The Fenn School
Plan context: Fenn School Tda and Retirement Plan
EIN 04-2104064 • 23 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
102
2024 Assets
$42,032,814
2024 Contributions
$2,089,637
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 | 102 | $42,032,814 | $2,089,637 | $20,487iApproximate average salary by contribution assumption: employee only about $512,166 at 4% or $341,444 at 6%; with 50% employer match about $341,444 at 4% or $227,629 at 6%; with 100% employer match about $256,083 at 4% or $170,722 at 6%. |
| Fenn School Tda and Retirement Plan | - | 102 | $42,032,814 | $2,089,637 | $20,487iApproximate average salary by contribution assumption: employee only about $512,166 at 4% or $341,444 at 6%; with 50% employer match about $341,444 at 4% or $227,629 at 6%; with 100% employer match about $256,083 at 4% or $170,722 at 6%. |
| 2023 | 1 | 102 | $37,773,575 | $1,169,197 | $11,463iApproximate average salary by contribution assumption: employee only about $286,568 at 4% or $191,045 at 6%; with 50% employer match about $191,045 at 4% or $127,364 at 6%; with 100% employer match about $143,284 at 4% or $95,523 at 6%. |
| Fenn School Tda and Retirement Plan | - | 102 | $37,773,575 | $1,169,197 | $11,463iApproximate average salary by contribution assumption: employee only about $286,568 at 4% or $191,045 at 6%; with 50% employer match about $191,045 at 4% or $127,364 at 6%; with 100% employer match about $143,284 at 4% or $95,523 at 6%. |
| 2022 | 1 | 97 | $32,034,481 | $1,517,226 | $15,642iApproximate average salary by contribution assumption: employee only about $391,038 at 4% or $260,692 at 6%; with 50% employer match about $260,692 at 4% or $173,795 at 6%; with 100% employer match about $195,519 at 4% or $130,346 at 6%. |
| Fenn School Tda and Retirement Plan | - | 97 | $32,034,481 | $1,517,226 | $15,642iApproximate average salary by contribution assumption: employee only about $391,038 at 4% or $260,692 at 6%; with 50% employer match about $260,692 at 4% or $173,795 at 6%; with 100% employer match about $195,519 at 4% or $130,346 at 6%. |
| 2021 | 1 | 100 | $36,810,396 | $1,397,678 | $13,977iApproximate average salary by contribution assumption: employee only about $349,420 at 4% or $232,946 at 6%; with 50% employer match about $232,946 at 4% or $155,298 at 6%; with 100% employer match about $174,710 at 4% or $116,473 at 6%. |
| Fenn School Tda and Retirement Plan | - | 100 | $36,810,396 | $1,397,678 | $13,977iApproximate average salary by contribution assumption: employee only about $349,420 at 4% or $232,946 at 6%; with 50% employer match about $232,946 at 4% or $155,298 at 6%; with 100% employer match about $174,710 at 4% or $116,473 at 6%. |
| 2020 | 1 | 93 | $32,095,296 | $1,015,285 | $10,917iApproximate average salary by contribution assumption: employee only about $272,926 at 4% or $181,951 at 6%; with 50% employer match about $181,951 at 4% or $121,300 at 6%; with 100% employer match about $136,463 at 4% or $90,975 at 6%. |
| Fenn School Tda and Retirement Plan | - | 93 | $32,095,296 | $1,015,285 | $10,917iApproximate average salary by contribution assumption: employee only about $272,926 at 4% or $181,951 at 6%; with 50% employer match about $181,951 at 4% or $121,300 at 6%; with 100% employer match about $136,463 at 4% or $90,975 at 6%. |
| 2019 | 1 | 93 | $28,659,401 | $1,063,952 | $11,440iApproximate average salary by contribution assumption: employee only about $286,009 at 4% or $190,672 at 6%; with 50% employer match about $190,672 at 4% or $127,115 at 6%; with 100% employer match about $143,004 at 4% or $95,336 at 6%. |
| Fenn School Tda and Retirement Plan | - | 93 | $28,659,401 | $1,063,952 | $11,440iApproximate average salary by contribution assumption: employee only about $286,009 at 4% or $190,672 at 6%; with 50% employer match about $190,672 at 4% or $127,115 at 6%; with 100% employer match about $143,004 at 4% or $95,336 at 6%. |
| 2018 | 1 | 93 | $23,808,259 | $1,375,323 | $14,788iApproximate average salary by contribution assumption: employee only about $369,710 at 4% or $246,474 at 6%; with 50% employer match about $246,474 at 4% or $164,316 at 6%; with 100% employer match about $184,855 at 4% or $123,237 at 6%. |
| Fenn School Tda and Retirement Plan | - | 93 | $23,808,259 | $1,375,323 | $14,788iApproximate average salary by contribution assumption: employee only about $369,710 at 4% or $246,474 at 6%; with 50% employer match about $246,474 at 4% or $164,316 at 6%; with 100% employer match about $184,855 at 4% or $123,237 at 6%. |
| 2017 | 1 | 94 | $24,410,478 | $1,104,754 | $11,753iApproximate average salary by contribution assumption: employee only about $293,818 at 4% or $195,878 at 6%; with 50% employer match about $195,878 at 4% or $130,586 at 6%; with 100% employer match about $146,909 at 4% or $97,939 at 6%. |
| Fenn School Tda and Retirement Plan | - | 94 | $24,410,478 | $1,104,754 | $11,753iApproximate average salary by contribution assumption: employee only about $293,818 at 4% or $195,878 at 6%; with 50% employer match about $195,878 at 4% or $130,586 at 6%; with 100% employer match about $146,909 at 4% or $97,939 at 6%. |
| 2016 | 1 | 95 | $21,518,254 | $983,818 | $10,356iApproximate average salary by contribution assumption: employee only about $258,899 at 4% or $172,600 at 6%; with 50% employer match about $172,600 at 4% or $115,066 at 6%; with 100% employer match about $129,450 at 4% or $86,300 at 6%. |
| Fenn School Tda and Retirement Plan | - | 95 | $21,518,254 | $983,818 | $10,356iApproximate average salary by contribution assumption: employee only about $258,899 at 4% or $172,600 at 6%; with 50% employer match about $172,600 at 4% or $115,066 at 6%; with 100% employer match about $129,450 at 4% or $86,300 at 6%. |
| 2015 | 1 | 90 | $19,574,952 | $1,038,049 | $11,534iApproximate average salary by contribution assumption: employee only about $288,347 at 4% or $192,231 at 6%; with 50% employer match about $192,231 at 4% or $128,154 at 6%; with 100% employer match about $144,173 at 4% or $96,116 at 6%. |
| Fenn School Tda and Retirement Plan | - | 90 | $19,574,952 | $1,038,049 | $11,534iApproximate average salary by contribution assumption: employee only about $288,347 at 4% or $192,231 at 6%; with 50% employer match about $192,231 at 4% or $128,154 at 6%; with 100% employer match about $144,173 at 4% or $96,116 at 6%. |
| 2014 | 1 | 91 | $19,645,229 | $978,868 | $10,757iApproximate average salary by contribution assumption: employee only about $268,920 at 4% or $179,280 at 6%; with 50% employer match about $179,280 at 4% or $119,520 at 6%; with 100% employer match about $134,460 at 4% or $89,640 at 6%. |
| Fenn School Tda and Retirement Plan | - | 91 | $19,645,229 | $978,868 | $10,757iApproximate average salary by contribution assumption: employee only about $268,920 at 4% or $179,280 at 6%; with 50% employer match about $179,280 at 4% or $119,520 at 6%; with 100% employer match about $134,460 at 4% or $89,640 at 6%. |
| 2013 | 1 | 101 | $18,386,266 | $981,948 | $9,722iApproximate average salary by contribution assumption: employee only about $243,056 at 4% or $162,038 at 6%; with 50% employer match about $162,038 at 4% or $108,025 at 6%; with 100% employer match about $121,528 at 4% or $81,019 at 6%. |
| Fenn School Tda and Retirement Plan | - | 101 | $18,386,266 | $981,948 | $9,722iApproximate average salary by contribution assumption: employee only about $243,056 at 4% or $162,038 at 6%; with 50% employer match about $162,038 at 4% or $108,025 at 6%; with 100% employer match about $121,528 at 4% or $81,019 at 6%. |
| 2012 | 1 | 103 | $15,622,136 | $909,491 | $8,830iApproximate average salary by contribution assumption: employee only about $220,750 at 4% or $147,167 at 6%; with 50% employer match about $147,167 at 4% or $98,111 at 6%; with 100% employer match about $110,375 at 4% or $73,583 at 6%. |
| Fenn School Tda and Retirement Plan | - | 103 | $15,622,136 | $909,491 | $8,830iApproximate average salary by contribution assumption: employee only about $220,750 at 4% or $147,167 at 6%; with 50% employer match about $147,167 at 4% or $98,111 at 6%; with 100% employer match about $110,375 at 4% or $73,583 at 6%. |
| 2011 | 1 | 150 | $14,596,764 | $843,011 | $5,620iApproximate average salary by contribution assumption: employee only about $140,502 at 4% or $93,668 at 6%; with 50% employer match about $93,668 at 4% or $62,445 at 6%; with 100% employer match about $70,251 at 4% or $46,834 at 6%. |
| Fenn School Tda and Retirement Plan | - | 150 | $14,596,764 | $843,011 | $5,620iApproximate average salary by contribution assumption: employee only about $140,502 at 4% or $93,668 at 6%; with 50% employer match about $93,668 at 4% or $62,445 at 6%; with 100% employer match about $70,251 at 4% or $46,834 at 6%. |
| 2010 | 1 | 147 | $14,262,595 | $775,091 | $5,273iApproximate average salary by contribution assumption: employee only about $131,818 at 4% or $87,879 at 6%; with 50% employer match about $87,879 at 4% or $58,586 at 6%; with 100% employer match about $65,909 at 4% or $43,939 at 6%. |
| Fenn School Tda and Retirement Plan | - | 147 | $14,262,595 | $775,091 | $5,273iApproximate average salary by contribution assumption: employee only about $131,818 at 4% or $87,879 at 6%; with 50% employer match about $87,879 at 4% or $58,586 at 6%; with 100% employer match about $65,909 at 4% or $43,939 at 6%. |
| 2009 | 1 | 178 | $12,940,679 | $722,486 | $4,059iApproximate average salary by contribution assumption: employee only about $101,473 at 4% or $67,649 at 6%; with 50% employer match about $67,649 at 4% or $45,099 at 6%; with 100% employer match about $50,736 at 4% or $33,824 at 6%. |
| Fenn School Tda and Retirement Plan | - | 178 | $12,940,679 | $722,486 | $4,059iApproximate average salary by contribution assumption: employee only about $101,473 at 4% or $67,649 at 6%; with 50% employer match about $67,649 at 4% or $45,099 at 6%; with 100% employer match about $50,736 at 4% or $33,824 at 6%. |
| 2007 | 1 | 0 | $0 | $0 | - |
| Fenn School Tda and Retirement Plan | - | 0 | - | - | - |
| 2006 | 1 | 0 | $0 | $0 | - |
| Fenn School Tda and Retirement Plan | - | 0 | - | - | - |
| 2005 | 1 | 0 | $0 | $0 | - |
| Fenn School Tda and Retirement Plan | - | 0 | - | - | - |
| 2004 | 1 | 0 | $0 | $0 | - |
| Fenn School Tda and Retirement Plan | - | 0 | - | - | - |
| 2003 | 1 | 0 | $0 | $0 | - |
| Fenn School Tda and Retirement Plan | - | 0 | - | - | - |
| 2002 | 1 | 0 | $0 | $0 | - |
| Fenn School Tda and Retirement Plan | - | 0 | - | - | - |
| 2000 | 1 | 0 | $0 | $0 | - |
| Fenn School Tda and Retirement Plan | - | 0 | - | - | - |