NORTH AMERICAN FAMILY INSTITUTE, INC. 403(B) PLAN

Plan Contact

  • Address: 90 MAPLE STREET,,STONEHAM,MA
  • Contact person: SHARON BOGDAN
  • Phone: (978) 882-4872

Plan General Information

NORTH AMERICAN FAMILY INSTITUTE, INC. 403(B) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of NORTH AMERICAN FAMILY INSTITUTE, INC. 403(B) PLAN is $21,526,936.00.This plan was established in 2009.

NORTH AMERICAN FAMILY INSTITUTE, INC. 403(B) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in NORTH AMERICAN FAMILY INSTITUTE, INC. 403(B) PLAN is 1578

NORTH AMERICAN FAMILY INSTITUTE, INC. 403(B) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for NORTH AMERICAN FAMILY INSTITUTE, INC. 403(B) PLAN is $13,641.00

NORTH AMERICAN FAMILY INSTITUTE, INC. 403(B) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for NORTH AMERICAN FAMILY INSTITUTE, INC. 403(B) PLAN is $3,011.00.

NORTH AMERICAN FAMILY INSTITUTE, INC. 403(B) PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in NORTH AMERICAN FAMILY INSTITUTE, INC. 403(B) PLAN is approximately $733.00
Investing in this additonal $733.00 for 20 years would give you extra $46,933.00, assuming a 10% annual return.

NORTH AMERICAN FAMILY INSTITUTE, INC. 403(B) PLAN Total Employer Contribution and Match Rate

In 2023, NORTH AMERICAN FAMILY INSTITUTE, INC. 403(B) PLAN allocates $1,157,210.00 to match its employees' contributions, providing an employer match rate of 48.71% of their contributions

NORTH AMERICAN FAMILY INSTITUTE, INC. 403(B) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of NORTH AMERICAN FAMILY INSTITUTE, INC. 403(B) PLAN is 11.22%.

NORTH AMERICAN FAMILY INSTITUTE, INC. 403(B) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for NORTH AMERICAN FAMILY INSTITUTE, INC. 403(B) PLAN is 11.17%. This measures the effectiveness of the plan participants' investments in the year.

NORTH AMERICAN FAMILY INSTITUTE, INC. 403(B) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of NORTH AMERICAN FAMILY INSTITUTE, INC. 403(B) PLAN is 0.49%.

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