TAX DEFERRED ANNUITY PLAN OF MENTAL HEALTH ASSOCIATION IN ORANGE COUNTY, INC.

Overview

Plan Contact

  • Address: 73 JAMES P KELLY WAY,MIDDLETOWN,NY
  • Contact person: LUDWIG BACH
  • Phone: (845) 342-2400

Plan General Information


At the end of 2022, the total retirement plan assets of TAX DEFERRED ANNUITY PLAN OF MENTAL HEALTH ASSOCIATION IN ORANGE COUNTY, INC. is $408,493.This plan was established in 1988.

At the end of 2022, the total number of retirement plan participants in TAX DEFERRED ANNUITY PLAN OF MENTAL HEALTH ASSOCIATION IN ORANGE COUNTY, INC. is 145

In 2022, the average participant retirement account value for TAX DEFERRED ANNUITY PLAN OF MENTAL HEALTH ASSOCIATION IN ORANGE COUNTY, INC. is $2,817

In 2022, the estimated average employee contribution amount per participant for TAX DEFERRED ANNUITY PLAN OF MENTAL HEALTH ASSOCIATION IN ORANGE COUNTY, INC. is $777

In 2022, the estimated average employer match for an employee in TAX DEFERRED ANNUITY PLAN OF MENTAL HEALTH ASSOCIATION IN ORANGE COUNTY, INC. is approximately $112

In 2022, TAX DEFERRED ANNUITY PLAN OF MENTAL HEALTH ASSOCIATION IN ORANGE COUNTY, INC. allocates $16,325 to match its employees’ contributions, providing an employer match rate of 17.15% of their contributions

In 2022, the total retirement plan asset growth rate of TAX DEFERRED ANNUITY PLAN OF MENTAL HEALTH ASSOCIATION IN ORANGE COUNTY, INC. is 4.34%

In 2022, the estimated aggregate retirement account investment gain/loss for TAX DEFERRED ANNUITY PLAN OF MENTAL HEALTH ASSOCIATION IN ORANGE COUNTY, INC. is -16.03%. This measures the effectiveness of the plan participants’ investments in the year.

In 2022, the investment and administrative expense ratio of TAX DEFERRED ANNUITY PLAN OF MENTAL HEALTH ASSOCIATION IN ORANGE COUNTY, INC. is 0.24%.

Enrollment Features