Civic Intelligence

Concord Academy

Plan context: Concord Academy Defined Contribution and Tax Deferred Annuity Plan

EIN 04-1200600 • Concord, MA • 47 filings • 10 plans

View Related Profile

166 Main StreetConcord, MA 01742
Current Snapshot

Latest Year

2024

2024 Participants

331

2024 Assets

$73,591,857

2024 Contributions

$3,806,259

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$73,591,857$36,795,929$0200920172024YearValue
$73,591,857Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

3311660200520152024YearValue
331Latest year 2024

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20242331$73,591,857$3,806,259$11,499iApproximate average salary by contribution assumption: employee only about $287,482 at 4% or $191,655 at 6%; with 50% employer match about $191,655 at 4% or $127,770 at 6%; with 100% employer match about $143,741 at 4% or $95,827 at 6%.
Concord Academy Defined Contribution and Tax Deferred Annuity Plan-331$73,591,857$3,806,259$11,499iApproximate average salary by contribution assumption: employee only about $287,482 at 4% or $191,655 at 6%; with 50% employer match about $191,655 at 4% or $127,770 at 6%; with 100% employer match about $143,741 at 4% or $95,827 at 6%.
Concord Academy Premium Payment Plan-136---
20232308$66,957,630$2,581,678$8,382iApproximate average salary by contribution assumption: employee only about $209,552 at 4% or $139,701 at 6%; with 50% employer match about $139,701 at 4% or $93,134 at 6%; with 100% employer match about $104,776 at 4% or $69,851 at 6%.
Concord Academy Defined Contribution and Tax Deferred Annuity Plan-308$66,957,630$2,581,678$8,382iApproximate average salary by contribution assumption: employee only about $209,552 at 4% or $139,701 at 6%; with 50% employer match about $139,701 at 4% or $93,134 at 6%; with 100% employer match about $104,776 at 4% or $69,851 at 6%.
Concord Academy Premium Payment Plan-106---
20222254$59,810,450$2,363,609$9,306iApproximate average salary by contribution assumption: employee only about $232,639 at 4% or $155,092 at 6%; with 50% employer match about $155,092 at 4% or $103,395 at 6%; with 100% employer match about $116,319 at 4% or $77,546 at 6%.
Concord Academy Defined Contribution and Tax Deferred Annuity Plan-254$59,810,450$2,363,609$9,306iApproximate average salary by contribution assumption: employee only about $232,639 at 4% or $155,092 at 6%; with 50% employer match about $155,092 at 4% or $103,395 at 6%; with 100% employer match about $116,319 at 4% or $77,546 at 6%.
Concord Academy Premium Payment Plan-135---
20212263$52,516,723$2,461,863$9,361iApproximate average salary by contribution assumption: employee only about $234,017 at 4% or $156,012 at 6%; with 50% employer match about $156,012 at 4% or $104,008 at 6%; with 100% employer match about $117,009 at 4% or $78,006 at 6%.
Concord Academy Defined Contribution and Tax Deferred Annuity Plan-263$52,516,723$2,461,863$9,361iApproximate average salary by contribution assumption: employee only about $234,017 at 4% or $156,012 at 6%; with 50% employer match about $156,012 at 4% or $104,008 at 6%; with 100% employer match about $117,009 at 4% or $78,006 at 6%.
Concord Academy Premium Payment Plan-133---
20202178$61,567,657$2,391,119$13,433iApproximate average salary by contribution assumption: employee only about $335,831 at 4% or $223,888 at 6%; with 50% employer match about $223,888 at 4% or $149,258 at 6%; with 100% employer match about $167,916 at 4% or $111,944 at 6%.
Concord Academy Defined Contribution and Tax Deferred Annuity Plan-178$61,567,657$2,391,119$13,433iApproximate average salary by contribution assumption: employee only about $335,831 at 4% or $223,888 at 6%; with 50% employer match about $223,888 at 4% or $149,258 at 6%; with 100% employer match about $167,916 at 4% or $111,944 at 6%.
Concord Academy Premium Payment Plan-125---
20192176$49,950,499$2,265,399$12,872iApproximate average salary by contribution assumption: employee only about $321,790 at 4% or $214,526 at 6%; with 50% employer match about $214,526 at 4% or $143,018 at 6%; with 100% employer match about $160,895 at 4% or $107,263 at 6%.
Concord Academy Defined Contribution and Tax Deferred Annuity Plan-176$49,950,499$2,265,399$12,872iApproximate average salary by contribution assumption: employee only about $321,790 at 4% or $214,526 at 6%; with 50% employer match about $214,526 at 4% or $143,018 at 6%; with 100% employer match about $160,895 at 4% or $107,263 at 6%.
Concord Academy Premium Payment Plan-125---
20182264$48,398,463$2,156,389$8,168iApproximate average salary by contribution assumption: employee only about $204,204 at 4% or $136,136 at 6%; with 50% employer match about $136,136 at 4% or $90,757 at 6%; with 100% employer match about $102,102 at 4% or $68,068 at 6%.
Concord Academy Defined Contribution and Tax Deferred Annuity Plan-264$48,398,463$2,156,389$8,168iApproximate average salary by contribution assumption: employee only about $204,204 at 4% or $136,136 at 6%; with 50% employer match about $136,136 at 4% or $90,757 at 6%; with 100% employer match about $102,102 at 4% or $68,068 at 6%.
Concord Academy Premium Payment Plan-133---
20172222$45,709,223$2,018,138$9,091iApproximate average salary by contribution assumption: employee only about $227,268 at 4% or $151,512 at 6%; with 50% employer match about $151,512 at 4% or $101,008 at 6%; with 100% employer match about $113,634 at 4% or $75,756 at 6%.
Concord Academy Defined Contribution and Tax Deferred Annuity Plan-222$45,709,223$2,018,138$9,091iApproximate average salary by contribution assumption: employee only about $227,268 at 4% or $151,512 at 6%; with 50% employer match about $151,512 at 4% or $101,008 at 6%; with 100% employer match about $113,634 at 4% or $75,756 at 6%.
Concord Academy Premium Payment Plan-118---
20162134$42,447,571$1,981,253$14,785iApproximate average salary by contribution assumption: employee only about $369,637 at 4% or $246,425 at 6%; with 50% employer match about $246,425 at 4% or $164,283 at 6%; with 100% employer match about $184,818 at 4% or $123,212 at 6%.
Concord Academy Defined Contribution and Tax Deferred Annuity Plan-134$42,447,571$1,981,253$14,785iApproximate average salary by contribution assumption: employee only about $369,637 at 4% or $246,425 at 6%; with 50% employer match about $246,425 at 4% or $164,283 at 6%; with 100% employer match about $184,818 at 4% or $123,212 at 6%.
Concord Academy Premium Payment Plan-127---
20152132$40,477,186$1,909,221$14,464iApproximate average salary by contribution assumption: employee only about $361,595 at 4% or $241,063 at 6%; with 50% employer match about $241,063 at 4% or $160,709 at 6%; with 100% employer match about $180,797 at 4% or $120,532 at 6%.
Concord Academy Defined Contribution and Tax Deferred Annuity Plan-132$40,477,186$1,909,221$14,464iApproximate average salary by contribution assumption: employee only about $361,595 at 4% or $241,063 at 6%; with 50% employer match about $241,063 at 4% or $160,709 at 6%; with 100% employer match about $180,797 at 4% or $120,532 at 6%.
Concord Academy Premium Payment Plan-127---
20142123$43,028,791$2,105,091$17,115iApproximate average salary by contribution assumption: employee only about $427,864 at 4% or $285,243 at 6%; with 50% employer match about $285,243 at 4% or $190,162 at 6%; with 100% employer match about $213,932 at 4% or $142,621 at 6%.
Concord Academy Defined Contribution and Tax Deferred Annuity Plan-123$43,028,791$2,105,091$17,115iApproximate average salary by contribution assumption: employee only about $427,864 at 4% or $285,243 at 6%; with 50% employer match about $285,243 at 4% or $190,162 at 6%; with 100% employer match about $213,932 at 4% or $142,621 at 6%.
Concord Academy Premium Payment Plan-120---
20132120$40,215,442$1,817,366$15,145iApproximate average salary by contribution assumption: employee only about $378,618 at 4% or $252,412 at 6%; with 50% employer match about $252,412 at 4% or $168,275 at 6%; with 100% employer match about $189,309 at 4% or $126,206 at 6%.
Concord Academy Defined Contribution and Tax Deferred Annuity Plan-118$40,215,442$1,817,366$15,401iApproximate average salary by contribution assumption: employee only about $385,035 at 4% or $256,690 at 6%; with 50% employer match about $256,690 at 4% or $171,127 at 6%; with 100% employer match about $192,518 at 4% or $128,345 at 6%.
Concord Academy Premium Payment Plan-120---
20122232$34,453,549$1,653,035$7,125iApproximate average salary by contribution assumption: employee only about $178,129 at 4% or $118,753 at 6%; with 50% employer match about $118,753 at 4% or $79,168 at 6%; with 100% employer match about $89,064 at 4% or $59,376 at 6%.
Concord Academy Defined Contribution and Tax Deferred Annuity Plan-105$34,453,549$1,653,035$15,743iApproximate average salary by contribution assumption: employee only about $393,580 at 4% or $262,387 at 6%; with 50% employer match about $262,387 at 4% or $174,924 at 6%; with 100% employer match about $196,790 at 4% or $131,193 at 6%.
Concord Academy Premium Payment Plan-232---
20112224$29,934,941$1,378,409$6,154iApproximate average salary by contribution assumption: employee only about $153,840 at 4% or $102,560 at 6%; with 50% employer match about $102,560 at 4% or $68,373 at 6%; with 100% employer match about $76,920 at 4% or $51,280 at 6%.
Concord Academy Defined Contribution and Tax Deferred Annuity Plan-114$29,934,941$1,378,409$12,091iApproximate average salary by contribution assumption: employee only about $302,283 at 4% or $201,522 at 6%; with 50% employer match about $201,522 at 4% or $134,348 at 6%; with 100% employer match about $151,141 at 4% or $100,761 at 6%.
Concord Academy Premium Payment Plan-224---
20103227$30,106,625$1,326,455$5,843iApproximate average salary by contribution assumption: employee only about $146,085 at 4% or $97,390 at 6%; with 50% employer match about $97,390 at 4% or $64,927 at 6%; with 100% employer match about $73,043 at 4% or $48,695 at 6%.
Concord Academy Defined Contribution and Tax Deferred Annuity Plan-115$30,106,625$918,526$7,987iApproximate average salary by contribution assumption: employee only about $199,680 at 4% or $133,120 at 6%; with 50% employer match about $133,120 at 4% or $88,746 at 6%; with 100% employer match about $99,840 at 4% or $66,560 at 6%.
Concord Academy Premium Payment Plan-227---
CONCORD ACADEMY TAX DEFERRED ANNUITY PLAN-0-$407,929-
20093231$25,423,577$1,383,307$5,988iApproximate average salary by contribution assumption: employee only about $149,709 at 4% or $99,806 at 6%; with 50% employer match about $99,806 at 4% or $66,537 at 6%; with 100% employer match about $74,854 at 4% or $49,903 at 6%.
Concord Academy Defined Contribution and Tax Deferred Annuity Plan-107$19,185,085$940,571$8,790iApproximate average salary by contribution assumption: employee only about $219,760 at 4% or $146,506 at 6%; with 50% employer match about $146,506 at 4% or $97,671 at 6%; with 100% employer match about $109,880 at 4% or $73,253 at 6%.
CONCORD ACADEMY TAX DEFERRED ANNUITY PLAN-182$6,238,492$442,736$2,433iApproximate average salary by contribution assumption: employee only about $60,815 at 4% or $40,544 at 6%; with 50% employer match about $40,544 at 4% or $27,029 at 6%; with 100% employer match about $30,408 at 4% or $20,272 at 6%.
Concord Academy Premium Payment Plan-231---
200820$0$0-
Concord Academy Premium Payment Plan-0---
Concord Academy Defined Contribution and Tax Deferred Annuity Plan-0---
20072138$0$0-
Concord Academy Premium Payment Plan-138---
Concord Academy Defined Contribution and Tax Deferred Annuity Plan-0---
20062139$0$0-
Concord Academy Defined Contribution and Tax Deferred Annuity Plan-0---
Concord Academy Premium Payment Plan-139---
20052131$0$0-
Concord Academy Defined Contribution and Tax Deferred Annuity Plan-0---
Concord Academy Premium Payment Plan-131---
200410$0$0-
Concord Academy Defined Contribution and Tax Deferred Annuity Plan-0---
200310$0$0-
Concord Academy Defined Contribution and Tax Deferred Annuity Plan-0---
200210$0$0-
Concord Academy Defined Contribution and Tax Deferred Annuity Plan-0---
200110$0$0-
Concord Academy Defined Contribution and Tax Deferred Annuity Plan-0---
200010$0$0-
Concord Academy Defined Contribution and Tax Deferred Annuity Plan-0---