TRINITY VALLEY SCHOOL TAX SHELTERED GROUP ANNUITY
Plan Contact
- Address: 7500 DUTCH BRANCH ROAD,FORT WORTH,TX
- Phone: (817) 321-0100
Plan General Information
TRINITY VALLEY SCHOOL TAX SHELTERED GROUP ANNUITY Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of TRINITY VALLEY SCHOOL TAX SHELTERED GROUP ANNUITY is $37,714,135.00.This plan was established in 1979.
TRINITY VALLEY SCHOOL TAX SHELTERED GROUP ANNUITY Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in TRINITY VALLEY SCHOOL TAX SHELTERED GROUP ANNUITY is 319
TRINITY VALLEY SCHOOL TAX SHELTERED GROUP ANNUITY Average Participant Retirement Account Value
In 2023, the average participant retirement account value for TRINITY VALLEY SCHOOL TAX SHELTERED GROUP ANNUITY is $118,226.00
TRINITY VALLEY SCHOOL TAX SHELTERED GROUP ANNUITY Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for TRINITY VALLEY SCHOOL TAX SHELTERED GROUP ANNUITY is $4,092.00.
TRINITY VALLEY SCHOOL TAX SHELTERED GROUP ANNUITY Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in TRINITY VALLEY SCHOOL TAX SHELTERED GROUP ANNUITY is approximately $2,391.00
Investing in this additonal $2,391.00 for 20 years would give you extra $153,051.00, assuming a 10% annual return.
Investing in this additonal $2,391.00 for 20 years would give you extra $153,051.00, assuming a 10% annual return.
TRINITY VALLEY SCHOOL TAX SHELTERED GROUP ANNUITY Total Employer Contribution and Match Rate
In 2023, TRINITY VALLEY SCHOOL TAX SHELTERED GROUP ANNUITY allocates $762,868.00 to match its employees' contributions, providing an employer match rate of 59.65% of their contributions
TRINITY VALLEY SCHOOL TAX SHELTERED GROUP ANNUITY Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of TRINITY VALLEY SCHOOL TAX SHELTERED GROUP ANNUITY is 12.43%.
TRINITY VALLEY SCHOOL TAX SHELTERED GROUP ANNUITY Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for TRINITY VALLEY SCHOOL TAX SHELTERED GROUP ANNUITY is 16.94%. This measures the effectiveness of the plan participants' investments in the year.
TRINITY VALLEY SCHOOL TAX SHELTERED GROUP ANNUITY Expense Ratio
In 2023, the investment and administrative expense ratio of TRINITY VALLEY SCHOOL TAX SHELTERED GROUP ANNUITY is 0.17%.
Enrollment Features
TRINITY VALLEY SCHOOL TAX SHELTERED GROUP ANNUITY 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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