Civic Intelligence

The Montrose Foundation Inc.

Plan context: The Montrose Foundation Inc. 403(B) Plan

EIN 04-2668765 • Medfield, MA • 26 filings • 3 plans

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29 North StreetMedfield, MA 02052
Current Snapshot

Latest Year

2024

2024 Participants

50

2024 Assets

$1,708,673

2024 Contributions

$1,759,486

Historical Graphs

Total Assets Over Time

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

$2,310,767$1,155,384$0200020132024YearValue
$1,708,673Latest year 2024

Participants Over Time

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

66330200020122024YearValue
50Latest 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
2024250$1,708,673$1,759,486$35,190iApproximate average salary by contribution assumption: employee only about $879,743 at 4% or $586,495 at 6%; with 50% employer match about $586,495 at 4% or $390,997 at 6%; with 100% employer match about $439,872 at 4% or $293,248 at 6%.
The Montrose Foundation Inc. 403(B) Plan-50$1,708,673$1,607,935$32,159iApproximate average salary by contribution assumption: employee only about $803,968 at 4% or $535,978 at 6%; with 50% employer match about $535,978 at 4% or $357,319 at 6%; with 100% employer match about $401,984 at 4% or $267,989 at 6%.
Montrose School 401(K) Plan-0$0$151,551-
2023166$2,310,767$304,239$4,610iApproximate average salary by contribution assumption: employee only about $115,242 at 4% or $76,828 at 6%; with 50% employer match about $76,828 at 4% or $51,219 at 6%; with 100% employer match about $57,621 at 4% or $38,414 at 6%.
Montrose School 401(K) Plan-66$2,310,767$304,239$4,610iApproximate average salary by contribution assumption: employee only about $115,242 at 4% or $76,828 at 6%; with 50% employer match about $76,828 at 4% or $51,219 at 6%; with 100% employer match about $57,621 at 4% or $38,414 at 6%.
2022152$1,840,286$231,419$4,450iApproximate average salary by contribution assumption: employee only about $111,259 at 4% or $74,173 at 6%; with 50% employer match about $74,173 at 4% or $49,449 at 6%; with 100% employer match about $55,630 at 4% or $37,086 at 6%.
Montrose School 401(K) Plan-52$1,840,286$231,419$4,450iApproximate average salary by contribution assumption: employee only about $111,259 at 4% or $74,173 at 6%; with 50% employer match about $74,173 at 4% or $49,449 at 6%; with 100% employer match about $55,630 at 4% or $37,086 at 6%.
2021149$2,042,154$287,746$5,872iApproximate average salary by contribution assumption: employee only about $146,809 at 4% or $97,873 at 6%; with 50% employer match about $97,873 at 4% or $65,249 at 6%; with 100% employer match about $73,405 at 4% or $48,936 at 6%.
Montrose School 401(K) Plan-49$2,042,154$287,746$5,872iApproximate average salary by contribution assumption: employee only about $146,809 at 4% or $97,873 at 6%; with 50% employer match about $97,873 at 4% or $65,249 at 6%; with 100% employer match about $73,405 at 4% or $48,936 at 6%.
2020147$1,613,008$178,161$3,791iApproximate average salary by contribution assumption: employee only about $94,766 at 4% or $63,178 at 6%; with 50% employer match about $63,178 at 4% or $42,118 at 6%; with 100% employer match about $47,383 at 4% or $31,589 at 6%.
Montrose School 401(K) Plan-47$1,613,008$178,161$3,791iApproximate average salary by contribution assumption: employee only about $94,766 at 4% or $63,178 at 6%; with 50% employer match about $63,178 at 4% or $42,118 at 6%; with 100% employer match about $47,383 at 4% or $31,589 at 6%.
2019147$1,195,453$178,821$3,805iApproximate average salary by contribution assumption: employee only about $95,118 at 4% or $63,412 at 6%; with 50% employer match about $63,412 at 4% or $42,274 at 6%; with 100% employer match about $47,559 at 4% or $31,706 at 6%.
Montrose School 401(K) Plan-47$1,195,453$178,821$3,805iApproximate average salary by contribution assumption: employee only about $95,118 at 4% or $63,412 at 6%; with 50% employer match about $63,412 at 4% or $42,274 at 6%; with 100% employer match about $47,559 at 4% or $31,706 at 6%.
2018145$973,448$208,272$4,628iApproximate average salary by contribution assumption: employee only about $115,707 at 4% or $77,138 at 6%; with 50% employer match about $77,138 at 4% or $51,425 at 6%; with 100% employer match about $57,853 at 4% or $38,569 at 6%.
Montrose School 401(K) Plan-45$973,448$208,272$4,628iApproximate average salary by contribution assumption: employee only about $115,707 at 4% or $77,138 at 6%; with 50% employer match about $77,138 at 4% or $51,425 at 6%; with 100% employer match about $57,853 at 4% or $38,569 at 6%.
2017148$1,272,081$194,732$4,057iApproximate average salary by contribution assumption: employee only about $101,423 at 4% or $67,615 at 6%; with 50% employer match about $67,615 at 4% or $45,077 at 6%; with 100% employer match about $50,711 at 4% or $33,808 at 6%.
Montrose School 401(K) Plan-48$1,272,081$194,732$4,057iApproximate average salary by contribution assumption: employee only about $101,423 at 4% or $67,615 at 6%; with 50% employer match about $67,615 at 4% or $45,077 at 6%; with 100% employer match about $50,711 at 4% or $33,808 at 6%.
2016148$1,360,120$197,561$4,116iApproximate average salary by contribution assumption: employee only about $102,896 at 4% or $68,598 at 6%; with 50% employer match about $68,598 at 4% or $45,732 at 6%; with 100% employer match about $51,448 at 4% or $34,299 at 6%.
Montrose School 401(K) Plan-48$1,360,120$197,561$4,116iApproximate average salary by contribution assumption: employee only about $102,896 at 4% or $68,598 at 6%; with 50% employer match about $68,598 at 4% or $45,732 at 6%; with 100% employer match about $51,448 at 4% or $34,299 at 6%.
2015142$1,098,077$178,845$4,258iApproximate average salary by contribution assumption: employee only about $106,455 at 4% or $70,970 at 6%; with 50% employer match about $70,970 at 4% or $47,313 at 6%; with 100% employer match about $53,228 at 4% or $35,485 at 6%.
Montrose School 401(K) Plan-42$1,098,077$178,845$4,258iApproximate average salary by contribution assumption: employee only about $106,455 at 4% or $70,970 at 6%; with 50% employer match about $70,970 at 4% or $47,313 at 6%; with 100% employer match about $53,228 at 4% or $35,485 at 6%.
2014136$928,687$151,551$4,210iApproximate average salary by contribution assumption: employee only about $105,244 at 4% or $70,163 at 6%; with 50% employer match about $70,163 at 4% or $46,775 at 6%; with 100% employer match about $52,622 at 4% or $35,081 at 6%.
Montrose School 401(K) Plan-36$928,687$151,551$4,210iApproximate average salary by contribution assumption: employee only about $105,244 at 4% or $70,163 at 6%; with 50% employer match about $70,163 at 4% or $46,775 at 6%; with 100% employer match about $52,622 at 4% or $35,081 at 6%.
2013133$843,820$147,127$4,458iApproximate average salary by contribution assumption: employee only about $111,460 at 4% or $74,307 at 6%; with 50% employer match about $74,307 at 4% or $49,538 at 6%; with 100% employer match about $55,730 at 4% or $37,153 at 6%.
Montrose School 401(K) Plan-33$843,820$147,127$4,458iApproximate average salary by contribution assumption: employee only about $111,460 at 4% or $74,307 at 6%; with 50% employer match about $74,307 at 4% or $49,538 at 6%; with 100% employer match about $55,730 at 4% or $37,153 at 6%.
2012134$668,842$131,929$3,880iApproximate average salary by contribution assumption: employee only about $97,007 at 4% or $64,671 at 6%; with 50% employer match about $64,671 at 4% or $43,114 at 6%; with 100% employer match about $48,503 at 4% or $32,336 at 6%.
Montrose School 401(K) Plan-34$668,842$131,929$3,880iApproximate average salary by contribution assumption: employee only about $97,007 at 4% or $64,671 at 6%; with 50% employer match about $64,671 at 4% or $43,114 at 6%; with 100% employer match about $48,503 at 4% or $32,336 at 6%.
2011135$535,777$135,558$3,873iApproximate average salary by contribution assumption: employee only about $96,827 at 4% or $64,551 at 6%; with 50% employer match about $64,551 at 4% or $43,034 at 6%; with 100% employer match about $48,414 at 4% or $32,276 at 6%.
Montrose School 401(K) Plan-35$535,777$135,558$3,873iApproximate average salary by contribution assumption: employee only about $96,827 at 4% or $64,551 at 6%; with 50% employer match about $64,551 at 4% or $43,034 at 6%; with 100% employer match about $48,414 at 4% or $32,276 at 6%.
2010135$417,604$88,132$2,518iApproximate average salary by contribution assumption: employee only about $62,951 at 4% or $41,968 at 6%; with 50% employer match about $41,968 at 4% or $27,978 at 6%; with 100% employer match about $31,476 at 4% or $20,984 at 6%.
Montrose School 401(K) Plan-35$417,604$88,132$2,518iApproximate average salary by contribution assumption: employee only about $62,951 at 4% or $41,968 at 6%; with 50% employer match about $41,968 at 4% or $27,978 at 6%; with 100% employer match about $31,476 at 4% or $20,984 at 6%.
2009119$321,735$57,180$3,009iApproximate average salary by contribution assumption: employee only about $75,237 at 4% or $50,158 at 6%; with 50% employer match about $50,158 at 4% or $33,439 at 6%; with 100% employer match about $37,618 at 4% or $25,079 at 6%.
Montrose School 401(K) Plan-19$321,735$57,180$3,009iApproximate average salary by contribution assumption: employee only about $75,237 at 4% or $50,158 at 6%; with 50% employer match about $50,158 at 4% or $33,439 at 6%; with 100% employer match about $37,618 at 4% or $25,079 at 6%.
2008135$233,971$69,057$1,973iApproximate average salary by contribution assumption: employee only about $49,326 at 4% or $32,884 at 6%; with 50% employer match about $32,884 at 4% or $21,923 at 6%; with 100% employer match about $24,663 at 4% or $16,442 at 6%.
Montrose School 401(K) Plan-35$233,971$69,057$1,973iApproximate average salary by contribution assumption: employee only about $49,326 at 4% or $32,884 at 6%; with 50% employer match about $32,884 at 4% or $21,923 at 6%; with 100% employer match about $24,663 at 4% or $16,442 at 6%.
2007124$0$0-
Montrose School 401(K) Plan-24---
2006120$240,951$25,079$1,254iApproximate average salary by contribution assumption: employee only about $31,349 at 4% or $20,899 at 6%; with 50% employer match about $20,899 at 4% or $13,933 at 6%; with 100% employer match about $15,674 at 4% or $10,450 at 6%.
Montrose School 401(K) Plan-20$240,951$25,079$1,254iApproximate average salary by contribution assumption: employee only about $31,349 at 4% or $20,899 at 6%; with 50% employer match about $20,899 at 4% or $13,933 at 6%; with 100% employer match about $15,674 at 4% or $10,450 at 6%.
2005125$195,932$26,520$1,061iApproximate average salary by contribution assumption: employee only about $26,520 at 4% or $17,680 at 6%; with 50% employer match about $17,680 at 4% or $11,787 at 6%; with 100% employer match about $13,260 at 4% or $8,840 at 6%.
Montrose School 401(K) Plan-25$195,932$26,520$1,061iApproximate average salary by contribution assumption: employee only about $26,520 at 4% or $17,680 at 6%; with 50% employer match about $17,680 at 4% or $11,787 at 6%; with 100% employer match about $13,260 at 4% or $8,840 at 6%.
2004125$183,540$33,629$1,345iApproximate average salary by contribution assumption: employee only about $33,629 at 4% or $22,419 at 6%; with 50% employer match about $22,419 at 4% or $14,946 at 6%; with 100% employer match about $16,815 at 4% or $11,210 at 6%.
Montrose School 401(K) Plan-25$183,540$33,629$1,345iApproximate average salary by contribution assumption: employee only about $33,629 at 4% or $22,419 at 6%; with 50% employer match about $22,419 at 4% or $14,946 at 6%; with 100% employer match about $16,815 at 4% or $11,210 at 6%.
2003121$144,695$42,673$2,032iApproximate average salary by contribution assumption: employee only about $50,801 at 4% or $33,867 at 6%; with 50% employer match about $33,867 at 4% or $22,578 at 6%; with 100% employer match about $25,401 at 4% or $16,934 at 6%.
Montrose School 401(K) Plan-21$144,695$42,673$2,032iApproximate average salary by contribution assumption: employee only about $50,801 at 4% or $33,867 at 6%; with 50% employer match about $33,867 at 4% or $22,578 at 6%; with 100% employer match about $25,401 at 4% or $16,934 at 6%.
2002124$86,585$53,067$2,211iApproximate average salary by contribution assumption: employee only about $55,278 at 4% or $36,852 at 6%; with 50% employer match about $36,852 at 4% or $24,568 at 6%; with 100% employer match about $27,639 at 4% or $18,426 at 6%.
Montrose School 401(K) Plan-24$86,585$53,067$2,211iApproximate average salary by contribution assumption: employee only about $55,278 at 4% or $36,852 at 6%; with 50% employer match about $36,852 at 4% or $24,568 at 6%; with 100% employer match about $27,639 at 4% or $18,426 at 6%.
2001121$0$0-
Montrose School 401(K) Plan-21---
2000112$16,722$17,825$1,485iApproximate average salary by contribution assumption: employee only about $37,135 at 4% or $24,757 at 6%; with 50% employer match about $24,757 at 4% or $16,505 at 6%; with 100% employer match about $18,568 at 4% or $12,378 at 6%.
Montrose School 401(K) Plan-12$16,722$17,825$1,485iApproximate average salary by contribution assumption: employee only about $37,135 at 4% or $24,757 at 6%; with 50% employer match about $24,757 at 4% or $16,505 at 6%; with 100% employer match about $18,568 at 4% or $12,378 at 6%.