BEECHWOOD TAX SHELTERED ANNUITY RETIREMENT PLAN
Plan Contact
- Address: 2235 MILLERSPORT HWY,GETZVILLE,NY
- Contact person: KRISTIN M. ANDERSON
- Phone: (716) 810-7302
Plan General Information
BEECHWOOD TAX SHELTERED ANNUITY RETIREMENT PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of BEECHWOOD TAX SHELTERED ANNUITY RETIREMENT PLAN is $16,640,654.00.This plan was established in 2008.
BEECHWOOD TAX SHELTERED ANNUITY RETIREMENT PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in BEECHWOOD TAX SHELTERED ANNUITY RETIREMENT PLAN is 1221
BEECHWOOD TAX SHELTERED ANNUITY RETIREMENT PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for BEECHWOOD TAX SHELTERED ANNUITY RETIREMENT PLAN is $13,628.00
BEECHWOOD TAX SHELTERED ANNUITY RETIREMENT PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for BEECHWOOD TAX SHELTERED ANNUITY RETIREMENT PLAN is $1,059.00.
BEECHWOOD TAX SHELTERED ANNUITY RETIREMENT PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in BEECHWOOD TAX SHELTERED ANNUITY RETIREMENT PLAN is approximately $362.00
Investing in this additonal $362.00 for 20 years would give you extra $23,217.00, assuming a 10% annual return.
Investing in this additonal $362.00 for 20 years would give you extra $23,217.00, assuming a 10% annual return.
BEECHWOOD TAX SHELTERED ANNUITY RETIREMENT PLAN Total Employer Contribution and Match Rate
In 2023, BEECHWOOD TAX SHELTERED ANNUITY RETIREMENT PLAN allocates $442,949.00 to match its employees' contributions, providing an employer match rate of 35.50% of their contributions
BEECHWOOD TAX SHELTERED ANNUITY RETIREMENT PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of BEECHWOOD TAX SHELTERED ANNUITY RETIREMENT PLAN is 8.79%.
BEECHWOOD TAX SHELTERED ANNUITY RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for BEECHWOOD TAX SHELTERED ANNUITY RETIREMENT PLAN is 15.34%. This measures the effectiveness of the plan participants' investments in the year.
BEECHWOOD TAX SHELTERED ANNUITY RETIREMENT PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of BEECHWOOD TAX SHELTERED ANNUITY RETIREMENT PLAN is 0.63%.
Enrollment Features
BEECHWOOD TAX SHELTERED ANNUITY RETIREMENT PLAN has the following features:Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
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