THE J. DAVID GLADSTONE INSTITUTES MONEY PURCHASE PENSION PLAN
Plan Contact
- Address: 1650 OWENS STREET,SAN FRANCISCO,CA
- Contact person: MICHELLE SIBLY
- Phone: (415) 734-2017
Plan General Information
THE J. DAVID GLADSTONE INSTITUTES MONEY PURCHASE PENSION PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of THE J. DAVID GLADSTONE INSTITUTES MONEY PURCHASE PENSION PLAN is $92,427,800.00.This plan was established in 1979.
THE J. DAVID GLADSTONE INSTITUTES MONEY PURCHASE PENSION PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in THE J. DAVID GLADSTONE INSTITUTES MONEY PURCHASE PENSION PLAN is 857
THE J. DAVID GLADSTONE INSTITUTES MONEY PURCHASE PENSION PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for THE J. DAVID GLADSTONE INSTITUTES MONEY PURCHASE PENSION PLAN is $107,850.00
THE J. DAVID GLADSTONE INSTITUTES MONEY PURCHASE PENSION PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in THE J. DAVID GLADSTONE INSTITUTES MONEY PURCHASE PENSION PLAN is approximately $5,040.00
Investing in this additonal $5,040.00 for 20 years would give you extra $322,618.00, assuming a 10% annual return.
Investing in this additonal $5,040.00 for 20 years would give you extra $322,618.00, assuming a 10% annual return.
THE J. DAVID GLADSTONE INSTITUTES MONEY PURCHASE PENSION PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of THE J. DAVID GLADSTONE INSTITUTES MONEY PURCHASE PENSION PLAN is 19.59%.
THE J. DAVID GLADSTONE INSTITUTES MONEY PURCHASE PENSION PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for THE J. DAVID GLADSTONE INSTITUTES MONEY PURCHASE PENSION PLAN is 16.39%. This measures the effectiveness of the plan participants' investments in the year.
THE J. DAVID GLADSTONE INSTITUTES MONEY PURCHASE PENSION PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of THE J. DAVID GLADSTONE INSTITUTES MONEY PURCHASE PENSION PLAN is 0.07%.
Enrollment Features
THE J. DAVID GLADSTONE INSTITUTES MONEY PURCHASE PENSION PLAN has the following features:Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
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