ORTHOPAEDIC REHAB SPECIALISTS, P.C. PROFIT SHARING PLAN
Plan Contact
- Address: 206 PAGE AVENUE,JACKSON,MI
- Contact person: KEVIN BARCLAY
- Phone: (517) 783-6670
Plan General Information
ORTHOPAEDIC REHAB SPECIALISTS, P.C. PROFIT SHARING PLAN Total Retirement Plan Assets
At the end of 2021, the total retirement plan assets of ORTHOPAEDIC REHAB SPECIALISTS, P.C. PROFIT SHARING PLAN is $11,540,541.00.This plan was established in 2022.
ORTHOPAEDIC REHAB SPECIALISTS, P.C. PROFIT SHARING PLAN Total Number of Retirement Plan Participants
At the end of 2021, the total number of retirement plan participants in ORTHOPAEDIC REHAB SPECIALISTS, P.C. PROFIT SHARING PLAN is 155
ORTHOPAEDIC REHAB SPECIALISTS, P.C. PROFIT SHARING PLAN Average Participant Retirement Account Value
In 2021, the average participant retirement account value for ORTHOPAEDIC REHAB SPECIALISTS, P.C. PROFIT SHARING PLAN is $74,455.00
ORTHOPAEDIC REHAB SPECIALISTS, P.C. PROFIT SHARING PLAN Estimated Average Employee Contribution Amount
In 2021, the estimated average employee contribution amount per participant for ORTHOPAEDIC REHAB SPECIALISTS, P.C. PROFIT SHARING PLAN is $2,020.00.
ORTHOPAEDIC REHAB SPECIALISTS, P.C. PROFIT SHARING PLAN Total Retirement Plan Asset Growth Rate
In 2021, the total retirement plan asset growth rate of ORTHOPAEDIC REHAB SPECIALISTS, P.C. PROFIT SHARING PLAN is 10.30%.
ORTHOPAEDIC REHAB SPECIALISTS, P.C. PROFIT SHARING PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2021, the estimated aggregate retirement account investment gain/loss for ORTHOPAEDIC REHAB SPECIALISTS, P.C. PROFIT SHARING PLAN is 18.69%. This measures the effectiveness of the plan participants' investments in the year.
ORTHOPAEDIC REHAB SPECIALISTS, P.C. PROFIT SHARING PLAN Expense Ratio
In 2021, the investment and administrative expense ratio of ORTHOPAEDIC REHAB SPECIALISTS, P.C. PROFIT SHARING PLAN is 0.58%.
Enrollment Features
Recent Articles
- Need to Withdraw From Your 401(k)? Follow This Order: Hardship Withdrawal, 401(k) Loan, and Penalty Withdrawal
- Maximize Your Cash Returns
- March 2025 MyPlanIQ Portfolio Update
- Roth IRA for Kids? SEP IRA for Rental Income?
- 6 Ways to Cope in Your Retirement Savings & Spending Under the Current DOGE, Tariff Regime
- Outsaving Regular Workers: How Gig Workers & Entrepreneurs Can Save 3x More for Retirement—Up to $70K Tax-Deferred!
- The Hidden Benefit of Emergency Savings Accounts: It’s a ‘Regular’ Savings Account with Free Employer Match
- February 2025 MyPlanIQ Portfolio Update
- Maximizing Your Savings & Investments: The Power of 1% Over Time
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 …