SHARP REES-STEALY MEDICAL GROUP, INC. MONEY PURCHASE PENSION PLAN

Plan Contact

  • Address: 5651 COPLEY DRIVE, SUITE A,SAN DIEGO,CA
  • Phone: (858) 262-6666

Plan General Information

SHARP REES-STEALY MEDICAL GROUP, INC. MONEY PURCHASE PENSION PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of SHARP REES-STEALY MEDICAL GROUP, INC. MONEY PURCHASE PENSION PLAN is $264,861,856.00.This plan was established in 1986.

SHARP REES-STEALY MEDICAL GROUP, INC. MONEY PURCHASE PENSION PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in SHARP REES-STEALY MEDICAL GROUP, INC. MONEY PURCHASE PENSION PLAN is 390

SHARP REES-STEALY MEDICAL GROUP, INC. MONEY PURCHASE PENSION PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for SHARP REES-STEALY MEDICAL GROUP, INC. MONEY PURCHASE PENSION PLAN is $679,132.00

SHARP REES-STEALY MEDICAL GROUP, INC. MONEY PURCHASE PENSION PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in SHARP REES-STEALY MEDICAL GROUP, INC. MONEY PURCHASE PENSION PLAN is approximately $41,157.00
Investing in this additonal $41,157.00 for 20 years would give you extra $2,634,081.00, assuming a 10% annual return.

SHARP REES-STEALY MEDICAL GROUP, INC. MONEY PURCHASE PENSION PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of SHARP REES-STEALY MEDICAL GROUP, INC. MONEY PURCHASE PENSION PLAN is 13.20%.

SHARP REES-STEALY MEDICAL GROUP, INC. MONEY PURCHASE PENSION PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for SHARP REES-STEALY MEDICAL GROUP, INC. MONEY PURCHASE PENSION PLAN is 20.28%. This measures the effectiveness of the plan participants' investments in the year.

SHARP REES-STEALY MEDICAL GROUP, INC. MONEY PURCHASE PENSION PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of SHARP REES-STEALY MEDICAL GROUP, INC. MONEY PURCHASE PENSION PLAN is 0.37%.

Enrollment Features

SHARP REES-STEALY MEDICAL GROUP, INC. MONEY PURCHASE PENSION PLAN has the following features:
    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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