EMPLOYEES PROFIT SHARING AND SALARY REDUCTION PLAN SANCTUARY WEALTH GROUP, LLC
Plan Contact
- Address: 250 W. 96TH STREET,,INDIANAPOLIS,IN
- Contact person: LAUREN SULKOWSKI
- Phone: (317) 633-1747
Plan General Information
EMPLOYEES PROFIT SHARING AND SALARY REDUCTION PLAN SANCTUARY WEALTH GROUP, LLC Total Retirement Plan Assets
At the end of 2021, the total retirement plan assets of EMPLOYEES PROFIT SHARING AND SALARY REDUCTION PLAN SANCTUARY WEALTH GROUP, LLC is $18,344,360.00.This plan was established in 2022.
EMPLOYEES PROFIT SHARING AND SALARY REDUCTION PLAN SANCTUARY WEALTH GROUP, LLC Total Number of Retirement Plan Participants
At the end of 2021, the total number of retirement plan participants in EMPLOYEES PROFIT SHARING AND SALARY REDUCTION PLAN SANCTUARY WEALTH GROUP, LLC is 107
EMPLOYEES PROFIT SHARING AND SALARY REDUCTION PLAN SANCTUARY WEALTH GROUP, LLC Average Participant Retirement Account Value
In 2021, the average participant retirement account value for EMPLOYEES PROFIT SHARING AND SALARY REDUCTION PLAN SANCTUARY WEALTH GROUP, LLC is $171,442.00
EMPLOYEES PROFIT SHARING AND SALARY REDUCTION PLAN SANCTUARY WEALTH GROUP, LLC Estimated Average Employee Contribution Amount
In 2021, the estimated average employee contribution amount per participant for EMPLOYEES PROFIT SHARING AND SALARY REDUCTION PLAN SANCTUARY WEALTH GROUP, LLC is $10,711.00.
EMPLOYEES PROFIT SHARING AND SALARY REDUCTION PLAN SANCTUARY WEALTH GROUP, LLC Estimated Average Employer Match
In 2021, the estimated average employer match for an employee in EMPLOYEES PROFIT SHARING AND SALARY REDUCTION PLAN SANCTUARY WEALTH GROUP, LLC is approximately $3,123.00
Investing in this additonal $3,123.00 for 20 years would give you extra $199,891.00, assuming a 10% annual return.
Investing in this additonal $3,123.00 for 20 years would give you extra $199,891.00, assuming a 10% annual return.
EMPLOYEES PROFIT SHARING AND SALARY REDUCTION PLAN SANCTUARY WEALTH GROUP, LLC Total Employer Contribution and Match Rate
In 2021, EMPLOYEES PROFIT SHARING AND SALARY REDUCTION PLAN SANCTUARY WEALTH GROUP, LLC allocates $334,194.00 to match its employees' contributions, providing an employer match rate of 29.16% of their contributions
EMPLOYEES PROFIT SHARING AND SALARY REDUCTION PLAN SANCTUARY WEALTH GROUP, LLC Total Retirement Plan Asset Growth Rate
In 2021, the total retirement plan asset growth rate of EMPLOYEES PROFIT SHARING AND SALARY REDUCTION PLAN SANCTUARY WEALTH GROUP, LLC is 11.54%.
EMPLOYEES PROFIT SHARING AND SALARY REDUCTION PLAN SANCTUARY WEALTH GROUP, LLC Estimated Aggregate Retirement Account Investment Gain/Loss
In 2021, the estimated aggregate retirement account investment gain/loss for EMPLOYEES PROFIT SHARING AND SALARY REDUCTION PLAN SANCTUARY WEALTH GROUP, LLC is 16.70%. This measures the effectiveness of the plan participants' investments in the year.
EMPLOYEES PROFIT SHARING AND SALARY REDUCTION PLAN SANCTUARY WEALTH GROUP, LLC Expense Ratio
In 2021, the investment and administrative expense ratio of EMPLOYEES PROFIT SHARING AND SALARY REDUCTION PLAN SANCTUARY WEALTH GROUP, LLC is 0.04%.
Enrollment Features
EMPLOYEES PROFIT SHARING AND SALARY REDUCTION PLAN SANCTUARY WEALTH GROUP, LLC 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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