JOSEPHINE SUNSET HOME TAX DEFERRED ANNUITY PLAN
Plan Contact
Plan General Information
JOSEPHINE SUNSET HOME TAX DEFERRED ANNUITY PLAN Total Retirement Plan Assets
At the end of 2009, the total retirement plan assets of JOSEPHINE SUNSET HOME TAX DEFERRED ANNUITY PLAN is $2,166,678.00.This plan was established in 1990.
JOSEPHINE SUNSET HOME TAX DEFERRED ANNUITY PLAN Total Employer Contribution and Match Rate
In 2009, JOSEPHINE SUNSET HOME TAX DEFERRED ANNUITY PLAN allocates $53,040.00 to match its employees' contributions, providing an employer match rate of 64.40% of their contributions
JOSEPHINE SUNSET HOME TAX DEFERRED ANNUITY PLAN Total Retirement Plan Asset Growth Rate
In 2009, the total retirement plan asset growth rate of JOSEPHINE SUNSET HOME TAX DEFERRED ANNUITY PLAN is 14.53%.
JOSEPHINE SUNSET HOME TAX DEFERRED ANNUITY PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2009, the estimated aggregate retirement account investment gain/loss for JOSEPHINE SUNSET HOME TAX DEFERRED ANNUITY PLAN is 14.05%. This measures the effectiveness of the plan participants' investments in the year.
JOSEPHINE SUNSET HOME TAX DEFERRED ANNUITY PLAN Expense Ratio
In 2009, the investment and administrative expense ratio of JOSEPHINE SUNSET HOME TAX DEFERRED ANNUITY PLAN is 0.12%.
Enrollment Features
Recent Articles
- Rule of Thumb: The 50/30/20 Budget Rule
- Option-Based Income Funds: Pros and Cons
- 9 Lessons From Retirees’ Biggest Retirement Regrets
- Top 15 ETFs for Self-Directed Brokerage Accounts or Brokerage Window in 401(k) Plans
- Top 15 Large Companies with the Highest Employer Match Rate per Employee
- Top 15 Large Companies Offering the Most Generous Employer Matches
- Top 7 Companies with Billion-Dollar Contributions to Employee Retirement Plans
- January 2025 MyPlanIQ Portfolio Update
- Retirement Savings Tracker and Future ‘Pension’ Estimator
Free newsletters
High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more …
Puzzled on what to invest?
- We ask a few questions to decide your personal return and risk expectations
- We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a brokerage account
- We monitor and send timely rebalance emails on what investment funds to buy and sell
Looking for ideas to generate income?
- ETF or mutual fund income portfolios for 4-7% annual income
- Dividend stock funds
- Passive real estate investments
- more …
Portfolio Calculator (Simulator)
Quickly enter fund allocation and get a back test result on the performance of this ‘lazy’ portfolio.
Customize Asset Allocation Portfolios
Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.
Retirement Calculator
See how much you can save for retirement.
Investment Calculator
Grow your wealth and see the power of compounding.
Looking for a (forgotten) 401(k)?
Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan …