TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF MISSOURI HISTORICAL SOCIETY
Plan Contact
- Address: P.O. BOX 775460,ST. LOUIS,MO
- Contact person: JODY SOWELL
- Phone: (314) 454-3105
Plan General Information
TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF MISSOURI HISTORICAL SOCIETY Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF MISSOURI HISTORICAL SOCIETY is $12,396,004.00.This plan was established in 1996.
TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF MISSOURI HISTORICAL SOCIETY Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF MISSOURI HISTORICAL SOCIETY is 357
TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF MISSOURI HISTORICAL SOCIETY Average Participant Retirement Account Value
In 2023, the average participant retirement account value for TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF MISSOURI HISTORICAL SOCIETY is $34,722.00
TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF MISSOURI HISTORICAL SOCIETY Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF MISSOURI HISTORICAL SOCIETY is $1,416.00.
TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF MISSOURI HISTORICAL SOCIETY Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF MISSOURI HISTORICAL SOCIETY is approximately $239.00
Investing in this additonal $239.00 for 20 years would give you extra $15,349.00, assuming a 10% annual return.
Investing in this additonal $239.00 for 20 years would give you extra $15,349.00, assuming a 10% annual return.
TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF MISSOURI HISTORICAL SOCIETY Total Employer Contribution and Match Rate
In 2023, TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF MISSOURI HISTORICAL SOCIETY allocates $85,619.00 to match its employees' contributions, providing an employer match rate of 17.59% of their contributions
TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF MISSOURI HISTORICAL SOCIETY Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF MISSOURI HISTORICAL SOCIETY is 20.79%.
TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF MISSOURI HISTORICAL SOCIETY Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF MISSOURI HISTORICAL SOCIETY is 17.19%. This measures the effectiveness of the plan participants' investments in the year.
TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF MISSOURI HISTORICAL SOCIETY Expense Ratio
In 2023, the investment and administrative expense ratio of TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF MISSOURI HISTORICAL SOCIETY is 0.09%.
Enrollment Features
TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF MISSOURI HISTORICAL SOCIETY 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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