MOMENTUM AGENCIES 403B PLAN

Plan Contact

  • Address: 6430 INDEPENDENCE AVENUE,WOODLAND HILLS,CA
  • Phone: (818) 782-2211

Plan General Information

MOMENTUM AGENCIES 403B PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of MOMENTUM AGENCIES 403B PLAN is $8,456,839.00.This plan was established in 1997.

MOMENTUM AGENCIES 403B PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in MOMENTUM AGENCIES 403B PLAN is 987

MOMENTUM AGENCIES 403B PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for MOMENTUM AGENCIES 403B PLAN is $8,568.00

MOMENTUM AGENCIES 403B PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for MOMENTUM AGENCIES 403B PLAN is $1,238.00.

MOMENTUM AGENCIES 403B PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in MOMENTUM AGENCIES 403B PLAN is approximately $154.00
Investing in this additonal $154.00 for 20 years would give you extra $9,861.00, assuming a 10% annual return.

MOMENTUM AGENCIES 403B PLAN Total Employer Contribution and Match Rate

In 2023, MOMENTUM AGENCIES 403B PLAN allocates $152,077.00 to match its employees' contributions, providing an employer match rate of 24.88% of their contributions

MOMENTUM AGENCIES 403B PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of MOMENTUM AGENCIES 403B PLAN is 14.68%.

MOMENTUM AGENCIES 403B PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for MOMENTUM AGENCIES 403B PLAN is 8.74%. This measures the effectiveness of the plan participants' investments in the year.

MOMENTUM AGENCIES 403B PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of MOMENTUM AGENCIES 403B PLAN is 0.09%.

Enrollment Features

MOMENTUM AGENCIES 403B 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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