SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CAPSTONE COMMUNITY ACTION, INC.
Plan Contact
- Address: 20 GABLE PL,BARRE,VT
- Contact person: COLLEEN LAFONT
- Phone: (802) 479-1053
Plan General Information
SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CAPSTONE COMMUNITY ACTION, INC. Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CAPSTONE COMMUNITY ACTION, INC. is $9,077,972.00.This plan was established in 2000.
SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CAPSTONE COMMUNITY ACTION, INC. Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CAPSTONE COMMUNITY ACTION, INC. is 273
SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CAPSTONE COMMUNITY ACTION, INC. Average Participant Retirement Account Value
In 2023, the average participant retirement account value for SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CAPSTONE COMMUNITY ACTION, INC. is $33,252.00
SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CAPSTONE COMMUNITY ACTION, INC. Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CAPSTONE COMMUNITY ACTION, INC. is $4,492.00.
SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CAPSTONE COMMUNITY ACTION, INC. Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CAPSTONE COMMUNITY ACTION, INC. is approximately $998.00
Investing in this additonal $998.00 for 20 years would give you extra $63,874.00, assuming a 10% annual return.
Investing in this additonal $998.00 for 20 years would give you extra $63,874.00, assuming a 10% annual return.
SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CAPSTONE COMMUNITY ACTION, INC. Total Employer Contribution and Match Rate
In 2023, SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CAPSTONE COMMUNITY ACTION, INC. allocates $272,466.00 to match its employees' contributions, providing an employer match rate of 44.43% of their contributions
SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CAPSTONE COMMUNITY ACTION, INC. Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CAPSTONE COMMUNITY ACTION, INC. is 26.28%.
SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CAPSTONE COMMUNITY ACTION, INC. Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CAPSTONE COMMUNITY ACTION, INC. is 16.37%. This measures the effectiveness of the plan participants' investments in the year.
SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CAPSTONE COMMUNITY ACTION, INC. Expense Ratio
In 2023, the investment and administrative expense ratio of SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CAPSTONE COMMUNITY ACTION, INC. is 0.01%.
Enrollment Features
SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CAPSTONE COMMUNITY ACTION, INC. 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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