ENGEL BURMAN SENIOR HOUSING 401(K) PLAN

Plan Contact

  • Address: 3355 VETERANS MEMORIAL HWY.,RONKONKOMA,NY
  • Contact person: DIANA WHITING
  • Phone: (631) 580-6436

Plan General Information

ENGEL BURMAN SENIOR HOUSING 401(K) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of ENGEL BURMAN SENIOR HOUSING 401(K) PLAN is $26,265,032.00.This plan was established in 2003.

ENGEL BURMAN SENIOR HOUSING 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in ENGEL BURMAN SENIOR HOUSING 401(K) PLAN is 2460

ENGEL BURMAN SENIOR HOUSING 401(K) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for ENGEL BURMAN SENIOR HOUSING 401(K) PLAN is $10,676.00

ENGEL BURMAN SENIOR HOUSING 401(K) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for ENGEL BURMAN SENIOR HOUSING 401(K) PLAN is $1,815.00.

ENGEL BURMAN SENIOR HOUSING 401(K) PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in ENGEL BURMAN SENIOR HOUSING 401(K) PLAN is approximately $153.00
Investing in this additonal $153.00 for 20 years would give you extra $9,847.00, assuming a 10% annual return.

ENGEL BURMAN SENIOR HOUSING 401(K) PLAN Total Employer Contribution and Match Rate

In 2023, ENGEL BURMAN SENIOR HOUSING 401(K) PLAN allocates $378,507.00 to match its employees' contributions, providing an employer match rate of 9.12% of their contributions

ENGEL BURMAN SENIOR HOUSING 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of ENGEL BURMAN SENIOR HOUSING 401(K) PLAN is 30.72%.

ENGEL BURMAN SENIOR HOUSING 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for ENGEL BURMAN SENIOR HOUSING 401(K) PLAN is 16.97%. This measures the effectiveness of the plan participants' investments in the year.

ENGEL BURMAN SENIOR HOUSING 401(K) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of ENGEL BURMAN SENIOR HOUSING 401(K) PLAN is 0.49%.

Enrollment Features

ENGEL BURMAN SENIOR HOUSING 401(K) 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.


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