LOOMIS PUERTO RICO PRE-TAX SAVINGS PLAN

Plan Contact

  • Address: 10 GANGES STREET,,SAN JUAN,PR
  • Contact person: SARAH KATTAPONG
  • Phone: (787) 758-0500

Plan General Information

LOOMIS PUERTO RICO PRE-TAX SAVINGS PLAN Total Retirement Plan Assets

At the end of 2022, the total retirement plan assets of LOOMIS PUERTO RICO PRE-TAX SAVINGS PLAN is $598,789.00.This plan was established in 1999.

LOOMIS PUERTO RICO PRE-TAX SAVINGS PLAN Total Number of Retirement Plan Participants

At the end of 2022, the total number of retirement plan participants in LOOMIS PUERTO RICO PRE-TAX SAVINGS PLAN is 116

LOOMIS PUERTO RICO PRE-TAX SAVINGS PLAN Average Participant Retirement Account Value

In 2022, the average participant retirement account value for LOOMIS PUERTO RICO PRE-TAX SAVINGS PLAN is $5,161.00

LOOMIS PUERTO RICO PRE-TAX SAVINGS PLAN Estimated Average Employee Contribution Amount

In 2022, the estimated average employee contribution amount per participant for LOOMIS PUERTO RICO PRE-TAX SAVINGS PLAN is $2,592.00.

LOOMIS PUERTO RICO PRE-TAX SAVINGS PLAN Estimated Average Employer Match

In 2022, the estimated average employer match for an employee in LOOMIS PUERTO RICO PRE-TAX SAVINGS PLAN is approximately $255.00
Investing in this additonal $255.00 for 20 years would give you extra $16,361.00, assuming a 10% annual return.

LOOMIS PUERTO RICO PRE-TAX SAVINGS PLAN Total Employer Contribution and Match Rate

In 2022, LOOMIS PUERTO RICO PRE-TAX SAVINGS PLAN allocates $29,656.00 to match its employees' contributions, providing an employer match rate of 19.72% of their contributions

LOOMIS PUERTO RICO PRE-TAX SAVINGS PLAN Total Retirement Plan Asset Growth Rate

In 2022, the total retirement plan asset growth rate of LOOMIS PUERTO RICO PRE-TAX SAVINGS PLAN is -23.16%.

LOOMIS PUERTO RICO PRE-TAX SAVINGS PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2022, the estimated aggregate retirement account investment gain/loss for LOOMIS PUERTO RICO PRE-TAX SAVINGS PLAN is -12.50%. This measures the effectiveness of the plan participants' investments in the year.

LOOMIS PUERTO RICO PRE-TAX SAVINGS PLAN Expense Ratio

In 2022, the investment and administrative expense ratio of LOOMIS PUERTO RICO PRE-TAX SAVINGS PLAN is 1.10%.

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