PIMA FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

Plan Contact

  • Address: PO BOX 50267,TUCSON,AZ
  • Contact person: SARAH HOLT
  • Phone: (520) 887-5010

Plan General Information

PIMA FEDERAL CREDIT UNION 401(K) PLAN AND TRUST Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of PIMA FEDERAL CREDIT UNION 401(K) PLAN AND TRUST is $6,803,681.00.This plan was established in 1998.

PIMA FEDERAL CREDIT UNION 401(K) PLAN AND TRUST Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in PIMA FEDERAL CREDIT UNION 401(K) PLAN AND TRUST is 148

PIMA FEDERAL CREDIT UNION 401(K) PLAN AND TRUST Average Participant Retirement Account Value

In 2023, the average participant retirement account value for PIMA FEDERAL CREDIT UNION 401(K) PLAN AND TRUST is $45,970.00

PIMA FEDERAL CREDIT UNION 401(K) PLAN AND TRUST Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for PIMA FEDERAL CREDIT UNION 401(K) PLAN AND TRUST is $4,517.00.

PIMA FEDERAL CREDIT UNION 401(K) PLAN AND TRUST Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in PIMA FEDERAL CREDIT UNION 401(K) PLAN AND TRUST is approximately $1,519.00
Investing in this additonal $1,519.00 for 20 years would give you extra $97,235.00, assuming a 10% annual return.

PIMA FEDERAL CREDIT UNION 401(K) PLAN AND TRUST Total Employer Contribution and Match Rate

In 2023, PIMA FEDERAL CREDIT UNION 401(K) PLAN AND TRUST allocates $224,856.00 to match its employees' contributions, providing an employer match rate of 32.22% of their contributions

PIMA FEDERAL CREDIT UNION 401(K) PLAN AND TRUST Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of PIMA FEDERAL CREDIT UNION 401(K) PLAN AND TRUST is 28.35%.

PIMA FEDERAL CREDIT UNION 401(K) PLAN AND TRUST Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for PIMA FEDERAL CREDIT UNION 401(K) PLAN AND TRUST is 15.45%. This measures the effectiveness of the plan participants' investments in the year.

PIMA FEDERAL CREDIT UNION 401(K) PLAN AND TRUST Expense Ratio

In 2023, the investment and administrative expense ratio of PIMA FEDERAL CREDIT UNION 401(K) PLAN AND TRUST is 0.40%.

Enrollment Features

PIMA FEDERAL CREDIT UNION 401(K) PLAN AND 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.

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