ST. FRANCIS SCHOOL RETIREMENT PLAN

Plan Contact

  • Address: 11000 U.S. HWY 42,GOSHEN,KY
  • Contact person: GREG BORDERS
  • Phone: (502) 736-1000

Plan General Information

ST. FRANCIS SCHOOL RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2022, the total retirement plan assets of ST. FRANCIS SCHOOL RETIREMENT PLAN is $8,794,440.00.This plan was established in 1980.

ST. FRANCIS SCHOOL RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 2022, the total number of retirement plan participants in ST. FRANCIS SCHOOL RETIREMENT PLAN is 165

ST. FRANCIS SCHOOL RETIREMENT PLAN Average Participant Retirement Account Value

In 2022, the average participant retirement account value for ST. FRANCIS SCHOOL RETIREMENT PLAN is $53,299.00

ST. FRANCIS SCHOOL RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 2022, the estimated average employee contribution amount per participant for ST. FRANCIS SCHOOL RETIREMENT PLAN is $3,372.00.

ST. FRANCIS SCHOOL RETIREMENT PLAN Estimated Average Employer Match

In 2022, the estimated average employer match for an employee in ST. FRANCIS SCHOOL RETIREMENT PLAN is approximately $1,062.00
Investing in this additonal $1,062.00 for 20 years would give you extra $68,026.00, assuming a 10% annual return.

ST. FRANCIS SCHOOL RETIREMENT PLAN Total Employer Contribution and Match Rate

In 2022, ST. FRANCIS SCHOOL RETIREMENT PLAN allocates $175,381.00 to match its employees' contributions, providing an employer match rate of 63.04% of their contributions

ST. FRANCIS SCHOOL RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2022, the total retirement plan asset growth rate of ST. FRANCIS SCHOOL RETIREMENT PLAN is -15.21%.

ST. FRANCIS SCHOOL RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2022, the estimated aggregate retirement account investment gain/loss for ST. FRANCIS SCHOOL RETIREMENT PLAN is -14.84%. This measures the effectiveness of the plan participants' investments in the year.

ST. FRANCIS SCHOOL RETIREMENT PLAN Expense Ratio

In 2022, the investment and administrative expense ratio of ST. FRANCIS SCHOOL RETIREMENT PLAN is 0.13%.

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