MOODY INSURANCE AGENCY, INC. 401(K) & PROFIT SHARING PLAN
Plan Contact
- Address: 8055 E TUFTS AVENUE,,DENVER,CO
- Contact person: EVAN MOODY
- Phone: (303) 824-6604
Plan General Information
MOODY INSURANCE AGENCY, INC. 401(K) & PROFIT SHARING PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of MOODY INSURANCE AGENCY, INC. 401(K) & PROFIT SHARING PLAN is $14,501,856.00.This plan was established in 1974.
MOODY INSURANCE AGENCY, INC. 401(K) & PROFIT SHARING PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in MOODY INSURANCE AGENCY, INC. 401(K) & PROFIT SHARING PLAN is 156
MOODY INSURANCE AGENCY, INC. 401(K) & PROFIT SHARING PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for MOODY INSURANCE AGENCY, INC. 401(K) & PROFIT SHARING PLAN is $92,960.00
MOODY INSURANCE AGENCY, INC. 401(K) & PROFIT SHARING PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for MOODY INSURANCE AGENCY, INC. 401(K) & PROFIT SHARING PLAN is $11,069.00.
MOODY INSURANCE AGENCY, INC. 401(K) & PROFIT SHARING PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in MOODY INSURANCE AGENCY, INC. 401(K) & PROFIT SHARING PLAN is approximately $2,243.00
Investing in this additonal $2,243.00 for 20 years would give you extra $143,589.00, assuming a 10% annual return.
Investing in this additonal $2,243.00 for 20 years would give you extra $143,589.00, assuming a 10% annual return.
MOODY INSURANCE AGENCY, INC. 401(K) & PROFIT SHARING PLAN Total Employer Contribution and Match Rate
In 2023, MOODY INSURANCE AGENCY, INC. 401(K) & PROFIT SHARING PLAN allocates $350,000.00 to match its employees' contributions, providing an employer match rate of 40.54% of their contributions
MOODY INSURANCE AGENCY, INC. 401(K) & PROFIT SHARING PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of MOODY INSURANCE AGENCY, INC. 401(K) & PROFIT SHARING PLAN is 8.25%.
MOODY INSURANCE AGENCY, INC. 401(K) & PROFIT SHARING PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for MOODY INSURANCE AGENCY, INC. 401(K) & PROFIT SHARING PLAN is 1.93%. This measures the effectiveness of the plan participants' investments in the year.
MOODY INSURANCE AGENCY, INC. 401(K) & PROFIT SHARING PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of MOODY INSURANCE AGENCY, INC. 401(K) & PROFIT SHARING PLAN is 0.67%.
Enrollment Features
MOODY INSURANCE AGENCY, INC. 401(K) & PROFIT SHARING PLAN 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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