Civic Intelligence

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

$42,032,814$21,016,407$0200920172024YearValue
$42,032,814Latest year 2024

Participants Over Time

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

178890200920172024YearValue
102Latest 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
20241102$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%.
20231102$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%.
2022197$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%.
20211100$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%.
2020193$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%.
2019193$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%.
2018193$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%.
2017194$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%.
2016195$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%.
2015190$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%.
2014191$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%.
20131101$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%.
20121103$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%.
20111150$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%.
20101147$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%.
20091178$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%.
200710$0$0-
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200610$0$0-
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200510$0$0-
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200410$0$0-
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200310$0$0-
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200210$0$0-
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200010$0$0-
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