SOUTH FLORIDA ORTHOPAEDICS & SPORTS MEDICINE 401(K) PLAN

Plan Contact

  • Address: 1050 SE MONTEREY ROAD,,STUART,FL
  • Contact person: LESLIE DRAPER
  • Phone: (772) 288-2400

Plan General Information

SOUTH FLORIDA ORTHOPAEDICS & SPORTS MEDICINE 401(K) PLAN Total Retirement Plan Assets

At the end of 2022, the total retirement plan assets of SOUTH FLORIDA ORTHOPAEDICS & SPORTS MEDICINE 401(K) PLAN is $16,795,645.00.This plan was established in 1993.

SOUTH FLORIDA ORTHOPAEDICS & SPORTS MEDICINE 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2022, the total number of retirement plan participants in SOUTH FLORIDA ORTHOPAEDICS & SPORTS MEDICINE 401(K) PLAN is 221

SOUTH FLORIDA ORTHOPAEDICS & SPORTS MEDICINE 401(K) PLAN Average Participant Retirement Account Value

In 2022, the average participant retirement account value for SOUTH FLORIDA ORTHOPAEDICS & SPORTS MEDICINE 401(K) PLAN is $75,998.00

SOUTH FLORIDA ORTHOPAEDICS & SPORTS MEDICINE 401(K) PLAN Estimated Average Employee Contribution Amount

In 2022, the estimated average employee contribution amount per participant for SOUTH FLORIDA ORTHOPAEDICS & SPORTS MEDICINE 401(K) PLAN is $3,691.00.

SOUTH FLORIDA ORTHOPAEDICS & SPORTS MEDICINE 401(K) PLAN Estimated Average Employer Match

In 2022, the estimated average employer match for an employee in SOUTH FLORIDA ORTHOPAEDICS & SPORTS MEDICINE 401(K) PLAN is approximately $1,771.00
Investing in this additonal $1,771.00 for 20 years would give you extra $113,356.00, assuming a 10% annual return.

SOUTH FLORIDA ORTHOPAEDICS & SPORTS MEDICINE 401(K) PLAN Total Employer Contribution and Match Rate

In 2022, SOUTH FLORIDA ORTHOPAEDICS & SPORTS MEDICINE 401(K) PLAN allocates $391,434.00 to match its employees' contributions, providing an employer match rate of 48.76% of their contributions

SOUTH FLORIDA ORTHOPAEDICS & SPORTS MEDICINE 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2022, the total retirement plan asset growth rate of SOUTH FLORIDA ORTHOPAEDICS & SPORTS MEDICINE 401(K) PLAN is -16.14%.

SOUTH FLORIDA ORTHOPAEDICS & SPORTS MEDICINE 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2022, the estimated aggregate retirement account investment gain/loss for SOUTH FLORIDA ORTHOPAEDICS & SPORTS MEDICINE 401(K) PLAN is -18.62%. This measures the effectiveness of the plan participants' investments in the year.

SOUTH FLORIDA ORTHOPAEDICS & SPORTS MEDICINE 401(K) PLAN Expense Ratio

In 2022, the investment and administrative expense ratio of SOUTH FLORIDA ORTHOPAEDICS & SPORTS MEDICINE 401(K) PLAN is 0.58%.

Enrollment Features

SOUTH FLORIDA ORTHOPAEDICS & SPORTS MEDICINE 401(K) 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.
    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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