OAKWOOD LUTHERAN HOMES ASSOCIATION, INC. TAX DEFER

Plan Contact

  • Address: 6165 MINERAL POINT ROAD,MADISON,WI
  • Contact person: JEFF HACKEL
  • Phone: (608) 230-4279

Plan General Information

OAKWOOD LUTHERAN HOMES ASSOCIATION, INC. TAX DEFER Total Retirement Plan Assets

At the end of 2019, the total retirement plan assets of OAKWOOD LUTHERAN HOMES ASSOCIATION, INC. TAX DEFER is $14,938,275.00.This plan was established in 1991.

OAKWOOD LUTHERAN HOMES ASSOCIATION, INC. TAX DEFER Total Number of Retirement Plan Participants

At the end of 2019, the total number of retirement plan participants in OAKWOOD LUTHERAN HOMES ASSOCIATION, INC. TAX DEFER is 829

OAKWOOD LUTHERAN HOMES ASSOCIATION, INC. TAX DEFER Average Participant Retirement Account Value

In 2019, the average participant retirement account value for OAKWOOD LUTHERAN HOMES ASSOCIATION, INC. TAX DEFER is $18,019.00

OAKWOOD LUTHERAN HOMES ASSOCIATION, INC. TAX DEFER Estimated Average Employee Contribution Amount

In 2019, the estimated average employee contribution amount per participant for OAKWOOD LUTHERAN HOMES ASSOCIATION, INC. TAX DEFER is $2,706.00.

OAKWOOD LUTHERAN HOMES ASSOCIATION, INC. TAX DEFER Estimated Average Employer Match

In 2019, the estimated average employer match for an employee in OAKWOOD LUTHERAN HOMES ASSOCIATION, INC. TAX DEFER is approximately $432.00
Investing in this additonal $432.00 for 20 years would give you extra $27,698.00, assuming a 10% annual return.

OAKWOOD LUTHERAN HOMES ASSOCIATION, INC. TAX DEFER Total Employer Contribution and Match Rate

In 2019, OAKWOOD LUTHERAN HOMES ASSOCIATION, INC. TAX DEFER allocates $358,783.00 to match its employees' contributions, providing an employer match rate of 31.98% of their contributions

OAKWOOD LUTHERAN HOMES ASSOCIATION, INC. TAX DEFER Total Retirement Plan Asset Growth Rate

In 2019, the total retirement plan asset growth rate of OAKWOOD LUTHERAN HOMES ASSOCIATION, INC. TAX DEFER is 19.44%.

OAKWOOD LUTHERAN HOMES ASSOCIATION, INC. TAX DEFER Estimated Aggregate Retirement Account Investment Gain/Loss

In 2019, the estimated aggregate retirement account investment gain/loss for OAKWOOD LUTHERAN HOMES ASSOCIATION, INC. TAX DEFER is 19.10%. This measures the effectiveness of the plan participants' investments in the year.

OAKWOOD LUTHERAN HOMES ASSOCIATION, INC. TAX DEFER Expense Ratio

In 2019, the investment and administrative expense ratio of OAKWOOD LUTHERAN HOMES ASSOCIATION, INC. TAX DEFER is 0.19%.

Enrollment Features

OAKWOOD LUTHERAN HOMES ASSOCIATION, INC. TAX DEFER 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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