NORTH SHORE MONTESSORI SCHOOL
Plan context: NORTH SHORE MONTESSORI SCHOOL 401(K) PROFIT SHARING PLAN & TRU
EIN 11-2229538 • Stony Brook, NY • 12 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
8
2024 Assets
$284,993
2024 Contributions
$49,476
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 | 8 | $284,993 | $49,476 | $6,185iApproximate average salary by contribution assumption: employee only about $154,613 at 4% or $103,075 at 6%; with 50% employer match about $103,075 at 4% or $68,717 at 6%; with 100% employer match about $77,306 at 4% or $51,538 at 6%. |
| NORTH SHORE MONTESSORI SCHOOL 401(K) PROFIT SHARING PLAN & TRU | - | 8 | $284,993 | $49,476 | $6,185iApproximate average salary by contribution assumption: employee only about $154,613 at 4% or $103,075 at 6%; with 50% employer match about $103,075 at 4% or $68,717 at 6%; with 100% employer match about $77,306 at 4% or $51,538 at 6%. |
| 2023 | 1 | 10 | $270,506 | $45,379 | $4,538iApproximate average salary by contribution assumption: employee only about $113,447 at 4% or $75,632 at 6%; with 50% employer match about $75,632 at 4% or $50,421 at 6%; with 100% employer match about $56,724 at 4% or $37,816 at 6%. |
| NORTH SHORE MONTESSORI SCHOOL 401(K) PROFIT SHARING PLAN & TRUST | - | 10 | $270,506 | $45,379 | $4,538iApproximate average salary by contribution assumption: employee only about $113,447 at 4% or $75,632 at 6%; with 50% employer match about $75,632 at 4% or $50,421 at 6%; with 100% employer match about $56,724 at 4% or $37,816 at 6%. |
| 2022 | 1 | 10 | $191,307 | $39,424 | $3,942iApproximate average salary by contribution assumption: employee only about $98,560 at 4% or $65,707 at 6%; with 50% employer match about $65,707 at 4% or $43,804 at 6%; with 100% employer match about $49,280 at 4% or $32,853 at 6%. |
| NORTH SHORE MONTESSORI SCHOOL 401(K) PROFIT SHARING PLAN & TRUST | - | 10 | $191,307 | $39,424 | $3,942iApproximate average salary by contribution assumption: employee only about $98,560 at 4% or $65,707 at 6%; with 50% employer match about $65,707 at 4% or $43,804 at 6%; with 100% employer match about $49,280 at 4% or $32,853 at 6%. |
| 2021 | 1 | 9 | $191,160 | $50,556 | $5,617iApproximate average salary by contribution assumption: employee only about $140,433 at 4% or $93,622 at 6%; with 50% employer match about $93,622 at 4% or $62,415 at 6%; with 100% employer match about $70,217 at 4% or $46,811 at 6%. |
| NORTH SHORE MONTESSORI SCHOOL 401(K) PROFIT SHARING PLAN & TRUST | - | 9 | $191,160 | $50,556 | $5,617iApproximate average salary by contribution assumption: employee only about $140,433 at 4% or $93,622 at 6%; with 50% employer match about $93,622 at 4% or $62,415 at 6%; with 100% employer match about $70,217 at 4% or $46,811 at 6%. |
| 2020 | 1 | 9 | $121,836 | $26,716 | $2,968iApproximate average salary by contribution assumption: employee only about $74,211 at 4% or $49,474 at 6%; with 50% employer match about $49,474 at 4% or $32,983 at 6%; with 100% employer match about $37,106 at 4% or $24,737 at 6%. |
| NORTH SHORE MONTESSORI SCHOOL 401(K) PROFIT SHARING PLAN & TRUST | - | 9 | $121,836 | $26,716 | $2,968iApproximate average salary by contribution assumption: employee only about $74,211 at 4% or $49,474 at 6%; with 50% employer match about $49,474 at 4% or $32,983 at 6%; with 100% employer match about $37,106 at 4% or $24,737 at 6%. |
| 2019 | 1 | 8 | $91,870 | $57,675 | $7,209iApproximate average salary by contribution assumption: employee only about $180,234 at 4% or $120,156 at 6%; with 50% employer match about $120,156 at 4% or $80,104 at 6%; with 100% employer match about $90,117 at 4% or $60,078 at 6%. |
| NORTH SHORE MONTESSORI SCHOOL 401(K) PROFIT SHARING PLAN & TRUST | - | 8 | $91,870 | $57,675 | $7,209iApproximate average salary by contribution assumption: employee only about $180,234 at 4% or $120,156 at 6%; with 50% employer match about $120,156 at 4% or $80,104 at 6%; with 100% employer match about $90,117 at 4% or $60,078 at 6%. |
| 2018 | 1 | 5 | $64,600 | $8,655 | $1,731iApproximate average salary by contribution assumption: employee only about $43,275 at 4% or $28,850 at 6%; with 50% employer match about $28,850 at 4% or $19,233 at 6%; with 100% employer match about $21,638 at 4% or $14,425 at 6%. |
| NORTH SHORE MONTESSORI SCHOOL 401 K PROFIT SHARING PLAN TRUST | - | 5 | $64,600 | $8,655 | $1,731iApproximate average salary by contribution assumption: employee only about $43,275 at 4% or $28,850 at 6%; with 50% employer match about $28,850 at 4% or $19,233 at 6%; with 100% employer match about $21,638 at 4% or $14,425 at 6%. |
| 2017 | 1 | 4 | $59,831 | $10,592 | $2,648iApproximate average salary by contribution assumption: employee only about $66,200 at 4% or $44,133 at 6%; with 50% employer match about $44,133 at 4% or $29,422 at 6%; with 100% employer match about $33,100 at 4% or $22,067 at 6%. |
| NORTH SHORE MONTESSORI SCHOOL 401 K PROFIT SHARING PLAN TRUST | - | 4 | $59,831 | $10,592 | $2,648iApproximate average salary by contribution assumption: employee only about $66,200 at 4% or $44,133 at 6%; with 50% employer match about $44,133 at 4% or $29,422 at 6%; with 100% employer match about $33,100 at 4% or $22,067 at 6%. |
| 2015 | 1 | 5 | $31,150 | $12,524 | $2,505iApproximate average salary by contribution assumption: employee only about $62,620 at 4% or $41,747 at 6%; with 50% employer match about $41,747 at 4% or $27,831 at 6%; with 100% employer match about $31,310 at 4% or $20,873 at 6%. |
| NORTH SHORE MONTESSORI SCHOOL 401 K PROFIT SHARING PLAN TRUST | - | 5 | $31,150 | $12,524 | $2,505iApproximate average salary by contribution assumption: employee only about $62,620 at 4% or $41,747 at 6%; with 50% employer match about $41,747 at 4% or $27,831 at 6%; with 100% employer match about $31,310 at 4% or $20,873 at 6%. |
| 2014 | 1 | 6 | $26,163 | $14,669 | $2,445iApproximate average salary by contribution assumption: employee only about $61,121 at 4% or $40,747 at 6%; with 50% employer match about $40,747 at 4% or $27,165 at 6%; with 100% employer match about $30,560 at 4% or $20,374 at 6%. |
| NORTH SHORE MONTESSORI SCHOOL 401 K PROFIT SHARING PLAN TRUST | - | 6 | $26,163 | $14,669 | $2,445iApproximate average salary by contribution assumption: employee only about $61,121 at 4% or $40,747 at 6%; with 50% employer match about $40,747 at 4% or $27,165 at 6%; with 100% employer match about $30,560 at 4% or $20,374 at 6%. |
| 2013 | 1 | 7 | $19,941 | $17,105 | $2,444iApproximate average salary by contribution assumption: employee only about $61,089 at 4% or $40,726 at 6%; with 50% employer match about $40,726 at 4% or $27,151 at 6%; with 100% employer match about $30,545 at 4% or $20,363 at 6%. |
| NORTH SHORE MONTESSORI SCHOOL 401 K PROFIT SHARING PLAN TRUST | - | 7 | $19,941 | $17,105 | $2,444iApproximate average salary by contribution assumption: employee only about $61,089 at 4% or $40,726 at 6%; with 50% employer match about $40,726 at 4% or $27,151 at 6%; with 100% employer match about $30,545 at 4% or $20,363 at 6%. |
| 2012 | 1 | 10 | $8,139 | $7,961 | $796iApproximate average salary by contribution assumption: employee only about $19,903 at 4% or $13,268 at 6%; with 50% employer match about $13,268 at 4% or $8,846 at 6%; with 100% employer match about $9,951 at 4% or $6,634 at 6%. |
| NORTH SHORE MONTESSORI SCHOOL 401 K PROFIT SHARING PLAN TRUST | - | 10 | $8,139 | $7,961 | $796iApproximate average salary by contribution assumption: employee only about $19,903 at 4% or $13,268 at 6%; with 50% employer match about $13,268 at 4% or $8,846 at 6%; with 100% employer match about $9,951 at 4% or $6,634 at 6%. |