KIMBERTON WALDORF SCHOOL
Plan context: KIMBERTON WALDORF SCHOOL 403(B) PLAN
EIN 23-1494797 • Kimberton, PA • 24 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
65
2024 Assets
$3,254,801
2024 Contributions
$210,329
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 | 65 | $3,254,801 | $210,329 | $3,236iApproximate average salary by contribution assumption: employee only about $80,896 at 4% or $53,931 at 6%; with 50% employer match about $53,931 at 4% or $35,954 at 6%; with 100% employer match about $40,448 at 4% or $26,965 at 6%. |
| KIMBERTON WALDORF SCHOOL 403(B) PLAN | - | 65 | $3,254,801 | $210,329 | $3,236iApproximate average salary by contribution assumption: employee only about $80,896 at 4% or $53,931 at 6%; with 50% employer match about $53,931 at 4% or $35,954 at 6%; with 100% employer match about $40,448 at 4% or $26,965 at 6%. |
| 2023 | 1 | 69 | $2,982,600 | $298,822 | $4,331iApproximate average salary by contribution assumption: employee only about $108,269 at 4% or $72,179 at 6%; with 50% employer match about $72,179 at 4% or $48,119 at 6%; with 100% employer match about $54,134 at 4% or $36,090 at 6%. |
| KIMBERTON WALDORF SCHOOL 403(B) PLAN | - | 69 | $2,982,600 | $298,822 | $4,331iApproximate average salary by contribution assumption: employee only about $108,269 at 4% or $72,179 at 6%; with 50% employer match about $72,179 at 4% or $48,119 at 6%; with 100% employer match about $54,134 at 4% or $36,090 at 6%. |
| 2022 | 1 | 60 | $2,577,704 | $202,267 | $3,371iApproximate average salary by contribution assumption: employee only about $84,278 at 4% or $56,185 at 6%; with 50% employer match about $56,185 at 4% or $37,457 at 6%; with 100% employer match about $42,139 at 4% or $28,093 at 6%. |
| KIMBERTON WALDORF SCHOOL 403(B) PLAN | - | 60 | $2,577,704 | $202,267 | $3,371iApproximate average salary by contribution assumption: employee only about $84,278 at 4% or $56,185 at 6%; with 50% employer match about $56,185 at 4% or $37,457 at 6%; with 100% employer match about $42,139 at 4% or $28,093 at 6%. |
| 2021 | 1 | 60 | $2,747,908 | $199,219 | $3,320iApproximate average salary by contribution assumption: employee only about $83,008 at 4% or $55,339 at 6%; with 50% employer match about $55,339 at 4% or $36,892 at 6%; with 100% employer match about $41,504 at 4% or $27,669 at 6%. |
| KIMBERTON WALDORF SCHOOL 403(B) PLAN | - | 60 | $2,747,908 | $199,219 | $3,320iApproximate average salary by contribution assumption: employee only about $83,008 at 4% or $55,339 at 6%; with 50% employer match about $55,339 at 4% or $36,892 at 6%; with 100% employer match about $41,504 at 4% or $27,669 at 6%. |
| 2020 | 1 | 52 | $3,236,718 | $88,151 | $1,695iApproximate average salary by contribution assumption: employee only about $42,380 at 4% or $28,254 at 6%; with 50% employer match about $28,254 at 4% or $18,836 at 6%; with 100% employer match about $21,190 at 4% or $14,127 at 6%. |
| KIMBERTON WALDORF SCHOOL 403(B) PLAN | - | 52 | $3,236,718 | $88,151 | $1,695iApproximate average salary by contribution assumption: employee only about $42,380 at 4% or $28,254 at 6%; with 50% employer match about $28,254 at 4% or $18,836 at 6%; with 100% employer match about $21,190 at 4% or $14,127 at 6%. |
| 2019 | 1 | 54 | $2,796,551 | $105,441 | $1,953iApproximate average salary by contribution assumption: employee only about $48,815 at 4% or $32,544 at 6%; with 50% employer match about $32,544 at 4% or $21,696 at 6%; with 100% employer match about $24,408 at 4% or $16,272 at 6%. |
| KIMBERTON WALDORF SCHOOL 403(B) PLAN | - | 54 | $2,796,551 | $105,441 | $1,953iApproximate average salary by contribution assumption: employee only about $48,815 at 4% or $32,544 at 6%; with 50% employer match about $32,544 at 4% or $21,696 at 6%; with 100% employer match about $24,408 at 4% or $16,272 at 6%. |
| 2018 | 1 | 52 | $2,590,015 | $81,300 | $1,563iApproximate average salary by contribution assumption: employee only about $39,087 at 4% or $26,058 at 6%; with 50% employer match about $26,058 at 4% or $17,372 at 6%; with 100% employer match about $19,543 at 4% or $13,029 at 6%. |
| KIMBERTON WALDORF SCHOOL 403B PLAN | - | 52 | $2,590,015 | $81,300 | $1,563iApproximate average salary by contribution assumption: employee only about $39,087 at 4% or $26,058 at 6%; with 50% employer match about $26,058 at 4% or $17,372 at 6%; with 100% employer match about $19,543 at 4% or $13,029 at 6%. |
| 2017 | 1 | 53 | $2,628,244 | $93,677 | $1,767iApproximate average salary by contribution assumption: employee only about $44,187 at 4% or $29,458 at 6%; with 50% employer match about $29,458 at 4% or $19,639 at 6%; with 100% employer match about $22,094 at 4% or $14,729 at 6%. |
| KIMBERTON WALDORF SCHOOL 403B PLAN | - | 53 | $2,628,244 | $93,677 | $1,767iApproximate average salary by contribution assumption: employee only about $44,187 at 4% or $29,458 at 6%; with 50% employer match about $29,458 at 4% or $19,639 at 6%; with 100% employer match about $22,094 at 4% or $14,729 at 6%. |
| 2016 | 1 | 57 | $2,902,959 | $78,652 | $1,380iApproximate average salary by contribution assumption: employee only about $34,496 at 4% or $22,998 at 6%; with 50% employer match about $22,998 at 4% or $15,332 at 6%; with 100% employer match about $17,248 at 4% or $11,499 at 6%. |
| KIMBERTON WALDORF SCHOOL 403B PLAN | - | 57 | $2,902,959 | $78,652 | $1,380iApproximate average salary by contribution assumption: employee only about $34,496 at 4% or $22,998 at 6%; with 50% employer match about $22,998 at 4% or $15,332 at 6%; with 100% employer match about $17,248 at 4% or $11,499 at 6%. |
| 2015 | 1 | 63 | $3,002,997 | $66,389 | $1,054iApproximate average salary by contribution assumption: employee only about $26,345 at 4% or $17,563 at 6%; with 50% employer match about $17,563 at 4% or $11,709 at 6%; with 100% employer match about $13,172 at 4% or $8,782 at 6%. |
| KIMBERTON WALDORF SCHOOL 403B PLAN | - | 63 | $3,002,997 | $66,389 | $1,054iApproximate average salary by contribution assumption: employee only about $26,345 at 4% or $17,563 at 6%; with 50% employer match about $17,563 at 4% or $11,709 at 6%; with 100% employer match about $13,172 at 4% or $8,782 at 6%. |
| 2014 | 1 | 71 | $3,039,082 | $83,315 | $1,173iApproximate average salary by contribution assumption: employee only about $29,336 at 4% or $19,558 at 6%; with 50% employer match about $19,558 at 4% or $13,038 at 6%; with 100% employer match about $14,668 at 4% or $9,779 at 6%. |
| KIMBERTON WALDORF SCHOOL 403B PLAN | - | 71 | $3,039,082 | $83,315 | $1,173iApproximate average salary by contribution assumption: employee only about $29,336 at 4% or $19,558 at 6%; with 50% employer match about $19,558 at 4% or $13,038 at 6%; with 100% employer match about $14,668 at 4% or $9,779 at 6%. |
| 2013 | 1 | 62 | $2,964,359 | $91,906 | $1,482iApproximate average salary by contribution assumption: employee only about $37,059 at 4% or $24,706 at 6%; with 50% employer match about $24,706 at 4% or $16,471 at 6%; with 100% employer match about $18,529 at 4% or $12,353 at 6%. |
| KIMBERTON WALDORF SCHOOL 403B PLAN | - | 62 | $2,964,359 | $91,906 | $1,482iApproximate average salary by contribution assumption: employee only about $37,059 at 4% or $24,706 at 6%; with 50% employer match about $24,706 at 4% or $16,471 at 6%; with 100% employer match about $18,529 at 4% or $12,353 at 6%. |
| 2012 | 1 | 52 | $2,846,447 | $67,713 | $1,302iApproximate average salary by contribution assumption: employee only about $32,554 at 4% or $21,703 at 6%; with 50% employer match about $21,703 at 4% or $14,469 at 6%; with 100% employer match about $16,277 at 4% or $10,851 at 6%. |
| KIMBERTON WALDORF SCHOOL 403B PLAN | - | 52 | $2,846,447 | $67,713 | $1,302iApproximate average salary by contribution assumption: employee only about $32,554 at 4% or $21,703 at 6%; with 50% employer match about $21,703 at 4% or $14,469 at 6%; with 100% employer match about $16,277 at 4% or $10,851 at 6%. |
| 2011 | 1 | 58 | $2,698,134 | $76,502 | $1,319iApproximate average salary by contribution assumption: employee only about $32,975 at 4% or $21,983 at 6%; with 50% employer match about $21,983 at 4% or $14,656 at 6%; with 100% employer match about $16,488 at 4% or $10,992 at 6%. |
| KIMBERTON WALDORF SCHOOL 403B PLAN | - | 58 | $2,698,134 | $76,502 | $1,319iApproximate average salary by contribution assumption: employee only about $32,975 at 4% or $21,983 at 6%; with 50% employer match about $21,983 at 4% or $14,656 at 6%; with 100% employer match about $16,488 at 4% or $10,992 at 6%. |
| 2010 | 1 | 60 | $2,745,458 | $116,973 | $1,950iApproximate average salary by contribution assumption: employee only about $48,739 at 4% or $32,493 at 6%; with 50% employer match about $32,493 at 4% or $21,662 at 6%; with 100% employer match about $24,369 at 4% or $16,246 at 6%. |
| KIMBERTON WALDORF SCHOOL 403B PLAN | - | 60 | $2,745,458 | $116,973 | $1,950iApproximate average salary by contribution assumption: employee only about $48,739 at 4% or $32,493 at 6%; with 50% employer match about $32,493 at 4% or $21,662 at 6%; with 100% employer match about $24,369 at 4% or $16,246 at 6%. |
| 2009 | 1 | 54 | $2,254,274 | $85,460 | $1,583iApproximate average salary by contribution assumption: employee only about $39,565 at 4% or $26,377 at 6%; with 50% employer match about $26,377 at 4% or $17,584 at 6%; with 100% employer match about $19,782 at 4% or $13,188 at 6%. |
| KIMBERTON WALDORF SCHOOL 403B PLAN | - | 54 | $2,254,274 | $85,460 | $1,583iApproximate average salary by contribution assumption: employee only about $39,565 at 4% or $26,377 at 6%; with 50% employer match about $26,377 at 4% or $17,584 at 6%; with 100% employer match about $19,782 at 4% or $13,188 at 6%. |
| 2008 | 1 | 0 | $0 | $0 | - |
| KIMBERTON WALDORF SCHOOL 403B PLAN | - | 0 | - | - | - |
| 2007 | 1 | 0 | $0 | $0 | - |
| KIMBERTON WALDORF SCHOOL 403B PLAN | - | 0 | - | - | - |
| 2006 | 1 | 0 | $0 | $0 | - |
| KIMBERTON WALDORF SCHOOL 403B PLAN | - | 0 | - | - | - |
| 2005 | 1 | 0 | $0 | $0 | - |
| KIMBERTON WALDORF SCHOOL 403B PLAN | - | 0 | - | - | - |
| 2004 | 1 | 0 | $0 | $0 | - |
| KIMBERTON WALDORF SCHOOL 403B PLAN | - | 0 | - | - | - |
| 2003 | 1 | 0 | $0 | $0 | - |
| KIMBERTON WALDORF SCHOOL 403B PLAN | - | 0 | - | - | - |
| 2001 | 1 | 0 | $0 | $0 | - |
| KIMBERTON WALDORF SCHOOL TAX SHELTERED ANNUITY PLAN | - | 0 | - | - | - |
| 2000 | 1 | 0 | $0 | $0 | - |
| KIMBERTON WALDORF SCHOOL TAX SHELTERED ANNUITY PLAN | - | 0 | - | - | - |