CAPSTONE HEALTH SERVICES FOUNDATION 403(B) DC PLAN

Plan Contact

  • Address: 850 PETER BRYCE BOULEVARD,TUSCALOOSA,AL
  • Phone: (205) 348-5203

Plan General Information

CAPSTONE HEALTH SERVICES FOUNDATION 403(B) DC PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of CAPSTONE HEALTH SERVICES FOUNDATION 403(B) DC PLAN is $19,875,307.00.This plan was established in 1982.

CAPSTONE HEALTH SERVICES FOUNDATION 403(B) DC PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in CAPSTONE HEALTH SERVICES FOUNDATION 403(B) DC PLAN is 209

CAPSTONE HEALTH SERVICES FOUNDATION 403(B) DC PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for CAPSTONE HEALTH SERVICES FOUNDATION 403(B) DC PLAN is $95,097.00

CAPSTONE HEALTH SERVICES FOUNDATION 403(B) DC PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for CAPSTONE HEALTH SERVICES FOUNDATION 403(B) DC PLAN is $1,150.00.

CAPSTONE HEALTH SERVICES FOUNDATION 403(B) DC PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in CAPSTONE HEALTH SERVICES FOUNDATION 403(B) DC PLAN is approximately $5,397.00
Investing in this additonal $5,397.00 for 20 years would give you extra $345,470.00, assuming a 10% annual return.

CAPSTONE HEALTH SERVICES FOUNDATION 403(B) DC PLAN Total Employer Contribution and Match Rate

In 2023, CAPSTONE HEALTH SERVICES FOUNDATION 403(B) DC PLAN allocates $1,128,178.00 to match its employees' contributions, providing an employer match rate of 531.63% of their contributions

CAPSTONE HEALTH SERVICES FOUNDATION 403(B) DC PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of CAPSTONE HEALTH SERVICES FOUNDATION 403(B) DC PLAN is 20.60%.

CAPSTONE HEALTH SERVICES FOUNDATION 403(B) DC PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for CAPSTONE HEALTH SERVICES FOUNDATION 403(B) DC PLAN is 16.32%. This measures the effectiveness of the plan participants' investments in the year.

CAPSTONE HEALTH SERVICES FOUNDATION 403(B) DC PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of CAPSTONE HEALTH SERVICES FOUNDATION 403(B) DC PLAN is 0.00%.

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