AVANTAX INC. 401(K) RETIREMENT PLAN
Plan Contact
- Address: 3200 OLYMPUS BLVD.,,DALLAS,TX
- Contact person: LISA LONGENECKER
- Phone: (319) 409-9659
Plan General Information
AVANTAX INC. 401(K) RETIREMENT PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of AVANTAX INC. 401(K) RETIREMENT PLAN is $110,882,955.00.This plan was established in 1999.
AVANTAX INC. 401(K) RETIREMENT PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in AVANTAX INC. 401(K) RETIREMENT PLAN is 1751
AVANTAX INC. 401(K) RETIREMENT PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for AVANTAX INC. 401(K) RETIREMENT PLAN is $63,325.00
AVANTAX INC. 401(K) RETIREMENT PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for AVANTAX INC. 401(K) RETIREMENT PLAN is $8,854.00.
AVANTAX INC. 401(K) RETIREMENT PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in AVANTAX INC. 401(K) RETIREMENT PLAN is approximately $2,072.00
Investing in this additonal $2,072.00 for 20 years would give you extra $132,622.00, assuming a 10% annual return.
Investing in this additonal $2,072.00 for 20 years would give you extra $132,622.00, assuming a 10% annual return.
AVANTAX INC. 401(K) RETIREMENT PLAN Total Employer Contribution and Match Rate
In 2023, AVANTAX INC. 401(K) RETIREMENT PLAN allocates $3,628,457.00 to match its employees' contributions, providing an employer match rate of 46.81% of their contributions
AVANTAX INC. 401(K) RETIREMENT PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of AVANTAX INC. 401(K) RETIREMENT PLAN is 0.97%.
AVANTAX INC. 401(K) RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for AVANTAX INC. 401(K) RETIREMENT PLAN is -1.88%. This measures the effectiveness of the plan participants' investments in the year.
AVANTAX INC. 401(K) RETIREMENT PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of AVANTAX INC. 401(K) RETIREMENT PLAN is 0.12%.
Enrollment Features
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