ORGANIZED LIVING, INC. RETIREMENT PLAN
Plan Contact
- Address: 3100 EAST KEMPER ROAD,CINCINNATI,OH
- Contact person: JULIE SCHMITT
- Phone: (513) 277-3700
Plan General Information
ORGANIZED LIVING, INC. RETIREMENT PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of ORGANIZED LIVING, INC. RETIREMENT PLAN is $10,421,387.00.This plan was established in 1959.
ORGANIZED LIVING, INC. RETIREMENT PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in ORGANIZED LIVING, INC. RETIREMENT PLAN is 231
ORGANIZED LIVING, INC. RETIREMENT PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for ORGANIZED LIVING, INC. RETIREMENT PLAN is $45,114.00
ORGANIZED LIVING, INC. RETIREMENT PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for ORGANIZED LIVING, INC. RETIREMENT PLAN is $3,250.00.
ORGANIZED LIVING, INC. RETIREMENT PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in ORGANIZED LIVING, INC. RETIREMENT PLAN is approximately $1,882.00
Investing in this additonal $1,882.00 for 20 years would give you extra $120,457.00, assuming a 10% annual return.
Investing in this additonal $1,882.00 for 20 years would give you extra $120,457.00, assuming a 10% annual return.
ORGANIZED LIVING, INC. RETIREMENT PLAN Total Employer Contribution and Match Rate
In 2023, ORGANIZED LIVING, INC. RETIREMENT PLAN allocates $434,778.00 to match its employees' contributions, providing an employer match rate of 73.69% of their contributions
ORGANIZED LIVING, INC. RETIREMENT PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of ORGANIZED LIVING, INC. RETIREMENT PLAN is 21.71%.
ORGANIZED LIVING, INC. RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for ORGANIZED LIVING, INC. RETIREMENT PLAN is 15.69%. This measures the effectiveness of the plan participants' investments in the year.
ORGANIZED LIVING, INC. RETIREMENT PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of ORGANIZED LIVING, INC. RETIREMENT PLAN is 0.39%.
Enrollment Features
ORGANIZED LIVING, INC. RETIREMENT 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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