THE 403(B) THRIFT PLAN OF SELF HELP FOR THE ELDERLY
Plan Contact
- Address: 731 SANSOME ST STE 100,SAN FRANCISCO,CA
- Contact person: LENY NAIR
- Phone: (415) 677-7600
Plan General Information
THE 403(B) THRIFT PLAN OF SELF HELP FOR THE ELDERLY Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of THE 403(B) THRIFT PLAN OF SELF HELP FOR THE ELDERLY is $13,606,430.00.This plan was established in 2002.
THE 403(B) THRIFT PLAN OF SELF HELP FOR THE ELDERLY Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in THE 403(B) THRIFT PLAN OF SELF HELP FOR THE ELDERLY is 522
THE 403(B) THRIFT PLAN OF SELF HELP FOR THE ELDERLY Average Participant Retirement Account Value
In 2023, the average participant retirement account value for THE 403(B) THRIFT PLAN OF SELF HELP FOR THE ELDERLY is $26,065.00
THE 403(B) THRIFT PLAN OF SELF HELP FOR THE ELDERLY Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for THE 403(B) THRIFT PLAN OF SELF HELP FOR THE ELDERLY is $3,172.00.
THE 403(B) THRIFT PLAN OF SELF HELP FOR THE ELDERLY Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in THE 403(B) THRIFT PLAN OF SELF HELP FOR THE ELDERLY is approximately $499.00
Investing in this additonal $499.00 for 20 years would give you extra $31,983.00, assuming a 10% annual return.
Investing in this additonal $499.00 for 20 years would give you extra $31,983.00, assuming a 10% annual return.
THE 403(B) THRIFT PLAN OF SELF HELP FOR THE ELDERLY Total Employer Contribution and Match Rate
In 2023, THE 403(B) THRIFT PLAN OF SELF HELP FOR THE ELDERLY allocates $260,865.00 to match its employees' contributions, providing an employer match rate of 31.51% of their contributions
THE 403(B) THRIFT PLAN OF SELF HELP FOR THE ELDERLY Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of THE 403(B) THRIFT PLAN OF SELF HELP FOR THE ELDERLY is 11.08%.
THE 403(B) THRIFT PLAN OF SELF HELP FOR THE ELDERLY Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for THE 403(B) THRIFT PLAN OF SELF HELP FOR THE ELDERLY is 15.20%. This measures the effectiveness of the plan participants' investments in the year.
THE 403(B) THRIFT PLAN OF SELF HELP FOR THE ELDERLY Expense Ratio
In 2023, the investment and administrative expense ratio of THE 403(B) THRIFT PLAN OF SELF HELP FOR THE ELDERLY is 0.00%.
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