HOSPICE OF THE VALLEY 401(K) PLAN & TRUST AGREEMENT (AMENDED AND RESTATED)
Plan Contact
- Address: 1510 E. FLOWER STREET,PHOENIX,AZ
- Contact person: DEBORAH SHUMWAY
- Phone: (602) 530-6900
Plan General Information
HOSPICE OF THE VALLEY 401(K) PLAN & TRUST AGREEMENT (AMENDED AND RESTATED) Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of HOSPICE OF THE VALLEY 401(K) PLAN & TRUST AGREEMENT (AMENDED AND RESTATED) is $112,962,138.00.This plan was established in 1997.
HOSPICE OF THE VALLEY 401(K) PLAN & TRUST AGREEMENT (AMENDED AND RESTATED) Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in HOSPICE OF THE VALLEY 401(K) PLAN & TRUST AGREEMENT (AMENDED AND RESTATED) is 1924
HOSPICE OF THE VALLEY 401(K) PLAN & TRUST AGREEMENT (AMENDED AND RESTATED) Average Participant Retirement Account Value
In 2023, the average participant retirement account value for HOSPICE OF THE VALLEY 401(K) PLAN & TRUST AGREEMENT (AMENDED AND RESTATED) is $58,712.00
HOSPICE OF THE VALLEY 401(K) PLAN & TRUST AGREEMENT (AMENDED AND RESTATED) Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for HOSPICE OF THE VALLEY 401(K) PLAN & TRUST AGREEMENT (AMENDED AND RESTATED) is $4,317.00.
HOSPICE OF THE VALLEY 401(K) PLAN & TRUST AGREEMENT (AMENDED AND RESTATED) Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in HOSPICE OF THE VALLEY 401(K) PLAN & TRUST AGREEMENT (AMENDED AND RESTATED) is approximately $1,135.00
Investing in this additonal $1,135.00 for 20 years would give you extra $72,698.00, assuming a 10% annual return.
Investing in this additonal $1,135.00 for 20 years would give you extra $72,698.00, assuming a 10% annual return.
HOSPICE OF THE VALLEY 401(K) PLAN & TRUST AGREEMENT (AMENDED AND RESTATED) Total Employer Contribution and Match Rate
In 2023, HOSPICE OF THE VALLEY 401(K) PLAN & TRUST AGREEMENT (AMENDED AND RESTATED) allocates $2,185,494.00 to match its employees' contributions, providing an employer match rate of 27.41% of their contributions
HOSPICE OF THE VALLEY 401(K) PLAN & TRUST AGREEMENT (AMENDED AND RESTATED) Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of HOSPICE OF THE VALLEY 401(K) PLAN & TRUST AGREEMENT (AMENDED AND RESTATED) is 17.66%.
HOSPICE OF THE VALLEY 401(K) PLAN & TRUST AGREEMENT (AMENDED AND RESTATED) Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for HOSPICE OF THE VALLEY 401(K) PLAN & TRUST AGREEMENT (AMENDED AND RESTATED) is 16.20%. This measures the effectiveness of the plan participants' investments in the year.
HOSPICE OF THE VALLEY 401(K) PLAN & TRUST AGREEMENT (AMENDED AND RESTATED) Expense Ratio
In 2023, the investment and administrative expense ratio of HOSPICE OF THE VALLEY 401(K) PLAN & TRUST AGREEMENT (AMENDED AND RESTATED) is 0.17%.
Enrollment Features
HOSPICE OF THE VALLEY 401(K) PLAN & TRUST AGREEMENT (AMENDED AND RESTATED) 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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