EWING MARION KAUFFMAN FOUNDATION TAX SHELTERED ANNUITY PROGRAM

Overview

Plan Contact

  • Address: 4801 ROCKHILL ROAD,KANSAS CITY,MO
  • Contact person: SHENELLE MOURNING
  • Phone: (816) 932-1018

Plan General Information


At the end of 2022, the total retirement plan assets of EWING MARION KAUFFMAN FOUNDATION TAX SHELTERED ANNUITY PROGRAM is $36,031,271.This plan was established in 1991.

At the end of 2022, the total number of retirement plan participants in EWING MARION KAUFFMAN FOUNDATION TAX SHELTERED ANNUITY PROGRAM is 229

In 2022, the average participant retirement account value for EWING MARION KAUFFMAN FOUNDATION TAX SHELTERED ANNUITY PROGRAM is $157,341

In 2022, the estimated average employee contribution amount per participant for EWING MARION KAUFFMAN FOUNDATION TAX SHELTERED ANNUITY PROGRAM is $5,565

In 2022, the estimated average employer match for an employee in EWING MARION KAUFFMAN FOUNDATION TAX SHELTERED ANNUITY PROGRAM is approximately $9,109

In 2022, EWING MARION KAUFFMAN FOUNDATION TAX SHELTERED ANNUITY PROGRAM allocates $2,086,015 to match its employees’ contributions, providing an employer match rate of 164.40% of their contributions

In 2022, the total retirement plan asset growth rate of EWING MARION KAUFFMAN FOUNDATION TAX SHELTERED ANNUITY PROGRAM is -17.85%

In 2022, the estimated aggregate retirement account investment gain/loss for EWING MARION KAUFFMAN FOUNDATION TAX SHELTERED ANNUITY PROGRAM is -16.68%. This measures the effectiveness of the plan participants’ investments in the year.

In 2022, the investment and administrative expense ratio of EWING MARION KAUFFMAN FOUNDATION TAX SHELTERED ANNUITY PROGRAM is 0.00%.

Enrollment Features

EWING MARION KAUFFMAN FOUNDATION TAX SHELTERED ANNUITY PROGRAM 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.