OAKLAWN TAX SHELTERED ANNUITY PLAN
Plan Contact
- Address: 200 NORTH MADISON STREET,MARSHALL,MI
- Contact person: ANDREW POOLE
- Phone: (269) 789-8420
Plan General Information
OAKLAWN TAX SHELTERED ANNUITY PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of OAKLAWN TAX SHELTERED ANNUITY PLAN is $76,912,238.00.This plan was established in 1988.
OAKLAWN TAX SHELTERED ANNUITY PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in OAKLAWN TAX SHELTERED ANNUITY PLAN is 1386
OAKLAWN TAX SHELTERED ANNUITY PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for OAKLAWN TAX SHELTERED ANNUITY PLAN is $55,492.00
OAKLAWN TAX SHELTERED ANNUITY PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for OAKLAWN TAX SHELTERED ANNUITY PLAN is $3,199.00.
OAKLAWN TAX SHELTERED ANNUITY PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in OAKLAWN TAX SHELTERED ANNUITY PLAN is approximately $541.00
Investing in this additonal $541.00 for 20 years would give you extra $34,658.00, assuming a 10% annual return.
Investing in this additonal $541.00 for 20 years would give you extra $34,658.00, assuming a 10% annual return.
OAKLAWN TAX SHELTERED ANNUITY PLAN Total Employer Contribution and Match Rate
In 2023, OAKLAWN TAX SHELTERED ANNUITY PLAN allocates $750,565.00 to match its employees' contributions, providing an employer match rate of 16.94% of their contributions
OAKLAWN TAX SHELTERED ANNUITY PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of OAKLAWN TAX SHELTERED ANNUITY PLAN is 15.01%.
OAKLAWN TAX SHELTERED ANNUITY PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for OAKLAWN TAX SHELTERED ANNUITY PLAN is 14.54%. This measures the effectiveness of the plan participants' investments in the year.
OAKLAWN TAX SHELTERED ANNUITY PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of OAKLAWN TAX SHELTERED ANNUITY PLAN is 0.10%.
Enrollment Features
OAKLAWN TAX SHELTERED ANNUITY 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.
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