HEART OF FLORIDA 401(K) PLAN
Plan Contact
- Address: 203 EAST SILVER SPRINGS BLVD,OCALA,FL
- Contact person: DANA SCHULTZ
- Phone: (352) 732-6599
Plan General Information
HEART OF FLORIDA 401(K) PLAN Total Retirement Plan Assets
At the end of 2019, the total retirement plan assets of HEART OF FLORIDA 401(K) PLAN is $2,690,983.00.This plan was established in 2009.
HEART OF FLORIDA 401(K) PLAN Total Number of Retirement Plan Participants
At the end of 2019, the total number of retirement plan participants in HEART OF FLORIDA 401(K) PLAN is 222
HEART OF FLORIDA 401(K) PLAN Average Participant Retirement Account Value
In 2019, the average participant retirement account value for HEART OF FLORIDA 401(K) PLAN is $12,121.00
HEART OF FLORIDA 401(K) PLAN Estimated Average Employee Contribution Amount
In 2019, the estimated average employee contribution amount per participant for HEART OF FLORIDA 401(K) PLAN is $2,055.00.
HEART OF FLORIDA 401(K) PLAN Estimated Average Employer Match
In 2019, the estimated average employer match for an employee in HEART OF FLORIDA 401(K) PLAN is approximately $959.00
Investing in this additonal $959.00 for 20 years would give you extra $61,411.00, assuming a 10% annual return.
Investing in this additonal $959.00 for 20 years would give you extra $61,411.00, assuming a 10% annual return.
HEART OF FLORIDA 401(K) PLAN Total Employer Contribution and Match Rate
In 2019, HEART OF FLORIDA 401(K) PLAN allocates $213,022.00 to match its employees' contributions, providing an employer match rate of 93.39% of their contributions
HEART OF FLORIDA 401(K) PLAN Total Retirement Plan Asset Growth Rate
In 2019, the total retirement plan asset growth rate of HEART OF FLORIDA 401(K) PLAN is 24.26%.
HEART OF FLORIDA 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2019, the estimated aggregate retirement account investment gain/loss for HEART OF FLORIDA 401(K) PLAN is 20.00%. This measures the effectiveness of the plan participants' investments in the year.
HEART OF FLORIDA 401(K) PLAN Expense Ratio
In 2019, the investment and administrative expense ratio of HEART OF FLORIDA 401(K) PLAN is 1.07%.
Enrollment Features
HEART OF FLORIDA 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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