FLORIDA PRESBYTERIAN HOMES, INC. TAX SHELTERED ANNUITY PLAN

Plan Contact

  • Address: 16 LAKE HUNTER DR,LAKELAND,FL
  • Contact person: JOE XANTHOPOULOS
  • Phone: (863) 577-6040

Plan General Information

FLORIDA PRESBYTERIAN HOMES, INC. TAX SHELTERED ANNUITY PLAN Total Retirement Plan Assets

At the end of 2022, the total retirement plan assets of FLORIDA PRESBYTERIAN HOMES, INC. TAX SHELTERED ANNUITY PLAN is $3,311,750.00.This plan was established in 1988.

FLORIDA PRESBYTERIAN HOMES, INC. TAX SHELTERED ANNUITY PLAN Total Number of Retirement Plan Participants

At the end of 2022, the total number of retirement plan participants in FLORIDA PRESBYTERIAN HOMES, INC. TAX SHELTERED ANNUITY PLAN is 249

FLORIDA PRESBYTERIAN HOMES, INC. TAX SHELTERED ANNUITY PLAN Average Participant Retirement Account Value

In 2022, the average participant retirement account value for FLORIDA PRESBYTERIAN HOMES, INC. TAX SHELTERED ANNUITY PLAN is $13,300.00

FLORIDA PRESBYTERIAN HOMES, INC. TAX SHELTERED ANNUITY PLAN Estimated Average Employee Contribution Amount

In 2022, the estimated average employee contribution amount per participant for FLORIDA PRESBYTERIAN HOMES, INC. TAX SHELTERED ANNUITY PLAN is $459.00.

FLORIDA PRESBYTERIAN HOMES, INC. TAX SHELTERED ANNUITY PLAN Estimated Average Employer Match

In 2022, the estimated average employer match for an employee in FLORIDA PRESBYTERIAN HOMES, INC. TAX SHELTERED ANNUITY PLAN is approximately $268.00
Investing in this additonal $268.00 for 20 years would give you extra $17,152.00, assuming a 10% annual return.

FLORIDA PRESBYTERIAN HOMES, INC. TAX SHELTERED ANNUITY PLAN Total Employer Contribution and Match Rate

In 2022, FLORIDA PRESBYTERIAN HOMES, INC. TAX SHELTERED ANNUITY PLAN allocates $66,733.00 to match its employees' contributions, providing an employer match rate of 59.62% of their contributions

FLORIDA PRESBYTERIAN HOMES, INC. TAX SHELTERED ANNUITY PLAN Total Retirement Plan Asset Growth Rate

In 2022, the total retirement plan asset growth rate of FLORIDA PRESBYTERIAN HOMES, INC. TAX SHELTERED ANNUITY PLAN is -27.33%.

FLORIDA PRESBYTERIAN HOMES, INC. TAX SHELTERED ANNUITY PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2022, the estimated aggregate retirement account investment gain/loss for FLORIDA PRESBYTERIAN HOMES, INC. TAX SHELTERED ANNUITY PLAN is -12.79%. This measures the effectiveness of the plan participants' investments in the year.

FLORIDA PRESBYTERIAN HOMES, INC. TAX SHELTERED ANNUITY PLAN Expense Ratio

In 2022, the investment and administrative expense ratio of FLORIDA PRESBYTERIAN HOMES, INC. TAX SHELTERED ANNUITY PLAN is 0.01%.

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