OSBORN MALEDON, P.A. DEFINED CONTRIBUTION PROTOTYPE PLAN AND TRUST AGREEMENT
Plan Contact
- Address: 2929 NORTH CENTRAL AVENUE,,PHOENIX,AZ
- Contact person: ERICA FORSTROM
- Phone: (602) 640-9000
Plan General Information
OSBORN MALEDON, P.A. DEFINED CONTRIBUTION PROTOTYPE PLAN AND TRUST AGREEMENT Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of OSBORN MALEDON, P.A. DEFINED CONTRIBUTION PROTOTYPE PLAN AND TRUST AGREEMENT is $54,735,517.00.This plan was established in 1995.
OSBORN MALEDON, P.A. DEFINED CONTRIBUTION PROTOTYPE PLAN AND TRUST AGREEMENT Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in OSBORN MALEDON, P.A. DEFINED CONTRIBUTION PROTOTYPE PLAN AND TRUST AGREEMENT is 134
OSBORN MALEDON, P.A. DEFINED CONTRIBUTION PROTOTYPE PLAN AND TRUST AGREEMENT Average Participant Retirement Account Value
In 2023, the average participant retirement account value for OSBORN MALEDON, P.A. DEFINED CONTRIBUTION PROTOTYPE PLAN AND TRUST AGREEMENT is $408,474.00
OSBORN MALEDON, P.A. DEFINED CONTRIBUTION PROTOTYPE PLAN AND TRUST AGREEMENT Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for OSBORN MALEDON, P.A. DEFINED CONTRIBUTION PROTOTYPE PLAN AND TRUST AGREEMENT is $13,294.00.
OSBORN MALEDON, P.A. DEFINED CONTRIBUTION PROTOTYPE PLAN AND TRUST AGREEMENT Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in OSBORN MALEDON, P.A. DEFINED CONTRIBUTION PROTOTYPE PLAN AND TRUST AGREEMENT is approximately $7,061.00
Investing in this additonal $7,061.00 for 20 years would give you extra $451,943.00, assuming a 10% annual return.
Investing in this additonal $7,061.00 for 20 years would give you extra $451,943.00, assuming a 10% annual return.
OSBORN MALEDON, P.A. DEFINED CONTRIBUTION PROTOTYPE PLAN AND TRUST AGREEMENT Total Employer Contribution and Match Rate
In 2023, OSBORN MALEDON, P.A. DEFINED CONTRIBUTION PROTOTYPE PLAN AND TRUST AGREEMENT allocates $946,256.00 to match its employees' contributions, providing an employer match rate of 54.33% of their contributions
OSBORN MALEDON, P.A. DEFINED CONTRIBUTION PROTOTYPE PLAN AND TRUST AGREEMENT Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of OSBORN MALEDON, P.A. DEFINED CONTRIBUTION PROTOTYPE PLAN AND TRUST AGREEMENT is 17.14%.
OSBORN MALEDON, P.A. DEFINED CONTRIBUTION PROTOTYPE PLAN AND TRUST AGREEMENT Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for OSBORN MALEDON, P.A. DEFINED CONTRIBUTION PROTOTYPE PLAN AND TRUST AGREEMENT is 15.57%. This measures the effectiveness of the plan participants' investments in the year.
OSBORN MALEDON, P.A. DEFINED CONTRIBUTION PROTOTYPE PLAN AND TRUST AGREEMENT Expense Ratio
In 2023, the investment and administrative expense ratio of OSBORN MALEDON, P.A. DEFINED CONTRIBUTION PROTOTYPE PLAN AND TRUST AGREEMENT is 0.13%.
Enrollment Features
OSBORN MALEDON, P.A. DEFINED CONTRIBUTION PROTOTYPE PLAN AND TRUST AGREEMENT 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.
Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.
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