CARTHAGE AREA HOSPITAL MANAGEMENT (NON-UNION) SAVINGS & INV PLAN

Plan Contact

  • Address: 1001 WEST STREET,CARTHAGE,NY
  • Contact person: RICHARD DUVALL
  • Phone: (315) 493-1000

Plan General Information

CARTHAGE AREA HOSPITAL MANAGEMENT (NON-UNION) SAVINGS & INV PLAN Total Retirement Plan Assets

At the end of 2013, the total retirement plan assets of CARTHAGE AREA HOSPITAL MANAGEMENT (NON-UNION) SAVINGS & INV PLAN is $5,793,784.00.This plan was established in 1974.

CARTHAGE AREA HOSPITAL MANAGEMENT (NON-UNION) SAVINGS & INV PLAN Total Number of Retirement Plan Participants

At the end of 2013, the total number of retirement plan participants in CARTHAGE AREA HOSPITAL MANAGEMENT (NON-UNION) SAVINGS & INV PLAN is 203

CARTHAGE AREA HOSPITAL MANAGEMENT (NON-UNION) SAVINGS & INV PLAN Average Participant Retirement Account Value

In 2013, the average participant retirement account value for CARTHAGE AREA HOSPITAL MANAGEMENT (NON-UNION) SAVINGS & INV PLAN is $28,540.00

CARTHAGE AREA HOSPITAL MANAGEMENT (NON-UNION) SAVINGS & INV PLAN Estimated Average Employee Contribution Amount

In 2013, the estimated average employee contribution amount per participant for CARTHAGE AREA HOSPITAL MANAGEMENT (NON-UNION) SAVINGS & INV PLAN is $5,136.00.

CARTHAGE AREA HOSPITAL MANAGEMENT (NON-UNION) SAVINGS & INV PLAN Estimated Average Employer Match

In 2013, the estimated average employer match for an employee in CARTHAGE AREA HOSPITAL MANAGEMENT (NON-UNION) SAVINGS & INV PLAN is approximately $1,217.00
Investing in this additonal $1,217.00 for 20 years would give you extra $77,926.00, assuming a 10% annual return.

CARTHAGE AREA HOSPITAL MANAGEMENT (NON-UNION) SAVINGS & INV PLAN Total Employer Contribution and Match Rate

In 2013, CARTHAGE AREA HOSPITAL MANAGEMENT (NON-UNION) SAVINGS & INV PLAN allocates $247,174.00 to match its employees' contributions, providing an employer match rate of 47.41% of their contributions

CARTHAGE AREA HOSPITAL MANAGEMENT (NON-UNION) SAVINGS & INV PLAN Total Retirement Plan Asset Growth Rate

In 2013, the total retirement plan asset growth rate of CARTHAGE AREA HOSPITAL MANAGEMENT (NON-UNION) SAVINGS & INV PLAN is 18.42%.

CARTHAGE AREA HOSPITAL MANAGEMENT (NON-UNION) SAVINGS & INV PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2013, the estimated aggregate retirement account investment gain/loss for CARTHAGE AREA HOSPITAL MANAGEMENT (NON-UNION) SAVINGS & INV PLAN is 19.19%. This measures the effectiveness of the plan participants' investments in the year.

CARTHAGE AREA HOSPITAL MANAGEMENT (NON-UNION) SAVINGS & INV PLAN Expense Ratio

In 2013, the investment and administrative expense ratio of CARTHAGE AREA HOSPITAL MANAGEMENT (NON-UNION) SAVINGS & INV PLAN is 1.28%.

Enrollment Features

CARTHAGE AREA HOSPITAL MANAGEMENT (NON-UNION) SAVINGS & INV 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.


Free newsletters

High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more …

Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell

Looking for ideas to generate income?

  • ETF or mutual fund income portfolios for 4-7% annual income
  • Dividend stock funds
  • Passive real estate investments
  • more …

Portfolio Calculator (Simulator)

Quickly enter fund allocation and get a back test result on the performance of this ‘lazy’ portfolio.

Customize Asset Allocation Portfolios

Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.

Retirement Calculator

See how much you can save for retirement.

Investment Calculator

Grow your wealth and see the power of compounding.


Looking for a (forgotten) 401(k)?

Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan …