CATAWBA VALLEY HEALTHCARE RETIREMENT PLAN

Plan Contact

  • Address: 327 1ST AVE. NW,HICKORY,NC
  • Contact person: ANGELA DAUGHTREY
  • Phone: (828) 695-5935

Plan General Information

CATAWBA VALLEY HEALTHCARE RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of CATAWBA VALLEY HEALTHCARE RETIREMENT PLAN is $1,122,971.00.This plan was established in 2006.

CATAWBA VALLEY HEALTHCARE RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in CATAWBA VALLEY HEALTHCARE RETIREMENT PLAN is 167

CATAWBA VALLEY HEALTHCARE RETIREMENT PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for CATAWBA VALLEY HEALTHCARE RETIREMENT PLAN is $6,724.00

CATAWBA VALLEY HEALTHCARE RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for CATAWBA VALLEY HEALTHCARE RETIREMENT PLAN is $1,757.00.

CATAWBA VALLEY HEALTHCARE RETIREMENT PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in CATAWBA VALLEY HEALTHCARE RETIREMENT PLAN is approximately $60.00
Investing in this additonal $60.00 for 20 years would give you extra $3,893.00, assuming a 10% annual return.

CATAWBA VALLEY HEALTHCARE RETIREMENT PLAN Total Employer Contribution and Match Rate

In 2023, CATAWBA VALLEY HEALTHCARE RETIREMENT PLAN allocates $10,160.00 to match its employees' contributions, providing an employer match rate of 6.92% of their contributions

CATAWBA VALLEY HEALTHCARE RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of CATAWBA VALLEY HEALTHCARE RETIREMENT PLAN is -16.38%.

CATAWBA VALLEY HEALTHCARE RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for CATAWBA VALLEY HEALTHCARE RETIREMENT PLAN is 9.04%. This measures the effectiveness of the plan participants' investments in the year.

CATAWBA VALLEY HEALTHCARE RETIREMENT PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of CATAWBA VALLEY HEALTHCARE RETIREMENT PLAN is 0.67%.

Enrollment Features

CATAWBA VALLEY HEALTHCARE RETIREMENT 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.


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