Alcuin Montessori School
Plan context: Alcuin Montessori School 401(K) Plan and Trust
EIN 36-2464693 • Oak Park, IL • 43 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
35
2024 Assets
$1,609,090
2024 Contributions
$145,545
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 | 2 | 35 | $1,609,090 | $145,545 | $4,158iApproximate average salary by contribution assumption: employee only about $103,961 at 4% or $69,307 at 6%; with 50% employer match about $69,307 at 4% or $46,205 at 6%; with 100% employer match about $51,980 at 4% or $34,654 at 6%. |
| Alcuin Montessori School 401(K) Plan and Trust | - | 35 | $1,407,283 | $145,545 | $4,158iApproximate average salary by contribution assumption: employee only about $103,961 at 4% or $69,307 at 6%; with 50% employer match about $69,307 at 4% or $46,205 at 6%; with 100% employer match about $51,980 at 4% or $34,654 at 6%. |
| Alcuin Montessori School Tax Sheltered Annuity | - | 6 | $201,807 | - | - |
| 2023 | 2 | 29 | $1,303,584 | $113,244 | $3,905iApproximate average salary by contribution assumption: employee only about $97,624 at 4% or $65,083 at 6%; with 50% employer match about $65,083 at 4% or $43,389 at 6%; with 100% employer match about $48,812 at 4% or $32,541 at 6%. |
| Alcuin Montessori School 401(K) Plan and Trust | - | 29 | $1,114,340 | $113,244 | $3,905iApproximate average salary by contribution assumption: employee only about $97,624 at 4% or $65,083 at 6%; with 50% employer match about $65,083 at 4% or $43,389 at 6%; with 100% employer match about $48,812 at 4% or $32,541 at 6%. |
| Alcuin Montessori School Tax Sheltered Annuity | - | 7 | $189,244 | - | - |
| 2022 | 2 | 26 | $1,037,223 | $82,448 | $3,171iApproximate average salary by contribution assumption: employee only about $79,277 at 4% or $52,851 at 6%; with 50% employer match about $52,851 at 4% or $35,234 at 6%; with 100% employer match about $39,638 at 4% or $26,426 at 6%. |
| Alcuin Montessori School 401(K) Plan and Trust | - | 26 | $867,346 | $82,448 | $3,171iApproximate average salary by contribution assumption: employee only about $79,277 at 4% or $52,851 at 6%; with 50% employer match about $52,851 at 4% or $35,234 at 6%; with 100% employer match about $39,638 at 4% or $26,426 at 6%. |
| Alcuin Montessori School Tax Sheltered Annuity | - | 8 | $169,877 | - | - |
| 2021 | 1 | 27 | $807,472 | $97,969 | $3,628iApproximate average salary by contribution assumption: employee only about $90,712 at 4% or $60,475 at 6%; with 50% employer match about $60,475 at 4% or $40,316 at 6%; with 100% employer match about $45,356 at 4% or $30,237 at 6%. |
| Alcuin Montessori School 401(K) Plan and Trust | - | 27 | $807,472 | $97,969 | $3,628iApproximate average salary by contribution assumption: employee only about $90,712 at 4% or $60,475 at 6%; with 50% employer match about $60,475 at 4% or $40,316 at 6%; with 100% employer match about $45,356 at 4% or $30,237 at 6%. |
| 2020 | 1 | 28 | $875,108 | $80,728 | $2,883iApproximate average salary by contribution assumption: employee only about $72,079 at 4% or $48,052 at 6%; with 50% employer match about $48,052 at 4% or $32,035 at 6%; with 100% employer match about $36,039 at 4% or $24,026 at 6%. |
| Alcuin Montessori School 401(K) Plan and Trust | - | 28 | $875,108 | $80,728 | $2,883iApproximate average salary by contribution assumption: employee only about $72,079 at 4% or $48,052 at 6%; with 50% employer match about $48,052 at 4% or $32,035 at 6%; with 100% employer match about $36,039 at 4% or $24,026 at 6%. |
| 2019 | 2 | 22 | $806,568 | $56,027 | $2,547iApproximate average salary by contribution assumption: employee only about $63,667 at 4% or $42,445 at 6%; with 50% employer match about $42,445 at 4% or $28,296 at 6%; with 100% employer match about $31,834 at 4% or $21,222 at 6%. |
| Alcuin Montessori School 401(K) Plan and Trust | - | 22 | $651,957 | $56,027 | $2,547iApproximate average salary by contribution assumption: employee only about $63,667 at 4% or $42,445 at 6%; with 50% employer match about $42,445 at 4% or $28,296 at 6%; with 100% employer match about $31,834 at 4% or $21,222 at 6%. |
| Alcuin Montessori School Tax Sheltered Annuity | - | 6 | $154,611 | - | - |
| 2018 | 2 | 22 | $743,527 | $48,426 | $2,201iApproximate average salary by contribution assumption: employee only about $55,030 at 4% or $36,686 at 6%; with 50% employer match about $36,686 at 4% or $24,458 at 6%; with 100% employer match about $27,515 at 4% or $18,343 at 6%. |
| Alcuin Montessori School 401(K) Plan and Trust | - | 22 | $571,495 | $48,426 | $2,201iApproximate average salary by contribution assumption: employee only about $55,030 at 4% or $36,686 at 6%; with 50% employer match about $36,686 at 4% or $24,458 at 6%; with 100% employer match about $27,515 at 4% or $18,343 at 6%. |
| Alcuin Montessori School Tax Sheltered Annuity | - | 6 | $172,032 | - | - |
| 2017 | 2 | 21 | $713,464 | $52,380 | $2,494iApproximate average salary by contribution assumption: employee only about $62,357 at 4% or $41,571 at 6%; with 50% employer match about $41,571 at 4% or $27,714 at 6%; with 100% employer match about $31,179 at 4% or $20,786 at 6%. |
| Alcuin Montessori School 401(K) Plan and Trust | - | 21 | $530,526 | $52,380 | $2,494iApproximate average salary by contribution assumption: employee only about $62,357 at 4% or $41,571 at 6%; with 50% employer match about $41,571 at 4% or $27,714 at 6%; with 100% employer match about $31,179 at 4% or $20,786 at 6%. |
| Alcuin Montessori School Tax Sheltered Annuity | - | 7 | $182,938 | - | - |
| 2016 | 2 | 20 | $613,878 | $48,508 | $2,425iApproximate average salary by contribution assumption: employee only about $60,635 at 4% or $40,423 at 6%; with 50% employer match about $40,423 at 4% or $26,949 at 6%; with 100% employer match about $30,318 at 4% or $20,212 at 6%. |
| Alcuin Montessori School 401(K) Plan and Trust | - | 20 | $445,026 | $48,508 | $2,425iApproximate average salary by contribution assumption: employee only about $60,635 at 4% or $40,423 at 6%; with 50% employer match about $40,423 at 4% or $26,949 at 6%; with 100% employer match about $30,318 at 4% or $20,212 at 6%. |
| Alcuin Montessori School Tax Sheltered Annuity | - | 8 | $168,852 | - | - |
| 2015 | 2 | 19 | $526,224 | $43,729 | $2,302iApproximate average salary by contribution assumption: employee only about $57,538 at 4% or $38,359 at 6%; with 50% employer match about $38,359 at 4% or $25,573 at 6%; with 100% employer match about $28,769 at 4% or $19,179 at 6%. |
| Alcuin Montessori School 401(K) Plan and Trust | - | 19 | $373,725 | $43,729 | $2,302iApproximate average salary by contribution assumption: employee only about $57,538 at 4% or $38,359 at 6%; with 50% employer match about $38,359 at 4% or $25,573 at 6%; with 100% employer match about $28,769 at 4% or $19,179 at 6%. |
| Alcuin Montessori School Tax Sheltered Annuity | - | 8 | $152,499 | - | - |
| 2014 | 1 | 21 | $325,753 | $45,216 | $2,153iApproximate average salary by contribution assumption: employee only about $53,829 at 4% or $35,886 at 6%; with 50% employer match about $35,886 at 4% or $23,924 at 6%; with 100% employer match about $26,914 at 4% or $17,943 at 6%. |
| Alcuin Montessori School 401(K) Plan and Trust | - | 21 | $325,753 | $45,216 | $2,153iApproximate average salary by contribution assumption: employee only about $53,829 at 4% or $35,886 at 6%; with 50% employer match about $35,886 at 4% or $23,924 at 6%; with 100% employer match about $26,914 at 4% or $17,943 at 6%. |
| 2013 | 2 | 21 | $473,275 | $44,093 | $2,100iApproximate average salary by contribution assumption: employee only about $52,492 at 4% or $34,994 at 6%; with 50% employer match about $34,994 at 4% or $23,330 at 6%; with 100% employer match about $26,246 at 4% or $17,497 at 6%. |
| Alcuin Montessori School 401(K) Plan and Trust | - | 21 | $319,437 | $44,093 | $2,100iApproximate average salary by contribution assumption: employee only about $52,492 at 4% or $34,994 at 6%; with 50% employer match about $34,994 at 4% or $23,330 at 6%; with 100% employer match about $26,246 at 4% or $17,497 at 6%. |
| Alcuin Montessori School Tax Sheltered Annuity | - | 8 | $153,838 | - | - |
| 2012 | 2 | 22 | $396,592 | $58,422 | $2,656iApproximate average salary by contribution assumption: employee only about $66,389 at 4% or $44,259 at 6%; with 50% employer match about $44,259 at 4% or $29,506 at 6%; with 100% employer match about $33,194 at 4% or $22,130 at 6%. |
| Alcuin Montessori School 401(K) Plan and Trust | - | 22 | $262,976 | $58,422 | $2,656iApproximate average salary by contribution assumption: employee only about $66,389 at 4% or $44,259 at 6%; with 50% employer match about $44,259 at 4% or $29,506 at 6%; with 100% employer match about $33,194 at 4% or $22,130 at 6%. |
| Alcuin Montessori School Tax Sheltered Annuity | - | 10 | $133,616 | - | - |
| 2011 | 2 | 14 | $319,110 | $34,968 | $2,498iApproximate average salary by contribution assumption: employee only about $62,443 at 4% or $41,629 at 6%; with 50% employer match about $41,629 at 4% or $27,752 at 6%; with 100% employer match about $31,221 at 4% or $20,814 at 6%. |
| Alcuin Montessori School 401(K) Plan and Trust | - | 14 | $196,501 | $34,968 | $2,498iApproximate average salary by contribution assumption: employee only about $62,443 at 4% or $41,629 at 6%; with 50% employer match about $41,629 at 4% or $27,752 at 6%; with 100% employer match about $31,221 at 4% or $20,814 at 6%. |
| Alcuin Montessori School Tax Sheltered Annuity | - | 9 | $122,609 | $0 | - |
| 2010 | 2 | 17 | $331,882 | $37,355 | $2,197iApproximate average salary by contribution assumption: employee only about $54,934 at 4% or $36,623 at 6%; with 50% employer match about $36,623 at 4% or $24,415 at 6%; with 100% employer match about $27,467 at 4% or $18,311 at 6%. |
| Alcuin Montessori School 401(K) Plan and Trust | - | 17 | $166,168 | $37,355 | $2,197iApproximate average salary by contribution assumption: employee only about $54,934 at 4% or $36,623 at 6%; with 50% employer match about $36,623 at 4% or $24,415 at 6%; with 100% employer match about $27,467 at 4% or $18,311 at 6%. |
| Alcuin Montessori School Tax Sheltered Annuity | - | 11 | $165,714 | $0 | - |
| 2009 | 2 | 14 | $301,315 | $9,718 | $694iApproximate average salary by contribution assumption: employee only about $17,354 at 4% or $11,569 at 6%; with 50% employer match about $11,569 at 4% or $7,713 at 6%; with 100% employer match about $8,677 at 4% or $5,785 at 6%. |
| Alcuin Montessori School 401(K) Plan and Trust | - | 14 | $153,544 | $9,718 | $694iApproximate average salary by contribution assumption: employee only about $17,354 at 4% or $11,569 at 6%; with 50% employer match about $11,569 at 4% or $7,713 at 6%; with 100% employer match about $8,677 at 4% or $5,785 at 6%. |
| Alcuin Montessori School Tax Sheltered Annuity | - | 11 | $147,771 | - | - |
| 2008 | 2 | 12 | $0 | $0 | - |
| Alcuin Montessori School 401(K) Plan and Trust | - | 12 | - | - | - |
| Alcuin Montessori School Tax Sheltered Annuity | - | 0 | - | - | - |
| 2007 | 2 | 13 | $0 | $0 | - |
| Alcuin Montessori School 401(K) Plan and Trust | - | 13 | - | - | - |
| Alcuin Montessori School Tax Sheltered Annuity | - | 0 | - | - | - |
| 2006 | 2 | 12 | $164,682 | $37,860 | $3,155iApproximate average salary by contribution assumption: employee only about $78,875 at 4% or $52,583 at 6%; with 50% employer match about $52,583 at 4% or $35,056 at 6%; with 100% employer match about $39,438 at 4% or $26,292 at 6%. |
| Alcuin Montessori School 401(K) Plan and Trust | - | 12 | $164,682 | $37,860 | $3,155iApproximate average salary by contribution assumption: employee only about $78,875 at 4% or $52,583 at 6%; with 50% employer match about $52,583 at 4% or $35,056 at 6%; with 100% employer match about $39,438 at 4% or $26,292 at 6%. |
| Alcuin Montessori School Tax Sheltered Annuity | - | 0 | - | - | - |
| 2005 | 2 | 10 | $130,340 | $34,838 | $3,484iApproximate average salary by contribution assumption: employee only about $87,095 at 4% or $58,063 at 6%; with 50% employer match about $58,063 at 4% or $38,709 at 6%; with 100% employer match about $43,548 at 4% or $29,032 at 6%. |
| Alcuin Montessori School 401(K) Plan and Trust | - | 10 | $130,340 | $34,838 | $3,484iApproximate average salary by contribution assumption: employee only about $87,095 at 4% or $58,063 at 6%; with 50% employer match about $58,063 at 4% or $38,709 at 6%; with 100% employer match about $43,548 at 4% or $29,032 at 6%. |
| Alcuin Montessori School Tax Sheltered Annuity | - | 0 | - | - | - |
| 2004 | 2 | 12 | $31,583 | $31,865 | $2,655iApproximate average salary by contribution assumption: employee only about $66,385 at 4% or $44,257 at 6%; with 50% employer match about $44,257 at 4% or $29,505 at 6%; with 100% employer match about $33,193 at 4% or $22,128 at 6%. |
| Alcuin Montessori School 401(K) Plan and Trust | - | 12 | $31,583 | $31,865 | $2,655iApproximate average salary by contribution assumption: employee only about $66,385 at 4% or $44,257 at 6%; with 50% employer match about $44,257 at 4% or $29,505 at 6%; with 100% employer match about $33,193 at 4% or $22,128 at 6%. |
| Alcuin Montessori School Tax Sheltered Annuity | - | 0 | - | - | - |
| 2003 | 1 | 0 | $0 | $0 | - |
| Alcuin Montessori School Tax Sheltered Annuity | - | 0 | - | - | - |
| 2002 | 1 | 0 | $0 | $0 | - |
| Alcuin Montessori School Tax Sheltered Annuity | - | 0 | - | - | - |
| 2001 | 1 | 0 | $0 | $0 | - |
| Alcuin Montessori School Tax Sheltered Annuity | - | 0 | - | - | - |
| 2000 | 1 | 0 | $0 | $0 | - |
| Alcuin Montessori School Tax Sheltered Annuity | - | 0 | - | - | - |