EMPLOYEE BENEFIT PLAN OF HOCKING ATHENS PERRY COMMUNITY ACTION

Plan Contact

  • Address: 3 CARDARAS DR,GLOUSTER,OH
  • Contact person: MARY KIELISZEWSKI
  • Phone: (740) 767-4500

Plan General Information

EMPLOYEE BENEFIT PLAN OF HOCKING ATHENS PERRY COMMUNITY ACTION Total Retirement Plan Assets

At the end of 2017, the total retirement plan assets of EMPLOYEE BENEFIT PLAN OF HOCKING ATHENS PERRY COMMUNITY ACTION is $5,039,429.00.This plan was established in 1989.

EMPLOYEE BENEFIT PLAN OF HOCKING ATHENS PERRY COMMUNITY ACTION Total Number of Retirement Plan Participants

At the end of 2017, the total number of retirement plan participants in EMPLOYEE BENEFIT PLAN OF HOCKING ATHENS PERRY COMMUNITY ACTION is 188

EMPLOYEE BENEFIT PLAN OF HOCKING ATHENS PERRY COMMUNITY ACTION Average Participant Retirement Account Value

In 2017, the average participant retirement account value for EMPLOYEE BENEFIT PLAN OF HOCKING ATHENS PERRY COMMUNITY ACTION is $26,805.00

EMPLOYEE BENEFIT PLAN OF HOCKING ATHENS PERRY COMMUNITY ACTION Estimated Average Employee Contribution Amount

In 2017, the estimated average employee contribution amount per participant for EMPLOYEE BENEFIT PLAN OF HOCKING ATHENS PERRY COMMUNITY ACTION is $2,078.00.

EMPLOYEE BENEFIT PLAN OF HOCKING ATHENS PERRY COMMUNITY ACTION Estimated Average Employer Match

In 2017, the estimated average employer match for an employee in EMPLOYEE BENEFIT PLAN OF HOCKING ATHENS PERRY COMMUNITY ACTION is approximately $809.00
Investing in this additonal $809.00 for 20 years would give you extra $51,796.00, assuming a 10% annual return.

EMPLOYEE BENEFIT PLAN OF HOCKING ATHENS PERRY COMMUNITY ACTION Total Employer Contribution and Match Rate

In 2017, EMPLOYEE BENEFIT PLAN OF HOCKING ATHENS PERRY COMMUNITY ACTION allocates $152,151.00 to match its employees' contributions, providing an employer match rate of 77.88% of their contributions

EMPLOYEE BENEFIT PLAN OF HOCKING ATHENS PERRY COMMUNITY ACTION Total Retirement Plan Asset Growth Rate

In 2017, the total retirement plan asset growth rate of EMPLOYEE BENEFIT PLAN OF HOCKING ATHENS PERRY COMMUNITY ACTION is 13.11%.

EMPLOYEE BENEFIT PLAN OF HOCKING ATHENS PERRY COMMUNITY ACTION Estimated Aggregate Retirement Account Investment Gain/Loss

In 2017, the estimated aggregate retirement account investment gain/loss for EMPLOYEE BENEFIT PLAN OF HOCKING ATHENS PERRY COMMUNITY ACTION is 11.80%. This measures the effectiveness of the plan participants' investments in the year.

EMPLOYEE BENEFIT PLAN OF HOCKING ATHENS PERRY COMMUNITY ACTION Expense Ratio

In 2017, the investment and administrative expense ratio of EMPLOYEE BENEFIT PLAN OF HOCKING ATHENS PERRY COMMUNITY ACTION is 0.03%.

Enrollment Features

EMPLOYEE BENEFIT PLAN OF HOCKING ATHENS PERRY COMMUNITY ACTION 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.


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 …