FAMILY PHYSICIANS, L.L.P. 401(K) PROFIT SHARING PLAN & TRUST

Plan Contact

  • Address: 6801 W. 20TH STREET., SUITE 101,GREELEY,CO
  • Contact person: R. SCOTT HASKINS, M.D.
  • Phone: (970) 378-8004

Plan General Information

FAMILY PHYSICIANS, L.L.P. 401(K) PROFIT SHARING PLAN & TRUST Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of FAMILY PHYSICIANS, L.L.P. 401(K) PROFIT SHARING PLAN & TRUST is $23,552,659.00.This plan was established in 1978.

FAMILY PHYSICIANS, L.L.P. 401(K) PROFIT SHARING PLAN & TRUST Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in FAMILY PHYSICIANS, L.L.P. 401(K) PROFIT SHARING PLAN & TRUST is 202

FAMILY PHYSICIANS, L.L.P. 401(K) PROFIT SHARING PLAN & TRUST Average Participant Retirement Account Value

In 2023, the average participant retirement account value for FAMILY PHYSICIANS, L.L.P. 401(K) PROFIT SHARING PLAN & TRUST is $116,597.00

FAMILY PHYSICIANS, L.L.P. 401(K) PROFIT SHARING PLAN & TRUST Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for FAMILY PHYSICIANS, L.L.P. 401(K) PROFIT SHARING PLAN & TRUST is $4,028.00.

FAMILY PHYSICIANS, L.L.P. 401(K) PROFIT SHARING PLAN & TRUST Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in FAMILY PHYSICIANS, L.L.P. 401(K) PROFIT SHARING PLAN & TRUST is approximately $2,145.00
Investing in this additonal $2,145.00 for 20 years would give you extra $137,291.00, assuming a 10% annual return.

FAMILY PHYSICIANS, L.L.P. 401(K) PROFIT SHARING PLAN & TRUST Total Employer Contribution and Match Rate

In 2023, FAMILY PHYSICIANS, L.L.P. 401(K) PROFIT SHARING PLAN & TRUST allocates $433,325.00 to match its employees' contributions, providing an employer match rate of 65.79% of their contributions

FAMILY PHYSICIANS, L.L.P. 401(K) PROFIT SHARING PLAN & TRUST Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of FAMILY PHYSICIANS, L.L.P. 401(K) PROFIT SHARING PLAN & TRUST is 15.08%.

FAMILY PHYSICIANS, L.L.P. 401(K) PROFIT SHARING PLAN & TRUST Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for FAMILY PHYSICIANS, L.L.P. 401(K) PROFIT SHARING PLAN & TRUST is 15.09%. This measures the effectiveness of the plan participants' investments in the year.

FAMILY PHYSICIANS, L.L.P. 401(K) PROFIT SHARING PLAN & TRUST Expense Ratio

In 2023, the investment and administrative expense ratio of FAMILY PHYSICIANS, L.L.P. 401(K) PROFIT SHARING PLAN & TRUST is 0.20%.

Enrollment Features

FAMILY PHYSICIANS, L.L.P. 401(K) PROFIT SHARING PLAN & TRUST has the following features:
    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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