PHOENIX PROGRAMS OF FLORIDA, INC. 403(B) PLAN

At the end of 2022, the total retirement plan assets of PHOENIX PROGRAMS OF FLORIDA, INC. 403(B) PLAN is $757,271.This plan was established in 2020.

At the end of 2022, the total number of retirement plan participants in PHOENIX PROGRAMS OF FLORIDA, INC. 403(B) PLAN is 123

In 2022, the average participant retirement account value for PHOENIX PROGRAMS OF FLORIDA, INC. 403(B) PLAN is $6,156

In 2022, the estimated average employee contribution amount per participant for PHOENIX PROGRAMS OF FLORIDA, INC. 403(B) PLAN is $779

In 2022, the estimated average employer match for an employee in PHOENIX PROGRAMS OF FLORIDA, INC. 403(B) PLAN is approximately $584

In 2022, PHOENIX PROGRAMS OF FLORIDA, INC. 403(B) PLAN allocates $71,910 to match its employees’ contributions, providing an employer match rate of 150.10% of their contributions

In 2022, the total retirement plan asset growth rate of PHOENIX PROGRAMS OF FLORIDA, INC. 403(B) PLAN is -9.53%

In 2022, the estimated aggregate retirement account investment gain/loss for PHOENIX PROGRAMS OF FLORIDA, INC. 403(B) PLAN is -14.14%. This measures the effectiveness of the plan participants’ investments in the year.

In 2022, the investment and administrative expense ratio of PHOENIX PROGRAMS OF FLORIDA, INC. 403(B) PLAN is 0.99%.

Enrollment Features

PHOENIX PROGRAMS OF FLORIDA, INC. 403(B) 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.