ALLEN-STEVENSON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

Plan Contact

  • Address: 132 EAST 78TH STREET,NEW YORK,NY
  • Contact person: HYDEE BRESSLER
  • Phone: (212) 288-6710

Plan General Information

ALLEN-STEVENSON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of ALLEN-STEVENSON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN is $74,156,581.00.This plan was established in 1950.

ALLEN-STEVENSON 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-STEVENSON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN is 330

ALLEN-STEVENSON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for ALLEN-STEVENSON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN is $224,716.00

ALLEN-STEVENSON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for ALLEN-STEVENSON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN is $3,295.00.

ALLEN-STEVENSON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in ALLEN-STEVENSON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN is approximately $3,155.00
Investing in this additonal $3,155.00 for 20 years would give you extra $201,926.00, assuming a 10% annual return.

ALLEN-STEVENSON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN Total Employer Contribution and Match Rate

In 2023, ALLEN-STEVENSON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN allocates $1,041,183.00 to match its employees' contributions, providing an employer match rate of 97.05% of their contributions

ALLEN-STEVENSON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of ALLEN-STEVENSON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN is 10.76%.

ALLEN-STEVENSON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for ALLEN-STEVENSON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN is 15.37%. This measures the effectiveness of the plan participants' investments in the year.

ALLEN-STEVENSON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of ALLEN-STEVENSON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN is 0.05%.

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