FIRSTSTREET FOR BOOMERS AND BEYOND, INC. 401(K) PLAN

Plan Contact

  • Address: 6800 PARAGON PLACE SUITE 520,RICHMOND,VA
  • Contact person: VICTORIA MARANDINA
  • Phone: (804) 241-2235

Plan General Information

FIRSTSTREET FOR BOOMERS AND BEYOND, INC. 401(K) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of FIRSTSTREET FOR BOOMERS AND BEYOND, INC. 401(K) PLAN is $4,071,670.00.This plan was established in 2019.

FIRSTSTREET FOR BOOMERS AND BEYOND, INC. 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in FIRSTSTREET FOR BOOMERS AND BEYOND, INC. 401(K) PLAN is 154

FIRSTSTREET FOR BOOMERS AND BEYOND, INC. 401(K) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for FIRSTSTREET FOR BOOMERS AND BEYOND, INC. 401(K) PLAN is $26,439.00

FIRSTSTREET FOR BOOMERS AND BEYOND, INC. 401(K) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for FIRSTSTREET FOR BOOMERS AND BEYOND, INC. 401(K) PLAN is $2,767.00.

FIRSTSTREET FOR BOOMERS AND BEYOND, INC. 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of FIRSTSTREET FOR BOOMERS AND BEYOND, INC. 401(K) PLAN is 11.39%.

FIRSTSTREET FOR BOOMERS AND BEYOND, INC. 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for FIRSTSTREET FOR BOOMERS AND BEYOND, INC. 401(K) PLAN is 17.49%. This measures the effectiveness of the plan participants' investments in the year.

FIRSTSTREET FOR BOOMERS AND BEYOND, INC. 401(K) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of FIRSTSTREET FOR BOOMERS AND BEYOND, INC. 401(K) PLAN is 0.58%.

Enrollment Features

FIRSTSTREET FOR BOOMERS AND BEYOND, INC. 401(K) 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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