Civic Intelligence

Montana School Services Foundation

Plan context: Montana School Services Foundation Retirement Plan & Trust

EIN 36-3377762 • Helena, MT • 29 filings • 3 plans

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725 N Montana AvePO Box 4579Helena, MT 59604-4579
Current Snapshot

Latest Year

2024

2024 Participants

17

2024 Assets

$2,213,454

2024 Contributions

$256,634

Historical Graphs

Total Assets Over Time

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

$2,244,973$1,122,487$0199920142024YearValue
$2,213,454Latest year 2024

Participants Over Time

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

29150199920122024YearValue
17Latest 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
2024117$2,213,454$256,634$15,096iApproximate average salary by contribution assumption: employee only about $377,403 at 4% or $251,602 at 6%; with 50% employer match about $251,602 at 4% or $167,735 at 6%; with 100% employer match about $188,701 at 4% or $125,801 at 6%.
Montana School Services Foundation Retirement Plan & Trust-17$2,213,454$256,634$15,096iApproximate average salary by contribution assumption: employee only about $377,403 at 4% or $251,602 at 6%; with 50% employer match about $251,602 at 4% or $167,735 at 6%; with 100% employer match about $188,701 at 4% or $125,801 at 6%.
2023120$2,100,083$221,171$11,059iApproximate average salary by contribution assumption: employee only about $276,464 at 4% or $184,309 at 6%; with 50% employer match about $184,309 at 4% or $122,873 at 6%; with 100% employer match about $138,232 at 4% or $92,155 at 6%.
Montana School Services Foundation Retirement Plan & Trust-20$2,100,083$221,171$11,059iApproximate average salary by contribution assumption: employee only about $276,464 at 4% or $184,309 at 6%; with 50% employer match about $184,309 at 4% or $122,873 at 6%; with 100% employer match about $138,232 at 4% or $92,155 at 6%.
2022121$1,956,908$153,649$7,317iApproximate average salary by contribution assumption: employee only about $182,915 at 4% or $121,944 at 6%; with 50% employer match about $121,944 at 4% or $81,296 at 6%; with 100% employer match about $91,458 at 4% or $60,972 at 6%.
Montana School Services Foundation Retirement Plan & Trust-21$1,956,908$153,649$7,317iApproximate average salary by contribution assumption: employee only about $182,915 at 4% or $121,944 at 6%; with 50% employer match about $121,944 at 4% or $81,296 at 6%; with 100% employer match about $91,458 at 4% or $60,972 at 6%.
2021122$1,600,842$145,181$6,599iApproximate average salary by contribution assumption: employee only about $164,978 at 4% or $109,986 at 6%; with 50% employer match about $109,986 at 4% or $73,324 at 6%; with 100% employer match about $82,489 at 4% or $54,993 at 6%.
Montana School Services Foundation Retirement Plan & Trust-22$1,600,842$145,181$6,599iApproximate average salary by contribution assumption: employee only about $164,978 at 4% or $109,986 at 6%; with 50% employer match about $109,986 at 4% or $73,324 at 6%; with 100% employer match about $82,489 at 4% or $54,993 at 6%.
2020121$2,244,973$165,257$7,869iApproximate average salary by contribution assumption: employee only about $196,735 at 4% or $131,156 at 6%; with 50% employer match about $131,156 at 4% or $87,438 at 6%; with 100% employer match about $98,367 at 4% or $65,578 at 6%.
Montana School Services Foundation Retirement Plan & Trust-21$2,244,973$165,257$7,869iApproximate average salary by contribution assumption: employee only about $196,735 at 4% or $131,156 at 6%; with 50% employer match about $131,156 at 4% or $87,438 at 6%; with 100% employer match about $98,367 at 4% or $65,578 at 6%.
2019123$1,681,700$151,917$6,605iApproximate average salary by contribution assumption: employee only about $165,127 at 4% or $110,085 at 6%; with 50% employer match about $110,085 at 4% or $73,390 at 6%; with 100% employer match about $82,564 at 4% or $55,042 at 6%.
Montana School Services Foundation Retirement Plan & Trust-23$1,681,700$151,917$6,605iApproximate average salary by contribution assumption: employee only about $165,127 at 4% or $110,085 at 6%; with 50% employer match about $110,085 at 4% or $73,390 at 6%; with 100% employer match about $82,564 at 4% or $55,042 at 6%.
2018121$1,571,153$166,308$7,919iApproximate average salary by contribution assumption: employee only about $197,986 at 4% or $131,990 at 6%; with 50% employer match about $131,990 at 4% or $87,994 at 6%; with 100% employer match about $98,993 at 4% or $65,995 at 6%.
Montana School Services Foundation Retirement Plan & Trust-21$1,571,153$166,308$7,919iApproximate average salary by contribution assumption: employee only about $197,986 at 4% or $131,990 at 6%; with 50% employer match about $131,990 at 4% or $87,994 at 6%; with 100% employer match about $98,993 at 4% or $65,995 at 6%.
2017126$1,993,970$188,588$7,253iApproximate average salary by contribution assumption: employee only about $181,335 at 4% or $120,890 at 6%; with 50% employer match about $120,890 at 4% or $80,593 at 6%; with 100% employer match about $90,667 at 4% or $60,445 at 6%.
Montana School Services Foundation Retirement Plan & Trust-26$1,993,970$188,588$7,253iApproximate average salary by contribution assumption: employee only about $181,335 at 4% or $120,890 at 6%; with 50% employer match about $120,890 at 4% or $80,593 at 6%; with 100% employer match about $90,667 at 4% or $60,445 at 6%.
2016129$2,160,311$195,089$6,727iApproximate average salary by contribution assumption: employee only about $168,180 at 4% or $112,120 at 6%; with 50% employer match about $112,120 at 4% or $74,747 at 6%; with 100% employer match about $84,090 at 4% or $56,060 at 6%.
Montana School Services Foundation Retirement Plan & Trust-29$2,160,311$195,089$6,727iApproximate average salary by contribution assumption: employee only about $168,180 at 4% or $112,120 at 6%; with 50% employer match about $112,120 at 4% or $74,747 at 6%; with 100% employer match about $84,090 at 4% or $56,060 at 6%.
2015126$1,815,746$144,060$5,541iApproximate average salary by contribution assumption: employee only about $138,519 at 4% or $92,346 at 6%; with 50% employer match about $92,346 at 4% or $61,564 at 6%; with 100% employer match about $69,260 at 4% or $46,173 at 6%.
Montana School Services Foundation Retirement Plan & Trust-26$1,815,746$144,060$5,541iApproximate average salary by contribution assumption: employee only about $138,519 at 4% or $92,346 at 6%; with 50% employer match about $92,346 at 4% or $61,564 at 6%; with 100% employer match about $69,260 at 4% or $46,173 at 6%.
2014127$1,822,592$335,700$12,433iApproximate average salary by contribution assumption: employee only about $310,833 at 4% or $207,222 at 6%; with 50% employer match about $207,222 at 4% or $138,148 at 6%; with 100% employer match about $155,417 at 4% or $103,611 at 6%.
Montana School Services Foundation Retirement Plan & Trust-27$1,822,592$335,700$12,433iApproximate average salary by contribution assumption: employee only about $310,833 at 4% or $207,222 at 6%; with 50% employer match about $207,222 at 4% or $138,148 at 6%; with 100% employer match about $155,417 at 4% or $103,611 at 6%.
2013125$1,463,923$198,131$7,925iApproximate average salary by contribution assumption: employee only about $198,131 at 4% or $132,087 at 6%; with 50% employer match about $132,087 at 4% or $88,058 at 6%; with 100% employer match about $99,066 at 4% or $66,044 at 6%.
Montana School Services Foundation Retirement Plan & Trust-25$1,463,923$198,131$7,925iApproximate average salary by contribution assumption: employee only about $198,131 at 4% or $132,087 at 6%; with 50% employer match about $132,087 at 4% or $88,058 at 6%; with 100% employer match about $99,066 at 4% or $66,044 at 6%.
2012127$1,072,370$132,706$4,915iApproximate average salary by contribution assumption: employee only about $122,876 at 4% or $81,917 at 6%; with 50% employer match about $81,917 at 4% or $54,612 at 6%; with 100% employer match about $61,438 at 4% or $40,959 at 6%.
Montana School Services Foundation Retirement Plan & Trust-27$1,072,370$132,706$4,915iApproximate average salary by contribution assumption: employee only about $122,876 at 4% or $81,917 at 6%; with 50% employer match about $81,917 at 4% or $54,612 at 6%; with 100% employer match about $61,438 at 4% or $40,959 at 6%.
2011127$893,686$134,979$4,999iApproximate average salary by contribution assumption: employee only about $124,981 at 4% or $83,320 at 6%; with 50% employer match about $83,320 at 4% or $55,547 at 6%; with 100% employer match about $62,490 at 4% or $41,660 at 6%.
Montana School Services Foundation Retirement Plan & Trust-27$893,686$134,979$4,999iApproximate average salary by contribution assumption: employee only about $124,981 at 4% or $83,320 at 6%; with 50% employer match about $83,320 at 4% or $55,547 at 6%; with 100% employer match about $62,490 at 4% or $41,660 at 6%.
2010126$863,923$143,211$5,508iApproximate average salary by contribution assumption: employee only about $137,703 at 4% or $91,802 at 6%; with 50% employer match about $91,802 at 4% or $61,201 at 6%; with 100% employer match about $68,851 at 4% or $45,901 at 6%.
Montana School Services Foundation Retirement Plan & Trust-26$863,923$143,211$5,508iApproximate average salary by contribution assumption: employee only about $137,703 at 4% or $91,802 at 6%; with 50% employer match about $91,802 at 4% or $61,201 at 6%; with 100% employer match about $68,851 at 4% or $45,901 at 6%.
2009125$633,838$148,041$5,922iApproximate average salary by contribution assumption: employee only about $148,041 at 4% or $98,694 at 6%; with 50% employer match about $98,694 at 4% or $65,796 at 6%; with 100% employer match about $74,021 at 4% or $49,347 at 6%.
Montana School Services Foundation Retirement Plan & Trust-25$633,838$148,041$5,922iApproximate average salary by contribution assumption: employee only about $148,041 at 4% or $98,694 at 6%; with 50% employer match about $98,694 at 4% or $65,796 at 6%; with 100% employer match about $74,021 at 4% or $49,347 at 6%.
200810$0$0-
Tax Deferred Annuity-0---
2007122$0$0-
Tax Deferred Annuity-22---
2006118$432,368$69,292$3,850iApproximate average salary by contribution assumption: employee only about $96,239 at 4% or $64,159 at 6%; with 50% employer match about $64,159 at 4% or $42,773 at 6%; with 100% employer match about $48,119 at 4% or $32,080 at 6%.
Tax Deferred Annuity-18$432,368$69,292$3,850iApproximate average salary by contribution assumption: employee only about $96,239 at 4% or $64,159 at 6%; with 50% employer match about $64,159 at 4% or $42,773 at 6%; with 100% employer match about $48,119 at 4% or $32,080 at 6%.
2005117$367,155$64,780$3,811iApproximate average salary by contribution assumption: employee only about $95,265 at 4% or $63,510 at 6%; with 50% employer match about $63,510 at 4% or $42,340 at 6%; with 100% employer match about $47,632 at 4% or $31,755 at 6%.
Tax Deferred Annuity-17$367,155$64,780$3,811iApproximate average salary by contribution assumption: employee only about $95,265 at 4% or $63,510 at 6%; with 50% employer match about $63,510 at 4% or $42,340 at 6%; with 100% employer match about $47,632 at 4% or $31,755 at 6%.
2004115$272,839$37,736$2,516iApproximate average salary by contribution assumption: employee only about $62,893 at 4% or $41,929 at 6%; with 50% employer match about $41,929 at 4% or $27,953 at 6%; with 100% employer match about $31,447 at 4% or $20,964 at 6%.
Tax Deferred Annuity-15$272,839$37,736$2,516iApproximate average salary by contribution assumption: employee only about $62,893 at 4% or $41,929 at 6%; with 50% employer match about $41,929 at 4% or $27,953 at 6%; with 100% employer match about $31,447 at 4% or $20,964 at 6%.
2003110$227,443$34,789$3,479iApproximate average salary by contribution assumption: employee only about $86,973 at 4% or $57,982 at 6%; with 50% employer match about $57,982 at 4% or $38,654 at 6%; with 100% employer match about $43,486 at 4% or $28,991 at 6%.
Tax Deferred Annuity-10$227,443$34,789$3,479iApproximate average salary by contribution assumption: employee only about $86,973 at 4% or $57,982 at 6%; with 50% employer match about $57,982 at 4% or $38,654 at 6%; with 100% employer match about $43,486 at 4% or $28,991 at 6%.
200218$0$0-
Tax Deferred Annuity-8---
2001215$0$0-
Tax Deferred Annuity-15---
Tax Deferred Annuity-0---
2000218$378,748$53,108$2,950iApproximate average salary by contribution assumption: employee only about $73,761 at 4% or $49,174 at 6%; with 50% employer match about $49,174 at 4% or $32,783 at 6%; with 100% employer match about $36,881 at 4% or $24,587 at 6%.
Tax Deferred Annuity-18$378,748$53,108$2,950iApproximate average salary by contribution assumption: employee only about $73,761 at 4% or $49,174 at 6%; with 50% employer match about $49,174 at 4% or $32,783 at 6%; with 100% employer match about $36,881 at 4% or $24,587 at 6%.
Tax Deferred Annuity-0---
1999220$534,711$45,428$2,271iApproximate average salary by contribution assumption: employee only about $56,785 at 4% or $37,857 at 6%; with 50% employer match about $37,857 at 4% or $25,238 at 6%; with 100% employer match about $28,393 at 4% or $18,928 at 6%.
Tax Deferred Annuity-20$534,711$45,428$2,271iApproximate average salary by contribution assumption: employee only about $56,785 at 4% or $37,857 at 6%; with 50% employer match about $37,857 at 4% or $25,238 at 6%; with 100% employer match about $28,393 at 4% or $18,928 at 6%.
Tax Deferred Annuity-0---