EPWORTH LIVING, INC. 401(K) RETIREMENT PLAN

Plan Contact

  • Address: 14901 NORTH PENNSYLVANIA AVENUE,OKLAHOMA CITY,OK
  • Contact person: RITA CRAIG
  • Phone: (405) 752-1200

Plan General Information

EPWORTH LIVING, INC. 401(K) RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of EPWORTH LIVING, INC. 401(K) RETIREMENT PLAN is $4,608,439.00.This plan was established in 1998.

EPWORTH LIVING, INC. 401(K) RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in EPWORTH LIVING, INC. 401(K) RETIREMENT PLAN is 350

EPWORTH LIVING, INC. 401(K) RETIREMENT PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for EPWORTH LIVING, INC. 401(K) RETIREMENT PLAN is $13,166.00

EPWORTH LIVING, INC. 401(K) RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for EPWORTH LIVING, INC. 401(K) RETIREMENT PLAN is $964.00.

EPWORTH LIVING, INC. 401(K) RETIREMENT PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in EPWORTH LIVING, INC. 401(K) RETIREMENT PLAN is approximately $257.00
Investing in this additonal $257.00 for 20 years would give you extra $16,459.00, assuming a 10% annual return.

EPWORTH LIVING, INC. 401(K) RETIREMENT PLAN Total Employer Contribution and Match Rate

In 2023, EPWORTH LIVING, INC. 401(K) RETIREMENT PLAN allocates $90,014.00 to match its employees' contributions, providing an employer match rate of 29.29% of their contributions

EPWORTH LIVING, INC. 401(K) RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of EPWORTH LIVING, INC. 401(K) RETIREMENT PLAN is 11.49%.

EPWORTH LIVING, INC. 401(K) RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for EPWORTH LIVING, INC. 401(K) RETIREMENT PLAN is 17.45%. This measures the effectiveness of the plan participants' investments in the year.

EPWORTH LIVING, INC. 401(K) RETIREMENT PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of EPWORTH LIVING, INC. 401(K) RETIREMENT PLAN is 0.37%.

Enrollment Features

EPWORTH LIVING, INC. 401(K) 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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