FAMILY RESOURCE AGENCY, INC. TAX SHELTERED ANNUITY

Plan Contact

  • Address: 3680 MICHIGAN AVENUE, N.E.,CLEVELAND,TN
  • Contact person: JAMES ANDERSON
  • Phone: (423) 479-9339

Plan General Information

FAMILY RESOURCE AGENCY, INC. TAX SHELTERED ANNUITY Total Retirement Plan Assets

At the end of 2015, the total retirement plan assets of FAMILY RESOURCE AGENCY, INC. TAX SHELTERED ANNUITY is $6,230,090.00.This plan was established in 1989.

FAMILY RESOURCE AGENCY, INC. TAX SHELTERED ANNUITY Total Number of Retirement Plan Participants

At the end of 2015, the total number of retirement plan participants in FAMILY RESOURCE AGENCY, INC. TAX SHELTERED ANNUITY is 628

FAMILY RESOURCE AGENCY, INC. TAX SHELTERED ANNUITY Average Participant Retirement Account Value

In 2015, the average participant retirement account value for FAMILY RESOURCE AGENCY, INC. TAX SHELTERED ANNUITY is $9,920.00

FAMILY RESOURCE AGENCY, INC. TAX SHELTERED ANNUITY Estimated Average Employee Contribution Amount

In 2015, the estimated average employee contribution amount per participant for FAMILY RESOURCE AGENCY, INC. TAX SHELTERED ANNUITY is $875.00.

FAMILY RESOURCE AGENCY, INC. TAX SHELTERED ANNUITY Estimated Average Employer Match

In 2015, the estimated average employer match for an employee in FAMILY RESOURCE AGENCY, INC. TAX SHELTERED ANNUITY is approximately $649.00
Investing in this additonal $649.00 for 20 years would give you extra $41,566.00, assuming a 10% annual return.

FAMILY RESOURCE AGENCY, INC. TAX SHELTERED ANNUITY Total Employer Contribution and Match Rate

In 2015, FAMILY RESOURCE AGENCY, INC. TAX SHELTERED ANNUITY allocates $407,876.00 to match its employees' contributions, providing an employer match rate of 148.44% of their contributions

FAMILY RESOURCE AGENCY, INC. TAX SHELTERED ANNUITY Total Retirement Plan Asset Growth Rate

In 2015, the total retirement plan asset growth rate of FAMILY RESOURCE AGENCY, INC. TAX SHELTERED ANNUITY is 1.50%.

FAMILY RESOURCE AGENCY, INC. TAX SHELTERED ANNUITY Estimated Aggregate Retirement Account Investment Gain/Loss

In 2015, the estimated aggregate retirement account investment gain/loss for FAMILY RESOURCE AGENCY, INC. TAX SHELTERED ANNUITY is 0.21%. This measures the effectiveness of the plan participants' investments in the year.

FAMILY RESOURCE AGENCY, INC. TAX SHELTERED ANNUITY Expense Ratio

In 2015, the investment and administrative expense ratio of FAMILY RESOURCE AGENCY, INC. TAX SHELTERED ANNUITY is 0.00%.

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