THE FOUNDATION FOR SENIOR LIVING 403(B) MATCHING RETIREMENT PLAN
Plan Contact
- Address: 1201 E. THOMAS ROAD,PHOENIX,AZ
- Contact person: DAVID PADDISON
- Phone: (602) 285-1800
Plan General Information
THE FOUNDATION FOR SENIOR LIVING 403(B) MATCHING RETIREMENT PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of THE FOUNDATION FOR SENIOR LIVING 403(B) MATCHING RETIREMENT PLAN is $10,580,460.00.This plan was established in 1991.
THE FOUNDATION FOR SENIOR LIVING 403(B) MATCHING RETIREMENT PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in THE FOUNDATION FOR SENIOR LIVING 403(B) MATCHING RETIREMENT PLAN is 413
THE FOUNDATION FOR SENIOR LIVING 403(B) MATCHING RETIREMENT PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for THE FOUNDATION FOR SENIOR LIVING 403(B) MATCHING RETIREMENT PLAN is $25,618.00
THE FOUNDATION FOR SENIOR LIVING 403(B) MATCHING RETIREMENT PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for THE FOUNDATION FOR SENIOR LIVING 403(B) MATCHING RETIREMENT PLAN is $1,631.00.
THE FOUNDATION FOR SENIOR LIVING 403(B) MATCHING RETIREMENT PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in THE FOUNDATION FOR SENIOR LIVING 403(B) MATCHING RETIREMENT PLAN is approximately $871.00
Investing in this additonal $871.00 for 20 years would give you extra $55,748.00, assuming a 10% annual return.
Investing in this additonal $871.00 for 20 years would give you extra $55,748.00, assuming a 10% annual return.
THE FOUNDATION FOR SENIOR LIVING 403(B) MATCHING RETIREMENT PLAN Total Employer Contribution and Match Rate
In 2023, THE FOUNDATION FOR SENIOR LIVING 403(B) MATCHING RETIREMENT PLAN allocates $359,751.00 to match its employees' contributions, providing an employer match rate of 48.24% of their contributions
THE FOUNDATION FOR SENIOR LIVING 403(B) MATCHING RETIREMENT PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of THE FOUNDATION FOR SENIOR LIVING 403(B) MATCHING RETIREMENT PLAN is 19.23%.
THE FOUNDATION FOR SENIOR LIVING 403(B) MATCHING RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for THE FOUNDATION FOR SENIOR LIVING 403(B) MATCHING RETIREMENT PLAN is 16.11%. This measures the effectiveness of the plan participants' investments in the year.
THE FOUNDATION FOR SENIOR LIVING 403(B) MATCHING RETIREMENT PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of THE FOUNDATION FOR SENIOR LIVING 403(B) MATCHING RETIREMENT PLAN is 0.36%.
Enrollment Features
THE FOUNDATION FOR SENIOR LIVING 403(B) MATCHING 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.
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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