SOUTH FLORIDA SURGICAL SPECIAL 401(K) PROFIT SHARING PLAN & TRUST
Plan Contact
- Address: 3001 CORAL HILLS DR SUITE 320,POMPANO BEACH,FL
- Contact person: ERISA FIDUCIARY SERVICES, INC
- Phone: (954) 755-0111
Plan General Information
SOUTH FLORIDA SURGICAL SPECIAL 401(K) PROFIT SHARING PLAN & TRUST Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of SOUTH FLORIDA SURGICAL SPECIAL 401(K) PROFIT SHARING PLAN & TRUST is $13,743,065.00.This plan was established in 2009.
SOUTH FLORIDA SURGICAL SPECIAL 401(K) PROFIT SHARING PLAN & TRUST Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in SOUTH FLORIDA SURGICAL SPECIAL 401(K) PROFIT SHARING PLAN & TRUST is 150
SOUTH FLORIDA SURGICAL SPECIAL 401(K) PROFIT SHARING PLAN & TRUST Average Participant Retirement Account Value
In 2023, the average participant retirement account value for SOUTH FLORIDA SURGICAL SPECIAL 401(K) PROFIT SHARING PLAN & TRUST is $91,620.00
SOUTH FLORIDA SURGICAL SPECIAL 401(K) PROFIT SHARING PLAN & TRUST Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for SOUTH FLORIDA SURGICAL SPECIAL 401(K) PROFIT SHARING PLAN & TRUST is $10,488.00.
SOUTH FLORIDA SURGICAL SPECIAL 401(K) PROFIT SHARING PLAN & TRUST Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in SOUTH FLORIDA SURGICAL SPECIAL 401(K) PROFIT SHARING PLAN & TRUST is approximately $3,655.00
Investing in this additonal $3,655.00 for 20 years would give you extra $233,946.00, assuming a 10% annual return.
Investing in this additonal $3,655.00 for 20 years would give you extra $233,946.00, assuming a 10% annual return.
SOUTH FLORIDA SURGICAL SPECIAL 401(K) PROFIT SHARING PLAN & TRUST Total Employer Contribution and Match Rate
In 2023, SOUTH FLORIDA SURGICAL SPECIAL 401(K) PROFIT SHARING PLAN & TRUST allocates $548,311.00 to match its employees' contributions, providing an employer match rate of 69.70% of their contributions
SOUTH FLORIDA SURGICAL SPECIAL 401(K) PROFIT SHARING PLAN & TRUST Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of SOUTH FLORIDA SURGICAL SPECIAL 401(K) PROFIT SHARING PLAN & TRUST is 12.49%.
SOUTH FLORIDA SURGICAL SPECIAL 401(K) PROFIT SHARING PLAN & TRUST Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for SOUTH FLORIDA SURGICAL SPECIAL 401(K) PROFIT SHARING PLAN & TRUST is 16.66%. This measures the effectiveness of the plan participants' investments in the year.
SOUTH FLORIDA SURGICAL SPECIAL 401(K) PROFIT SHARING PLAN & TRUST Expense Ratio
In 2023, the investment and administrative expense ratio of SOUTH FLORIDA SURGICAL SPECIAL 401(K) PROFIT SHARING PLAN & TRUST is 0.29%.
Enrollment Features
SOUTH FLORIDA SURGICAL SPECIAL 401(K) PROFIT SHARING PLAN & TRUST 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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