The Barbara Gordon Montessori School
Plan context: ASPIRE 401(K) FOR WAYPOINT MONTESSORI SCHOOL
EIN 23-7394611 • Colleyville, TX • 30 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
26
2024 Assets
$352,216
2024 Contributions
$60,220
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 | 26 | $352,216 | $60,220 | $2,316iApproximate average salary by contribution assumption: employee only about $57,904 at 4% or $38,603 at 6%; with 50% employer match about $38,603 at 4% or $25,735 at 6%; with 100% employer match about $28,952 at 4% or $19,301 at 6%. |
| ASPIRE 401(K) FOR WAYPOINT MONTESSORI SCHOOL | - | 26 | $352,216 | $60,220 | $2,316iApproximate average salary by contribution assumption: employee only about $57,904 at 4% or $38,603 at 6%; with 50% employer match about $38,603 at 4% or $25,735 at 6%; with 100% employer match about $28,952 at 4% or $19,301 at 6%. |
| 2023 | 1 | 22 | $277,718 | $91,302 | $4,150iApproximate average salary by contribution assumption: employee only about $103,752 at 4% or $69,168 at 6%; with 50% employer match about $69,168 at 4% or $46,112 at 6%; with 100% employer match about $51,876 at 4% or $34,584 at 6%. |
| ASPIRE 401(K) FOR WAYPOINT MONTESSORI SCHOOL | - | 22 | $277,718 | $91,302 | $4,150iApproximate average salary by contribution assumption: employee only about $103,752 at 4% or $69,168 at 6%; with 50% employer match about $69,168 at 4% or $46,112 at 6%; with 100% employer match about $51,876 at 4% or $34,584 at 6%. |
| 2022 | 1 | 19 | $176,200 | $81,405 | $4,284iApproximate average salary by contribution assumption: employee only about $107,112 at 4% or $71,408 at 6%; with 50% employer match about $71,408 at 4% or $47,605 at 6%; with 100% employer match about $53,556 at 4% or $35,704 at 6%. |
| ASPIRE 401(K) FOR WAYPOINT MONTESSORI SCHOOL | - | 19 | $176,200 | $81,405 | $4,284iApproximate average salary by contribution assumption: employee only about $107,112 at 4% or $71,408 at 6%; with 50% employer match about $71,408 at 4% or $47,605 at 6%; with 100% employer match about $53,556 at 4% or $35,704 at 6%. |
| 2021 | 3 | 16 | $117,944 | $111,520 | $6,970iApproximate average salary by contribution assumption: employee only about $174,250 at 4% or $116,167 at 6%; with 50% employer match about $116,167 at 4% or $77,444 at 6%; with 100% employer match about $87,125 at 4% or $58,083 at 6%. |
| ASPIRE 401(K) FOR WAYPOINT MONTESSORI SCHOOL | - | 16 | $117,944 | $109,547 | $6,847iApproximate average salary by contribution assumption: employee only about $171,167 at 4% or $114,111 at 6%; with 50% employer match about $114,111 at 4% or $76,074 at 6%; with 100% employer match about $85,584 at 4% or $57,056 at 6%. |
| The Barbara Gordon Montessori School 403B Plan | - | 0 | - | - | - |
| WAYPOINT MONTESSORI 401(K) PROFIT SHARING PLAN & TRUST | - | 0 | $0 | $1,973 | - |
| 2020 | 2 | 21 | $189,824 | $51,186 | $2,437iApproximate average salary by contribution assumption: employee only about $60,936 at 4% or $40,624 at 6%; with 50% employer match about $40,624 at 4% or $27,083 at 6%; with 100% employer match about $30,468 at 4% or $20,312 at 6%. |
| The Barbara Gordon Montessori School 403B Plan | - | 21 | $134,489 | - | - |
| WAYPOINT MONTESSORI 401(K) PROFIT SHARING PLAN & TRUST | - | 10 | $55,335 | $51,186 | $5,119iApproximate average salary by contribution assumption: employee only about $127,965 at 4% or $85,310 at 6%; with 50% employer match about $85,310 at 4% or $56,873 at 6%; with 100% employer match about $63,983 at 4% or $42,655 at 6%. |
| 2019 | 3 | 60 | $1,428,765 | $112,239 | $1,871iApproximate average salary by contribution assumption: employee only about $46,766 at 4% or $31,178 at 6%; with 50% employer match about $31,178 at 4% or $20,785 at 6%; with 100% employer match about $23,383 at 4% or $15,589 at 6%. |
| The Barbara Gordon Montessori School 403B Plan | - | 60 | $1,388,709 | $87,963 | $1,466iApproximate average salary by contribution assumption: employee only about $36,651 at 4% or $24,434 at 6%; with 50% employer match about $24,434 at 4% or $16,289 at 6%; with 100% employer match about $18,326 at 4% or $12,217 at 6%. |
| The Barbara Gordon Montessori School 403B Plan | - | 2 | $20,028 | $12,138 | $6,069iApproximate average salary by contribution assumption: employee only about $151,725 at 4% or $101,150 at 6%; with 50% employer match about $101,150 at 4% or $67,433 at 6%; with 100% employer match about $75,863 at 4% or $50,575 at 6%. |
| WAYPOINT MONTESSORI 401(K) PROFIT SHARING PLAN & TRUST | - | 2 | $20,028 | $12,138 | $6,069iApproximate average salary by contribution assumption: employee only about $151,725 at 4% or $101,150 at 6%; with 50% employer match about $101,150 at 4% or $67,433 at 6%; with 100% employer match about $75,863 at 4% or $50,575 at 6%. |
| 2018 | 3 | 20 | $1,144,219 | $77,321 | $3,866iApproximate average salary by contribution assumption: employee only about $96,651 at 4% or $64,434 at 6%; with 50% employer match about $64,434 at 4% or $42,956 at 6%; with 100% employer match about $48,326 at 4% or $32,217 at 6%. |
| The Barbara Gordon Montessori School 403B Plan | - | 20 | $1,131,229 | $65,133 | $3,257iApproximate average salary by contribution assumption: employee only about $81,416 at 4% or $54,278 at 6%; with 50% employer match about $54,278 at 4% or $36,185 at 6%; with 100% employer match about $40,708 at 4% or $27,139 at 6%. |
| The Barbara Gordon Montessori School 403B Plan | - | 1 | $6,495 | $6,094 | $6,094iApproximate average salary by contribution assumption: employee only about $152,350 at 4% or $101,567 at 6%; with 50% employer match about $101,567 at 4% or $67,711 at 6%; with 100% employer match about $76,175 at 4% or $50,783 at 6%. |
| WAYPOINT MONTESSORI 401 K PROFIT SHARING PLAN TRUST | - | 1 | $6,495 | $6,094 | $6,094iApproximate average salary by contribution assumption: employee only about $152,350 at 4% or $101,567 at 6%; with 50% employer match about $101,567 at 4% or $67,711 at 6%; with 100% employer match about $76,175 at 4% or $50,783 at 6%. |
| 2017 | 3 | 44 | $1,137,959 | $49,128 | $1,117iApproximate average salary by contribution assumption: employee only about $27,914 at 4% or $18,609 at 6%; with 50% employer match about $18,609 at 4% or $12,406 at 6%; with 100% employer match about $13,957 at 4% or $9,305 at 6%. |
| The Barbara Gordon Montessori School 403B Plan | - | 44 | $1,136,931 | $48,102 | $1,093iApproximate average salary by contribution assumption: employee only about $27,331 at 4% or $18,220 at 6%; with 50% employer match about $18,220 at 4% or $12,147 at 6%; with 100% employer match about $13,665 at 4% or $9,110 at 6%. |
| The Barbara Gordon Montessori School 403B Plan | - | 1 | $514 | $513 | $513iApproximate average salary by contribution assumption: employee only about $12,825 at 4% or $8,550 at 6%; with 50% employer match about $8,550 at 4% or $5,700 at 6%; with 100% employer match about $6,413 at 4% or $4,275 at 6%. |
| WAYPOINT MONTESSORI 401 K PROFIT SHARING PLAN TRUST | - | 1 | $514 | $513 | $513iApproximate average salary by contribution assumption: employee only about $12,825 at 4% or $8,550 at 6%; with 50% employer match about $8,550 at 4% or $5,700 at 6%; with 100% employer match about $6,413 at 4% or $4,275 at 6%. |
| 2016 | 1 | 25 | $916,503 | $55,979 | $2,239iApproximate average salary by contribution assumption: employee only about $55,979 at 4% or $37,319 at 6%; with 50% employer match about $37,319 at 4% or $24,880 at 6%; with 100% employer match about $27,989 at 4% or $18,660 at 6%. |
| The Barbara Gordon Montessori School 403B Plan | - | 25 | $916,503 | $55,979 | $2,239iApproximate average salary by contribution assumption: employee only about $55,979 at 4% or $37,319 at 6%; with 50% employer match about $37,319 at 4% or $24,880 at 6%; with 100% employer match about $27,989 at 4% or $18,660 at 6%. |
| 2015 | 1 | 25 | $839,639 | $62,562 | $2,502iApproximate average salary by contribution assumption: employee only about $62,562 at 4% or $41,708 at 6%; with 50% employer match about $41,708 at 4% or $27,805 at 6%; with 100% employer match about $31,281 at 4% or $20,854 at 6%. |
| The Barbara Gordon Montessori School 403B Plan | - | 25 | $839,639 | $62,562 | $2,502iApproximate average salary by contribution assumption: employee only about $62,562 at 4% or $41,708 at 6%; with 50% employer match about $41,708 at 4% or $27,805 at 6%; with 100% employer match about $31,281 at 4% or $20,854 at 6%. |
| 2014 | 1 | 27 | $772,926 | $54,380 | $2,014iApproximate average salary by contribution assumption: employee only about $50,352 at 4% or $33,568 at 6%; with 50% employer match about $33,568 at 4% or $22,379 at 6%; with 100% employer match about $25,176 at 4% or $16,784 at 6%. |
| The Barbara Gordon Montessori School 403B Plan | - | 27 | $772,926 | $54,380 | $2,014iApproximate average salary by contribution assumption: employee only about $50,352 at 4% or $33,568 at 6%; with 50% employer match about $33,568 at 4% or $22,379 at 6%; with 100% employer match about $25,176 at 4% or $16,784 at 6%. |
| 2013 | 1 | 24 | $699,996 | $60,524 | $2,522iApproximate average salary by contribution assumption: employee only about $63,046 at 4% or $42,031 at 6%; with 50% employer match about $42,031 at 4% or $28,020 at 6%; with 100% employer match about $31,523 at 4% or $21,015 at 6%. |
| The Barbara Gordon Montessori School 403B Plan | - | 24 | $699,996 | $60,524 | $2,522iApproximate average salary by contribution assumption: employee only about $63,046 at 4% or $42,031 at 6%; with 50% employer match about $42,031 at 4% or $28,020 at 6%; with 100% employer match about $31,523 at 4% or $21,015 at 6%. |
| 2012 | 1 | 29 | $633,981 | $68,411 | $2,359iApproximate average salary by contribution assumption: employee only about $58,975 at 4% or $39,317 at 6%; with 50% employer match about $39,317 at 4% or $26,211 at 6%; with 100% employer match about $29,488 at 4% or $19,658 at 6%. |
| The Barbara Gordon Montessori School 403B Plan | - | 29 | $633,981 | $68,411 | $2,359iApproximate average salary by contribution assumption: employee only about $58,975 at 4% or $39,317 at 6%; with 50% employer match about $39,317 at 4% or $26,211 at 6%; with 100% employer match about $29,488 at 4% or $19,658 at 6%. |
| 2011 | 1 | 27 | $501,571 | $66,210 | $2,452iApproximate average salary by contribution assumption: employee only about $61,306 at 4% or $40,870 at 6%; with 50% employer match about $40,870 at 4% or $27,247 at 6%; with 100% employer match about $30,653 at 4% or $20,435 at 6%. |
| The Barbara Gordon Montessori School 403B Plan | - | 27 | $501,571 | $66,210 | $2,452iApproximate average salary by contribution assumption: employee only about $61,306 at 4% or $40,870 at 6%; with 50% employer match about $40,870 at 4% or $27,247 at 6%; with 100% employer match about $30,653 at 4% or $20,435 at 6%. |
| 2010 | 1 | 27 | $462,927 | $47,498 | $1,759iApproximate average salary by contribution assumption: employee only about $43,980 at 4% or $29,320 at 6%; with 50% employer match about $29,320 at 4% or $19,547 at 6%; with 100% employer match about $21,990 at 4% or $14,660 at 6%. |
| The Barbara Gordon Montessori School 403B Plan | - | 27 | $462,927 | $47,498 | $1,759iApproximate average salary by contribution assumption: employee only about $43,980 at 4% or $29,320 at 6%; with 50% employer match about $29,320 at 4% or $19,547 at 6%; with 100% employer match about $21,990 at 4% or $14,660 at 6%. |
| 2009 | 1 | 29 | $374,805 | $53,288 | $1,838iApproximate average salary by contribution assumption: employee only about $45,938 at 4% or $30,625 at 6%; with 50% employer match about $30,625 at 4% or $20,417 at 6%; with 100% employer match about $22,969 at 4% or $15,313 at 6%. |
| The Barbara Gordon Montessori School 403B Plan | - | 29 | $374,805 | $53,288 | $1,838iApproximate average salary by contribution assumption: employee only about $45,938 at 4% or $30,625 at 6%; with 50% employer match about $30,625 at 4% or $20,417 at 6%; with 100% employer match about $22,969 at 4% or $15,313 at 6%. |
| 2008 | 1 | 0 | $0 | $0 | - |
| The Barbara Gordon Montessori School 403B Plan | - | 0 | - | - | - |
| 2007 | 1 | 0 | $0 | $0 | - |
| The Barbara Gordon Montessori School 403B Plan | - | 0 | - | - | - |
| 2006 | 1 | 0 | $0 | $0 | - |
| The Barbara Gordon Montessori School 403B Plan | - | 0 | - | - | - |
| 2005 | 1 | 0 | $0 | $0 | - |
| The Barbara Gordon Montessori School 403B Plan | - | 0 | - | - | - |
| 2004 | 1 | 0 | $0 | $0 | - |
| The Barbara Gordon Montessori School 403B Plan | - | 0 | - | - | - |