START OF LANE COUNTY 403B TAX DEFERRED ANNUITY PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of HEAD START OF LANE COUNTY 403B TAX DEFERRED ANNUITY PLAN is 10.87%.
HEAD START OF LANE COUNTY 403B TAX DEFERRED ANNUITY PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for HEAD START OF LANE COUNTY 403B TAX DEFERRED ANNUITY PLAN is 11.09%. This measures the effectiveness of the plan participants' investments in the year.
HEAD START OF LANE COUNTY 403B TAX DEFERRED ANNUITY PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of HEAD START OF LANE COUNTY 403B TAX DEFERRED ANNUITY PLAN is 0.28%.
Enrollment Features
HEAD START OF LANE COUNTY 403B TAX DEFERRED ANNUITY PLAN 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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