403(B) THRIFT PLAN OF CHARLEE OF DADE COUNTY, INC.

Plan Contact

  • Address: 155 S MIAMI AVE, STE. 700,MIAMI,FL
  • Contact person: SUZY SCHUMER
  • Phone: (305) 779-9703

Plan General Information

403(B) THRIFT PLAN OF CHARLEE OF DADE COUNTY, INC. Total Retirement Plan Assets

At the end of 2013, the total retirement plan assets of 403(B) THRIFT PLAN OF CHARLEE OF DADE COUNTY, INC. is $1,027,223.00.This plan was established in 2005.

403(B) THRIFT PLAN OF CHARLEE OF DADE COUNTY, INC. Total Number of Retirement Plan Participants

At the end of 2013, the total number of retirement plan participants in 403(B) THRIFT PLAN OF CHARLEE OF DADE COUNTY, INC. is 131

403(B) THRIFT PLAN OF CHARLEE OF DADE COUNTY, INC. Average Participant Retirement Account Value

In 2013, the average participant retirement account value for 403(B) THRIFT PLAN OF CHARLEE OF DADE COUNTY, INC. is $7,841.00

403(B) THRIFT PLAN OF CHARLEE OF DADE COUNTY, INC. Estimated Average Employee Contribution Amount

In 2013, the estimated average employee contribution amount per participant for 403(B) THRIFT PLAN OF CHARLEE OF DADE COUNTY, INC. is $1,017.00.

403(B) THRIFT PLAN OF CHARLEE OF DADE COUNTY, INC. Estimated Average Employer Match

In 2013, the estimated average employer match for an employee in 403(B) THRIFT PLAN OF CHARLEE OF DADE COUNTY, INC. is approximately $237.00
Investing in this additonal $237.00 for 20 years would give you extra $15,192.00, assuming a 10% annual return.

403(B) THRIFT PLAN OF CHARLEE OF DADE COUNTY, INC. Total Employer Contribution and Match Rate

In 2013, 403(B) THRIFT PLAN OF CHARLEE OF DADE COUNTY, INC. allocates $31,097.00 to match its employees' contributions, providing an employer match rate of 46.65% of their contributions

403(B) THRIFT PLAN OF CHARLEE OF DADE COUNTY, INC. Total Retirement Plan Asset Growth Rate

In 2013, the total retirement plan asset growth rate of 403(B) THRIFT PLAN OF CHARLEE OF DADE COUNTY, INC. is -16.43%.

403(B) THRIFT PLAN OF CHARLEE OF DADE COUNTY, INC. Estimated Aggregate Retirement Account Investment Gain/Loss

In 2013, the estimated aggregate retirement account investment gain/loss for 403(B) THRIFT PLAN OF CHARLEE OF DADE COUNTY, INC. is 16.42%. This measures the effectiveness of the plan participants' investments in the year.

403(B) THRIFT PLAN OF CHARLEE OF DADE COUNTY, INC. Expense Ratio

In 2013, the investment and administrative expense ratio of 403(B) THRIFT PLAN OF CHARLEE OF DADE COUNTY, INC. is 0.02%.

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