Civic Intelligence

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

218 Christian AveStony Brook, NY 11790
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

$284,993$142,497$0201220192024YearValue
$284,993Latest year 2024

Participants Over Time

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

1050201220192024YearValue
8Latest 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
202418$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%.
2023110$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%.
2022110$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%.
202119$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%.
202019$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%.
201918$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%.
201815$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%.
201714$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%.
201515$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%.
201416$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%.
201317$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%.
2012110$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%.