HOME INSTEAD SENIOR CARE RETIREMENT PLAN

Plan Contact

  • Address: 2059 COLUMBIANA RD STE 105,VESTAVIA HILLS,AL
  • Contact person: TOMMY HORST
  • Phone: (205) 822-1915

Plan General Information

HOME INSTEAD SENIOR CARE RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2022, the total retirement plan assets of HOME INSTEAD SENIOR CARE RETIREMENT PLAN is $926,977.00.This plan was established in 2013.

HOME INSTEAD SENIOR CARE RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 2022, the total number of retirement plan participants in HOME INSTEAD SENIOR CARE RETIREMENT PLAN is 130

HOME INSTEAD SENIOR CARE RETIREMENT PLAN Average Participant Retirement Account Value

In 2022, the average participant retirement account value for HOME INSTEAD SENIOR CARE RETIREMENT PLAN is $7,130.00

HOME INSTEAD SENIOR CARE RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 2022, the estimated average employee contribution amount per participant for HOME INSTEAD SENIOR CARE RETIREMENT PLAN is $539.00.

HOME INSTEAD SENIOR CARE RETIREMENT PLAN Estimated Average Employer Match

In 2022, the estimated average employer match for an employee in HOME INSTEAD SENIOR CARE RETIREMENT PLAN is approximately $274.00
Investing in this additonal $274.00 for 20 years would give you extra $17,597.00, assuming a 10% annual return.

HOME INSTEAD SENIOR CARE RETIREMENT PLAN Total Employer Contribution and Match Rate

In 2022, HOME INSTEAD SENIOR CARE RETIREMENT PLAN allocates $35,745.00 to match its employees' contributions, providing an employer match rate of 42.08% of their contributions

HOME INSTEAD SENIOR CARE RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2022, the total retirement plan asset growth rate of HOME INSTEAD SENIOR CARE RETIREMENT PLAN is -9.59%.

HOME INSTEAD SENIOR CARE RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2022, the estimated aggregate retirement account investment gain/loss for HOME INSTEAD SENIOR CARE RETIREMENT PLAN is -18.38%. This measures the effectiveness of the plan participants' investments in the year.

HOME INSTEAD SENIOR CARE RETIREMENT PLAN Expense Ratio

In 2022, the investment and administrative expense ratio of HOME INSTEAD SENIOR CARE RETIREMENT PLAN is 0.00%.

Enrollment Features

HOME INSTEAD SENIOR CARE RETIREMENT 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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