HILLEL DAY SCHOOL OF METROPOLITAN DETROIT TAX SHELTER ANNUITY PLAN

Plan Contact

  • Address: 32200 MIDDLEBELT ROAD,FARMINGTON HILLS,MI
  • Contact person: JOHN J. PITCHER
  • Phone: (248) 851-3220

Plan General Information

HILLEL DAY SCHOOL OF METROPOLITAN DETROIT TAX SHELTER ANNUITY PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of HILLEL DAY SCHOOL OF METROPOLITAN DETROIT TAX SHELTER ANNUITY PLAN is $15,455,334.00.This plan was established in 1965.

HILLEL DAY SCHOOL OF METROPOLITAN DETROIT TAX SHELTER ANNUITY PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in HILLEL DAY SCHOOL OF METROPOLITAN DETROIT TAX SHELTER ANNUITY PLAN is 195

HILLEL DAY SCHOOL OF METROPOLITAN DETROIT TAX SHELTER ANNUITY PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for HILLEL DAY SCHOOL OF METROPOLITAN DETROIT TAX SHELTER ANNUITY PLAN is $79,258.00

HILLEL DAY SCHOOL OF METROPOLITAN DETROIT TAX SHELTER ANNUITY PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for HILLEL DAY SCHOOL OF METROPOLITAN DETROIT TAX SHELTER ANNUITY PLAN is $8,918.00.

HILLEL DAY SCHOOL OF METROPOLITAN DETROIT TAX SHELTER ANNUITY PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in HILLEL DAY SCHOOL OF METROPOLITAN DETROIT TAX SHELTER ANNUITY PLAN is approximately $1,951.00
Investing in this additonal $1,951.00 for 20 years would give you extra $124,903.00, assuming a 10% annual return.

HILLEL DAY SCHOOL OF METROPOLITAN DETROIT TAX SHELTER ANNUITY PLAN Total Employer Contribution and Match Rate

In 2023, HILLEL DAY SCHOOL OF METROPOLITAN DETROIT TAX SHELTER ANNUITY PLAN allocates $380,564.00 to match its employees' contributions, providing an employer match rate of 43.77% of their contributions

HILLEL DAY SCHOOL OF METROPOLITAN DETROIT TAX SHELTER ANNUITY PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of HILLEL DAY SCHOOL OF METROPOLITAN DETROIT TAX SHELTER ANNUITY PLAN is 9.52%.

HILLEL DAY SCHOOL OF METROPOLITAN DETROIT TAX SHELTER ANNUITY PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for HILLEL DAY SCHOOL OF METROPOLITAN DETROIT TAX SHELTER ANNUITY PLAN is 12.04%. This measures the effectiveness of the plan participants' investments in the year.

HILLEL DAY SCHOOL OF METROPOLITAN DETROIT TAX SHELTER ANNUITY PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of HILLEL DAY SCHOOL OF METROPOLITAN DETROIT TAX SHELTER ANNUITY PLAN is 0.18%.

Enrollment Features

HILLEL DAY SCHOOL OF METROPOLITAN DETROIT TAX SHELTER ANNUITY PLAN 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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