SUNWARD FINANCIAL CORPORATION AND AFFILIATED COMPANIES 401(K) PLAN
- Address: 6800 EAST HAMPDEN AVE.,DENVER,CO
- Contact person: JAMES CHAMBERS
- Phone: (303) 758-4141
SUNWARD FINANCIAL CORPORATION AND AFFILIATED COMPANIES 401(K) PLAN 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.
At the end of 2022, the total retirement plan assets of SUNWARD FINANCIAL CORPORATION AND AFFILIATED COMPANIES 401(K) PLAN is $3,067,651.00.This plan was established in 2004.
At the end of 2022, the total number of retirement plan participants in SUNWARD FINANCIAL CORPORATION AND AFFILIATED COMPANIES 401(K) PLAN is 171
In 2022, the average participant retirement account value for SUNWARD FINANCIAL CORPORATION AND AFFILIATED COMPANIES 401(K) PLAN is $17,939.00
In 2022, the estimated average employee contribution amount per participant for SUNWARD FINANCIAL CORPORATION AND AFFILIATED COMPANIES 401(K) PLAN is $2,678.00
In 2022, the estimated average employer match for an employee in SUNWARD FINANCIAL CORPORATION AND AFFILIATED COMPANIES 401(K) PLAN is approximately $147.00
In 2022, SUNWARD FINANCIAL CORPORATION AND AFFILIATED COMPANIES 401(K) PLAN allocates $25,285.00 to match its employees' contributions, providing an employer match rate of 6.23% of their contributions
In 2022, the total retirement plan asset growth rate of SUNWARD FINANCIAL CORPORATION AND AFFILIATED COMPANIES 401(K) PLAN is -9.78%
In 2022, the estimated aggregate retirement account investment gain/loss for SUNWARD FINANCIAL CORPORATION AND AFFILIATED COMPANIES 401(K) PLAN is -18.30%. This measures the effectiveness of the plan participants' investments in the year.
In 2022, the investment and administrative expense ratio of SUNWARD FINANCIAL CORPORATION AND AFFILIATED COMPANIES 401(K) PLAN is 0.08%.
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