401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF EVIDENT CHANGE

Plan Contact

  • Address: 520 THIRD STREET SUITE 101,OAKLAND,CA
  • Contact person: KATHY PARK
  • Phone: (510) 208-0500

Plan General Information

401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF EVIDENT CHANGE Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF EVIDENT CHANGE is $11,840,710.00.This plan was established in 1980.

401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF EVIDENT CHANGE Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF EVIDENT CHANGE is 167

401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF EVIDENT CHANGE Average Participant Retirement Account Value

In 2023, the average participant retirement account value for 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF EVIDENT CHANGE is $70,902.00

401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF EVIDENT CHANGE Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF EVIDENT CHANGE is approximately $2,184.00
Investing in this additonal $2,184.00 for 20 years would give you extra $139,835.00, assuming a 10% annual return.

401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF EVIDENT CHANGE Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF EVIDENT CHANGE is 9.57%.

401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF EVIDENT CHANGE Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF EVIDENT CHANGE is 12.36%. This measures the effectiveness of the plan participants' investments in the year.

401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF EVIDENT CHANGE Expense Ratio

In 2023, the investment and administrative expense ratio of 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF EVIDENT CHANGE is 0.00%.

Enrollment Features

401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF EVIDENT CHANGE has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
    Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.


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