SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC.

Plan Contact

  • Address: 1940 E SILVERLAKE RD STE 405,TUCSON,AZ
  • Contact person: KLAUDIA BRACE
  • Phone: (520) 623-5174

Plan General Information

SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC. Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC. is $6,155,351.00.This plan was established in 2005.

SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC. Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC. is 844

SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC. Average Participant Retirement Account Value

In 2023, the average participant retirement account value for SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC. is $7,293.00

SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC. Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC. is $1,077.00.

SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC. Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC. is approximately $274.00
Investing in this additonal $274.00 for 20 years would give you extra $17,536.00, assuming a 10% annual return.

SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC. Total Employer Contribution and Match Rate

In 2023, SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC. allocates $231,259.00 to match its employees' contributions, providing an employer match rate of 50.88% of their contributions

SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC. Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC. is 18.19%.

SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC. Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC. is 10.44%. This measures the effectiveness of the plan participants' investments in the year.

SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC. Expense Ratio

In 2023, the investment and administrative expense ratio of SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC. is 0.01%.

Enrollment Features

SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC. has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.


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