ALLEN-CHASE FOUNDATION DBA EAGLEBROOK SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
Plan Contact
- Address: 271 PINE NOOK RD,DEERFIELD,MA
- Contact person: ERIC MALLOY
- Phone: (413) 774-7411
Plan General Information
ALLEN-CHASE FOUNDATION DBA EAGLEBROOK SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of ALLEN-CHASE FOUNDATION DBA EAGLEBROOK SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN is $38,977,917.00.This plan was established in 1975.
ALLEN-CHASE FOUNDATION DBA EAGLEBROOK SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in ALLEN-CHASE FOUNDATION DBA EAGLEBROOK SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN is 371
ALLEN-CHASE FOUNDATION DBA EAGLEBROOK SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for ALLEN-CHASE FOUNDATION DBA EAGLEBROOK SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN is $105,061.00
ALLEN-CHASE FOUNDATION DBA EAGLEBROOK SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for ALLEN-CHASE FOUNDATION DBA EAGLEBROOK SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN is $1,766.00.
ALLEN-CHASE FOUNDATION DBA EAGLEBROOK SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in ALLEN-CHASE FOUNDATION DBA EAGLEBROOK SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN is approximately $1,634.00
Investing in this additonal $1,634.00 for 20 years would give you extra $104,613.00, assuming a 10% annual return.
Investing in this additonal $1,634.00 for 20 years would give you extra $104,613.00, assuming a 10% annual return.
ALLEN-CHASE FOUNDATION DBA EAGLEBROOK SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN Total Employer Contribution and Match Rate
In 2023, ALLEN-CHASE FOUNDATION DBA EAGLEBROOK SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN allocates $606,434.00 to match its employees' contributions, providing an employer match rate of 93.78% of their contributions
ALLEN-CHASE FOUNDATION DBA EAGLEBROOK SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of ALLEN-CHASE FOUNDATION DBA EAGLEBROOK SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN is 11.83%.
ALLEN-CHASE FOUNDATION DBA EAGLEBROOK SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for ALLEN-CHASE FOUNDATION DBA EAGLEBROOK SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN is 11.53%. This measures the effectiveness of the plan participants' investments in the year.
ALLEN-CHASE FOUNDATION DBA EAGLEBROOK SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of ALLEN-CHASE FOUNDATION DBA EAGLEBROOK SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN is 0.00%.
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