PHOENIX HOUSES OF THE MID-ATLANTIC, INC. 403(B) PLAN

Plan Contact

  • Address: 200 NORTH GLEBE ROAD, SUITE 104,ARLINGTON,VA
  • Contact person: DEBORAH TAYLOR
  • Phone: (703) 841-0703

Plan General Information

PHOENIX HOUSES OF THE MID-ATLANTIC, INC. 403(B) PLAN Total Retirement Plan Assets

At the end of 2020, the total retirement plan assets of PHOENIX HOUSES OF THE MID-ATLANTIC, INC. 403(B) PLAN is $3,976,847.00.This plan was established in 2019.

PHOENIX HOUSES OF THE MID-ATLANTIC, INC. 403(B) PLAN Total Number of Retirement Plan Participants

At the end of 2020, the total number of retirement plan participants in PHOENIX HOUSES OF THE MID-ATLANTIC, INC. 403(B) PLAN is 186

PHOENIX HOUSES OF THE MID-ATLANTIC, INC. 403(B) PLAN Average Participant Retirement Account Value

In 2020, the average participant retirement account value for PHOENIX HOUSES OF THE MID-ATLANTIC, INC. 403(B) PLAN is $21,380.00

PHOENIX HOUSES OF THE MID-ATLANTIC, INC. 403(B) PLAN Estimated Average Employee Contribution Amount

In 2020, the estimated average employee contribution amount per participant for PHOENIX HOUSES OF THE MID-ATLANTIC, INC. 403(B) PLAN is $3,417.00.

PHOENIX HOUSES OF THE MID-ATLANTIC, INC. 403(B) PLAN Estimated Average Employer Match

In 2020, the estimated average employer match for an employee in PHOENIX HOUSES OF THE MID-ATLANTIC, INC. 403(B) PLAN is approximately $2,598.00
Investing in this additonal $2,598.00 for 20 years would give you extra $166,272.00, assuming a 10% annual return.

PHOENIX HOUSES OF THE MID-ATLANTIC, INC. 403(B) PLAN Total Employer Contribution and Match Rate

In 2020, PHOENIX HOUSES OF THE MID-ATLANTIC, INC. 403(B) PLAN allocates $483,229.00 to match its employees' contributions, providing an employer match rate of 152.03% of their contributions

PHOENIX HOUSES OF THE MID-ATLANTIC, INC. 403(B) PLAN Total Retirement Plan Asset Growth Rate

In 2020, the total retirement plan asset growth rate of PHOENIX HOUSES OF THE MID-ATLANTIC, INC. 403(B) PLAN is 35.49%.

PHOENIX HOUSES OF THE MID-ATLANTIC, INC. 403(B) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2020, the estimated aggregate retirement account investment gain/loss for PHOENIX HOUSES OF THE MID-ATLANTIC, INC. 403(B) PLAN is 17.67%. This measures the effectiveness of the plan participants' investments in the year.

PHOENIX HOUSES OF THE MID-ATLANTIC, INC. 403(B) PLAN Expense Ratio

In 2020, the investment and administrative expense ratio of PHOENIX HOUSES OF THE MID-ATLANTIC, INC. 403(B) PLAN is 0.47%.

Enrollment Features

PHOENIX HOUSES OF THE MID-ATLANTIC, INC. 403(B) PLAN 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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