MATHYS+POTESTIO 401(K) PLAN

Plan Contact

  • Address: 917 S.W. OAK STREET, SUITE 313,PORTLAND,OR
  • Contact person: MARCUS MCGARITY
  • Phone: (503) 720-0588

Plan General Information

MATHYS+POTESTIO 401(K) PLAN Total Retirement Plan Assets

At the end of 2022, the total retirement plan assets of MATHYS+POTESTIO 401(K) PLAN is $2,231,267.00.This plan was established in 2014.

MATHYS+POTESTIO 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2022, the total number of retirement plan participants in MATHYS+POTESTIO 401(K) PLAN is 130

MATHYS+POTESTIO 401(K) PLAN Average Participant Retirement Account Value

In 2022, the average participant retirement account value for MATHYS+POTESTIO 401(K) PLAN is $17,163.00

MATHYS+POTESTIO 401(K) PLAN Estimated Average Employee Contribution Amount

In 2022, the estimated average employee contribution amount per participant for MATHYS+POTESTIO 401(K) PLAN is $3,300.00.

MATHYS+POTESTIO 401(K) PLAN Estimated Average Employer Match

In 2022, the estimated average employer match for an employee in MATHYS+POTESTIO 401(K) PLAN is approximately $1,331.00
Investing in this additonal $1,331.00 for 20 years would give you extra $85,217.00, assuming a 10% annual return.

MATHYS+POTESTIO 401(K) PLAN Total Employer Contribution and Match Rate

In 2022, MATHYS+POTESTIO 401(K) PLAN allocates $173,098.00 to match its employees' contributions, providing an employer match rate of 41.79% of their contributions

MATHYS+POTESTIO 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2022, the total retirement plan asset growth rate of MATHYS+POTESTIO 401(K) PLAN is -2.45%.

MATHYS+POTESTIO 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2022, the estimated aggregate retirement account investment gain/loss for MATHYS+POTESTIO 401(K) PLAN is -17.22%. This measures the effectiveness of the plan participants' investments in the year.

MATHYS+POTESTIO 401(K) PLAN Expense Ratio

In 2022, the investment and administrative expense ratio of MATHYS+POTESTIO 401(K) PLAN is 0.46%.

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