THE ARC MONTGOMERY COUNTY TAX SHELTERED ANNUITY PLAN
Plan Contact
- Address: 7362 CALHOUN PLACE,ROCKVILLE,MD
- Contact person: CLYDE AGNEWJR
- Phone: (301) 984-5777
Plan General Information
THE ARC MONTGOMERY COUNTY TAX SHELTERED ANNUITY PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of THE ARC MONTGOMERY COUNTY TAX SHELTERED ANNUITY PLAN is $9,607,829.00.This plan was established in 1976.
THE ARC MONTGOMERY COUNTY TAX SHELTERED ANNUITY PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in THE ARC MONTGOMERY COUNTY TAX SHELTERED ANNUITY PLAN is 410
THE ARC MONTGOMERY COUNTY TAX SHELTERED ANNUITY PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for THE ARC MONTGOMERY COUNTY TAX SHELTERED ANNUITY PLAN is $23,433.00
THE ARC MONTGOMERY COUNTY TAX SHELTERED ANNUITY PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for THE ARC MONTGOMERY COUNTY TAX SHELTERED ANNUITY PLAN is $1,257.00.
THE ARC MONTGOMERY COUNTY TAX SHELTERED ANNUITY PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in THE ARC MONTGOMERY COUNTY TAX SHELTERED ANNUITY PLAN is approximately $235.00
Investing in this additonal $235.00 for 20 years would give you extra $15,092.00, assuming a 10% annual return.
Investing in this additonal $235.00 for 20 years would give you extra $15,092.00, assuming a 10% annual return.
THE ARC MONTGOMERY COUNTY TAX SHELTERED ANNUITY PLAN Total Employer Contribution and Match Rate
In 2023, THE ARC MONTGOMERY COUNTY TAX SHELTERED ANNUITY PLAN allocates $96,686.00 to match its employees' contributions, providing an employer match rate of 17.54% of their contributions
THE ARC MONTGOMERY COUNTY TAX SHELTERED ANNUITY PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of THE ARC MONTGOMERY COUNTY TAX SHELTERED ANNUITY PLAN is 14.60%.
THE ARC MONTGOMERY COUNTY TAX SHELTERED ANNUITY PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for THE ARC MONTGOMERY COUNTY TAX SHELTERED ANNUITY PLAN is 16.43%. This measures the effectiveness of the plan participants' investments in the year.
THE ARC MONTGOMERY COUNTY TAX SHELTERED ANNUITY PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of THE ARC MONTGOMERY COUNTY TAX SHELTERED ANNUITY PLAN is 0.42%.
Enrollment Features
THE ARC MONTGOMERY COUNTY TAX SHELTERED 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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