Upper Valley Waldorf School
Plan context: Upper Valley Waldorf School 403(B) Plan
EIN 03-0312346 • Quechee, VT • 24 filings • 10 plans
Current Snapshot
Latest Year
2024
2024 Participants
39
2024 Assets
$1,769,484
2024 Contributions
$126,138
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 39 | $1,769,484 | $126,138 | $3,234iApproximate average salary by contribution assumption: employee only about $80,858 at 4% or $53,905 at 6%; with 50% employer match about $53,905 at 4% or $35,937 at 6%; with 100% employer match about $40,429 at 4% or $26,953 at 6%. |
| Upper Valley Waldorf School 403(B) Plan | - | 39 | $1,769,484 | $126,138 | $3,234iApproximate average salary by contribution assumption: employee only about $80,858 at 4% or $53,905 at 6%; with 50% employer match about $53,905 at 4% or $35,937 at 6%; with 100% employer match about $40,429 at 4% or $26,953 at 6%. |
| 2023 | 1 | 39 | $1,771,067 | $89,413 | $2,293iApproximate average salary by contribution assumption: employee only about $57,316 at 4% or $38,211 at 6%; with 50% employer match about $38,211 at 4% or $25,474 at 6%; with 100% employer match about $28,658 at 4% or $19,105 at 6%. |
| Upper Valley Waldorf School 403(B) Plan | - | 39 | $1,771,067 | $89,413 | $2,293iApproximate average salary by contribution assumption: employee only about $57,316 at 4% or $38,211 at 6%; with 50% employer match about $38,211 at 4% or $25,474 at 6%; with 100% employer match about $28,658 at 4% or $19,105 at 6%. |
| 2022 | 1 | 37 | $1,481,144 | $105,535 | $2,852iApproximate average salary by contribution assumption: employee only about $71,307 at 4% or $47,538 at 6%; with 50% employer match about $47,538 at 4% or $31,692 at 6%; with 100% employer match about $35,654 at 4% or $23,769 at 6%. |
| Upper Valley Waldorf School 403(B) Plan | - | 37 | $1,481,144 | $105,535 | $2,852iApproximate average salary by contribution assumption: employee only about $71,307 at 4% or $47,538 at 6%; with 50% employer match about $47,538 at 4% or $31,692 at 6%; with 100% employer match about $35,654 at 4% or $23,769 at 6%. |
| 2021 | 1 | 37 | $1,598,795 | $98,691 | $2,667iApproximate average salary by contribution assumption: employee only about $66,683 at 4% or $44,455 at 6%; with 50% employer match about $44,455 at 4% or $29,637 at 6%; with 100% employer match about $33,342 at 4% or $22,228 at 6%. |
| Upper Valley Waldorf School 403(B) Plan | - | 37 | $1,598,795 | $98,691 | $2,667iApproximate average salary by contribution assumption: employee only about $66,683 at 4% or $44,455 at 6%; with 50% employer match about $44,455 at 4% or $29,637 at 6%; with 100% employer match about $33,342 at 4% or $22,228 at 6%. |
| 2020 | 1 | 38 | $1,367,509 | $172,284 | $4,534iApproximate average salary by contribution assumption: employee only about $113,345 at 4% or $75,563 at 6%; with 50% employer match about $75,563 at 4% or $50,375 at 6%; with 100% employer match about $56,672 at 4% or $37,782 at 6%. |
| Upper Valley Waldorf School 403(B) Plan | - | 38 | $1,367,509 | $172,284 | $4,534iApproximate average salary by contribution assumption: employee only about $113,345 at 4% or $75,563 at 6%; with 50% employer match about $75,563 at 4% or $50,375 at 6%; with 100% employer match about $56,672 at 4% or $37,782 at 6%. |
| 2019 | 1 | 38 | $1,067,046 | $85,848 | $2,259iApproximate average salary by contribution assumption: employee only about $56,479 at 4% or $37,653 at 6%; with 50% employer match about $37,653 at 4% or $25,102 at 6%; with 100% employer match about $28,239 at 4% or $18,826 at 6%. |
| Upper Valley Waldorf School 403(B) Plan | - | 38 | $1,067,046 | $85,848 | $2,259iApproximate average salary by contribution assumption: employee only about $56,479 at 4% or $37,653 at 6%; with 50% employer match about $37,653 at 4% or $25,102 at 6%; with 100% employer match about $28,239 at 4% or $18,826 at 6%. |
| 2018 | 1 | 36 | $1,085,224 | $108,401 | $3,011iApproximate average salary by contribution assumption: employee only about $75,278 at 4% or $50,186 at 6%; with 50% employer match about $50,186 at 4% or $33,457 at 6%; with 100% employer match about $37,639 at 4% or $25,093 at 6%. |
| Upper Valley Waldorf School 403(B) Plan | - | 36 | $1,085,224 | $108,401 | $3,011iApproximate average salary by contribution assumption: employee only about $75,278 at 4% or $50,186 at 6%; with 50% employer match about $50,186 at 4% or $33,457 at 6%; with 100% employer match about $37,639 at 4% or $25,093 at 6%. |
| 2017 | 1 | 34 | $1,032,671 | $79,341 | $2,334iApproximate average salary by contribution assumption: employee only about $58,339 at 4% or $38,893 at 6%; with 50% employer match about $38,893 at 4% or $25,928 at 6%; with 100% employer match about $29,169 at 4% or $19,446 at 6%. |
| Upper Valley Waldorf School 403(B) Plan | - | 34 | $1,032,671 | $79,341 | $2,334iApproximate average salary by contribution assumption: employee only about $58,339 at 4% or $38,893 at 6%; with 50% employer match about $38,893 at 4% or $25,928 at 6%; with 100% employer match about $29,169 at 4% or $19,446 at 6%. |
| 2016 | 1 | 30 | $851,359 | $92,188 | $3,073iApproximate average salary by contribution assumption: employee only about $76,823 at 4% or $51,216 at 6%; with 50% employer match about $51,216 at 4% or $34,144 at 6%; with 100% employer match about $38,412 at 4% or $25,608 at 6%. |
| Upper Valley Waldorf School 403(B) Plan | - | 30 | $851,359 | $92,188 | $3,073iApproximate average salary by contribution assumption: employee only about $76,823 at 4% or $51,216 at 6%; with 50% employer match about $51,216 at 4% or $34,144 at 6%; with 100% employer match about $38,412 at 4% or $25,608 at 6%. |
| 2015 | 1 | 32 | $720,093 | $97,337 | $3,042iApproximate average salary by contribution assumption: employee only about $76,045 at 4% or $50,696 at 6%; with 50% employer match about $50,696 at 4% or $33,798 at 6%; with 100% employer match about $38,022 at 4% or $25,348 at 6%. |
| Upper Valley Waldorf School 403(B) Plan | - | 32 | $720,093 | $97,337 | $3,042iApproximate average salary by contribution assumption: employee only about $76,045 at 4% or $50,696 at 6%; with 50% employer match about $50,696 at 4% or $33,798 at 6%; with 100% employer match about $38,022 at 4% or $25,348 at 6%. |
| 2014 | 1 | 33 | $634,920 | $78,274 | $2,372iApproximate average salary by contribution assumption: employee only about $59,298 at 4% or $39,532 at 6%; with 50% employer match about $39,532 at 4% or $26,355 at 6%; with 100% employer match about $29,649 at 4% or $19,766 at 6%. |
| Upper Valley Waldorf School 403(B) Plan | - | 33 | $634,920 | $78,274 | $2,372iApproximate average salary by contribution assumption: employee only about $59,298 at 4% or $39,532 at 6%; with 50% employer match about $39,532 at 4% or $26,355 at 6%; with 100% employer match about $29,649 at 4% or $19,766 at 6%. |
| 2013 | 1 | 35 | $556,900 | $58,301 | $1,666iApproximate average salary by contribution assumption: employee only about $41,644 at 4% or $27,762 at 6%; with 50% employer match about $27,762 at 4% or $18,508 at 6%; with 100% employer match about $20,822 at 4% or $13,881 at 6%. |
| Upper Valley Waldorf School 403(B) Plan | - | 35 | $556,900 | $58,301 | $1,666iApproximate average salary by contribution assumption: employee only about $41,644 at 4% or $27,762 at 6%; with 50% employer match about $27,762 at 4% or $18,508 at 6%; with 100% employer match about $20,822 at 4% or $13,881 at 6%. |
| 2012 | 1 | 32 | $428,880 | $26,665 | $833iApproximate average salary by contribution assumption: employee only about $20,832 at 4% or $13,888 at 6%; with 50% employer match about $13,888 at 4% or $9,259 at 6%; with 100% employer match about $10,416 at 4% or $6,944 at 6%. |
| Upper Valley Waldorf School 403(B) Plan | - | 32 | $428,880 | $26,665 | $833iApproximate average salary by contribution assumption: employee only about $20,832 at 4% or $13,888 at 6%; with 50% employer match about $13,888 at 4% or $9,259 at 6%; with 100% employer match about $10,416 at 4% or $6,944 at 6%. |
| 2011 | 1 | 34 | $384,276 | $29,390 | $864iApproximate average salary by contribution assumption: employee only about $21,610 at 4% or $14,407 at 6%; with 50% employer match about $14,407 at 4% or $9,605 at 6%; with 100% employer match about $10,805 at 4% or $7,203 at 6%. |
| Upper Valley Waldorf School 403(B) Plan | - | 34 | $384,276 | $29,390 | $864iApproximate average salary by contribution assumption: employee only about $21,610 at 4% or $14,407 at 6%; with 50% employer match about $14,407 at 4% or $9,605 at 6%; with 100% employer match about $10,805 at 4% or $7,203 at 6%. |
| 2010 | 1 | 31 | $358,162 | $20,790 | $671iApproximate average salary by contribution assumption: employee only about $16,766 at 4% or $11,177 at 6%; with 50% employer match about $11,177 at 4% or $7,452 at 6%; with 100% employer match about $8,383 at 4% or $5,589 at 6%. |
| Upper Valley Waldorf School 403(B) Plan | - | 31 | $358,162 | $20,790 | $671iApproximate average salary by contribution assumption: employee only about $16,766 at 4% or $11,177 at 6%; with 50% employer match about $11,177 at 4% or $7,452 at 6%; with 100% employer match about $8,383 at 4% or $5,589 at 6%. |
| 2009 | 2 | 28 | $311,215 | $15,595 | $557iApproximate average salary by contribution assumption: employee only about $13,924 at 4% or $9,283 at 6%; with 50% employer match about $9,283 at 4% or $6,188 at 6%; with 100% employer match about $6,962 at 4% or $4,641 at 6%. |
| Upper Valley Waldorf School 403(B) Plan | - | 28 | $311,215 | $15,595 | $557iApproximate average salary by contribution assumption: employee only about $13,924 at 4% or $9,283 at 6%; with 50% employer match about $9,283 at 4% or $6,188 at 6%; with 100% employer match about $6,962 at 4% or $4,641 at 6%. |
| UPPER VALLEY WALDORF SCHOOL LIFE AND LONG-TERM DISABILITY PLAN | - | - | - | - | - |
| 2008 | 3 | 19 | $0 | $94,482 | $4,973iApproximate average salary by contribution assumption: employee only about $124,318 at 4% or $82,879 at 6%; with 50% employer match about $82,879 at 4% or $55,253 at 6%; with 100% employer match about $62,159 at 4% or $41,439 at 6%. |
| TIAA-CREF GROUP RETIREUENTACCOUNT GROUP SUPPLEMENTAIL RETIREMENT ACCJ | - | 0 | - | - | - |
| SUN LIFE & HEALTH INSURANCE COMPANY LONG TERM DISABILITY LIFE INSURANCE | - | 19 | - | - | - |
| UPPER VALLEY WALDORF SCHOOL EMPLOYEE MEDICAL BENEFIT PLAN | - | 0 | - | $94,482 | - |
| 2007 | 2 | 18 | $0 | $0 | - |
| UPPER VALLEY WALDORF SCHOOL EMPLOYEE MEDICAL BENEFIT PLAN | - | 18 | - | - | - |
| Upper Valley Waldorf School 403(B) Plan | - | 0 | - | - | - |
| 2005 | 1 | 0 | $0 | $0 | - |
| TIAA-CREF GROUP RETIREMENT ACCOUNT GROUP SUPPLEMENTAL RETIREMENT ACCT | - | 0 | - | - | - |
| 2004 | 1 | 0 | $0 | $0 | - |
| TIAA-CREF GROUP SUPPLEMENTAL RETIREMENT-ACCOU | - | 0 | - | - | - |