MONTGOMERY BELL ACADEMY 403(B) TAX SHELTERED INVESTMENT PROGRAM
Plan Contact
- Address: 4001 HARDING ROAD,NASHVILLE,TN
- Contact person: VICKI MATTHEWS
- Phone: (615) 298-5514
Plan General Information
MONTGOMERY BELL ACADEMY 403(B) TAX SHELTERED INVESTMENT PROGRAM Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of MONTGOMERY BELL ACADEMY 403(B) TAX SHELTERED INVESTMENT PROGRAM is $37,588,004.00.This plan was established in 1985.
MONTGOMERY BELL ACADEMY 403(B) TAX SHELTERED INVESTMENT PROGRAM Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in MONTGOMERY BELL ACADEMY 403(B) TAX SHELTERED INVESTMENT PROGRAM is 207
MONTGOMERY BELL ACADEMY 403(B) TAX SHELTERED INVESTMENT PROGRAM Average Participant Retirement Account Value
In 2023, the average participant retirement account value for MONTGOMERY BELL ACADEMY 403(B) TAX SHELTERED INVESTMENT PROGRAM is $181,584.00
MONTGOMERY BELL ACADEMY 403(B) TAX SHELTERED INVESTMENT PROGRAM Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for MONTGOMERY BELL ACADEMY 403(B) TAX SHELTERED INVESTMENT PROGRAM is $8,752.00.
MONTGOMERY BELL ACADEMY 403(B) TAX SHELTERED INVESTMENT PROGRAM Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in MONTGOMERY BELL ACADEMY 403(B) TAX SHELTERED INVESTMENT PROGRAM is approximately $5,858.00
Investing in this additonal $5,858.00 for 20 years would give you extra $374,974.00, assuming a 10% annual return.
Investing in this additonal $5,858.00 for 20 years would give you extra $374,974.00, assuming a 10% annual return.
MONTGOMERY BELL ACADEMY 403(B) TAX SHELTERED INVESTMENT PROGRAM Total Employer Contribution and Match Rate
In 2023, MONTGOMERY BELL ACADEMY 403(B) TAX SHELTERED INVESTMENT PROGRAM allocates $1,212,808.00 to match its employees' contributions, providing an employer match rate of 133.88% of their contributions
MONTGOMERY BELL ACADEMY 403(B) TAX SHELTERED INVESTMENT PROGRAM Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of MONTGOMERY BELL ACADEMY 403(B) TAX SHELTERED INVESTMENT PROGRAM is 17.00%.
MONTGOMERY BELL ACADEMY 403(B) TAX SHELTERED INVESTMENT PROGRAM Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for MONTGOMERY BELL ACADEMY 403(B) TAX SHELTERED INVESTMENT PROGRAM is 15.52%. This measures the effectiveness of the plan participants' investments in the year.
MONTGOMERY BELL ACADEMY 403(B) TAX SHELTERED INVESTMENT PROGRAM Expense Ratio
In 2023, the investment and administrative expense ratio of MONTGOMERY BELL ACADEMY 403(B) TAX SHELTERED INVESTMENT PROGRAM is 0.01%.
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