Civic Intelligence

WHEATON MONTESSORI SCHOOL

Plan context: WHEATON MONTESSORI SCHOOL 401(K) PROFIT SHARING PLAN & TRUST

EIN 36-4369515 • Wheaton, IL • 2 filings • 1 plans

1980 N Gary AveWheaton, IL 60187-3072
Current Snapshot

Latest Year

2024

2024 Participants

21

2024 Assets

$157,496

2024 Contributions

$106,808

Historical Graphs

Total Assets Over Time

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

$157,496$78,748$020232024YearValue
$157,496Latest year 2024

Participants Over Time

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

2111020232024YearValue
21Latest 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
2024121$157,496$106,808$5,086iApproximate average salary by contribution assumption: employee only about $127,152 at 4% or $84,768 at 6%; with 50% employer match about $84,768 at 4% or $56,512 at 6%; with 100% employer match about $63,576 at 4% or $42,384 at 6%.
WHEATON MONTESSORI SCHOOL 401(K) PROFIT SHARING PLAN & TRUST-21$157,496$106,808$5,086iApproximate average salary by contribution assumption: employee only about $127,152 at 4% or $84,768 at 6%; with 50% employer match about $84,768 at 4% or $56,512 at 6%; with 100% employer match about $63,576 at 4% or $42,384 at 6%.
2023117$54,887$54,179$3,187iApproximate average salary by contribution assumption: employee only about $79,675 at 4% or $53,117 at 6%; with 50% employer match about $53,117 at 4% or $35,411 at 6%; with 100% employer match about $39,838 at 4% or $26,558 at 6%.
WHEATON MONTESSORI SCHOOL 401(K) PROFIT SHARING PLAN & TRUST-17$54,887$54,179$3,187iApproximate average salary by contribution assumption: employee only about $79,675 at 4% or $53,117 at 6%; with 50% employer match about $53,117 at 4% or $35,411 at 6%; with 100% employer match about $39,838 at 4% or $26,558 at 6%.