MAXHEALTH 401(K) PLAN

Overview

Plan Contact

  • Address: 3844 BEE RIDGE RD,,SARASOTA,FL
  • Contact person: AMANDA LEWIS
  • Phone: (941) 202-5334

Plan General Information


At the end of 2022, the total retirement plan assets of MAXHEALTH 401(K) PLAN is $9,794,299.This plan was established in 2012.

At the end of 2022, the total number of retirement plan participants in MAXHEALTH 401(K) PLAN is 298

In 2022, the average participant retirement account value for MAXHEALTH 401(K) PLAN is $32,866

In 2022, the estimated average employee contribution amount per participant for MAXHEALTH 401(K) PLAN is $7,256

In 2022, the estimated average employer match for an employee in MAXHEALTH 401(K) PLAN is approximately $2,610

In 2022, MAXHEALTH 401(K) PLAN allocates $777,844 to match its employees’ contributions, providing an employer match rate of 44.48% of their contributions

In 2022, the total retirement plan asset growth rate of MAXHEALTH 401(K) PLAN is 3.48%

In 2022, the estimated aggregate retirement account investment gain/loss for MAXHEALTH 401(K) PLAN is -14.99%. This measures the effectiveness of the plan participants’ investments in the year.

In 2022, the investment and administrative expense ratio of MAXHEALTH 401(K) PLAN is 0.84%.

Enrollment Features

MAXHEALTH 401(K) PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.