ATLANTA HISTORICAL SOCIETY, INC. TAX SHELTERED ANNUITY
Plan Contact
- Address: 130 WEST PACES FERRY ROAD NW,ATLANTA,GA
- Contact person: MICHELLE KIMERY
- Phone: (404) 814-4157
Plan General Information
ATLANTA HISTORICAL SOCIETY, INC. TAX SHELTERED ANNUITY Total Retirement Plan Assets
At the end of 2022, the total retirement plan assets of ATLANTA HISTORICAL SOCIETY, INC. TAX SHELTERED ANNUITY is $3,977,325.00.This plan was established in 1999.
ATLANTA HISTORICAL SOCIETY, INC. TAX SHELTERED ANNUITY Total Number of Retirement Plan Participants
At the end of 2022, the total number of retirement plan participants in ATLANTA HISTORICAL SOCIETY, INC. TAX SHELTERED ANNUITY is 143
ATLANTA HISTORICAL SOCIETY, INC. TAX SHELTERED ANNUITY Average Participant Retirement Account Value
In 2022, the average participant retirement account value for ATLANTA HISTORICAL SOCIETY, INC. TAX SHELTERED ANNUITY is $27,813.00
ATLANTA HISTORICAL SOCIETY, INC. TAX SHELTERED ANNUITY Estimated Average Employee Contribution Amount
In 2022, the estimated average employee contribution amount per participant for ATLANTA HISTORICAL SOCIETY, INC. TAX SHELTERED ANNUITY is $3,408.00.
ATLANTA HISTORICAL SOCIETY, INC. TAX SHELTERED ANNUITY Estimated Average Employer Match
In 2022, the estimated average employer match for an employee in ATLANTA HISTORICAL SOCIETY, INC. TAX SHELTERED ANNUITY is approximately $445.00
Investing in this additonal $445.00 for 20 years would give you extra $28,496.00, assuming a 10% annual return.
Investing in this additonal $445.00 for 20 years would give you extra $28,496.00, assuming a 10% annual return.
ATLANTA HISTORICAL SOCIETY, INC. TAX SHELTERED ANNUITY Total Employer Contribution and Match Rate
In 2022, ATLANTA HISTORICAL SOCIETY, INC. TAX SHELTERED ANNUITY allocates $63,671.00 to match its employees' contributions, providing an employer match rate of 26.13% of their contributions
ATLANTA HISTORICAL SOCIETY, INC. TAX SHELTERED ANNUITY Total Retirement Plan Asset Growth Rate
In 2022, the total retirement plan asset growth rate of ATLANTA HISTORICAL SOCIETY, INC. TAX SHELTERED ANNUITY is -10.36%.
ATLANTA HISTORICAL SOCIETY, INC. TAX SHELTERED ANNUITY Estimated Aggregate Retirement Account Investment Gain/Loss
In 2022, the estimated aggregate retirement account investment gain/loss for ATLANTA HISTORICAL SOCIETY, INC. TAX SHELTERED ANNUITY is -14.80%. This measures the effectiveness of the plan participants' investments in the year.
ATLANTA HISTORICAL SOCIETY, INC. TAX SHELTERED ANNUITY Expense Ratio
In 2022, the investment and administrative expense ratio of ATLANTA HISTORICAL SOCIETY, INC. TAX SHELTERED ANNUITY is 0.40%.
Enrollment Features
ATLANTA HISTORICAL SOCIETY, INC. TAX SHELTERED ANNUITY 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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