SAFE HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ALPHAPOINTE
Plan Contact
- Address: 7501 PROSPECT AVE,KANSAS CITY,MO
- Contact person: AMY CAMPBELL
- Phone: (816) 237-2007
Plan General Information
SAFE HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ALPHAPOINTE Total Retirement Plan Assets
At the end of 2021, the total retirement plan assets of SAFE HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ALPHAPOINTE is $15,611,135.00.This plan was established in 2022.
SAFE HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ALPHAPOINTE Total Number of Retirement Plan Participants
At the end of 2021, the total number of retirement plan participants in SAFE HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ALPHAPOINTE is 573
SAFE HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ALPHAPOINTE Average Participant Retirement Account Value
In 2021, the average participant retirement account value for SAFE HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ALPHAPOINTE is $27,244.00
SAFE HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ALPHAPOINTE Estimated Average Employee Contribution Amount
In 2021, the estimated average employee contribution amount per participant for SAFE HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ALPHAPOINTE is $1,189.00.
SAFE HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ALPHAPOINTE Estimated Average Employer Match
In 2021, the estimated average employer match for an employee in SAFE HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ALPHAPOINTE is approximately $973.00
Investing in this additonal $973.00 for 20 years would give you extra $62,294.00, assuming a 10% annual return.
Investing in this additonal $973.00 for 20 years would give you extra $62,294.00, assuming a 10% annual return.
SAFE HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ALPHAPOINTE Total Employer Contribution and Match Rate
In 2021, SAFE HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ALPHAPOINTE allocates $557,728.00 to match its employees' contributions, providing an employer match rate of 81.84% of their contributions
SAFE HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ALPHAPOINTE Total Retirement Plan Asset Growth Rate
In 2021, the total retirement plan asset growth rate of SAFE HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ALPHAPOINTE is 16.19%.
SAFE HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ALPHAPOINTE Estimated Aggregate Retirement Account Investment Gain/Loss
In 2021, the estimated aggregate retirement account investment gain/loss for SAFE HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ALPHAPOINTE is 13.63%. This measures the effectiveness of the plan participants' investments in the year.
SAFE HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ALPHAPOINTE Expense Ratio
In 2021, the investment and administrative expense ratio of SAFE HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ALPHAPOINTE is 0.00%.
Enrollment Features
SAFE HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ALPHAPOINTE 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
- Roth IRAs for Retirees
- Lazy Portfolios Aren't Lazy in Growing Wealth
- Lazy Portfolios in Different Market Conditions
- Tax-Efficient Lazy Portfolios
- Lazy Portfolios for Retirement Investing
- How to Implement a Lazy Portfolio
- What Are Lazy Portfolios?
- IRAs as One of the Emergency Fund Sources
- How to Borrow From an IRA?
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 ...