Civic Intelligence

MONTESSORI PRIVATE ACADEMY, INC.

Plan context: TAX DEFERRED ANNUITY PLAN OF MONTESSORI PRIVATE ACADEMY INC.

EIN 36-3308426 • Rockford, IL • 7 filings • 2 plans

8101 Sayer RoadRockford, IL 61108
Current Snapshot

Latest Year

2015

2015 Participants

5

2015 Assets

$74,823

2015 Contributions

$1,375

Historical Graphs

Total Assets Over Time

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

$74,823$37,412$0200920122014YearValue
$74,823Latest year 2014

Participants Over Time

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

740200920122014YearValue
5Latest year 2014

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
201510$0$1,375-
TAX DEFERRED ANNUITY PLAN OF MONTESSORI PRIVATE ACADEMY INC.-0$0$1,375-
201415$74,823$3,700$740iApproximate average salary by contribution assumption: employee only about $18,500 at 4% or $12,333 at 6%; with 50% employer match about $12,333 at 4% or $8,222 at 6%; with 100% employer match about $9,250 at 4% or $6,167 at 6%.
TAX DEFERRED ANNUITY PLAN OF MONTESSORI PRIVATE ACADEMY, INC.-5$74,823$3,700$740iApproximate average salary by contribution assumption: employee only about $18,500 at 4% or $12,333 at 6%; with 50% employer match about $12,333 at 4% or $8,222 at 6%; with 100% employer match about $9,250 at 4% or $6,167 at 6%.
201315$67,663$4,200$840iApproximate average salary by contribution assumption: employee only about $21,000 at 4% or $14,000 at 6%; with 50% employer match about $14,000 at 4% or $9,333 at 6%; with 100% employer match about $10,500 at 4% or $7,000 at 6%.
TAX DEFERRED ANNUITY PLAN OF MONTESSORI PRIVATE ACADEMY, INC.-5$67,663$4,200$840iApproximate average salary by contribution assumption: employee only about $21,000 at 4% or $14,000 at 6%; with 50% employer match about $14,000 at 4% or $9,333 at 6%; with 100% employer match about $10,500 at 4% or $7,000 at 6%.
201216$58,655$4,200$700iApproximate average salary by contribution assumption: employee only about $17,500 at 4% or $11,667 at 6%; with 50% employer match about $11,667 at 4% or $7,778 at 6%; with 100% employer match about $8,750 at 4% or $5,833 at 6%.
TAX DEFERRED ANNUITY PLAN OF MONTESSORI PRIVATE ACADEMY, INC.-6$58,655$4,200$700iApproximate average salary by contribution assumption: employee only about $17,500 at 4% or $11,667 at 6%; with 50% employer match about $11,667 at 4% or $7,778 at 6%; with 100% employer match about $8,750 at 4% or $5,833 at 6%.
201116$51,519$4,475$746iApproximate average salary by contribution assumption: employee only about $18,646 at 4% or $12,431 at 6%; with 50% employer match about $12,431 at 4% or $8,287 at 6%; with 100% employer match about $9,323 at 4% or $6,215 at 6%.
TAX DEFERRED ANNUITY PLAN OF MONTESSORI PRIVATE ACADEMY, INC.-6$51,519$4,475$746iApproximate average salary by contribution assumption: employee only about $18,646 at 4% or $12,431 at 6%; with 50% employer match about $12,431 at 4% or $8,287 at 6%; with 100% employer match about $9,323 at 4% or $6,215 at 6%.
201017$51,007$5,160$737iApproximate average salary by contribution assumption: employee only about $18,429 at 4% or $12,286 at 6%; with 50% employer match about $12,286 at 4% or $8,190 at 6%; with 100% employer match about $9,214 at 4% or $6,143 at 6%.
TAX DEFERRED ANNUITY PLAN OF MONTESSORI PRIVATE ACADEMY, INC.-7$51,007$5,160$737iApproximate average salary by contribution assumption: employee only about $18,429 at 4% or $12,286 at 6%; with 50% employer match about $12,286 at 4% or $8,190 at 6%; with 100% employer match about $9,214 at 4% or $6,143 at 6%.
200917$42,727$5,960$851iApproximate average salary by contribution assumption: employee only about $21,286 at 4% or $14,190 at 6%; with 50% employer match about $14,190 at 4% or $9,460 at 6%; with 100% employer match about $10,643 at 4% or $7,095 at 6%.
TAX DEFERRED ANNUITY PLAN OF MONTESSORI PRIVATE ACADEMY, INC.-7$42,727$5,960$851iApproximate average salary by contribution assumption: employee only about $21,286 at 4% or $14,190 at 6%; with 50% employer match about $14,190 at 4% or $9,460 at 6%; with 100% employer match about $10,643 at 4% or $7,095 at 6%.