TAX DEFERRED ANNUITY PLAN OF WAVERLY SENIOR SERVICES
Plan Contact
- Address: 1400 WAVERLY ROAD,GLADWYNE,PA
- Contact person: CHAD MINIX
- Phone: (610) 645-8600
Plan General Information
TAX DEFERRED ANNUITY PLAN OF WAVERLY SENIOR SERVICES Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of TAX DEFERRED ANNUITY PLAN OF WAVERLY SENIOR SERVICES is $8,104,881.00.This plan was established in 1996.
TAX DEFERRED ANNUITY PLAN OF WAVERLY SENIOR SERVICES Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in TAX DEFERRED ANNUITY PLAN OF WAVERLY SENIOR SERVICES is 447
TAX DEFERRED ANNUITY PLAN OF WAVERLY SENIOR SERVICES Average Participant Retirement Account Value
In 2023, the average participant retirement account value for TAX DEFERRED ANNUITY PLAN OF WAVERLY SENIOR SERVICES is $18,131.00
TAX DEFERRED ANNUITY PLAN OF WAVERLY SENIOR SERVICES Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for TAX DEFERRED ANNUITY PLAN OF WAVERLY SENIOR SERVICES is $2,864.00.
TAX DEFERRED ANNUITY PLAN OF WAVERLY SENIOR SERVICES Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of TAX DEFERRED ANNUITY PLAN OF WAVERLY SENIOR SERVICES is 20.21%.
TAX DEFERRED ANNUITY PLAN OF WAVERLY SENIOR SERVICES Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for TAX DEFERRED ANNUITY PLAN OF WAVERLY SENIOR SERVICES is 13.96%. This measures the effectiveness of the plan participants' investments in the year.
TAX DEFERRED ANNUITY PLAN OF WAVERLY SENIOR SERVICES Expense Ratio
In 2023, the investment and administrative expense ratio of TAX DEFERRED ANNUITY PLAN OF WAVERLY SENIOR SERVICES is 0.02%.
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