Civic Intelligence

Montgomery School

Plan context: Tiaa-Cref Retirement Plan for All Employees of Montgomery School

EIN 23-1352662 • Chester Springs, PA • 25 filings • 5 plans

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1141 Kimberton RoadChester Springs, PA 19425
Current Snapshot

Latest Year

2023

2023 Participants

88

2023 Assets

$6,136,468

2023 Contributions

$117,306

Historical Graphs

Total Assets Over Time

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

$7,172,287$3,586,144$0200920162022YearValue
$6,136,468Latest year 2022

Participants Over Time

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

88440200920162022YearValue
88Latest year 2022

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
202310$0$117,306-
Tiaa-Cref Retirement Plan for All Employees of Montgomery School-0$0$117,306-
2022188$6,136,468$209,595$2,382iApproximate average salary by contribution assumption: employee only about $59,544 at 4% or $39,696 at 6%; with 50% employer match about $39,696 at 4% or $26,464 at 6%; with 100% employer match about $29,772 at 4% or $19,848 at 6%.
Tiaa-Cref Retirement Plan for All Employees of Montgomery School-88$6,136,468$209,595$2,382iApproximate average salary by contribution assumption: employee only about $59,544 at 4% or $39,696 at 6%; with 50% employer match about $39,696 at 4% or $26,464 at 6%; with 100% employer match about $29,772 at 4% or $19,848 at 6%.
2021185$7,172,287$236,226$2,779iApproximate average salary by contribution assumption: employee only about $69,478 at 4% or $46,319 at 6%; with 50% employer match about $46,319 at 4% or $30,879 at 6%; with 100% employer match about $34,739 at 4% or $23,159 at 6%.
Tiaa-Cref Retirement Plan for All Employees of Montgomery School-85$7,172,287$236,226$2,779iApproximate average salary by contribution assumption: employee only about $69,478 at 4% or $46,319 at 6%; with 50% employer match about $46,319 at 4% or $30,879 at 6%; with 100% employer match about $34,739 at 4% or $23,159 at 6%.
2020182$6,524,264$246,705$3,009iApproximate average salary by contribution assumption: employee only about $75,215 at 4% or $50,143 at 6%; with 50% employer match about $50,143 at 4% or $33,429 at 6%; with 100% employer match about $37,607 at 4% or $25,072 at 6%.
Tiaa-Cref Retirement Plan for All Employees of Montgomery School-82$6,524,264$246,705$3,009iApproximate average salary by contribution assumption: employee only about $75,215 at 4% or $50,143 at 6%; with 50% employer match about $50,143 at 4% or $33,429 at 6%; with 100% employer match about $37,607 at 4% or $25,072 at 6%.
2019180$5,855,302$1,329,720$16,622iApproximate average salary by contribution assumption: employee only about $415,538 at 4% or $277,025 at 6%; with 50% employer match about $277,025 at 4% or $184,683 at 6%; with 100% employer match about $207,769 at 4% or $138,513 at 6%.
Tiaa-Cref Retirement Plan for All Employees of Montgomery School-80$5,855,302$1,329,720$16,622iApproximate average salary by contribution assumption: employee only about $415,538 at 4% or $277,025 at 6%; with 50% employer match about $277,025 at 4% or $184,683 at 6%; with 100% employer match about $207,769 at 4% or $138,513 at 6%.
2018171$4,511,313$146,024$2,057iApproximate average salary by contribution assumption: employee only about $51,417 at 4% or $34,278 at 6%; with 50% employer match about $34,278 at 4% or $22,852 at 6%; with 100% employer match about $25,708 at 4% or $17,139 at 6%.
Tiaa-Cref Retirement Plan for All Employees of Montgomery School-71$4,511,313$146,024$2,057iApproximate average salary by contribution assumption: employee only about $51,417 at 4% or $34,278 at 6%; with 50% employer match about $34,278 at 4% or $22,852 at 6%; with 100% employer match about $25,708 at 4% or $17,139 at 6%.
2017166$4,687,782$183,449$2,780iApproximate average salary by contribution assumption: employee only about $69,488 at 4% or $46,326 at 6%; with 50% employer match about $46,326 at 4% or $30,884 at 6%; with 100% employer match about $34,744 at 4% or $23,163 at 6%.
Tiaa-Cref Retirement Plan for All Employees of Montgomery School-66$4,687,782$183,449$2,780iApproximate average salary by contribution assumption: employee only about $69,488 at 4% or $46,326 at 6%; with 50% employer match about $46,326 at 4% or $30,884 at 6%; with 100% employer match about $34,744 at 4% or $23,163 at 6%.
2016163$4,235,015$143,447$2,277iApproximate average salary by contribution assumption: employee only about $56,923 at 4% or $37,949 at 6%; with 50% employer match about $37,949 at 4% or $25,299 at 6%; with 100% employer match about $28,462 at 4% or $18,974 at 6%.
Tiaa-Cref Retirement Plan for All Employees of Montgomery School-63$4,235,015$143,447$2,277iApproximate average salary by contribution assumption: employee only about $56,923 at 4% or $37,949 at 6%; with 50% employer match about $37,949 at 4% or $25,299 at 6%; with 100% employer match about $28,462 at 4% or $18,974 at 6%.
2015164$4,462,433$167,058$2,610iApproximate average salary by contribution assumption: employee only about $65,257 at 4% or $43,505 at 6%; with 50% employer match about $43,505 at 4% or $29,003 at 6%; with 100% employer match about $32,629 at 4% or $21,752 at 6%.
Tiaa-Cref Retirement Plan for All Employees of Montgomery School-64$4,462,433$167,058$2,610iApproximate average salary by contribution assumption: employee only about $65,257 at 4% or $43,505 at 6%; with 50% employer match about $43,505 at 4% or $29,003 at 6%; with 100% employer match about $32,629 at 4% or $21,752 at 6%.
2014158$4,347,251$138,698$2,391iApproximate average salary by contribution assumption: employee only about $59,784 at 4% or $39,856 at 6%; with 50% employer match about $39,856 at 4% or $26,570 at 6%; with 100% employer match about $29,892 at 4% or $19,928 at 6%.
Tiaa-Cref Retirement Plan for All Employees of Montgomery School-58$4,347,251$138,698$2,391iApproximate average salary by contribution assumption: employee only about $59,784 at 4% or $39,856 at 6%; with 50% employer match about $39,856 at 4% or $26,570 at 6%; with 100% employer match about $29,892 at 4% or $19,928 at 6%.
2013155$4,277,937$135,422$2,462iApproximate average salary by contribution assumption: employee only about $61,555 at 4% or $41,037 at 6%; with 50% employer match about $41,037 at 4% or $27,358 at 6%; with 100% employer match about $30,778 at 4% or $20,518 at 6%.
Tiaa-Cref Retirement Plan for All Employees of Montgomery School-55$4,277,937$135,422$2,462iApproximate average salary by contribution assumption: employee only about $61,555 at 4% or $41,037 at 6%; with 50% employer match about $41,037 at 4% or $27,358 at 6%; with 100% employer match about $30,778 at 4% or $20,518 at 6%.
2012154$3,938,229$169,967$3,148iApproximate average salary by contribution assumption: employee only about $78,688 at 4% or $52,459 at 6%; with 50% employer match about $52,459 at 4% or $34,973 at 6%; with 100% employer match about $39,344 at 4% or $26,229 at 6%.
Tiaa-Cref Retirement Plan for All Employees of Montgomery School-54$3,938,229$169,967$3,148iApproximate average salary by contribution assumption: employee only about $78,688 at 4% or $52,459 at 6%; with 50% employer match about $52,459 at 4% or $34,973 at 6%; with 100% employer match about $39,344 at 4% or $26,229 at 6%.
2011155$3,573,708$283,847$5,161iApproximate average salary by contribution assumption: employee only about $129,021 at 4% or $86,014 at 6%; with 50% employer match about $86,014 at 4% or $57,343 at 6%; with 100% employer match about $64,511 at 4% or $43,007 at 6%.
Tiaa-Cref Retirement Plan for All Employees of Montgomery School-55$3,573,708$283,847$5,161iApproximate average salary by contribution assumption: employee only about $129,021 at 4% or $86,014 at 6%; with 50% employer match about $86,014 at 4% or $57,343 at 6%; with 100% employer match about $64,511 at 4% or $43,007 at 6%.
2010151$3,295,122$336,875$6,605iApproximate average salary by contribution assumption: employee only about $165,135 at 4% or $110,090 at 6%; with 50% employer match about $110,090 at 4% or $73,393 at 6%; with 100% employer match about $82,567 at 4% or $55,045 at 6%.
Tiaa-Cref Retirement Plan for All Employees of Montgomery School-51$3,295,122$336,875$6,605iApproximate average salary by contribution assumption: employee only about $165,135 at 4% or $110,090 at 6%; with 50% employer match about $110,090 at 4% or $73,393 at 6%; with 100% employer match about $82,567 at 4% or $55,045 at 6%.
2009149$2,718,460$371,513$7,582iApproximate average salary by contribution assumption: employee only about $189,547 at 4% or $126,365 at 6%; with 50% employer match about $126,365 at 4% or $84,243 at 6%; with 100% employer match about $94,774 at 4% or $63,182 at 6%.
Tiaa-Cref Retirement Plan for All Employees of Montgomery School-49$2,718,460$371,513$7,582iApproximate average salary by contribution assumption: employee only about $189,547 at 4% or $126,365 at 6%; with 50% employer match about $126,365 at 4% or $84,243 at 6%; with 100% employer match about $94,774 at 4% or $63,182 at 6%.
200810$0$0-
Tiaa-Cref Retirement Plan for All Employees of Montgomery School-0---
200710$0$0-
Tiaa-Cref Retirement Plan for All Employees of Montgomery School-0---
200610$0$0-
Tiaa-Cref Retirement Plan for All Employees of Montgomery School-0---
200510$0$0-
Tiaa-Cref Retirement Plan for All Employees of Montgomery School-0---
200410$0$0-
Tiaa-Cref Retirement Plan for All Employees of Montgomery School-0---
200310$0$0-
Tiaa-Cref Retirement Plan for All Employees of Montgomery School-0---
200210$0$0-
Tiaa-Cref Retirement Plan for All Employees of Montgomery School-0---
200110$0$0-
Tiaa-Cref Retirement Plan for All Employees of Montgomery School-0---
200010$0$0-
Tiaa-Cref Retirement Plan for All Employees of Montgomery School-0---
199910$0$0-
Tiaa-Cref Retirement Plan for All Employees of Montgomery School-0---