HERITAGE FAMILY FUNERAL SERVICES, INC. 401(K) PLAN

Plan Contact

  • Address: 101 EAST F STREET,ELIZABETHTON,TN
  • Contact person: RENEE LOCKHART
  • Phone: (423) 547-7903

Plan General Information

HERITAGE FAMILY FUNERAL SERVICES, INC. 401(K) PLAN Total Retirement Plan Assets

At the end of 2017, the total retirement plan assets of HERITAGE FAMILY FUNERAL SERVICES, INC. 401(K) PLAN is $5,309,690.00.This plan was established in 2012.

HERITAGE FAMILY FUNERAL SERVICES, INC. 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2017, the total number of retirement plan participants in HERITAGE FAMILY FUNERAL SERVICES, INC. 401(K) PLAN is 219

HERITAGE FAMILY FUNERAL SERVICES, INC. 401(K) PLAN Average Participant Retirement Account Value

In 2017, the average participant retirement account value for HERITAGE FAMILY FUNERAL SERVICES, INC. 401(K) PLAN is $24,245.00

HERITAGE FAMILY FUNERAL SERVICES, INC. 401(K) PLAN Estimated Average Employee Contribution Amount

In 2017, the estimated average employee contribution amount per participant for HERITAGE FAMILY FUNERAL SERVICES, INC. 401(K) PLAN is $2,205.00.

HERITAGE FAMILY FUNERAL SERVICES, INC. 401(K) PLAN Estimated Average Employer Match

In 2017, the estimated average employer match for an employee in HERITAGE FAMILY FUNERAL SERVICES, INC. 401(K) PLAN is approximately $573.00
Investing in this additonal $573.00 for 20 years would give you extra $36,710.00, assuming a 10% annual return.

HERITAGE FAMILY FUNERAL SERVICES, INC. 401(K) PLAN Total Employer Contribution and Match Rate

In 2017, HERITAGE FAMILY FUNERAL SERVICES, INC. 401(K) PLAN allocates $125,618.00 to match its employees' contributions, providing an employer match rate of 52.02% of their contributions

HERITAGE FAMILY FUNERAL SERVICES, INC. 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2017, the total retirement plan asset growth rate of HERITAGE FAMILY FUNERAL SERVICES, INC. 401(K) PLAN is 20.39%.

HERITAGE FAMILY FUNERAL SERVICES, INC. 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2017, the estimated aggregate retirement account investment gain/loss for HERITAGE FAMILY FUNERAL SERVICES, INC. 401(K) PLAN is 16.20%. This measures the effectiveness of the plan participants' investments in the year.

HERITAGE FAMILY FUNERAL SERVICES, INC. 401(K) PLAN Expense Ratio

In 2017, the investment and administrative expense ratio of HERITAGE FAMILY FUNERAL SERVICES, INC. 401(K) PLAN is 0.04%.

Enrollment Features

HERITAGE FAMILY FUNERAL SERVICES, INC. 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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