MENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC. P/S AND TRUST

Plan Contact

  • Address: 253 MANSION STREET,POUGHKEEPSIE,NY
  • Contact person: KATHLEEN WILLIAMS
  • Phone: (845) 473-2500

Plan General Information

MENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC. P/S AND TRUST Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of MENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC. P/S AND TRUST is $6,444,987.00.This plan was established in 1999.

MENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC. P/S AND TRUST Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in MENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC. P/S AND TRUST is 346

MENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC. P/S AND TRUST Average Participant Retirement Account Value

In 2023, the average participant retirement account value for MENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC. P/S AND TRUST is $18,627.00

MENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC. P/S AND TRUST Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for MENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC. P/S AND TRUST is $1,381.00.

MENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC. P/S AND TRUST Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in MENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC. P/S AND TRUST is approximately $1,959.00
Investing in this additonal $1,959.00 for 20 years would give you extra $125,381.00, assuming a 10% annual return.

MENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC. P/S AND TRUST Total Employer Contribution and Match Rate

In 2023, MENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC. P/S AND TRUST allocates $677,846.00 to match its employees' contributions, providing an employer match rate of 157.06% of their contributions

MENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC. P/S AND TRUST Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of MENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC. P/S AND TRUST is 22.99%.

MENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC. P/S AND TRUST Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for MENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC. P/S AND TRUST is 14.03%. This measures the effectiveness of the plan participants' investments in the year.

MENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC. P/S AND TRUST Expense Ratio

In 2023, the investment and administrative expense ratio of MENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC. P/S AND TRUST is 0.86%.

Enrollment Features

MENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC. P/S AND TRUST 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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