SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF BAY AREA LEGAL SERVICES, INC.

Plan Contact

  • Address: 1302 N 19TH ST STE 400,TAMPA,FL
  • Contact person: LYNN ABBOTT
  • Phone: (813) 232-1222

Plan General Information

SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF BAY AREA LEGAL SERVICES, INC. Total Retirement Plan Assets

At the end of 2022, the total retirement plan assets of SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF BAY AREA LEGAL SERVICES, INC. is $14,001,256.00.This plan was established in 1986.

SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF BAY AREA LEGAL SERVICES, INC. Total Number of Retirement Plan Participants

At the end of 2022, the total number of retirement plan participants in SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF BAY AREA LEGAL SERVICES, INC. is 196

SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF BAY AREA LEGAL SERVICES, INC. Average Participant Retirement Account Value

In 2022, the average participant retirement account value for SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF BAY AREA LEGAL SERVICES, INC. is $71,434.00

SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF BAY AREA LEGAL SERVICES, INC. Estimated Average Employee Contribution Amount

In 2022, the estimated average employee contribution amount per participant for SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF BAY AREA LEGAL SERVICES, INC. is $6,339.00.

SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF BAY AREA LEGAL SERVICES, INC. Estimated Average Employer Match

In 2022, the estimated average employer match for an employee in SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF BAY AREA LEGAL SERVICES, INC. is approximately $1,536.00
Investing in this additonal $1,536.00 for 20 years would give you extra $98,347.00, assuming a 10% annual return.

SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF BAY AREA LEGAL SERVICES, INC. Total Employer Contribution and Match Rate

In 2022, SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF BAY AREA LEGAL SERVICES, INC. allocates $301,189.00 to match its employees' contributions, providing an employer match rate of 48.48% of their contributions

SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF BAY AREA LEGAL SERVICES, INC. Total Retirement Plan Asset Growth Rate

In 2022, the total retirement plan asset growth rate of SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF BAY AREA LEGAL SERVICES, INC. is -14.65%.

SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF BAY AREA LEGAL SERVICES, INC. Estimated Aggregate Retirement Account Investment Gain/Loss

In 2022, the estimated aggregate retirement account investment gain/loss for SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF BAY AREA LEGAL SERVICES, INC. is -15.70%. This measures the effectiveness of the plan participants' investments in the year.

SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF BAY AREA LEGAL SERVICES, INC. Expense Ratio

In 2022, the investment and administrative expense ratio of SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF BAY AREA LEGAL SERVICES, INC. is 0.01%.

Enrollment Features

SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF BAY AREA LEGAL SERVICES, 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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