HEALTHCARE FINANCIAL, INC. 401K PROFIT SHARING PLAN AND TRUST
Plan Contact
- Address: 2 HERITAGE DRIVE,,QUINCY,MA
- Contact person: LOIDA OLMEDA DUNHAM
- Phone: (617) 482-2200
Plan General Information
HEALTHCARE FINANCIAL, INC. 401K PROFIT SHARING PLAN AND TRUST Total Retirement Plan Assets
At the end of 2019, the total retirement plan assets of HEALTHCARE FINANCIAL, INC. 401K PROFIT SHARING PLAN AND TRUST is $2,025,605.00.This plan was established in 2005.
HEALTHCARE FINANCIAL, INC. 401K PROFIT SHARING PLAN AND TRUST Total Number of Retirement Plan Participants
At the end of 2019, the total number of retirement plan participants in HEALTHCARE FINANCIAL, INC. 401K PROFIT SHARING PLAN AND TRUST is 126
HEALTHCARE FINANCIAL, INC. 401K PROFIT SHARING PLAN AND TRUST Average Participant Retirement Account Value
In 2019, the average participant retirement account value for HEALTHCARE FINANCIAL, INC. 401K PROFIT SHARING PLAN AND TRUST is $16,076.00
HEALTHCARE FINANCIAL, INC. 401K PROFIT SHARING PLAN AND TRUST Estimated Average Employee Contribution Amount
In 2019, the estimated average employee contribution amount per participant for HEALTHCARE FINANCIAL, INC. 401K PROFIT SHARING PLAN AND TRUST is $4,132.00.
HEALTHCARE FINANCIAL, INC. 401K PROFIT SHARING PLAN AND TRUST Estimated Average Employer Match
In 2019, the estimated average employer match for an employee in HEALTHCARE FINANCIAL, INC. 401K PROFIT SHARING PLAN AND TRUST is approximately $214.00
Investing in this additonal $214.00 for 20 years would give you extra $13,709.00, assuming a 10% annual return.
Investing in this additonal $214.00 for 20 years would give you extra $13,709.00, assuming a 10% annual return.
HEALTHCARE FINANCIAL, INC. 401K PROFIT SHARING PLAN AND TRUST Total Employer Contribution and Match Rate
In 2019, HEALTHCARE FINANCIAL, INC. 401K PROFIT SHARING PLAN AND TRUST allocates $26,991.00 to match its employees' contributions, providing an employer match rate of 10.37% of their contributions
HEALTHCARE FINANCIAL, INC. 401K PROFIT SHARING PLAN AND TRUST Total Retirement Plan Asset Growth Rate
In 2019, the total retirement plan asset growth rate of HEALTHCARE FINANCIAL, INC. 401K PROFIT SHARING PLAN AND TRUST is 22.96%.
HEALTHCARE FINANCIAL, INC. 401K PROFIT SHARING PLAN AND TRUST Estimated Aggregate Retirement Account Investment Gain/Loss
In 2019, the estimated aggregate retirement account investment gain/loss for HEALTHCARE FINANCIAL, INC. 401K PROFIT SHARING PLAN AND TRUST is 21.84%. This measures the effectiveness of the plan participants' investments in the year.
HEALTHCARE FINANCIAL, INC. 401K PROFIT SHARING PLAN AND TRUST Expense Ratio
In 2019, the investment and administrative expense ratio of HEALTHCARE FINANCIAL, INC. 401K PROFIT SHARING PLAN AND TRUST is 0.00%.
Enrollment Features
HEALTHCARE FINANCIAL, INC. 401K PROFIT SHARING PLAN AND TRUST has the following features:Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
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