SOUTH BEND MEDICAL FOUNDATION, INC 403(B) RETIREMENT PLAN
Plan Contact
- Address: 3355 DOUGLAS ROAD,SOUTH BEND,IN
- Contact person: TERRY PIPP
- Phone: (574) 234-4176
Plan General Information
SOUTH BEND MEDICAL FOUNDATION, INC 403(B) RETIREMENT PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of SOUTH BEND MEDICAL FOUNDATION, INC 403(B) RETIREMENT PLAN is $16,793,073.00.This plan was established in 2010.
SOUTH BEND MEDICAL FOUNDATION, INC 403(B) RETIREMENT PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in SOUTH BEND MEDICAL FOUNDATION, INC 403(B) RETIREMENT PLAN is 288
SOUTH BEND MEDICAL FOUNDATION, INC 403(B) RETIREMENT PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for SOUTH BEND MEDICAL FOUNDATION, INC 403(B) RETIREMENT PLAN is $58,309.00
SOUTH BEND MEDICAL FOUNDATION, INC 403(B) RETIREMENT PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for SOUTH BEND MEDICAL FOUNDATION, INC 403(B) RETIREMENT PLAN is $1,869.00.
SOUTH BEND MEDICAL FOUNDATION, INC 403(B) RETIREMENT PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in SOUTH BEND MEDICAL FOUNDATION, INC 403(B) RETIREMENT PLAN is approximately $202.00
Investing in this additonal $202.00 for 20 years would give you extra $12,948.00, assuming a 10% annual return.
Investing in this additonal $202.00 for 20 years would give you extra $12,948.00, assuming a 10% annual return.
SOUTH BEND MEDICAL FOUNDATION, INC 403(B) RETIREMENT PLAN Total Employer Contribution and Match Rate
In 2023, SOUTH BEND MEDICAL FOUNDATION, INC 403(B) RETIREMENT PLAN allocates $58,269.00 to match its employees' contributions, providing an employer match rate of 9.93% of their contributions
SOUTH BEND MEDICAL FOUNDATION, INC 403(B) RETIREMENT PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of SOUTH BEND MEDICAL FOUNDATION, INC 403(B) RETIREMENT PLAN is 11.33%.
SOUTH BEND MEDICAL FOUNDATION, INC 403(B) RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for SOUTH BEND MEDICAL FOUNDATION, INC 403(B) RETIREMENT PLAN is 15.23%. This measures the effectiveness of the plan participants' investments in the year.
SOUTH BEND MEDICAL FOUNDATION, INC 403(B) RETIREMENT PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of SOUTH BEND MEDICAL FOUNDATION, INC 403(B) RETIREMENT PLAN is 0.47%.
Enrollment Features
SOUTH BEND MEDICAL FOUNDATION, INC 403(B) RETIREMENT 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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