MOUNT PISGAH UNITED METHODIST CHURCH 403(B) PLAN & TRUST
Plan Contact
- Address: 2850 OLD ALABAMA ROAD,JOHNS CREEK,GA
- Contact person: HELEN CAUDILL
- Phone: (678) 336-3123
Plan General Information
MOUNT PISGAH UNITED METHODIST CHURCH 403(B) PLAN & TRUST Total Retirement Plan Assets
At the end of 2019, the total retirement plan assets of MOUNT PISGAH UNITED METHODIST CHURCH 403(B) PLAN & TRUST is $3,460,290.00.This plan was established in 1998.
MOUNT PISGAH UNITED METHODIST CHURCH 403(B) PLAN & TRUST Total Number of Retirement Plan Participants
At the end of 2019, the total number of retirement plan participants in MOUNT PISGAH UNITED METHODIST CHURCH 403(B) PLAN & TRUST is 104
MOUNT PISGAH UNITED METHODIST CHURCH 403(B) PLAN & TRUST Average Participant Retirement Account Value
In 2019, the average participant retirement account value for MOUNT PISGAH UNITED METHODIST CHURCH 403(B) PLAN & TRUST is $33,272.00
MOUNT PISGAH UNITED METHODIST CHURCH 403(B) PLAN & TRUST Estimated Average Employee Contribution Amount
In 2019, the estimated average employee contribution amount per participant for MOUNT PISGAH UNITED METHODIST CHURCH 403(B) PLAN & TRUST is $4,603.00.
MOUNT PISGAH UNITED METHODIST CHURCH 403(B) PLAN & TRUST Estimated Average Employer Match
In 2019, the estimated average employer match for an employee in MOUNT PISGAH UNITED METHODIST CHURCH 403(B) PLAN & TRUST is approximately $1,368.00
Investing in this additonal $1,368.00 for 20 years would give you extra $87,584.00, assuming a 10% annual return.
Investing in this additonal $1,368.00 for 20 years would give you extra $87,584.00, assuming a 10% annual return.
MOUNT PISGAH UNITED METHODIST CHURCH 403(B) PLAN & TRUST Total Employer Contribution and Match Rate
In 2019, MOUNT PISGAH UNITED METHODIST CHURCH 403(B) PLAN & TRUST allocates $142,324.00 to match its employees' contributions, providing an employer match rate of 59.46% of their contributions
MOUNT PISGAH UNITED METHODIST CHURCH 403(B) PLAN & TRUST Total Retirement Plan Asset Growth Rate
In 2019, the total retirement plan asset growth rate of MOUNT PISGAH UNITED METHODIST CHURCH 403(B) PLAN & TRUST is 38.49%.
MOUNT PISGAH UNITED METHODIST CHURCH 403(B) PLAN & TRUST Estimated Aggregate Retirement Account Investment Gain/Loss
In 2019, the estimated aggregate retirement account investment gain/loss for MOUNT PISGAH UNITED METHODIST CHURCH 403(B) PLAN & TRUST is 20.70%. This measures the effectiveness of the plan participants' investments in the year.
MOUNT PISGAH UNITED METHODIST CHURCH 403(B) PLAN & TRUST Expense Ratio
In 2019, the investment and administrative expense ratio of MOUNT PISGAH UNITED METHODIST CHURCH 403(B) PLAN & TRUST is 0.52%.
Enrollment Features
MOUNT PISGAH UNITED METHODIST CHURCH 403(B) PLAN & TRUST 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
- Why Managing Volatility Matters
- Stock Compensation 101: How People Build Wealth (or Blow It)
- Retirement Plan Contribution Limits in 2024
- 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
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 ...