403(B) THRIFT PLAN OF HERITAGE POINTE
Plan Contact
- Address: 27356 BELLOGENTE,MISSION VIEJO,CA
- Contact person: MICHAEL SILVERMAN
- Phone: (949) 364-9685
Plan General Information
403(B) THRIFT PLAN OF HERITAGE POINTE Total Retirement Plan Assets
At the end of 2020, the total retirement plan assets of 403(B) THRIFT PLAN OF HERITAGE POINTE is $1,629,467.00.This plan was established in 2007.
403(B) THRIFT PLAN OF HERITAGE POINTE Total Number of Retirement Plan Participants
At the end of 2020, the total number of retirement plan participants in 403(B) THRIFT PLAN OF HERITAGE POINTE is 158
403(B) THRIFT PLAN OF HERITAGE POINTE Average Participant Retirement Account Value
In 2020, the average participant retirement account value for 403(B) THRIFT PLAN OF HERITAGE POINTE is $10,313.00
403(B) THRIFT PLAN OF HERITAGE POINTE Estimated Average Employee Contribution Amount
In 2020, the estimated average employee contribution amount per participant for 403(B) THRIFT PLAN OF HERITAGE POINTE is $1,744.00.
403(B) THRIFT PLAN OF HERITAGE POINTE Estimated Average Employer Match
In 2020, the estimated average employer match for an employee in 403(B) THRIFT PLAN OF HERITAGE POINTE is approximately $232.00
Investing in this additonal $232.00 for 20 years would give you extra $14,863.00, assuming a 10% annual return.
Investing in this additonal $232.00 for 20 years would give you extra $14,863.00, assuming a 10% annual return.
403(B) THRIFT PLAN OF HERITAGE POINTE Total Employer Contribution and Match Rate
In 2020, 403(B) THRIFT PLAN OF HERITAGE POINTE allocates $36,695.00 to match its employees' contributions, providing an employer match rate of 26.63% of their contributions
403(B) THRIFT PLAN OF HERITAGE POINTE Total Retirement Plan Asset Growth Rate
In 2020, the total retirement plan asset growth rate of 403(B) THRIFT PLAN OF HERITAGE POINTE is 6.59%.
403(B) THRIFT PLAN OF HERITAGE POINTE Estimated Aggregate Retirement Account Investment Gain/Loss
In 2020, the estimated aggregate retirement account investment gain/loss for 403(B) THRIFT PLAN OF HERITAGE POINTE is 2.36%. This measures the effectiveness of the plan participants' investments in the year.
403(B) THRIFT PLAN OF HERITAGE POINTE Expense Ratio
In 2020, the investment and administrative expense ratio of 403(B) THRIFT PLAN OF HERITAGE POINTE is 0.01%.
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