CHESAPEAKE BAY FOUNDATION, INC. 403(B) PLAN
Plan Contact
- Address: 6 HERNDON AVENUE,ANNAPOLIS,MD
- Phone: (410) 268-8816
Plan General Information
CHESAPEAKE BAY FOUNDATION, INC. 403(B) PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of CHESAPEAKE BAY FOUNDATION, INC. 403(B) PLAN is $35,406,083.00.This plan was established in 1989.
CHESAPEAKE BAY FOUNDATION, INC. 403(B) PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in CHESAPEAKE BAY FOUNDATION, INC. 403(B) PLAN is 293
CHESAPEAKE BAY FOUNDATION, INC. 403(B) PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for CHESAPEAKE BAY FOUNDATION, INC. 403(B) PLAN is $120,839.00
CHESAPEAKE BAY FOUNDATION, INC. 403(B) PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for CHESAPEAKE BAY FOUNDATION, INC. 403(B) PLAN is $3,250.00.
CHESAPEAKE BAY FOUNDATION, INC. 403(B) PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in CHESAPEAKE BAY FOUNDATION, INC. 403(B) PLAN is approximately $1,898.00
Investing in this additonal $1,898.00 for 20 years would give you extra $121,509.00, assuming a 10% annual return.
Investing in this additonal $1,898.00 for 20 years would give you extra $121,509.00, assuming a 10% annual return.
CHESAPEAKE BAY FOUNDATION, INC. 403(B) PLAN Total Employer Contribution and Match Rate
In 2023, CHESAPEAKE BAY FOUNDATION, INC. 403(B) PLAN allocates $556,285.00 to match its employees' contributions, providing an employer match rate of 50.93% of their contributions
CHESAPEAKE BAY FOUNDATION, INC. 403(B) PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of CHESAPEAKE BAY FOUNDATION, INC. 403(B) PLAN is 11.30%.
CHESAPEAKE BAY FOUNDATION, INC. 403(B) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for CHESAPEAKE BAY FOUNDATION, INC. 403(B) PLAN is 17.70%. This measures the effectiveness of the plan participants' investments in the year.
CHESAPEAKE BAY FOUNDATION, INC. 403(B) PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of CHESAPEAKE BAY FOUNDATION, INC. 403(B) PLAN is 0.15%.
Enrollment Features
CHESAPEAKE BAY FOUNDATION, INC. 403(B) 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.
Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.
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