THE TEMPLE FOUNDATION, INC. TAX SHELTERED ANNUITY

Plan Contact

  • Address: 9229 ARLINGTON BLVD.,FAIRFAX,VA
  • Contact person: MARK RIDGELY
  • Phone: (703) 385-0555

Plan General Information

THE TEMPLE FOUNDATION, INC. TAX SHELTERED ANNUITY Total Retirement Plan Assets

At the end of 2019, the total retirement plan assets of THE TEMPLE FOUNDATION, INC. TAX SHELTERED ANNUITY is $3,957,958.00.This plan was established in 1998.

THE TEMPLE FOUNDATION, INC. TAX SHELTERED ANNUITY Total Number of Retirement Plan Participants

At the end of 2019, the total number of retirement plan participants in THE TEMPLE FOUNDATION, INC. TAX SHELTERED ANNUITY is 414

THE TEMPLE FOUNDATION, INC. TAX SHELTERED ANNUITY Average Participant Retirement Account Value

In 2019, the average participant retirement account value for THE TEMPLE FOUNDATION, INC. TAX SHELTERED ANNUITY is $9,560.00

THE TEMPLE FOUNDATION, INC. TAX SHELTERED ANNUITY Estimated Average Employee Contribution Amount

In 2019, the estimated average employee contribution amount per participant for THE TEMPLE FOUNDATION, INC. TAX SHELTERED ANNUITY is $1,585.00.

THE TEMPLE FOUNDATION, INC. TAX SHELTERED ANNUITY Estimated Average Employer Match

In 2019, the estimated average employer match for an employee in THE TEMPLE FOUNDATION, INC. TAX SHELTERED ANNUITY is approximately $242.00
Investing in this additonal $242.00 for 20 years would give you extra $15,503.00, assuming a 10% annual return.

THE TEMPLE FOUNDATION, INC. TAX SHELTERED ANNUITY Total Employer Contribution and Match Rate

In 2019, THE TEMPLE FOUNDATION, INC. TAX SHELTERED ANNUITY allocates $100,289.00 to match its employees' contributions, providing an employer match rate of 30.56% of their contributions

THE TEMPLE FOUNDATION, INC. TAX SHELTERED ANNUITY Total Retirement Plan Asset Growth Rate

In 2019, the total retirement plan asset growth rate of THE TEMPLE FOUNDATION, INC. TAX SHELTERED ANNUITY is -41.47%.

THE TEMPLE FOUNDATION, INC. TAX SHELTERED ANNUITY Estimated Aggregate Retirement Account Investment Gain/Loss

In 2019, the estimated aggregate retirement account investment gain/loss for THE TEMPLE FOUNDATION, INC. TAX SHELTERED ANNUITY is 21.99%. This measures the effectiveness of the plan participants' investments in the year.

THE TEMPLE FOUNDATION, INC. TAX SHELTERED ANNUITY Expense Ratio

In 2019, the investment and administrative expense ratio of THE TEMPLE FOUNDATION, INC. TAX SHELTERED ANNUITY is 0.85%.

Enrollment Features

THE TEMPLE FOUNDATION, INC. TAX SHELTERED ANNUITY 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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