JEWISH NATIONAL FUND 403(B) ERISA TAX SHELTERED ANNUITY PLAN
Plan Contact
- Address: 42 EAST 69TH STREET,NEW YORK,NY
- Contact person: DEBBIE FREEDMAN
- Phone: (212) 879-9300
Plan General Information
JEWISH NATIONAL FUND 403(B) ERISA TAX SHELTERED ANNUITY PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of JEWISH NATIONAL FUND 403(B) ERISA TAX SHELTERED ANNUITY PLAN is $38,737,815.00.This plan was established in 1995.
JEWISH NATIONAL FUND 403(B) ERISA TAX SHELTERED ANNUITY PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in JEWISH NATIONAL FUND 403(B) ERISA TAX SHELTERED ANNUITY PLAN is 295
JEWISH NATIONAL FUND 403(B) ERISA TAX SHELTERED ANNUITY PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for JEWISH NATIONAL FUND 403(B) ERISA TAX SHELTERED ANNUITY PLAN is $131,314.00
JEWISH NATIONAL FUND 403(B) ERISA TAX SHELTERED ANNUITY PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for JEWISH NATIONAL FUND 403(B) ERISA TAX SHELTERED ANNUITY PLAN is $5,839.00.
JEWISH NATIONAL FUND 403(B) ERISA TAX SHELTERED ANNUITY PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in JEWISH NATIONAL FUND 403(B) ERISA TAX SHELTERED ANNUITY PLAN is approximately $6,694.00
Investing in this additonal $6,694.00 for 20 years would give you extra $428,436.00, assuming a 10% annual return.
Investing in this additonal $6,694.00 for 20 years would give you extra $428,436.00, assuming a 10% annual return.
JEWISH NATIONAL FUND 403(B) ERISA TAX SHELTERED ANNUITY PLAN Total Employer Contribution and Match Rate
In 2023, JEWISH NATIONAL FUND 403(B) ERISA TAX SHELTERED ANNUITY PLAN allocates $1,974,823.00 to match its employees' contributions, providing an employer match rate of 118.66% of their contributions
JEWISH NATIONAL FUND 403(B) ERISA TAX SHELTERED ANNUITY PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of JEWISH NATIONAL FUND 403(B) ERISA TAX SHELTERED ANNUITY PLAN is 23.11%.
JEWISH NATIONAL FUND 403(B) ERISA TAX SHELTERED ANNUITY PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for JEWISH NATIONAL FUND 403(B) ERISA TAX SHELTERED ANNUITY PLAN is 15.66%. This measures the effectiveness of the plan participants' investments in the year.
JEWISH NATIONAL FUND 403(B) ERISA TAX SHELTERED ANNUITY PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of JEWISH NATIONAL FUND 403(B) ERISA TAX SHELTERED ANNUITY PLAN is 0.33%.
Enrollment Features
JEWISH NATIONAL FUND 403(B) ERISA TAX SHELTERED ANNUITY PLAN 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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