SPURGEON MANOR 401(K) RETIREMENT PLAN

Plan Contact

  • Address: 1204 LINDEN STREET,DALLAS CENTER,IA
  • Contact person: HEIDI HUNTER
  • Phone: (515) 992-3735

Plan General Information

SPURGEON MANOR 401(K) RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2021, the total retirement plan assets of SPURGEON MANOR 401(K) RETIREMENT PLAN is $1,060,280.00.This plan was established in 2022.

SPURGEON MANOR 401(K) RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 2021, the total number of retirement plan participants in SPURGEON MANOR 401(K) RETIREMENT PLAN is 105

SPURGEON MANOR 401(K) RETIREMENT PLAN Average Participant Retirement Account Value

In 2021, the average participant retirement account value for SPURGEON MANOR 401(K) RETIREMENT PLAN is $10,097.00

SPURGEON MANOR 401(K) RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 2021, the estimated average employee contribution amount per participant for SPURGEON MANOR 401(K) RETIREMENT PLAN is $800.00.

SPURGEON MANOR 401(K) RETIREMENT PLAN Estimated Average Employer Match

In 2021, the estimated average employer match for an employee in SPURGEON MANOR 401(K) RETIREMENT PLAN is approximately $502.00
Investing in this additonal $502.00 for 20 years would give you extra $32,141.00, assuming a 10% annual return.

SPURGEON MANOR 401(K) RETIREMENT PLAN Total Employer Contribution and Match Rate

In 2021, SPURGEON MANOR 401(K) RETIREMENT PLAN allocates $52,732.00 to match its employees' contributions, providing an employer match rate of 62.70% of their contributions

SPURGEON MANOR 401(K) RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2021, the total retirement plan asset growth rate of SPURGEON MANOR 401(K) RETIREMENT PLAN is 33.87%.

SPURGEON MANOR 401(K) RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2021, the estimated aggregate retirement account investment gain/loss for SPURGEON MANOR 401(K) RETIREMENT PLAN is 16.68%. This measures the effectiveness of the plan participants' investments in the year.

SPURGEON MANOR 401(K) RETIREMENT PLAN Expense Ratio

In 2021, the investment and administrative expense ratio of SPURGEON MANOR 401(K) RETIREMENT PLAN is 0.03%.

Enrollment Features

SPURGEON MANOR 401(K) RETIREMENT PLAN has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.

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