HEART CITY RETIREMENT PLAN
Plan Contact
- Address: 236 SIMPSON AVENUE,ELKHART,IN
- Phone: (574) 293-0052
Plan General Information
HEART CITY RETIREMENT PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of HEART CITY RETIREMENT PLAN is $3,406,853.00.This plan was established in 1997.
HEART CITY RETIREMENT PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in HEART CITY RETIREMENT PLAN is 154
HEART CITY RETIREMENT PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for HEART CITY RETIREMENT PLAN is $22,122.00
HEART CITY RETIREMENT PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for HEART CITY RETIREMENT PLAN is $4,461.00.
HEART CITY RETIREMENT PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in HEART CITY RETIREMENT PLAN is approximately $642.00
Investing in this additonal $642.00 for 20 years would give you extra $41,091.00, assuming a 10% annual return.
Investing in this additonal $642.00 for 20 years would give you extra $41,091.00, assuming a 10% annual return.
HEART CITY RETIREMENT PLAN Total Employer Contribution and Match Rate
In 2023, HEART CITY RETIREMENT PLAN allocates $98,877.00 to match its employees' contributions, providing an employer match rate of 28.78% of their contributions
HEART CITY RETIREMENT PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of HEART CITY RETIREMENT PLAN is 27.07%.
HEART CITY RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for HEART CITY RETIREMENT PLAN is 16.19%. This measures the effectiveness of the plan participants' investments in the year.
HEART CITY RETIREMENT PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of HEART CITY RETIREMENT PLAN is 0.11%.
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