Rose Hall Montessori School
Plan context: Rose Hall Montessori Scaool Tax Deferred Annuity Plan
EIN 36-3197670 • Wilmette, IL • 25 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
6
2024 Assets
$761,542
2024 Contributions
$54,871
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 | 6 | $761,542 | $54,871 | $9,145iApproximate average salary by contribution assumption: employee only about $228,629 at 4% or $152,419 at 6%; with 50% employer match about $152,419 at 4% or $101,613 at 6%; with 100% employer match about $114,315 at 4% or $76,210 at 6%. |
| Rose Hall Montessori Scaool Tax Deferred Annuity Plan | - | 6 | $761,542 | $54,871 | $9,145iApproximate average salary by contribution assumption: employee only about $228,629 at 4% or $152,419 at 6%; with 50% employer match about $152,419 at 4% or $101,613 at 6%; with 100% employer match about $114,315 at 4% or $76,210 at 6%. |
| 2023 | 1 | 6 | $667,902 | $33,388 | $5,565iApproximate average salary by contribution assumption: employee only about $139,117 at 4% or $92,744 at 6%; with 50% employer match about $92,744 at 4% or $61,830 at 6%; with 100% employer match about $69,558 at 4% or $46,372 at 6%. |
| Rose Hall Montessori Scaool Tax Deferred Annuity Plan | - | 6 | $667,902 | $33,388 | $5,565iApproximate average salary by contribution assumption: employee only about $139,117 at 4% or $92,744 at 6%; with 50% employer match about $92,744 at 4% or $61,830 at 6%; with 100% employer match about $69,558 at 4% or $46,372 at 6%. |
| 2022 | 1 | 5 | $605,324 | $29,885 | $5,977iApproximate average salary by contribution assumption: employee only about $149,425 at 4% or $99,617 at 6%; with 50% employer match about $99,617 at 4% or $66,411 at 6%; with 100% employer match about $74,713 at 4% or $49,808 at 6%. |
| Rose Hall Montessori Scaool Tax Deferred Annuity Plan | - | 5 | $605,324 | $29,885 | $5,977iApproximate average salary by contribution assumption: employee only about $149,425 at 4% or $99,617 at 6%; with 50% employer match about $99,617 at 4% or $66,411 at 6%; with 100% employer match about $74,713 at 4% or $49,808 at 6%. |
| 2021 | 1 | 6 | $708,688 | $22,055 | $3,676iApproximate average salary by contribution assumption: employee only about $91,896 at 4% or $61,264 at 6%; with 50% employer match about $61,264 at 4% or $40,843 at 6%; with 100% employer match about $45,948 at 4% or $30,632 at 6%. |
| Rose Hall Montessori Scaool Tax Deferred Annuity Plan | - | 6 | $708,688 | $22,055 | $3,676iApproximate average salary by contribution assumption: employee only about $91,896 at 4% or $61,264 at 6%; with 50% employer match about $61,264 at 4% or $40,843 at 6%; with 100% employer match about $45,948 at 4% or $30,632 at 6%. |
| 2020 | 1 | 6 | $644,327 | $24,484 | $4,081iApproximate average salary by contribution assumption: employee only about $102,017 at 4% or $68,011 at 6%; with 50% employer match about $68,011 at 4% or $45,341 at 6%; with 100% employer match about $51,008 at 4% or $34,006 at 6%. |
| Rose Hall Montessori Scaool Tax Deferred Annuity Plan | - | 6 | $644,327 | $24,484 | $4,081iApproximate average salary by contribution assumption: employee only about $102,017 at 4% or $68,011 at 6%; with 50% employer match about $68,011 at 4% or $45,341 at 6%; with 100% employer match about $51,008 at 4% or $34,006 at 6%. |
| 2019 | 1 | 7 | $586,782 | $20,895 | $2,985iApproximate average salary by contribution assumption: employee only about $74,625 at 4% or $49,750 at 6%; with 50% employer match about $49,750 at 4% or $33,167 at 6%; with 100% employer match about $37,313 at 4% or $24,875 at 6%. |
| Rose Hall Montessori Scaool Tax Deferred Annuity Plan | - | 7 | $586,782 | $20,895 | $2,985iApproximate average salary by contribution assumption: employee only about $74,625 at 4% or $49,750 at 6%; with 50% employer match about $49,750 at 4% or $33,167 at 6%; with 100% employer match about $37,313 at 4% or $24,875 at 6%. |
| 2018 | 1 | 7 | $536,662 | $3,787 | $541iApproximate average salary by contribution assumption: employee only about $13,525 at 4% or $9,017 at 6%; with 50% employer match about $9,017 at 4% or $6,011 at 6%; with 100% employer match about $6,763 at 4% or $4,508 at 6%. |
| Rose Hall Montessori Scaool Tax Deferred Annuity Plan | - | 7 | $536,662 | $3,787 | $541iApproximate average salary by contribution assumption: employee only about $13,525 at 4% or $9,017 at 6%; with 50% employer match about $9,017 at 4% or $6,011 at 6%; with 100% employer match about $6,763 at 4% or $4,508 at 6%. |
| 2017 | 1 | 5 | $524,500 | $0 | - |
| Rose Hall Montessori Scaool Tax Deferred Annuity Plan | - | 5 | $524,500 | - | - |
| 2016 | 1 | 5 | $490,339 | $0 | - |
| Rose Hall Montessori Scaool Tax Deferred Annuity Plan | - | 5 | $490,339 | - | - |
| 2015 | 1 | 5 | $470,568 | $0 | - |
| Rose Hall Montessori Scaool Tax Deferred Annuity Plan | - | 5 | $470,568 | - | - |
| 2014 | 1 | 5 | $455,752 | $7,200 | $1,440iApproximate average salary by contribution assumption: employee only about $36,000 at 4% or $24,000 at 6%; with 50% employer match about $24,000 at 4% or $16,000 at 6%; with 100% employer match about $18,000 at 4% or $12,000 at 6%. |
| Rose Hall Montessori Scaool Tax Deferred Annuity Plan | - | 5 | $455,752 | $7,200 | $1,440iApproximate average salary by contribution assumption: employee only about $36,000 at 4% or $24,000 at 6%; with 50% employer match about $24,000 at 4% or $16,000 at 6%; with 100% employer match about $18,000 at 4% or $12,000 at 6%. |
| 2013 | 1 | 5 | $424,983 | $16,700 | $3,340iApproximate average salary by contribution assumption: employee only about $83,500 at 4% or $55,667 at 6%; with 50% employer match about $55,667 at 4% or $37,111 at 6%; with 100% employer match about $41,750 at 4% or $27,833 at 6%. |
| Rose Hall Montessori Scaool Tax Deferred Annuity Plan | - | 5 | $424,983 | $16,700 | $3,340iApproximate average salary by contribution assumption: employee only about $83,500 at 4% or $55,667 at 6%; with 50% employer match about $55,667 at 4% or $37,111 at 6%; with 100% employer match about $41,750 at 4% or $27,833 at 6%. |
| 2012 | 1 | 6 | $402,156 | $10,600 | $1,767iApproximate average salary by contribution assumption: employee only about $44,167 at 4% or $29,444 at 6%; with 50% employer match about $29,444 at 4% or $19,630 at 6%; with 100% employer match about $22,083 at 4% or $14,722 at 6%. |
| Rose Hall Montessori Scaool Tax Deferred Annuity Plan | - | 6 | $402,156 | $10,600 | $1,767iApproximate average salary by contribution assumption: employee only about $44,167 at 4% or $29,444 at 6%; with 50% employer match about $29,444 at 4% or $19,630 at 6%; with 100% employer match about $22,083 at 4% or $14,722 at 6%. |
| 2011 | 1 | 6 | $369,014 | $37,800 | $6,300iApproximate average salary by contribution assumption: employee only about $157,500 at 4% or $105,000 at 6%; with 50% employer match about $105,000 at 4% or $70,000 at 6%; with 100% employer match about $78,750 at 4% or $52,500 at 6%. |
| Rose Hall Montessori Scaool Tax Deferred Annuity Plan | - | 6 | $369,014 | $37,800 | $6,300iApproximate average salary by contribution assumption: employee only about $157,500 at 4% or $105,000 at 6%; with 50% employer match about $105,000 at 4% or $70,000 at 6%; with 100% employer match about $78,750 at 4% or $52,500 at 6%. |
| 2010 | 1 | 6 | $314,898 | $49,495 | $8,249iApproximate average salary by contribution assumption: employee only about $206,229 at 4% or $137,486 at 6%; with 50% employer match about $137,486 at 4% or $91,657 at 6%; with 100% employer match about $103,115 at 4% or $68,743 at 6%. |
| Rose Hall Montessori Scaool Tax Deferred Annuity Plan | - | 6 | $314,898 | $49,495 | $8,249iApproximate average salary by contribution assumption: employee only about $206,229 at 4% or $137,486 at 6%; with 50% employer match about $137,486 at 4% or $91,657 at 6%; with 100% employer match about $103,115 at 4% or $68,743 at 6%. |
| 2009 | 1 | 6 | $248,363 | $38,500 | $6,417iApproximate average salary by contribution assumption: employee only about $160,417 at 4% or $106,944 at 6%; with 50% employer match about $106,944 at 4% or $71,296 at 6%; with 100% employer match about $80,208 at 4% or $53,472 at 6%. |
| Rose Hall Montessori Scaool Tax Deferred Annuity Plan | - | 6 | $248,363 | $38,500 | $6,417iApproximate average salary by contribution assumption: employee only about $160,417 at 4% or $106,944 at 6%; with 50% employer match about $106,944 at 4% or $71,296 at 6%; with 100% employer match about $80,208 at 4% or $53,472 at 6%. |
| 2008 | 1 | 0 | $0 | $0 | - |
| Rose Hall Montessori Scaool Tax Deferred Annuity Plan | - | 0 | - | - | - |
| 2007 | 1 | 0 | $0 | $0 | - |
| Rose Hall Montessori Scaool Tax Deferred Annuity Plan | - | 0 | - | - | - |
| 2006 | 1 | 0 | $0 | $0 | - |
| Rose Hall Montessori Scaool Tax Deferred Annuity Plan | - | 0 | - | - | - |
| 2005 | 1 | 0 | $0 | $0 | - |
| Rose Hall Montessori Scaool Tax Deferred Annuity Plan | - | 0 | - | - | - |
| 2004 | 1 | 0 | $0 | $0 | - |
| Rose Hall Montessori Scaool Tax Deferred Annuity Plan | - | 0 | - | - | - |
| 2003 | 1 | 0 | $0 | $0 | - |
| Rose Hall Montessori Scaool Tax Deferred Annuity Plan | - | 0 | - | - | - |
| 2002 | 1 | 0 | $0 | $0 | - |
| Rose Hall Montessori Scaool Tax Deferred Annuity Plan | - | 0 | - | - | - |
| 2001 | 1 | 0 | $0 | $0 | - |
| Rose Hall Montessori Scaool Tax Deferred Annuity Plan | - | 0 | - | - | - |
| 2000 | 1 | 0 | $0 | $0 | - |
| Rose Hall Montessori Scaool Tax Deferred Annuity Plan | - | 0 | - | - | - |