PRESBYTERIAN HOMES & FAMILY SERVICES, INC TAX DEFERRED ANNUITY PLAN

Plan Contact

  • Address: 150 LINDEN AVENUE,LYNCHBURG,VA
  • Contact person: POLLY TAYLOR
  • Phone: (434) 455-3658

Plan General Information

PRESBYTERIAN HOMES & FAMILY SERVICES, INC TAX DEFERRED ANNUITY PLAN Total Retirement Plan Assets

At the end of 2013, the total retirement plan assets of PRESBYTERIAN HOMES & FAMILY SERVICES, INC TAX DEFERRED ANNUITY PLAN is $3,593,867.00.This plan was established in 1986.

PRESBYTERIAN HOMES & FAMILY SERVICES, INC TAX DEFERRED ANNUITY PLAN Total Number of Retirement Plan Participants

At the end of 2013, the total number of retirement plan participants in PRESBYTERIAN HOMES & FAMILY SERVICES, INC TAX DEFERRED ANNUITY PLAN is 267

PRESBYTERIAN HOMES & FAMILY SERVICES, INC TAX DEFERRED ANNUITY PLAN Average Participant Retirement Account Value

In 2013, the average participant retirement account value for PRESBYTERIAN HOMES & FAMILY SERVICES, INC TAX DEFERRED ANNUITY PLAN is $13,460.00

PRESBYTERIAN HOMES & FAMILY SERVICES, INC TAX DEFERRED ANNUITY PLAN Estimated Average Employee Contribution Amount

In 2013, the estimated average employee contribution amount per participant for PRESBYTERIAN HOMES & FAMILY SERVICES, INC TAX DEFERRED ANNUITY PLAN is $1,224.00.

PRESBYTERIAN HOMES & FAMILY SERVICES, INC TAX DEFERRED ANNUITY PLAN Estimated Average Employer Match

In 2013, the estimated average employer match for an employee in PRESBYTERIAN HOMES & FAMILY SERVICES, INC TAX DEFERRED ANNUITY PLAN is approximately $1,229.00
Investing in this additonal $1,229.00 for 20 years would give you extra $78,691.00, assuming a 10% annual return.

PRESBYTERIAN HOMES & FAMILY SERVICES, INC TAX DEFERRED ANNUITY PLAN Total Employer Contribution and Match Rate

In 2013, PRESBYTERIAN HOMES & FAMILY SERVICES, INC TAX DEFERRED ANNUITY PLAN allocates $328,293.00 to match its employees' contributions, providing an employer match rate of 200.89% of their contributions

PRESBYTERIAN HOMES & FAMILY SERVICES, INC TAX DEFERRED ANNUITY PLAN Total Retirement Plan Asset Growth Rate

In 2013, the total retirement plan asset growth rate of PRESBYTERIAN HOMES & FAMILY SERVICES, INC TAX DEFERRED ANNUITY PLAN is 11.48%.

PRESBYTERIAN HOMES & FAMILY SERVICES, INC TAX DEFERRED ANNUITY PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2013, the estimated aggregate retirement account investment gain/loss for PRESBYTERIAN HOMES & FAMILY SERVICES, INC TAX DEFERRED ANNUITY PLAN is 15.95%. This measures the effectiveness of the plan participants' investments in the year.

PRESBYTERIAN HOMES & FAMILY SERVICES, INC TAX DEFERRED ANNUITY PLAN Expense Ratio

In 2013, the investment and administrative expense ratio of PRESBYTERIAN HOMES & FAMILY SERVICES, INC TAX DEFERRED ANNUITY PLAN is 0.06%.

Enrollment Features

PRESBYTERIAN HOMES & FAMILY SERVICES, INC TAX DEFERRED ANNUITY 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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