Civic Intelligence

Belmont Day School

Plan context: Belmont Day School Defined Contribution Retirement Plan

EIN 04-2108347 • Belmont, MA • 38 filings • 4 plans

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55 Day School LaneBelmont, MA 02478-2030
Current Snapshot

Latest Year

2024

2024 Participants

109

2024 Assets

$25,712,312

2024 Contributions

$1,247,385

Historical Graphs

Total Assets Over Time

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

$25,712,312$12,856,156$0200920172024YearValue
$25,712,312Latest year 2024

Participants Over Time

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

127640200920172024YearValue
109Latest 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
20241109$25,712,312$1,247,385$11,444iApproximate average salary by contribution assumption: employee only about $286,097 at 4% or $190,732 at 6%; with 50% employer match about $190,732 at 4% or $127,154 at 6%; with 100% employer match about $143,049 at 4% or $95,366 at 6%.
Belmont Day School Defined Contribution Retirement Plan-109$25,712,312$1,247,385$11,444iApproximate average salary by contribution assumption: employee only about $286,097 at 4% or $190,732 at 6%; with 50% employer match about $190,732 at 4% or $127,154 at 6%; with 100% employer match about $143,049 at 4% or $95,366 at 6%.
2023198$22,608,256$1,216,143$12,410iApproximate average salary by contribution assumption: employee only about $310,241 at 4% or $206,827 at 6%; with 50% employer match about $206,827 at 4% or $137,885 at 6%; with 100% employer match about $155,120 at 4% or $103,414 at 6%.
Belmont Day School Defined Contribution Retirement Plan-98$22,608,256$1,216,143$12,410iApproximate average salary by contribution assumption: employee only about $310,241 at 4% or $206,827 at 6%; with 50% employer match about $206,827 at 4% or $137,885 at 6%; with 100% employer match about $155,120 at 4% or $103,414 at 6%.
2022195$19,276,238$1,070,353$11,267iApproximate average salary by contribution assumption: employee only about $281,672 at 4% or $187,781 at 6%; with 50% employer match about $187,781 at 4% or $125,187 at 6%; with 100% employer match about $140,836 at 4% or $93,891 at 6%.
Belmont Day School Defined Contribution Retirement Plan-95$19,276,238$1,070,353$11,267iApproximate average salary by contribution assumption: employee only about $281,672 at 4% or $187,781 at 6%; with 50% employer match about $187,781 at 4% or $125,187 at 6%; with 100% employer match about $140,836 at 4% or $93,891 at 6%.
2021180$23,311,256$1,156,996$14,462iApproximate average salary by contribution assumption: employee only about $361,561 at 4% or $241,041 at 6%; with 50% employer match about $241,041 at 4% or $160,694 at 6%; with 100% employer match about $180,781 at 4% or $120,520 at 6%.
Belmont Day School Defined Contribution Retirement Plan-80$23,311,256$1,156,996$14,462iApproximate average salary by contribution assumption: employee only about $361,561 at 4% or $241,041 at 6%; with 50% employer match about $241,041 at 4% or $160,694 at 6%; with 100% employer match about $180,781 at 4% or $120,520 at 6%.
2020193$20,678,194$989,827$10,643iApproximate average salary by contribution assumption: employee only about $266,083 at 4% or $177,388 at 6%; with 50% employer match about $177,388 at 4% or $118,259 at 6%; with 100% employer match about $133,041 at 4% or $88,694 at 6%.
Belmont Day School Defined Contribution Retirement Plan-93$20,678,194$989,827$10,643iApproximate average salary by contribution assumption: employee only about $266,083 at 4% or $177,388 at 6%; with 50% employer match about $177,388 at 4% or $118,259 at 6%; with 100% employer match about $133,041 at 4% or $88,694 at 6%.
20192127$14,200,715$695,404$5,476iApproximate average salary by contribution assumption: employee only about $136,891 at 4% or $91,260 at 6%; with 50% employer match about $91,260 at 4% or $60,840 at 6%; with 100% employer match about $68,445 at 4% or $45,630 at 6%.
Belmont Day School Defined Contribution Retirement Plan-127$14,200,715$323,659$2,548iApproximate average salary by contribution assumption: employee only about $63,712 at 4% or $42,475 at 6%; with 50% employer match about $42,475 at 4% or $28,317 at 6%; with 100% employer match about $31,856 at 4% or $21,237 at 6%.
Belmont Day School Tax-Deferred Annuity Plan-0$0$371,745-
20182118$12,724,756$1,163,921$9,864iApproximate average salary by contribution assumption: employee only about $246,593 at 4% or $164,396 at 6%; with 50% employer match about $164,396 at 4% or $109,597 at 6%; with 100% employer match about $123,297 at 4% or $82,198 at 6%.
Belmont Day School Defined Contribution Retirement Plan-118$9,369,577$881,721$7,472iApproximate average salary by contribution assumption: employee only about $186,805 at 4% or $124,537 at 6%; with 50% employer match about $124,537 at 4% or $83,025 at 6%; with 100% employer match about $93,403 at 4% or $62,268 at 6%.
Belmont Day School Tax-Deferred Annuity Plan-49$3,355,179$282,200$5,759iApproximate average salary by contribution assumption: employee only about $143,980 at 4% or $95,986 at 6%; with 50% employer match about $95,986 at 4% or $63,991 at 6%; with 100% employer match about $71,990 at 4% or $47,993 at 6%.
20172106$12,446,041$1,005,807$9,489iApproximate average salary by contribution assumption: employee only about $237,219 at 4% or $158,146 at 6%; with 50% employer match about $158,146 at 4% or $105,431 at 6%; with 100% employer match about $118,609 at 4% or $79,073 at 6%.
Belmont Day School Defined Contribution Retirement Plan-106$8,857,108$793,612$7,487iApproximate average salary by contribution assumption: employee only about $187,173 at 4% or $124,782 at 6%; with 50% employer match about $124,782 at 4% or $83,188 at 6%; with 100% employer match about $93,586 at 4% or $62,391 at 6%.
Belmont Day School Tax-Deferred Annuity Plan-48$3,588,933$212,195$4,421iApproximate average salary by contribution assumption: employee only about $110,518 at 4% or $73,679 at 6%; with 50% employer match about $73,679 at 4% or $49,119 at 6%; with 100% employer match about $55,259 at 4% or $36,839 at 6%.
20162104$11,042,045$1,289,073$12,395iApproximate average salary by contribution assumption: employee only about $309,873 at 4% or $206,582 at 6%; with 50% employer match about $206,582 at 4% or $137,721 at 6%; with 100% employer match about $154,937 at 4% or $103,291 at 6%.
Belmont Day School Defined Contribution Retirement Plan-104$8,053,043$793,017$7,625iApproximate average salary by contribution assumption: employee only about $190,629 at 4% or $127,086 at 6%; with 50% employer match about $127,086 at 4% or $84,724 at 6%; with 100% employer match about $95,315 at 4% or $63,543 at 6%.
Belmont Day School Tax-Deferred Annuity Plan-46$2,989,002$496,056$10,784iApproximate average salary by contribution assumption: employee only about $269,596 at 4% or $179,730 at 6%; with 50% employer match about $179,730 at 4% or $119,820 at 6%; with 100% employer match about $134,798 at 4% or $89,865 at 6%.
2015298$9,357,767$1,026,971$10,479iApproximate average salary by contribution assumption: employee only about $261,982 at 4% or $174,655 at 6%; with 50% employer match about $174,655 at 4% or $116,437 at 6%; with 100% employer match about $130,991 at 4% or $87,327 at 6%.
Belmont Day School Defined Contribution Retirement Plan-98$6,940,113$772,147$7,879iApproximate average salary by contribution assumption: employee only about $196,976 at 4% or $131,318 at 6%; with 50% employer match about $131,318 at 4% or $87,545 at 6%; with 100% employer match about $98,488 at 4% or $65,659 at 6%.
Belmont Day School Tax-Deferred Annuity Plan-38$2,417,654$254,824$6,706iApproximate average salary by contribution assumption: employee only about $167,647 at 4% or $111,765 at 6%; with 50% employer match about $111,765 at 4% or $74,510 at 6%; with 100% employer match about $83,824 at 4% or $55,882 at 6%.
2014292$9,403,210$932,081$10,131iApproximate average salary by contribution assumption: employee only about $253,283 at 4% or $168,855 at 6%; with 50% employer match about $168,855 at 4% or $112,570 at 6%; with 100% employer match about $126,641 at 4% or $84,428 at 6%.
Belmont Day School Defined Contribution Retirement Plan-92$6,299,420$732,571$7,963iApproximate average salary by contribution assumption: employee only about $199,068 at 4% or $132,712 at 6%; with 50% employer match about $132,712 at 4% or $88,475 at 6%; with 100% employer match about $99,534 at 4% or $66,356 at 6%.
Belmont Day School Tax-Deferred Annuity Plan-38$3,103,790$199,510$5,250iApproximate average salary by contribution assumption: employee only about $131,257 at 4% or $87,504 at 6%; with 50% employer match about $87,504 at 4% or $58,336 at 6%; with 100% employer match about $65,628 at 4% or $43,752 at 6%.
2013288$9,110,303$969,632$11,019iApproximate average salary by contribution assumption: employee only about $275,464 at 4% or $183,642 at 6%; with 50% employer match about $183,642 at 4% or $122,428 at 6%; with 100% employer match about $137,732 at 4% or $91,821 at 6%.
Belmont Day School Defined Contribution Retirement Plan-88$6,392,367$726,276$8,253iApproximate average salary by contribution assumption: employee only about $206,328 at 4% or $137,552 at 6%; with 50% employer match about $137,552 at 4% or $91,702 at 6%; with 100% employer match about $103,164 at 4% or $68,776 at 6%.
Belmont Day School Tax-Deferred Annuity Plan-34$2,717,936$243,356$7,158iApproximate average salary by contribution assumption: employee only about $178,938 at 4% or $119,292 at 6%; with 50% employer match about $119,292 at 4% or $79,528 at 6%; with 100% employer match about $89,469 at 4% or $59,646 at 6%.
2012284$7,327,388$1,158,360$13,790iApproximate average salary by contribution assumption: employee only about $344,750 at 4% or $229,833 at 6%; with 50% employer match about $229,833 at 4% or $153,222 at 6%; with 100% employer match about $172,375 at 4% or $114,917 at 6%.
Belmont Day School Defined Contribution Retirement Plan-84$5,254,416$718,060$8,548iApproximate average salary by contribution assumption: employee only about $213,708 at 4% or $142,472 at 6%; with 50% employer match about $142,472 at 4% or $94,981 at 6%; with 100% employer match about $106,854 at 4% or $71,236 at 6%.
Belmont Day School Tax-Deferred Annuity Plan-29$2,072,972$440,300$15,183iApproximate average salary by contribution assumption: employee only about $379,569 at 4% or $253,046 at 6%; with 50% employer match about $253,046 at 4% or $168,697 at 6%; with 100% employer match about $189,784 at 4% or $126,523 at 6%.
2011275$6,490,794$862,175$11,496iApproximate average salary by contribution assumption: employee only about $287,392 at 4% or $191,594 at 6%; with 50% employer match about $191,594 at 4% or $127,730 at 6%; with 100% employer match about $143,696 at 4% or $95,797 at 6%.
Belmont Day School Defined Contribution Retirement Plan-75$4,710,695$674,163$8,989iApproximate average salary by contribution assumption: employee only about $224,721 at 4% or $149,814 at 6%; with 50% employer match about $149,814 at 4% or $99,876 at 6%; with 100% employer match about $112,361 at 4% or $74,907 at 6%.
Belmont Day School Tax-Deferred Annuity Plan-24$1,780,099$188,012$7,834iApproximate average salary by contribution assumption: employee only about $195,846 at 4% or $130,564 at 6%; with 50% employer match about $130,564 at 4% or $87,043 at 6%; with 100% employer match about $97,923 at 4% or $65,282 at 6%.
2010268$5,835,972$823,585$12,112iApproximate average salary by contribution assumption: employee only about $302,789 at 4% or $201,859 at 6%; with 50% employer match about $201,859 at 4% or $134,573 at 6%; with 100% employer match about $151,394 at 4% or $100,930 at 6%.
Belmont Day School Defined Contribution Retirement Plan-68$4,222,652$634,291$9,328iApproximate average salary by contribution assumption: employee only about $233,195 at 4% or $155,463 at 6%; with 50% employer match about $155,463 at 4% or $103,642 at 6%; with 100% employer match about $116,598 at 4% or $77,732 at 6%.
Belmont Day School Tax-Deferred Annuity Plan-23$1,613,320$189,294$8,230iApproximate average salary by contribution assumption: employee only about $205,754 at 4% or $137,170 at 6%; with 50% employer match about $137,170 at 4% or $91,446 at 6%; with 100% employer match about $102,877 at 4% or $68,585 at 6%.
2009363$6,808,471$1,059,026$16,810iApproximate average salary by contribution assumption: employee only about $420,248 at 4% or $280,166 at 6%; with 50% employer match about $280,166 at 4% or $186,777 at 6%; with 100% employer match about $210,124 at 4% or $140,083 at 6%.
Belmont Day School Defined Contribution Retirement Plan-63$3,654,105$679,826$10,791iApproximate average salary by contribution assumption: employee only about $269,772 at 4% or $179,848 at 6%; with 50% employer match about $179,848 at 4% or $119,899 at 6%; with 100% employer match about $134,886 at 4% or $89,924 at 6%.
Belmont Day School Defined Contribution Retirement Plan-34$1,865,578$189,850$5,584iApproximate average salary by contribution assumption: employee only about $139,596 at 4% or $93,064 at 6%; with 50% employer match about $93,064 at 4% or $62,042 at 6%; with 100% employer match about $69,798 at 4% or $46,532 at 6%.
Belmont Day School Tax-Deferred Annuity Plan-20$1,288,788$189,350$9,468iApproximate average salary by contribution assumption: employee only about $236,688 at 4% or $157,792 at 6%; with 50% employer match about $157,792 at 4% or $105,194 at 6%; with 100% employer match about $118,344 at 4% or $78,896 at 6%.
200810$0$0-
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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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200110$0$0-
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200010$0$0-
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199910$0$0-
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