MORSELIFE TAX DEFERRED ANNUITY PLAN
Plan Contact
- Address: 4847 FRED GLADSTONE DR,WEST PALM BEACH,FL
- Contact person: ANTOINETTE THEODOSSAKOS
- Phone: (561) 687-5763
Plan General Information
MORSELIFE TAX DEFERRED ANNUITY PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of MORSELIFE TAX DEFERRED ANNUITY PLAN is $23,245,462.00.This plan was established in 1987.
MORSELIFE TAX DEFERRED ANNUITY PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in MORSELIFE TAX DEFERRED ANNUITY PLAN is 1722
MORSELIFE TAX DEFERRED ANNUITY PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for MORSELIFE TAX DEFERRED ANNUITY PLAN is $13,499.00
MORSELIFE TAX DEFERRED ANNUITY PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for MORSELIFE TAX DEFERRED ANNUITY PLAN is $1,572.00.
MORSELIFE TAX DEFERRED ANNUITY PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in MORSELIFE TAX DEFERRED ANNUITY PLAN is approximately $0.00
Investing in this additonal $0.00 for 20 years would give you extra $10.00, assuming a 10% annual return.
Investing in this additonal $0.00 for 20 years would give you extra $10.00, assuming a 10% annual return.
MORSELIFE TAX DEFERRED ANNUITY PLAN Total Employer Contribution and Match Rate
In 2023, MORSELIFE TAX DEFERRED ANNUITY PLAN allocates $275.00 to match its employees' contributions, providing an employer match rate of 0.01% of their contributions
MORSELIFE TAX DEFERRED ANNUITY PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of MORSELIFE TAX DEFERRED ANNUITY PLAN is 12.08%.
MORSELIFE TAX DEFERRED ANNUITY PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for MORSELIFE TAX DEFERRED ANNUITY PLAN is 16.40%. This measures the effectiveness of the plan participants' investments in the year.
MORSELIFE TAX DEFERRED ANNUITY PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of MORSELIFE TAX DEFERRED ANNUITY PLAN is 0.64%.
Enrollment Features
MORSELIFE TAX DEFERRED ANNUITY 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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