Civic Intelligence

University Montessori School

Plan context: University Montessori School 401K Profit Sharing Plan & Trust

EIN 33-0220153 • Irvine, CA • 18 filings • 4 plans

101 Russell PlaceIrvine, CA 92617-4052
Current Snapshot

Latest Year

2020

2020 Participants

94

2020 Assets

$1,539,196

2020 Contributions

$221,760

Historical Graphs

Total Assets Over Time

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

$1,539,196$769,598$0199920042009YearValue
$1,539,196Latest year 2009

Participants Over Time

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

159800199920082020YearValue
94Latest year 2020

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
2020194$0$0-
Montessori Schools of Irvine Welfare Benefit Plan-94---
20191127$0$0-
Montessori Schools of Irvine Welfare Benefit Plan-127---
20181159$0$0-
Montessori Schools of Irvine Welfare Benefit Plan-159---
20171125$0$0-
Montessori Schools of Irvine Welfare Benefit Plan-125---
20161129$0$0-
Montessori Schools of Irvine Welfare Benefit Plan-129---
20151127$0$0-
Montessori Schools of Irvine Welfare Benefit Plan-127---
20141124$0$0-
Montessori Schools of Irvine Welfare Benefit Plan-124---
2009176$1,539,196$221,760$2,918iApproximate average salary by contribution assumption: employee only about $72,947 at 4% or $48,632 at 6%; with 50% employer match about $48,632 at 4% or $32,421 at 6%; with 100% employer match about $36,474 at 4% or $24,316 at 6%.
University Montessori School 401K Profit Sharing Plan & Trust-76$1,539,196$221,760$2,918iApproximate average salary by contribution assumption: employee only about $72,947 at 4% or $48,632 at 6%; with 50% employer match about $48,632 at 4% or $32,421 at 6%; with 100% employer match about $36,474 at 4% or $24,316 at 6%.
2008182$1,131,928$195,940$2,390iApproximate average salary by contribution assumption: employee only about $59,738 at 4% or $39,825 at 6%; with 50% employer match about $39,825 at 4% or $26,550 at 6%; with 100% employer match about $29,869 at 4% or $19,913 at 6%.
University Montessori School 401K Profit Sharing Plan & Trust-82$1,131,928$195,940$2,390iApproximate average salary by contribution assumption: employee only about $59,738 at 4% or $39,825 at 6%; with 50% employer match about $39,825 at 4% or $26,550 at 6%; with 100% employer match about $29,869 at 4% or $19,913 at 6%.
2007179$0$0-
University Montessori School 401K Profit Sharing Plan & Trust-79---
2006178$1,021,198$165,453$2,121iApproximate average salary by contribution assumption: employee only about $53,030 at 4% or $35,353 at 6%; with 50% employer match about $35,353 at 4% or $23,569 at 6%; with 100% employer match about $26,515 at 4% or $17,677 at 6%.
University Montessori School 401K Profit Sharing Plan & Trust-78$1,021,198$165,453$2,121iApproximate average salary by contribution assumption: employee only about $53,030 at 4% or $35,353 at 6%; with 50% employer match about $35,353 at 4% or $23,569 at 6%; with 100% employer match about $26,515 at 4% or $17,677 at 6%.
2005181$772,317$152,557$1,883iApproximate average salary by contribution assumption: employee only about $47,085 at 4% or $31,390 at 6%; with 50% employer match about $31,390 at 4% or $20,927 at 6%; with 100% employer match about $23,543 at 4% or $15,695 at 6%.
University Montessori School 401K Profit Sharing Plan & Trust-81$772,317$152,557$1,883iApproximate average salary by contribution assumption: employee only about $47,085 at 4% or $31,390 at 6%; with 50% employer match about $31,390 at 4% or $20,927 at 6%; with 100% employer match about $23,543 at 4% or $15,695 at 6%.
2004188$589,956$96,222$1,093iApproximate average salary by contribution assumption: employee only about $27,336 at 4% or $18,224 at 6%; with 50% employer match about $18,224 at 4% or $12,149 at 6%; with 100% employer match about $13,668 at 4% or $9,112 at 6%.
University Montessori School 401K Profit Sharing Plan & Trust-88$589,956$96,222$1,093iApproximate average salary by contribution assumption: employee only about $27,336 at 4% or $18,224 at 6%; with 50% employer match about $18,224 at 4% or $12,149 at 6%; with 100% employer match about $13,668 at 4% or $9,112 at 6%.
20031118$524,530$75,997$644iApproximate average salary by contribution assumption: employee only about $16,101 at 4% or $10,734 at 6%; with 50% employer match about $10,734 at 4% or $7,156 at 6%; with 100% employer match about $8,051 at 4% or $5,367 at 6%.
University Montessori School 401K Profit Sharing Plan & Trust-118$524,530$75,997$644iApproximate average salary by contribution assumption: employee only about $16,101 at 4% or $10,734 at 6%; with 50% employer match about $10,734 at 4% or $7,156 at 6%; with 100% employer match about $8,051 at 4% or $5,367 at 6%.
2002169$356,049$97,786$1,417iApproximate average salary by contribution assumption: employee only about $35,430 at 4% or $23,620 at 6%; with 50% employer match about $23,620 at 4% or $15,747 at 6%; with 100% employer match about $17,715 at 4% or $11,810 at 6%.
University Montessori School 401K Profit Sharing Plan & Trust-69$356,049$97,786$1,417iApproximate average salary by contribution assumption: employee only about $35,430 at 4% or $23,620 at 6%; with 50% employer match about $23,620 at 4% or $15,747 at 6%; with 100% employer match about $17,715 at 4% or $11,810 at 6%.
2001161$342,225$70,007$1,148iApproximate average salary by contribution assumption: employee only about $28,691 at 4% or $19,128 at 6%; with 50% employer match about $19,128 at 4% or $12,752 at 6%; with 100% employer match about $14,346 at 4% or $9,564 at 6%.
University Montessori School 401K Profit Sharing Plan & Trust-61$342,225$70,007$1,148iApproximate average salary by contribution assumption: employee only about $28,691 at 4% or $19,128 at 6%; with 50% employer match about $19,128 at 4% or $12,752 at 6%; with 100% employer match about $14,346 at 4% or $9,564 at 6%.
2000166$283,983$78,353$1,187iApproximate average salary by contribution assumption: employee only about $29,679 at 4% or $19,786 at 6%; with 50% employer match about $19,786 at 4% or $13,191 at 6%; with 100% employer match about $14,840 at 4% or $9,893 at 6%.
University Montessori School 401K Profit Sharing Plan & Trust-66$283,983$78,353$1,187iApproximate average salary by contribution assumption: employee only about $29,679 at 4% or $19,786 at 6%; with 50% employer match about $19,786 at 4% or $13,191 at 6%; with 100% employer match about $14,840 at 4% or $9,893 at 6%.
1999155$227,056$92,964$1,690iApproximate average salary by contribution assumption: employee only about $42,256 at 4% or $28,171 at 6%; with 50% employer match about $28,171 at 4% or $18,781 at 6%; with 100% employer match about $21,128 at 4% or $14,085 at 6%.
University Montessori School 401K Profit Sharing Plan & Trust-55$227,056$92,964$1,690iApproximate average salary by contribution assumption: employee only about $42,256 at 4% or $28,171 at 6%; with 50% employer match about $28,171 at 4% or $18,781 at 6%; with 100% employer match about $21,128 at 4% or $14,085 at 6%.