UMC INCENTIVE-BASED RETIREMENT PLAN AND TRUST AGREEMENT
Plan Contact
- Address: 603 MAIN STREET,WINDERMERE,FL
- Contact person: LYNN SCHRADER
- Phone: (407) 876-2200
Plan General Information
UMC INCENTIVE-BASED RETIREMENT PLAN AND TRUST AGREEMENT Total Retirement Plan Assets
At the end of 2021, the total retirement plan assets of UMC INCENTIVE-BASED RETIREMENT PLAN AND TRUST AGREEMENT is $4,609,106.00.This plan was established in 2022.
UMC INCENTIVE-BASED RETIREMENT PLAN AND TRUST AGREEMENT Total Number of Retirement Plan Participants
At the end of 2021, the total number of retirement plan participants in UMC INCENTIVE-BASED RETIREMENT PLAN AND TRUST AGREEMENT is 209
UMC INCENTIVE-BASED RETIREMENT PLAN AND TRUST AGREEMENT Average Participant Retirement Account Value
In 2021, the average participant retirement account value for UMC INCENTIVE-BASED RETIREMENT PLAN AND TRUST AGREEMENT is $22,053.00
UMC INCENTIVE-BASED RETIREMENT PLAN AND TRUST AGREEMENT Estimated Average Employee Contribution Amount
In 2021, the estimated average employee contribution amount per participant for UMC INCENTIVE-BASED RETIREMENT PLAN AND TRUST AGREEMENT is $436.00.
UMC INCENTIVE-BASED RETIREMENT PLAN AND TRUST AGREEMENT Estimated Average Employer Match
In 2021, the estimated average employer match for an employee in UMC INCENTIVE-BASED RETIREMENT PLAN AND TRUST AGREEMENT is approximately $0.00
Investing in this additonal $0.00 for 20 years would give you extra $44.00, assuming a 10% annual return.
Investing in this additonal $0.00 for 20 years would give you extra $44.00, assuming a 10% annual return.
UMC INCENTIVE-BASED RETIREMENT PLAN AND TRUST AGREEMENT Total Employer Contribution and Match Rate
In 2021, UMC INCENTIVE-BASED RETIREMENT PLAN AND TRUST AGREEMENT allocates $144.00 to match its employees' contributions, providing an employer match rate of 0.16% of their contributions
UMC INCENTIVE-BASED RETIREMENT PLAN AND TRUST AGREEMENT Total Retirement Plan Asset Growth Rate
In 2021, the total retirement plan asset growth rate of UMC INCENTIVE-BASED RETIREMENT PLAN AND TRUST AGREEMENT is 7.68%.
UMC INCENTIVE-BASED RETIREMENT PLAN AND TRUST AGREEMENT Estimated Aggregate Retirement Account Investment Gain/Loss
In 2021, the estimated aggregate retirement account investment gain/loss for UMC INCENTIVE-BASED RETIREMENT PLAN AND TRUST AGREEMENT is 16.55%. This measures the effectiveness of the plan participants' investments in the year.
UMC INCENTIVE-BASED RETIREMENT PLAN AND TRUST AGREEMENT Expense Ratio
In 2021, the investment and administrative expense ratio of UMC INCENTIVE-BASED RETIREMENT PLAN AND TRUST AGREEMENT is 0.25%.
Enrollment Features
UMC INCENTIVE-BASED RETIREMENT PLAN AND TRUST AGREEMENT 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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