VALLEY SENIOR LIVING RETIREMENT PLAN

Plan Contact

  • Address: 2900 14TH AVE. SOUTH,GRAND FORKS,ND
  • Phone: (701) 787-7941

Plan General Information

VALLEY SENIOR LIVING RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of VALLEY SENIOR LIVING RETIREMENT PLAN is $29,447,131.00.This plan was established in 1992.

VALLEY SENIOR LIVING RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in VALLEY SENIOR LIVING RETIREMENT PLAN is 689

VALLEY SENIOR LIVING RETIREMENT PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for VALLEY SENIOR LIVING RETIREMENT PLAN is $42,738.00

VALLEY SENIOR LIVING RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for VALLEY SENIOR LIVING RETIREMENT PLAN is $2,219.00.

VALLEY SENIOR LIVING RETIREMENT PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in VALLEY SENIOR LIVING RETIREMENT PLAN is approximately $2,160.00
Investing in this additonal $2,160.00 for 20 years would give you extra $138,278.00, assuming a 10% annual return.

VALLEY SENIOR LIVING RETIREMENT PLAN Total Employer Contribution and Match Rate

In 2023, VALLEY SENIOR LIVING RETIREMENT PLAN allocates $1,488,656.00 to match its employees' contributions, providing an employer match rate of 106.31% of their contributions

VALLEY SENIOR LIVING RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of VALLEY SENIOR LIVING RETIREMENT PLAN is 18.43%.

VALLEY SENIOR LIVING RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for VALLEY SENIOR LIVING RETIREMENT PLAN is 16.46%. This measures the effectiveness of the plan participants' investments in the year.

VALLEY SENIOR LIVING RETIREMENT PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of VALLEY SENIOR LIVING RETIREMENT PLAN is 0.39%.

Enrollment Features

VALLEY SENIOR LIVING 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.


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