TAX DEFERRED ANNUITY PLAN FOR THE ARC OF JEFFERSON COUNTY INC
Plan Contact
- Address: 6001 CRESTWOOD BOULEVARD,BIRMINGHAM,AL
- Contact person: BROOKS GREENE
- Phone: (205) 503-4040
Plan General Information
TAX DEFERRED ANNUITY PLAN FOR THE ARC OF JEFFERSON COUNTY INC Total Retirement Plan Assets
At the end of 2017, the total retirement plan assets of TAX DEFERRED ANNUITY PLAN FOR THE ARC OF JEFFERSON COUNTY INC is $6,201,230.00.This plan was established in 1983.
TAX DEFERRED ANNUITY PLAN FOR THE ARC OF JEFFERSON COUNTY INC Total Number of Retirement Plan Participants
At the end of 2017, the total number of retirement plan participants in TAX DEFERRED ANNUITY PLAN FOR THE ARC OF JEFFERSON COUNTY INC is 828
TAX DEFERRED ANNUITY PLAN FOR THE ARC OF JEFFERSON COUNTY INC Average Participant Retirement Account Value
In 2017, the average participant retirement account value for TAX DEFERRED ANNUITY PLAN FOR THE ARC OF JEFFERSON COUNTY INC is $7,489.00
TAX DEFERRED ANNUITY PLAN FOR THE ARC OF JEFFERSON COUNTY INC Estimated Average Employee Contribution Amount
In 2017, the estimated average employee contribution amount per participant for TAX DEFERRED ANNUITY PLAN FOR THE ARC OF JEFFERSON COUNTY INC is $810.00.
TAX DEFERRED ANNUITY PLAN FOR THE ARC OF JEFFERSON COUNTY INC Estimated Average Employer Match
In 2017, the estimated average employer match for an employee in TAX DEFERRED ANNUITY PLAN FOR THE ARC OF JEFFERSON COUNTY INC is approximately $445.00
Investing in this additonal $445.00 for 20 years would give you extra $28,506.00, assuming a 10% annual return.
Investing in this additonal $445.00 for 20 years would give you extra $28,506.00, assuming a 10% annual return.
TAX DEFERRED ANNUITY PLAN FOR THE ARC OF JEFFERSON COUNTY INC Total Employer Contribution and Match Rate
In 2017, TAX DEFERRED ANNUITY PLAN FOR THE ARC OF JEFFERSON COUNTY INC allocates $368,805.00 to match its employees' contributions, providing an employer match rate of 109.96% of their contributions
TAX DEFERRED ANNUITY PLAN FOR THE ARC OF JEFFERSON COUNTY INC Total Retirement Plan Asset Growth Rate
In 2017, the total retirement plan asset growth rate of TAX DEFERRED ANNUITY PLAN FOR THE ARC OF JEFFERSON COUNTY INC is 5.68%.
TAX DEFERRED ANNUITY PLAN FOR THE ARC OF JEFFERSON COUNTY INC Estimated Aggregate Retirement Account Investment Gain/Loss
In 2017, the estimated aggregate retirement account investment gain/loss for TAX DEFERRED ANNUITY PLAN FOR THE ARC OF JEFFERSON COUNTY INC is 8.29%. This measures the effectiveness of the plan participants' investments in the year.
TAX DEFERRED ANNUITY PLAN FOR THE ARC OF JEFFERSON COUNTY INC Expense Ratio
In 2017, the investment and administrative expense ratio of TAX DEFERRED ANNUITY PLAN FOR THE ARC OF JEFFERSON COUNTY INC is 0.17%.
Enrollment Features
TAX DEFERRED ANNUITY PLAN FOR THE ARC OF JEFFERSON COUNTY INC has the following features:Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
Recent Articles
- What Are Lazy Portfolios?
- IRAs as One of the Emergency Fund Sources
- How to Borrow From an IRA?
- Special Issue: Staying the Course Amid Market Turmoil
- A Step-by-Step Guide to Finding Your Old 401(k) Account
- How Paying Credit Card Interest Often Hurts Your Credit Score
- The ABCs of Roth Conversions: Backdoor, Mega Backdoor, and More
- April 2025 MyPlanIQ Portfolio Update
- Paying Off Debt or Funding Retirement? How to Decide When Every Dollar Counts
Free newsletters
High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more ...
Puzzled on what to invest?
- We ask a few questions to decide your personal return and risk expectations
- We build a custom portfolio for your plan (401(k), 403(b), 529 ...) or for a brokerage account
- We monitor and send timely rebalance emails on what investment funds to buy and sell
Looking for ideas to generate income?
- ETF or mutual fund income portfolios for 4-7% annual income
- Dividend stock funds
- Passive real estate investments
- more ...
Portfolio Calculator (Simulator)
Quickly enter fund allocation and get a back test result on the performance of this 'lazy' portfolio.
Customize Asset Allocation Portfolios
Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.
Retirement Calculator
See how much you can save for retirement.
Investment Calculator
Grow your wealth and see the power of compounding.
Looking for a (forgotten) 401(k)?
Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan ...