AMERICAN PHOENIX, INC. 401(K) RETIREMENT PLAN
Plan Contact
- Address: 800 WISCONSIN ST,EAU CLAIRE,WI
- Contact person: JOHN JOHNSON
- Phone: (715) 831-0966
Plan General Information
AMERICAN PHOENIX, INC. 401(K) RETIREMENT PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of AMERICAN PHOENIX, INC. 401(K) RETIREMENT PLAN is $7,031,757.00.This plan was established in 1996.
AMERICAN PHOENIX, INC. 401(K) RETIREMENT PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in AMERICAN PHOENIX, INC. 401(K) RETIREMENT PLAN is 578
AMERICAN PHOENIX, INC. 401(K) RETIREMENT PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for AMERICAN PHOENIX, INC. 401(K) RETIREMENT PLAN is $12,165.00
AMERICAN PHOENIX, INC. 401(K) RETIREMENT PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for AMERICAN PHOENIX, INC. 401(K) RETIREMENT PLAN is $2,115.00.
AMERICAN PHOENIX, INC. 401(K) RETIREMENT PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in AMERICAN PHOENIX, INC. 401(K) RETIREMENT PLAN is approximately $537.00
Investing in this additonal $537.00 for 20 years would give you extra $34,420.00, assuming a 10% annual return.
Investing in this additonal $537.00 for 20 years would give you extra $34,420.00, assuming a 10% annual return.
AMERICAN PHOENIX, INC. 401(K) RETIREMENT PLAN Total Employer Contribution and Match Rate
In 2023, AMERICAN PHOENIX, INC. 401(K) RETIREMENT PLAN allocates $310,861.00 to match its employees' contributions, providing an employer match rate of 31.70% of their contributions
AMERICAN PHOENIX, INC. 401(K) RETIREMENT PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of AMERICAN PHOENIX, INC. 401(K) RETIREMENT PLAN is 27.44%.
AMERICAN PHOENIX, INC. 401(K) RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for AMERICAN PHOENIX, INC. 401(K) RETIREMENT PLAN is 12.33%. This measures the effectiveness of the plan participants' investments in the year.
AMERICAN PHOENIX, INC. 401(K) RETIREMENT PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of AMERICAN PHOENIX, INC. 401(K) RETIREMENT PLAN is 1.03%.
Enrollment Features
AMERICAN PHOENIX, INC. 401(K) RETIREMENT PLAN has the following features:Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
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