UPWARD PROJECTS 401(K) PLAN
Plan Contact
- Address: 3443 NORTH CENTRAL AVENUE,,PHOENIX,AZ
- Contact person: AMY HWANG
- Phone: (480) 702-2351
Plan General Information
UPWARD PROJECTS 401(K) PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of UPWARD PROJECTS 401(K) PLAN is $2,375,616.00.This plan was established in 2022.
UPWARD PROJECTS 401(K) PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in UPWARD PROJECTS 401(K) PLAN is 888
UPWARD PROJECTS 401(K) PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for UPWARD PROJECTS 401(K) PLAN is $2,675.00
UPWARD PROJECTS 401(K) PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for UPWARD PROJECTS 401(K) PLAN is $3,087.00.
UPWARD PROJECTS 401(K) PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in UPWARD PROJECTS 401(K) PLAN is approximately $361.00
Investing in this additonal $361.00 for 20 years would give you extra $23,113.00, assuming a 10% annual return.
Investing in this additonal $361.00 for 20 years would give you extra $23,113.00, assuming a 10% annual return.
UPWARD PROJECTS 401(K) PLAN Total Employer Contribution and Match Rate
In 2023, UPWARD PROJECTS 401(K) PLAN allocates $320,706.00 to match its employees' contributions, providing an employer match rate of 23.40% of their contributions
UPWARD PROJECTS 401(K) PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of UPWARD PROJECTS 401(K) PLAN is 218.43%.
UPWARD PROJECTS 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for UPWARD PROJECTS 401(K) PLAN is 20.11%. This measures the effectiveness of the plan participants' investments in the year.
UPWARD PROJECTS 401(K) PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of UPWARD PROJECTS 401(K) PLAN is 1.55%.
Enrollment Features
UPWARD PROJECTS 401(K) 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.
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