JOVIA FINANCIAL CREDIT UNION CAPITAL APPRECIATION PLAN
Plan Contact
- Address: PO BOX 9003,WESTBURY,NY
- Contact person: SYLWESTER GODLEWSKI
- Phone: (516) 561-0030
Plan General Information
JOVIA FINANCIAL CREDIT UNION CAPITAL APPRECIATION PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of JOVIA FINANCIAL CREDIT UNION CAPITAL APPRECIATION PLAN is $33,154,350.00.This plan was established in 1997.
JOVIA FINANCIAL CREDIT UNION CAPITAL APPRECIATION PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in JOVIA FINANCIAL CREDIT UNION CAPITAL APPRECIATION PLAN is 622
JOVIA FINANCIAL CREDIT UNION CAPITAL APPRECIATION PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for JOVIA FINANCIAL CREDIT UNION CAPITAL APPRECIATION PLAN is $53,302.00
JOVIA FINANCIAL CREDIT UNION CAPITAL APPRECIATION PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for JOVIA FINANCIAL CREDIT UNION CAPITAL APPRECIATION PLAN is $4,277.00.
JOVIA FINANCIAL CREDIT UNION CAPITAL APPRECIATION PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in JOVIA FINANCIAL CREDIT UNION CAPITAL APPRECIATION PLAN is approximately $1,353.00
Investing in this additonal $1,353.00 for 20 years would give you extra $86,614.00, assuming a 10% annual return.
Investing in this additonal $1,353.00 for 20 years would give you extra $86,614.00, assuming a 10% annual return.
JOVIA FINANCIAL CREDIT UNION CAPITAL APPRECIATION PLAN Total Employer Contribution and Match Rate
In 2023, JOVIA FINANCIAL CREDIT UNION CAPITAL APPRECIATION PLAN allocates $841,782.00 to match its employees' contributions, providing an employer match rate of 33.02% of their contributions
JOVIA FINANCIAL CREDIT UNION CAPITAL APPRECIATION PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of JOVIA FINANCIAL CREDIT UNION CAPITAL APPRECIATION PLAN is 27.61%.
JOVIA FINANCIAL CREDIT UNION CAPITAL APPRECIATION PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for JOVIA FINANCIAL CREDIT UNION CAPITAL APPRECIATION PLAN is 17.59%. This measures the effectiveness of the plan participants' investments in the year.
JOVIA FINANCIAL CREDIT UNION CAPITAL APPRECIATION PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of JOVIA FINANCIAL CREDIT UNION CAPITAL APPRECIATION PLAN is 0.29%.
Enrollment Features
JOVIA FINANCIAL CREDIT UNION CAPITAL APPRECIATION 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.
Recent Articles
- How to Take Advantage of Your ESPP (Employer Stock Purchase Plan)
- June 2025 MyPlanIQ Portfolio Update
- How to Benefit from Your ESPP (Employer Stock Purchase Plan)
- Simple 401(k) Investment Guide
- Why Actively Managed Bond Funds Outperform Index Funds More Often Than Stocks
- Income Growth, Historical 401(k) Contribution Limit Data
- How Much Should I Save for Retirement By Age? A Realistic Reference
- Historical Year-by-Year Annual 401(k) Contribution Limits
- Year-by-Year Income Levels in the U.S.
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 ...