SIDWELL FRIENDS SCHOOL TAX DEFERRED ANNUITY PLAN
Plan Contact
- Address: 3825 WISCONSIN AVE, NW,WASHINGTON,DC
- Contact person: RUSSELL K. FRIEDSON
- Phone: (202) 537-8100
Plan General Information
SIDWELL FRIENDS SCHOOL TAX DEFERRED ANNUITY PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of SIDWELL FRIENDS SCHOOL TAX DEFERRED ANNUITY PLAN is $39,668,081.00.This plan was established in 1979.
SIDWELL FRIENDS SCHOOL TAX DEFERRED ANNUITY PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in SIDWELL FRIENDS SCHOOL TAX DEFERRED ANNUITY PLAN is 388
SIDWELL FRIENDS SCHOOL TAX DEFERRED ANNUITY PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for SIDWELL FRIENDS SCHOOL TAX DEFERRED ANNUITY PLAN is $102,237.00
SIDWELL FRIENDS SCHOOL TAX DEFERRED ANNUITY PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for SIDWELL FRIENDS SCHOOL TAX DEFERRED ANNUITY PLAN is $5,732.00.
SIDWELL FRIENDS SCHOOL TAX DEFERRED ANNUITY PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of SIDWELL FRIENDS SCHOOL TAX DEFERRED ANNUITY PLAN is 17.75%.
SIDWELL FRIENDS SCHOOL TAX DEFERRED ANNUITY PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for SIDWELL FRIENDS SCHOOL TAX DEFERRED ANNUITY PLAN is 14.23%. This measures the effectiveness of the plan participants' investments in the year.
SIDWELL FRIENDS SCHOOL TAX DEFERRED ANNUITY PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of SIDWELL FRIENDS SCHOOL TAX DEFERRED ANNUITY PLAN is 0.03%.
Enrollment Features
SIDWELL FRIENDS SCHOOL TAX DEFERRED ANNUITY PLAN 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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