ADVANCED FEDERAL CREDIT UNION SUPPLEMENTAL RETIREMENT PLAN

Plan Contact

  • Phone: (972) 201-1600

Plan General Information

ADVANCED FEDERAL CREDIT UNION SUPPLEMENTAL RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2003, the total retirement plan assets of ADVANCED FEDERAL CREDIT UNION SUPPLEMENTAL RETIREMENT PLAN is $3,688,546.00.This plan was established in 1984.

ADVANCED FEDERAL CREDIT UNION SUPPLEMENTAL RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 2003, the total number of retirement plan participants in ADVANCED FEDERAL CREDIT UNION SUPPLEMENTAL RETIREMENT PLAN is 132

ADVANCED FEDERAL CREDIT UNION SUPPLEMENTAL RETIREMENT PLAN Average Participant Retirement Account Value

In 2003, the average participant retirement account value for ADVANCED FEDERAL CREDIT UNION SUPPLEMENTAL RETIREMENT PLAN is $27,943.00

ADVANCED FEDERAL CREDIT UNION SUPPLEMENTAL RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 2003, the estimated average employee contribution amount per participant for ADVANCED FEDERAL CREDIT UNION SUPPLEMENTAL RETIREMENT PLAN is $2,853.00.

ADVANCED FEDERAL CREDIT UNION SUPPLEMENTAL RETIREMENT PLAN Estimated Average Employer Match

In 2003, the estimated average employer match for an employee in ADVANCED FEDERAL CREDIT UNION SUPPLEMENTAL RETIREMENT PLAN is approximately $2,485.00
Investing in this additonal $2,485.00 for 20 years would give you extra $159,047.00, assuming a 10% annual return.

ADVANCED FEDERAL CREDIT UNION SUPPLEMENTAL RETIREMENT PLAN Total Employer Contribution and Match Rate

In 2003, ADVANCED FEDERAL CREDIT UNION SUPPLEMENTAL RETIREMENT PLAN allocates $328,036.00 to match its employees' contributions, providing an employer match rate of 174.15% of their contributions

ADVANCED FEDERAL CREDIT UNION SUPPLEMENTAL RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2003, the total retirement plan asset growth rate of ADVANCED FEDERAL CREDIT UNION SUPPLEMENTAL RETIREMENT PLAN is 25.14%.

ADVANCED FEDERAL CREDIT UNION SUPPLEMENTAL RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2003, the estimated aggregate retirement account investment gain/loss for ADVANCED FEDERAL CREDIT UNION SUPPLEMENTAL RETIREMENT PLAN is 15.07%. This measures the effectiveness of the plan participants' investments in the year.

ADVANCED FEDERAL CREDIT UNION SUPPLEMENTAL RETIREMENT PLAN Expense Ratio

In 2003, the investment and administrative expense ratio of ADVANCED FEDERAL CREDIT UNION SUPPLEMENTAL RETIREMENT PLAN is 0.00%.

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