LIFEGIFT ORGAN DONATION CENTER TAX SHELTERED ANNUITY PLAN
Plan Contact
- Address: 2510 WESTRIDGE STREET,HOUSTON,TX
- Contact person: SANDRA CARRION
- Phone: (713) 523-4438
Plan General Information
LIFEGIFT ORGAN DONATION CENTER TAX SHELTERED ANNUITY PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of LIFEGIFT ORGAN DONATION CENTER TAX SHELTERED ANNUITY PLAN is $25,633,144.00.This plan was established in 2006.
LIFEGIFT ORGAN DONATION CENTER TAX SHELTERED ANNUITY PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in LIFEGIFT ORGAN DONATION CENTER TAX SHELTERED ANNUITY PLAN is 513
LIFEGIFT ORGAN DONATION CENTER TAX SHELTERED ANNUITY PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for LIFEGIFT ORGAN DONATION CENTER TAX SHELTERED ANNUITY PLAN is $49,967.00
LIFEGIFT ORGAN DONATION CENTER TAX SHELTERED ANNUITY PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for LIFEGIFT ORGAN DONATION CENTER TAX SHELTERED ANNUITY PLAN is $4,939.00.
LIFEGIFT ORGAN DONATION CENTER TAX SHELTERED ANNUITY PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in LIFEGIFT ORGAN DONATION CENTER TAX SHELTERED ANNUITY PLAN is approximately $1,361.00
Investing in this additonal $1,361.00 for 20 years would give you extra $87,110.00, assuming a 10% annual return.
Investing in this additonal $1,361.00 for 20 years would give you extra $87,110.00, assuming a 10% annual return.
LIFEGIFT ORGAN DONATION CENTER TAX SHELTERED ANNUITY PLAN Total Employer Contribution and Match Rate
In 2023, LIFEGIFT ORGAN DONATION CENTER TAX SHELTERED ANNUITY PLAN allocates $698,244.00 to match its employees' contributions, providing an employer match rate of 29.08% of their contributions
LIFEGIFT ORGAN DONATION CENTER TAX SHELTERED ANNUITY PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of LIFEGIFT ORGAN DONATION CENTER TAX SHELTERED ANNUITY PLAN is 35.70%.
LIFEGIFT ORGAN DONATION CENTER TAX SHELTERED ANNUITY PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for LIFEGIFT ORGAN DONATION CENTER TAX SHELTERED ANNUITY PLAN is 20.91%. This measures the effectiveness of the plan participants' investments in the year.
LIFEGIFT ORGAN DONATION CENTER TAX SHELTERED ANNUITY PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of LIFEGIFT ORGAN DONATION CENTER TAX SHELTERED ANNUITY PLAN is 0.05%.
Enrollment Features
LIFEGIFT ORGAN DONATION CENTER TAX SHELTERED ANNUITY 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.
Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.
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