Civic Intelligence

Cape Ann School Inc

Plan context: The Cape Ann Waldorf School Defined Contribution Retirement Plan

EIN 04-2861201 • Beverly, MA • 44 filings • 9 plans

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701 Cabot StreetBeverly, MA 01915
Current Snapshot

Latest Year

2024

2024 Participants

52

2024 Assets

$1,678,305

2024 Contributions

$61,223

Historical Graphs

Total Assets Over Time

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

$1,678,305$839,153$0200920172024YearValue
$1,678,305Latest year 2024

Participants Over Time

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

52260200720162024YearValue
52Latest 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
2024252$1,678,305$61,223$1,177iApproximate average salary by contribution assumption: employee only about $29,434 at 4% or $19,623 at 6%; with 50% employer match about $19,623 at 4% or $13,082 at 6%; with 100% employer match about $14,717 at 4% or $9,811 at 6%.
The Cape Ann Waldorf School Defined Contribution Retirement Plan-52$1,171,217$31,554$607iApproximate average salary by contribution assumption: employee only about $15,170 at 4% or $10,113 at 6%; with 50% employer match about $10,113 at 4% or $6,742 at 6%; with 100% employer match about $7,585 at 4% or $5,057 at 6%.
The Cape Ann Waldorf School Tax-Deferreed Annuity Tda Plan-26$507,088$29,669$1,141iApproximate average salary by contribution assumption: employee only about $28,528 at 4% or $19,019 at 6%; with 50% employer match about $19,019 at 4% or $12,679 at 6%; with 100% employer match about $14,264 at 4% or $9,509 at 6%.
2023251$1,528,037$77,643$1,522iApproximate average salary by contribution assumption: employee only about $38,060 at 4% or $25,374 at 6%; with 50% employer match about $25,374 at 4% or $16,916 at 6%; with 100% employer match about $19,030 at 4% or $12,687 at 6%.
The Cape Ann Waldorf School Defined Contribution Retirement Plan-51$1,040,258$53,176$1,043iApproximate average salary by contribution assumption: employee only about $26,067 at 4% or $17,378 at 6%; with 50% employer match about $17,378 at 4% or $11,585 at 6%; with 100% employer match about $13,033 at 4% or $8,689 at 6%.
The Cape Ann Waldorf School Tax-Deferreed Annuity Tda Plan-19$487,779$24,467$1,288iApproximate average salary by contribution assumption: employee only about $32,193 at 4% or $21,462 at 6%; with 50% employer match about $21,462 at 4% or $14,308 at 6%; with 100% employer match about $16,097 at 4% or $10,731 at 6%.
2022241$1,284,373$22,122$540iApproximate average salary by contribution assumption: employee only about $13,489 at 4% or $8,993 at 6%; with 50% employer match about $8,993 at 4% or $5,995 at 6%; with 100% employer match about $6,745 at 4% or $4,496 at 6%.
The Cape Ann Waldorf School Defined Contribution Retirement Plan-41$884,443$4,164$102iApproximate average salary by contribution assumption: employee only about $2,539 at 4% or $1,693 at 6%; with 50% employer match about $1,693 at 4% or $1,128 at 6%; with 100% employer match about $1,270 at 4% or $846 at 6%.
The Cape Ann Waldorf School Tax-Deferreed Annuity Tda Plan-18$399,930$17,958$998iApproximate average salary by contribution assumption: employee only about $24,942 at 4% or $16,628 at 6%; with 50% employer match about $16,628 at 4% or $11,085 at 6%; with 100% employer match about $12,471 at 4% or $8,314 at 6%.
2021242$1,471,915$55,254$1,316iApproximate average salary by contribution assumption: employee only about $32,889 at 4% or $21,926 at 6%; with 50% employer match about $21,926 at 4% or $14,617 at 6%; with 100% employer match about $16,445 at 4% or $10,963 at 6%.
The Cape Ann Waldorf School Defined Contribution Retirement Plan-42$1,028,700$34,778$828iApproximate average salary by contribution assumption: employee only about $20,701 at 4% or $13,801 at 6%; with 50% employer match about $13,801 at 4% or $9,201 at 6%; with 100% employer match about $10,351 at 4% or $6,900 at 6%.
The Cape Ann Waldorf School Tax-Deferreed Annuity Tda Plan-18$443,215$20,476$1,138iApproximate average salary by contribution assumption: employee only about $28,439 at 4% or $18,959 at 6%; with 50% employer match about $18,959 at 4% or $12,640 at 6%; with 100% employer match about $14,219 at 4% or $9,480 at 6%.
2020244$1,343,435$54,447$1,237iApproximate average salary by contribution assumption: employee only about $30,936 at 4% or $20,624 at 6%; with 50% employer match about $20,624 at 4% or $13,749 at 6%; with 100% employer match about $15,468 at 4% or $10,312 at 6%.
The Cape Ann Waldorf School Defined Contribution Retirement Plan-44$937,725$42,578$968iApproximate average salary by contribution assumption: employee only about $24,192 at 4% or $16,128 at 6%; with 50% employer match about $16,128 at 4% or $10,752 at 6%; with 100% employer match about $12,096 at 4% or $8,064 at 6%.
The Cape Ann Waldorf School Tax-Deferreed Annuity Tda Plan-20$405,710$11,869$593iApproximate average salary by contribution assumption: employee only about $14,836 at 4% or $9,891 at 6%; with 50% employer match about $9,891 at 4% or $6,594 at 6%; with 100% employer match about $7,418 at 4% or $4,945 at 6%.
2019242$1,162,068$30,743$732iApproximate average salary by contribution assumption: employee only about $18,299 at 4% or $12,200 at 6%; with 50% employer match about $12,200 at 4% or $8,133 at 6%; with 100% employer match about $9,150 at 4% or $6,100 at 6%.
The Cape Ann Waldorf School Defined Contribution Retirement Plan-42$816,500$22,543$537iApproximate average salary by contribution assumption: employee only about $13,418 at 4% or $8,946 at 6%; with 50% employer match about $8,946 at 4% or $5,964 at 6%; with 100% employer match about $6,709 at 4% or $4,473 at 6%.
The Cape Ann Waldorf School Tax-Deferreed Annuity Tda Plan-19$345,568$8,200$432iApproximate average salary by contribution assumption: employee only about $10,789 at 4% or $7,193 at 6%; with 50% employer match about $7,193 at 4% or $4,795 at 6%; with 100% employer match about $5,395 at 4% or $3,596 at 6%.
2018237$979,837$28,363$767iApproximate average salary by contribution assumption: employee only about $19,164 at 4% or $12,776 at 6%; with 50% employer match about $12,776 at 4% or $8,517 at 6%; with 100% employer match about $9,582 at 4% or $6,388 at 6%.
The Cape Ann Waldorf School Defined Contribution Retirement Plan-37$692,614$17,363$469iApproximate average salary by contribution assumption: employee only about $11,732 at 4% or $7,821 at 6%; with 50% employer match about $7,821 at 4% or $5,214 at 6%; with 100% employer match about $5,866 at 4% or $3,911 at 6%.
The Cape Ann Waldorf School Tax-Deferreed Annuity Tda Plan-19$287,223$11,000$579iApproximate average salary by contribution assumption: employee only about $14,474 at 4% or $9,649 at 6%; with 50% employer match about $9,649 at 4% or $6,433 at 6%; with 100% employer match about $7,237 at 4% or $4,825 at 6%.
2017235$984,276$38,500$1,100iApproximate average salary by contribution assumption: employee only about $27,500 at 4% or $18,333 at 6%; with 50% employer match about $18,333 at 4% or $12,222 at 6%; with 100% employer match about $13,750 at 4% or $9,167 at 6%.
The Cape Ann Waldorf School Defined Contribution Retirement Plan-35$697,692$20,070$573iApproximate average salary by contribution assumption: employee only about $14,336 at 4% or $9,557 at 6%; with 50% employer match about $9,557 at 4% or $6,371 at 6%; with 100% employer match about $7,168 at 4% or $4,779 at 6%.
The Cape Ann Waldorf School Tax-Deferreed Annuity Tda Plan-19$286,584$18,430$970iApproximate average salary by contribution assumption: employee only about $24,250 at 4% or $16,167 at 6%; with 50% employer match about $16,167 at 4% or $10,778 at 6%; with 100% employer match about $12,125 at 4% or $8,083 at 6%.
2016235$830,862$52,876$1,511iApproximate average salary by contribution assumption: employee only about $37,769 at 4% or $25,179 at 6%; with 50% employer match about $25,179 at 4% or $16,786 at 6%; with 100% employer match about $18,884 at 4% or $12,590 at 6%.
The Cape Ann Waldorf School Defined Contribution Retirement Plan-35$596,922$32,936$941iApproximate average salary by contribution assumption: employee only about $23,526 at 4% or $15,684 at 6%; with 50% employer match about $15,684 at 4% or $10,456 at 6%; with 100% employer match about $11,763 at 4% or $7,842 at 6%.
The Cape Ann Waldorf School Tax-Deferreed Annuity Tda Plan-18$233,940$19,940$1,108iApproximate average salary by contribution assumption: employee only about $27,694 at 4% or $18,463 at 6%; with 50% employer match about $18,463 at 4% or $12,309 at 6%; with 100% employer match about $13,847 at 4% or $9,231 at 6%.
2015233$731,947$52,648$1,595iApproximate average salary by contribution assumption: employee only about $39,885 at 4% or $26,590 at 6%; with 50% employer match about $26,590 at 4% or $17,727 at 6%; with 100% employer match about $19,942 at 4% or $13,295 at 6%.
The Cape Ann Waldorf School Defined Contribution Retirement Plan-33$530,418$35,103$1,064iApproximate average salary by contribution assumption: employee only about $26,593 at 4% or $17,729 at 6%; with 50% employer match about $17,729 at 4% or $11,819 at 6%; with 100% employer match about $13,297 at 4% or $8,864 at 6%.
The Cape Ann Waldorf School Tax-Deferreed Annuity Tda Plan-17$201,529$17,545$1,032iApproximate average salary by contribution assumption: employee only about $25,801 at 4% or $17,201 at 6%; with 50% employer match about $17,201 at 4% or $11,467 at 6%; with 100% employer match about $12,901 at 4% or $8,600 at 6%.
2014231$681,771$47,353$1,528iApproximate average salary by contribution assumption: employee only about $38,188 at 4% or $25,459 at 6%; with 50% employer match about $25,459 at 4% or $16,972 at 6%; with 100% employer match about $19,094 at 4% or $12,729 at 6%.
The Cape Ann Waldorf School Defined Contribution Retirement Plan-31$496,013$29,788$961iApproximate average salary by contribution assumption: employee only about $24,023 at 4% or $16,015 at 6%; with 50% employer match about $16,015 at 4% or $10,677 at 6%; with 100% employer match about $12,011 at 4% or $8,008 at 6%.
The Cape Ann Waldorf School Tax-Deferreed Annuity Tda Plan-16$185,758$17,565$1,098iApproximate average salary by contribution assumption: employee only about $27,445 at 4% or $18,297 at 6%; with 50% employer match about $18,297 at 4% or $12,198 at 6%; with 100% employer match about $13,723 at 4% or $9,148 at 6%.
2013231$618,095$50,502$1,629iApproximate average salary by contribution assumption: employee only about $40,727 at 4% or $27,152 at 6%; with 50% employer match about $27,152 at 4% or $18,101 at 6%; with 100% employer match about $20,364 at 4% or $13,576 at 6%.
The Cape Ann Waldorf School Defined Contribution Retirement Plan-31$444,196$30,442$982iApproximate average salary by contribution assumption: employee only about $24,550 at 4% or $16,367 at 6%; with 50% employer match about $16,367 at 4% or $10,911 at 6%; with 100% employer match about $12,275 at 4% or $8,183 at 6%.
The Cape Ann Waldorf School Tax-Deferreed Annuity Tda Plan-17$173,899$20,060$1,180iApproximate average salary by contribution assumption: employee only about $29,500 at 4% or $19,667 at 6%; with 50% employer match about $19,667 at 4% or $13,111 at 6%; with 100% employer match about $14,750 at 4% or $9,833 at 6%.
2012231$486,476$43,216$1,394iApproximate average salary by contribution assumption: employee only about $34,852 at 4% or $23,234 at 6%; with 50% employer match about $23,234 at 4% or $15,490 at 6%; with 100% employer match about $17,426 at 4% or $11,617 at 6%.
The Cape Ann Waldorf School Defined Contribution Retirement Plan-31$355,142$29,711$958iApproximate average salary by contribution assumption: employee only about $23,960 at 4% or $15,974 at 6%; with 50% employer match about $15,974 at 4% or $10,649 at 6%; with 100% employer match about $11,980 at 4% or $7,987 at 6%.
The Cape Ann Waldorf School Tax-Deferreed Annuity Tda Plan-16$131,334$13,505$844iApproximate average salary by contribution assumption: employee only about $21,102 at 4% or $14,068 at 6%; with 50% employer match about $14,068 at 4% or $9,378 at 6%; with 100% employer match about $10,551 at 4% or $7,034 at 6%.
2011226$400,728$33,930$1,305iApproximate average salary by contribution assumption: employee only about $32,625 at 4% or $21,750 at 6%; with 50% employer match about $21,750 at 4% or $14,500 at 6%; with 100% employer match about $16,313 at 4% or $10,875 at 6%.
The Cape Ann Waldorf School Defined Contribution Retirement Plan-26$294,395$24,480$942iApproximate average salary by contribution assumption: employee only about $23,538 at 4% or $15,692 at 6%; with 50% employer match about $15,692 at 4% or $10,462 at 6%; with 100% employer match about $11,769 at 4% or $7,846 at 6%.
The Cape Ann Waldorf School Tax-Deferreed Annuity Tda Plan-15$106,333$9,450$630iApproximate average salary by contribution assumption: employee only about $15,750 at 4% or $10,500 at 6%; with 50% employer match about $10,500 at 4% or $7,000 at 6%; with 100% employer match about $7,875 at 4% or $5,250 at 6%.
2010227$399,825$30,318$1,123iApproximate average salary by contribution assumption: employee only about $28,072 at 4% or $18,715 at 6%; with 50% employer match about $18,715 at 4% or $12,477 at 6%; with 100% employer match about $14,036 at 4% or $9,357 at 6%.
The Cape Ann Waldorf School Defined Contribution Retirement Plan-27$298,781$22,113$819iApproximate average salary by contribution assumption: employee only about $20,475 at 4% or $13,650 at 6%; with 50% employer match about $13,650 at 4% or $9,100 at 6%; with 100% employer match about $10,238 at 4% or $6,825 at 6%.
The Cape Ann Waldorf School Tax-Deferreed Annuity Tda Plan-15$101,044$8,205$547iApproximate average salary by contribution assumption: employee only about $13,675 at 4% or $9,117 at 6%; with 50% employer match about $9,117 at 4% or $6,078 at 6%; with 100% employer match about $6,838 at 4% or $4,558 at 6%.
2009326$336,532$37,758$1,452iApproximate average salary by contribution assumption: employee only about $36,306 at 4% or $24,204 at 6%; with 50% employer match about $24,204 at 4% or $16,136 at 6%; with 100% employer match about $18,153 at 4% or $12,102 at 6%.
The Cape Ann Waldorf School Defined Contribution Retirement Plan-26$252,729$25,653$987iApproximate average salary by contribution assumption: employee only about $24,666 at 4% or $16,444 at 6%; with 50% employer match about $16,444 at 4% or $10,963 at 6%; with 100% employer match about $12,333 at 4% or $8,222 at 6%.
The Cape Ann Waldorf School Tax-Deferreed Annuity Tda Plan-15$83,803$12,105$807iApproximate average salary by contribution assumption: employee only about $20,175 at 4% or $13,450 at 6%; with 50% employer match about $13,450 at 4% or $8,967 at 6%; with 100% employer match about $10,088 at 4% or $6,725 at 6%.
The Cape Ann Waldorf School Tax-Deferreed Annuity Tda Plan-----
200820$0$0-
CAPE ANN WALDORF SCHOOL EMP. MED. BENEFIT PLAN-0---
The Cape Ann Waldorf School Defined Contribution Retirement Plan-0---
2007216$0$0-
CAPE ANN WALDORF SCHOOL EMPLOYEE MEDICAL BENEFIT PLAN-16---
The Cape Ann Waldorf School Defined Contribution Retirement Plan-0---
200610$0$0-
The Cape Ann Waldorf School Defined Contribution Retirement Plan-0---
200520$0$0-
The Cape Ann Waldorf School Defined Contribution Retirement Plan-0---
The Cape Ann Waldorf School Tax-Deferreed Annuity Tda Plan-0---
200420$0$0-
The Cape Ann Waldorf School Tax-Deferreed Annuity Tda Plan-0---
The Cape Ann Waldorf School Defined Contribution Retirement Plan-0---
200320$0$0-
The Cape Ann Waldorf School Defined Contribution Retirement Plan-0---
The Cape Ann Waldorf School Tax-Deferreed Annuity Tda Plan-0---