FOSS HOME TAX DEFERRED ANNUITY PLAN

Plan Contact

  • Address: 13023 GREENWOOD AVENUE NORTH,SEATTLE,WA
  • Contact person: KEVIN MCFEELY
  • Phone: (206) 364-1300

Plan General Information

FOSS HOME TAX DEFERRED ANNUITY PLAN Total Retirement Plan Assets

At the end of 2022, the total retirement plan assets of FOSS HOME TAX DEFERRED ANNUITY PLAN is $16,818,100.00.This plan was established in 1989.

FOSS HOME TAX DEFERRED ANNUITY PLAN Total Number of Retirement Plan Participants

At the end of 2022, the total number of retirement plan participants in FOSS HOME TAX DEFERRED ANNUITY PLAN is 461

FOSS HOME TAX DEFERRED ANNUITY PLAN Average Participant Retirement Account Value

In 2022, the average participant retirement account value for FOSS HOME TAX DEFERRED ANNUITY PLAN is $36,481.00

FOSS HOME TAX DEFERRED ANNUITY PLAN Estimated Average Employee Contribution Amount

In 2022, the estimated average employee contribution amount per participant for FOSS HOME TAX DEFERRED ANNUITY PLAN is $954.00.

FOSS HOME TAX DEFERRED ANNUITY PLAN Estimated Average Employer Match

In 2022, the estimated average employer match for an employee in FOSS HOME TAX DEFERRED ANNUITY PLAN is approximately $670.00
Investing in this additonal $670.00 for 20 years would give you extra $42,914.00, assuming a 10% annual return.

FOSS HOME TAX DEFERRED ANNUITY PLAN Total Employer Contribution and Match Rate

In 2022, FOSS HOME TAX DEFERRED ANNUITY PLAN allocates $309,116.00 to match its employees' contributions, providing an employer match rate of 57.57% of their contributions

FOSS HOME TAX DEFERRED ANNUITY PLAN Total Retirement Plan Asset Growth Rate

In 2022, the total retirement plan asset growth rate of FOSS HOME TAX DEFERRED ANNUITY PLAN is -13.26%.

FOSS HOME TAX DEFERRED ANNUITY PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2022, the estimated aggregate retirement account investment gain/loss for FOSS HOME TAX DEFERRED ANNUITY PLAN is -14.90%. This measures the effectiveness of the plan participants' investments in the year.

FOSS HOME TAX DEFERRED ANNUITY PLAN Expense Ratio

In 2022, the investment and administrative expense ratio of FOSS HOME TAX DEFERRED ANNUITY PLAN is 0.08%.

Enrollment Features

FOSS HOME TAX DEFERRED ANNUITY 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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