Terrys Montessori School
Plan context: Terrys Montessori School 401(K) Profit Sharing Plan and Trust
EIN 31-1207394 • Cincinnati, OH • 22 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
15
2024 Assets
$770,647
2024 Contributions
$59,195
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 | 15 | $770,647 | $59,195 | $3,946iApproximate average salary by contribution assumption: employee only about $98,658 at 4% or $65,772 at 6%; with 50% employer match about $65,772 at 4% or $43,848 at 6%; with 100% employer match about $49,329 at 4% or $32,886 at 6%. |
| Terrys Montessori School 401(K) Profit Sharing Plan and Trust | - | 15 | $770,647 | $59,195 | $3,946iApproximate average salary by contribution assumption: employee only about $98,658 at 4% or $65,772 at 6%; with 50% employer match about $65,772 at 4% or $43,848 at 6%; with 100% employer match about $49,329 at 4% or $32,886 at 6%. |
| 2023 | 1 | 17 | $638,079 | $42,099 | $2,476iApproximate average salary by contribution assumption: employee only about $61,910 at 4% or $41,274 at 6%; with 50% employer match about $41,274 at 4% or $27,516 at 6%; with 100% employer match about $30,955 at 4% or $20,637 at 6%. |
| Terrys Montessori School 401(K) Profit Sharing Plan and Trust | - | 17 | $638,079 | $42,099 | $2,476iApproximate average salary by contribution assumption: employee only about $61,910 at 4% or $41,274 at 6%; with 50% employer match about $41,274 at 4% or $27,516 at 6%; with 100% employer match about $30,955 at 4% or $20,637 at 6%. |
| 2022 | 1 | 14 | $511,564 | $39,036 | $2,788iApproximate average salary by contribution assumption: employee only about $69,707 at 4% or $46,471 at 6%; with 50% employer match about $46,471 at 4% or $30,981 at 6%; with 100% employer match about $34,854 at 4% or $23,236 at 6%. |
| Terrys Montessori School 401(K) Profit Sharing Plan and Trust | - | 14 | $511,564 | $39,036 | $2,788iApproximate average salary by contribution assumption: employee only about $69,707 at 4% or $46,471 at 6%; with 50% employer match about $46,471 at 4% or $30,981 at 6%; with 100% employer match about $34,854 at 4% or $23,236 at 6%. |
| 2021 | 1 | 16 | $583,665 | $36,864 | $2,304iApproximate average salary by contribution assumption: employee only about $57,600 at 4% or $38,400 at 6%; with 50% employer match about $38,400 at 4% or $25,600 at 6%; with 100% employer match about $28,800 at 4% or $19,200 at 6%. |
| Terrys Montessori School 401(K) Profit Sharing Plan and Trust | - | 16 | $583,665 | $36,864 | $2,304iApproximate average salary by contribution assumption: employee only about $57,600 at 4% or $38,400 at 6%; with 50% employer match about $38,400 at 4% or $25,600 at 6%; with 100% employer match about $28,800 at 4% or $19,200 at 6%. |
| 2020 | 1 | 16 | $494,114 | $33,142 | $2,071iApproximate average salary by contribution assumption: employee only about $51,784 at 4% or $34,523 at 6%; with 50% employer match about $34,523 at 4% or $23,015 at 6%; with 100% employer match about $25,892 at 4% or $17,261 at 6%. |
| Terrys Montessori School 401(K) Profit Sharing Plan and Trust | - | 16 | $494,114 | $33,142 | $2,071iApproximate average salary by contribution assumption: employee only about $51,784 at 4% or $34,523 at 6%; with 50% employer match about $34,523 at 4% or $23,015 at 6%; with 100% employer match about $25,892 at 4% or $17,261 at 6%. |
| 2019 | 1 | 15 | $443,365 | $25,059 | $1,671iApproximate average salary by contribution assumption: employee only about $41,765 at 4% or $27,843 at 6%; with 50% employer match about $27,843 at 4% or $18,562 at 6%; with 100% employer match about $20,883 at 4% or $13,922 at 6%. |
| Terrys Montessori School 401(K) Profit Sharing Plan and Trust | - | 15 | $443,365 | $25,059 | $1,671iApproximate average salary by contribution assumption: employee only about $41,765 at 4% or $27,843 at 6%; with 50% employer match about $27,843 at 4% or $18,562 at 6%; with 100% employer match about $20,883 at 4% or $13,922 at 6%. |
| 2018 | 1 | 14 | $358,156 | $21,712 | $1,551iApproximate average salary by contribution assumption: employee only about $38,771 at 4% or $25,848 at 6%; with 50% employer match about $25,848 at 4% or $17,232 at 6%; with 100% employer match about $19,386 at 4% or $12,924 at 6%. |
| Terrys Montessori School 401(K) Profit Sharing Plan and Trust | - | 14 | $358,156 | $21,712 | $1,551iApproximate average salary by contribution assumption: employee only about $38,771 at 4% or $25,848 at 6%; with 50% employer match about $25,848 at 4% or $17,232 at 6%; with 100% employer match about $19,386 at 4% or $12,924 at 6%. |
| 2017 | 1 | 16 | $429,250 | $25,937 | $1,621iApproximate average salary by contribution assumption: employee only about $40,527 at 4% or $27,018 at 6%; with 50% employer match about $27,018 at 4% or $18,012 at 6%; with 100% employer match about $20,263 at 4% or $13,509 at 6%. |
| Terrys Montessori School 401(K) Profit Sharing Plan and Trust | - | 16 | $429,250 | $25,937 | $1,621iApproximate average salary by contribution assumption: employee only about $40,527 at 4% or $27,018 at 6%; with 50% employer match about $27,018 at 4% or $18,012 at 6%; with 100% employer match about $20,263 at 4% or $13,509 at 6%. |
| 2016 | 1 | 18 | $380,815 | $28,334 | $1,574iApproximate average salary by contribution assumption: employee only about $39,353 at 4% or $26,235 at 6%; with 50% employer match about $26,235 at 4% or $17,490 at 6%; with 100% employer match about $19,676 at 4% or $13,118 at 6%. |
| Terrys Montessori School 401(K) Profit Sharing Plan and Trust | - | 18 | $380,815 | $28,334 | $1,574iApproximate average salary by contribution assumption: employee only about $39,353 at 4% or $26,235 at 6%; with 50% employer match about $26,235 at 4% or $17,490 at 6%; with 100% employer match about $19,676 at 4% or $13,118 at 6%. |
| 2015 | 1 | 19 | $337,955 | $28,150 | $1,482iApproximate average salary by contribution assumption: employee only about $37,039 at 4% or $24,693 at 6%; with 50% employer match about $24,693 at 4% or $16,462 at 6%; with 100% employer match about $18,520 at 4% or $12,346 at 6%. |
| Terrys Montessori School 401(K) Profit Sharing Plan and Trust | - | 19 | $337,955 | $28,150 | $1,482iApproximate average salary by contribution assumption: employee only about $37,039 at 4% or $24,693 at 6%; with 50% employer match about $24,693 at 4% or $16,462 at 6%; with 100% employer match about $18,520 at 4% or $12,346 at 6%. |
| 2014 | 1 | 22 | $364,633 | $26,073 | $1,185iApproximate average salary by contribution assumption: employee only about $29,628 at 4% or $19,752 at 6%; with 50% employer match about $19,752 at 4% or $13,168 at 6%; with 100% employer match about $14,814 at 4% or $9,876 at 6%. |
| Terrys Montessori School 401(K) Profit Sharing Plan and Trust | - | 22 | $364,633 | $26,073 | $1,185iApproximate average salary by contribution assumption: employee only about $29,628 at 4% or $19,752 at 6%; with 50% employer match about $19,752 at 4% or $13,168 at 6%; with 100% employer match about $14,814 at 4% or $9,876 at 6%. |
| 2013 | 1 | 22 | $337,191 | $31,221 | $1,419iApproximate average salary by contribution assumption: employee only about $35,478 at 4% or $23,652 at 6%; with 50% employer match about $23,652 at 4% or $15,768 at 6%; with 100% employer match about $17,739 at 4% or $11,826 at 6%. |
| Terrys Montessori School 401(K) Profit Sharing Plan and Trust | - | 22 | $337,191 | $31,221 | $1,419iApproximate average salary by contribution assumption: employee only about $35,478 at 4% or $23,652 at 6%; with 50% employer match about $23,652 at 4% or $15,768 at 6%; with 100% employer match about $17,739 at 4% or $11,826 at 6%. |
| 2012 | 1 | 21 | $267,803 | $22,470 | $1,070iApproximate average salary by contribution assumption: employee only about $26,750 at 4% or $17,833 at 6%; with 50% employer match about $17,833 at 4% or $11,889 at 6%; with 100% employer match about $13,375 at 4% or $8,917 at 6%. |
| Terrys Montessori School 401(K) Profit Sharing Plan and Trust | - | 21 | $267,803 | $22,470 | $1,070iApproximate average salary by contribution assumption: employee only about $26,750 at 4% or $17,833 at 6%; with 50% employer match about $17,833 at 4% or $11,889 at 6%; with 100% employer match about $13,375 at 4% or $8,917 at 6%. |
| 2011 | 1 | 17 | $229,900 | $19,590 | $1,152iApproximate average salary by contribution assumption: employee only about $28,809 at 4% or $19,206 at 6%; with 50% employer match about $19,206 at 4% or $12,804 at 6%; with 100% employer match about $14,404 at 4% or $9,603 at 6%. |
| Terrys Montessori School 401(K) Profit Sharing Plan and Trust | - | 17 | $229,900 | $19,590 | $1,152iApproximate average salary by contribution assumption: employee only about $28,809 at 4% or $19,206 at 6%; with 50% employer match about $19,206 at 4% or $12,804 at 6%; with 100% employer match about $14,404 at 4% or $9,603 at 6%. |
| 2010 | 1 | 17 | $218,379 | $22,310 | $1,312iApproximate average salary by contribution assumption: employee only about $32,809 at 4% or $21,873 at 6%; with 50% employer match about $21,873 at 4% or $14,582 at 6%; with 100% employer match about $16,404 at 4% or $10,936 at 6%. |
| Terrys Montessori School 401(K) Profit Sharing Plan and Trust | - | 17 | $218,379 | $22,310 | $1,312iApproximate average salary by contribution assumption: employee only about $32,809 at 4% or $21,873 at 6%; with 50% employer match about $21,873 at 4% or $14,582 at 6%; with 100% employer match about $16,404 at 4% or $10,936 at 6%. |
| 2009 | 1 | 15 | $178,855 | $21,163 | $1,411iApproximate average salary by contribution assumption: employee only about $35,272 at 4% or $23,514 at 6%; with 50% employer match about $23,514 at 4% or $15,676 at 6%; with 100% employer match about $17,636 at 4% or $11,757 at 6%. |
| Terrys Montessori School 401(K) Profit Sharing Plan and Trust | - | 15 | $178,855 | $21,163 | $1,411iApproximate average salary by contribution assumption: employee only about $35,272 at 4% or $23,514 at 6%; with 50% employer match about $23,514 at 4% or $15,676 at 6%; with 100% employer match about $17,636 at 4% or $11,757 at 6%. |
| 2008 | 1 | 25 | $129,112 | $49,409 | $1,976iApproximate average salary by contribution assumption: employee only about $49,409 at 4% or $32,939 at 6%; with 50% employer match about $32,939 at 4% or $21,960 at 6%; with 100% employer match about $24,705 at 4% or $16,470 at 6%. |
| Terrys Montessori School 401(K) Profit Sharing Plan and Trust | - | 25 | $129,112 | $49,409 | $1,976iApproximate average salary by contribution assumption: employee only about $49,409 at 4% or $32,939 at 6%; with 50% employer match about $32,939 at 4% or $21,960 at 6%; with 100% employer match about $24,705 at 4% or $16,470 at 6%. |
| 2007 | 1 | 24 | $125,659 | $17,321 | $722iApproximate average salary by contribution assumption: employee only about $18,043 at 4% or $12,028 at 6%; with 50% employer match about $12,028 at 4% or $8,019 at 6%; with 100% employer match about $9,021 at 4% or $6,014 at 6%. |
| Terrys Montessori School 401(K) Profit Sharing Plan and Trust | - | 24 | $125,659 | $17,321 | $722iApproximate average salary by contribution assumption: employee only about $18,043 at 4% or $12,028 at 6%; with 50% employer match about $12,028 at 4% or $8,019 at 6%; with 100% employer match about $9,021 at 4% or $6,014 at 6%. |
| 2006 | 1 | 25 | $111,919 | $17,230 | $689iApproximate average salary by contribution assumption: employee only about $17,230 at 4% or $11,487 at 6%; with 50% employer match about $11,487 at 4% or $7,658 at 6%; with 100% employer match about $8,615 at 4% or $5,743 at 6%. |
| Terrys Montessori School 401(K) Profit Sharing Plan and Trust | - | 25 | $111,919 | $17,230 | $689iApproximate average salary by contribution assumption: employee only about $17,230 at 4% or $11,487 at 6%; with 50% employer match about $11,487 at 4% or $7,658 at 6%; with 100% employer match about $8,615 at 4% or $5,743 at 6%. |
| 2005 | 1 | 20 | $93,458 | $17,738 | $887iApproximate average salary by contribution assumption: employee only about $22,173 at 4% or $14,782 at 6%; with 50% employer match about $14,782 at 4% or $9,854 at 6%; with 100% employer match about $11,086 at 4% or $7,391 at 6%. |
| Terrys Montessori School 401(K) Profit Sharing Plan and Trust | - | 20 | $93,458 | $17,738 | $887iApproximate average salary by contribution assumption: employee only about $22,173 at 4% or $14,782 at 6%; with 50% employer match about $14,782 at 4% or $9,854 at 6%; with 100% employer match about $11,086 at 4% or $7,391 at 6%. |
| 2001 | 1 | 21 | $0 | $0 | - |
| Terrys Montessori School 401(K) Profit Sharing Plan and Trust | - | 21 | - | - | - |
| 2000 | 1 | 16 | $5,247 | $5,428 | $339iApproximate average salary by contribution assumption: employee only about $8,481 at 4% or $5,654 at 6%; with 50% employer match about $5,654 at 4% or $3,769 at 6%; with 100% employer match about $4,241 at 4% or $2,827 at 6%. |
| Terrys Montessori School 401(K) Profit Sharing Plan and Trust | - | 16 | $5,247 | $5,428 | $339iApproximate average salary by contribution assumption: employee only about $8,481 at 4% or $5,654 at 6%; with 50% employer match about $5,654 at 4% or $3,769 at 6%; with 100% employer match about $4,241 at 4% or $2,827 at 6%. |