Civic Intelligence

The Montpelier Foundation

Plan context: The Montpelier Foundation Tda Plan

EIN 31-1620682 • 34 filings • 7 plans

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Current Snapshot

Latest Year

2024

2024 Participants

109

2024 Assets

$5,840,672

2024 Contributions

$310,925

Historical Graphs

Total Assets Over Time

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

$6,499,802$3,249,901$0200920172024YearValue
$5,840,672Latest year 2024

Participants Over Time

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

2141070200920172024YearValue
109Latest 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
20241109$5,840,672$310,925$2,853iApproximate average salary by contribution assumption: employee only about $71,313 at 4% or $47,542 at 6%; with 50% employer match about $47,542 at 4% or $31,695 at 6%; with 100% employer match about $35,657 at 4% or $23,771 at 6%.
The Montpelier Foundation Tda Plan-109$5,840,672$310,925$2,853iApproximate average salary by contribution assumption: employee only about $71,313 at 4% or $47,542 at 6%; with 50% employer match about $47,542 at 4% or $31,695 at 6%; with 100% employer match about $35,657 at 4% or $23,771 at 6%.
2023193$5,838,763$369,429$3,972iApproximate average salary by contribution assumption: employee only about $99,309 at 4% or $66,206 at 6%; with 50% employer match about $66,206 at 4% or $44,137 at 6%; with 100% employer match about $49,654 at 4% or $33,103 at 6%.
The Montpelier Foundation Tda Plan-93$5,838,763$369,429$3,972iApproximate average salary by contribution assumption: employee only about $99,309 at 4% or $66,206 at 6%; with 50% employer match about $66,206 at 4% or $44,137 at 6%; with 100% employer match about $49,654 at 4% or $33,103 at 6%.
2022196$5,436,919$391,069$4,074iApproximate average salary by contribution assumption: employee only about $101,841 at 4% or $67,894 at 6%; with 50% employer match about $67,894 at 4% or $45,263 at 6%; with 100% employer match about $50,920 at 4% or $33,947 at 6%.
The Montpelier Foundation Tda Plan-96$5,436,919$391,069$4,074iApproximate average salary by contribution assumption: employee only about $101,841 at 4% or $67,894 at 6%; with 50% employer match about $67,894 at 4% or $45,263 at 6%; with 100% employer match about $50,920 at 4% or $33,947 at 6%.
2021193$6,499,802$434,309$4,670iApproximate average salary by contribution assumption: employee only about $116,750 at 4% or $77,833 at 6%; with 50% employer match about $77,833 at 4% or $51,889 at 6%; with 100% employer match about $58,375 at 4% or $38,917 at 6%.
The Montpelier Foundation Tda Plan-93$6,499,802$434,309$4,670iApproximate average salary by contribution assumption: employee only about $116,750 at 4% or $77,833 at 6%; with 50% employer match about $77,833 at 4% or $51,889 at 6%; with 100% employer match about $58,375 at 4% or $38,917 at 6%.
2020188$5,883,306$439,902$4,999iApproximate average salary by contribution assumption: employee only about $124,972 at 4% or $83,315 at 6%; with 50% employer match about $83,315 at 4% or $55,543 at 6%; with 100% employer match about $62,486 at 4% or $41,657 at 6%.
The Montpelier Foundation Tda Plan-88$5,883,306$439,902$4,999iApproximate average salary by contribution assumption: employee only about $124,972 at 4% or $83,315 at 6%; with 50% employer match about $83,315 at 4% or $55,543 at 6%; with 100% employer match about $62,486 at 4% or $41,657 at 6%.
2019199$5,262,142$504,591$5,097iApproximate average salary by contribution assumption: employee only about $127,422 at 4% or $84,948 at 6%; with 50% employer match about $84,948 at 4% or $56,632 at 6%; with 100% employer match about $63,711 at 4% or $42,474 at 6%.
The Montpelier Foundation Tda Plan-99$5,262,142$504,591$5,097iApproximate average salary by contribution assumption: employee only about $127,422 at 4% or $84,948 at 6%; with 50% employer match about $84,948 at 4% or $56,632 at 6%; with 100% employer match about $63,711 at 4% or $42,474 at 6%.
20181121$4,316,225$636,744$5,262iApproximate average salary by contribution assumption: employee only about $131,559 at 4% or $87,706 at 6%; with 50% employer match about $87,706 at 4% or $58,471 at 6%; with 100% employer match about $65,779 at 4% or $43,853 at 6%.
The Montpelier Foundation Tda Plan-121$4,316,225$636,744$5,262iApproximate average salary by contribution assumption: employee only about $131,559 at 4% or $87,706 at 6%; with 50% employer match about $87,706 at 4% or $58,471 at 6%; with 100% employer match about $65,779 at 4% or $43,853 at 6%.
20171140$4,112,159$616,975$4,407iApproximate average salary by contribution assumption: employee only about $110,174 at 4% or $73,449 at 6%; with 50% employer match about $73,449 at 4% or $48,966 at 6%; with 100% employer match about $55,087 at 4% or $36,725 at 6%.
The Montpelier Foundation Tda Plan-140$4,112,159$616,975$4,407iApproximate average salary by contribution assumption: employee only about $110,174 at 4% or $73,449 at 6%; with 50% employer match about $73,449 at 4% or $48,966 at 6%; with 100% employer match about $55,087 at 4% or $36,725 at 6%.
20161147$3,209,684$381,085$2,592iApproximate average salary by contribution assumption: employee only about $64,810 at 4% or $43,207 at 6%; with 50% employer match about $43,207 at 4% or $28,805 at 6%; with 100% employer match about $32,405 at 4% or $21,603 at 6%.
The Montpelier Foundation Tda Plan-147$3,209,684$381,085$2,592iApproximate average salary by contribution assumption: employee only about $64,810 at 4% or $43,207 at 6%; with 50% employer match about $43,207 at 4% or $28,805 at 6%; with 100% employer match about $32,405 at 4% or $21,603 at 6%.
20151172$3,118,048$337,248$1,961iApproximate average salary by contribution assumption: employee only about $49,019 at 4% or $32,679 at 6%; with 50% employer match about $32,679 at 4% or $21,786 at 6%; with 100% employer match about $24,509 at 4% or $16,340 at 6%.
The Montpelier Foundation Tda Plan-172$3,118,048$337,248$1,961iApproximate average salary by contribution assumption: employee only about $49,019 at 4% or $32,679 at 6%; with 50% employer match about $32,679 at 4% or $21,786 at 6%; with 100% employer match about $24,509 at 4% or $16,340 at 6%.
20141166$3,120,148$268,588$1,618iApproximate average salary by contribution assumption: employee only about $40,450 at 4% or $26,967 at 6%; with 50% employer match about $26,967 at 4% or $17,978 at 6%; with 100% employer match about $20,225 at 4% or $13,483 at 6%.
The Montpelier Foundation Tda Plan-166$3,120,148$268,588$1,618iApproximate average salary by contribution assumption: employee only about $40,450 at 4% or $26,967 at 6%; with 50% employer match about $26,967 at 4% or $17,978 at 6%; with 100% employer match about $20,225 at 4% or $13,483 at 6%.
20131162$3,148,498$220,260$1,360iApproximate average salary by contribution assumption: employee only about $33,991 at 4% or $22,660 at 6%; with 50% employer match about $22,660 at 4% or $15,107 at 6%; with 100% employer match about $16,995 at 4% or $11,330 at 6%.
The Montpelier Foundation Tda Plan-162$3,148,498$220,260$1,360iApproximate average salary by contribution assumption: employee only about $33,991 at 4% or $22,660 at 6%; with 50% employer match about $22,660 at 4% or $15,107 at 6%; with 100% employer match about $16,995 at 4% or $11,330 at 6%.
20121170$2,728,205$242,637$1,427iApproximate average salary by contribution assumption: employee only about $35,682 at 4% or $23,788 at 6%; with 50% employer match about $23,788 at 4% or $15,859 at 6%; with 100% employer match about $17,841 at 4% or $11,894 at 6%.
The Montpelier Foundation Tda Plan-170$2,728,205$242,637$1,427iApproximate average salary by contribution assumption: employee only about $35,682 at 4% or $23,788 at 6%; with 50% employer match about $23,788 at 4% or $15,859 at 6%; with 100% employer match about $17,841 at 4% or $11,894 at 6%.
20111214$2,345,337$219,182$1,024iApproximate average salary by contribution assumption: employee only about $25,605 at 4% or $17,070 at 6%; with 50% employer match about $17,070 at 4% or $11,380 at 6%; with 100% employer match about $12,803 at 4% or $8,535 at 6%.
The Montpelier Foundation Tda Plan-214$2,345,337$219,182$1,024iApproximate average salary by contribution assumption: employee only about $25,605 at 4% or $17,070 at 6%; with 50% employer match about $17,070 at 4% or $11,380 at 6%; with 100% employer match about $12,803 at 4% or $8,535 at 6%.
20101158$2,192,159$238,290$1,508iApproximate average salary by contribution assumption: employee only about $37,704 at 4% or $25,136 at 6%; with 50% employer match about $25,136 at 4% or $16,757 at 6%; with 100% employer match about $18,852 at 4% or $12,568 at 6%.
The Montpelier Foundation Tda Plan-158$2,192,159$238,290$1,508iApproximate average salary by contribution assumption: employee only about $37,704 at 4% or $25,136 at 6%; with 50% employer match about $25,136 at 4% or $16,757 at 6%; with 100% employer match about $18,852 at 4% or $12,568 at 6%.
20092122$1,769,352$261,224$2,141iApproximate average salary by contribution assumption: employee only about $53,530 at 4% or $35,686 at 6%; with 50% employer match about $35,686 at 4% or $23,791 at 6%; with 100% employer match about $26,765 at 4% or $17,843 at 6%.
The Montpelier Foundation Tda Plan-122$1,769,352$130,337$1,068iApproximate average salary by contribution assumption: employee only about $26,708 at 4% or $17,806 at 6%; with 50% employer match about $17,806 at 4% or $11,870 at 6%; with 100% employer match about $13,354 at 4% or $8,903 at 6%.
THE MONTPELIER FOUNDATION TAX DEFERRED ANNUITY PLAN-0-$130,887-
200820$0$0-
The Montpelier Foundation Tda Plan-0---
THE MONTPELIER FOUNDATION TAX DEFERRED ANNUITY PLAN-0---
200720$0$0-
The Montpelier Foundation Tda Plan-0---
THE MONTPELIER FOUNDATION TAX DEFERRED ANNUITY PLAN-0---
200620$0$0-
The Montpelier Foundation Tda Plan-0---
THE MONTPELIER FOUNDATION TAX DEFERRED ANNUITY PLAN-0---
200520$0$0-
THE MONTPELIER FOUNDATION TAX DEFERRED ANNUITY PLAN-0---
The Montpelier Foundation Tda Plan-0---
200420$0$0-
THE MONTPELIER FOUNDATIONTAX DEFERRED ANNUITY PLAN-0---
The Montpelier Foundation Tda Plan-0---
200320$0$0-
THE MONTPELIER FOUNDATION TAX DEFERRED ANNUITY PLAN-0---
The Montpelier Foundation Tda Plan-0---
200220$0$0-
THE MONTPELIER FOUNDATION TAX DEFERRED ANNUITY PLAN-0---
The Montpelier Foundation Tda Plan-0---
200120$0$0-
The Montpelier Foundation Tda Plan-0---
THE MONTPELIER FOUNDATION TAX DEFERRED ANNUITY PLAN-0---
200010$0$0-
THE MONTPELIER FOUNDATION TAX DEFERRED ANNUITY PLAN-0---