OCALI CHARTER MIDDLE SCHOOL, INC.
Plan context: OCALI CHARTER MIDDLE SCHOOL, INC. 403(B) RETIREMENT PLAN
EIN 36-4775858 • Ocala, FL • 6 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
17
2024 Assets
$336,896
2024 Contributions
$63,863
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 | 17 | $336,896 | $63,863 | $3,757iApproximate average salary by contribution assumption: employee only about $93,916 at 4% or $62,611 at 6%; with 50% employer match about $62,611 at 4% or $41,741 at 6%; with 100% employer match about $46,958 at 4% or $31,305 at 6%. |
| OCALI CHARTER MIDDLE SCHOOL, INC. 403(B) RETIREMENT PLAN | - | 17 | $336,896 | $63,863 | $3,757iApproximate average salary by contribution assumption: employee only about $93,916 at 4% or $62,611 at 6%; with 50% employer match about $62,611 at 4% or $41,741 at 6%; with 100% employer match about $46,958 at 4% or $31,305 at 6%. |
| 2023 | 1 | 16 | $239,237 | $47,319 | $2,957iApproximate average salary by contribution assumption: employee only about $73,936 at 4% or $49,291 at 6%; with 50% employer match about $49,291 at 4% or $32,860 at 6%; with 100% employer match about $36,968 at 4% or $24,645 at 6%. |
| OCALI CHARTER MIDDLE SCHOOL, INC. 403(B) RETIREMENT PLAN | - | 16 | $239,237 | $47,319 | $2,957iApproximate average salary by contribution assumption: employee only about $73,936 at 4% or $49,291 at 6%; with 50% employer match about $49,291 at 4% or $32,860 at 6%; with 100% employer match about $36,968 at 4% or $24,645 at 6%. |
| 2022 | 1 | 14 | $166,669 | $50,558 | $3,611iApproximate average salary by contribution assumption: employee only about $90,282 at 4% or $60,188 at 6%; with 50% employer match about $60,188 at 4% or $40,125 at 6%; with 100% employer match about $45,141 at 4% or $30,094 at 6%. |
| OCALI CHARTER MIDDLE SCHOOL, INC. 403(B) RETIREMENT PLAN | - | 14 | $166,669 | $50,558 | $3,611iApproximate average salary by contribution assumption: employee only about $90,282 at 4% or $60,188 at 6%; with 50% employer match about $60,188 at 4% or $40,125 at 6%; with 100% employer match about $45,141 at 4% or $30,094 at 6%. |
| 2021 | 1 | 12 | $109,175 | $55,650 | $4,638iApproximate average salary by contribution assumption: employee only about $115,938 at 4% or $77,292 at 6%; with 50% employer match about $77,292 at 4% or $51,528 at 6%; with 100% employer match about $57,969 at 4% or $38,646 at 6%. |
| OCALI CHARTER MIDDLE SCHOOL, INC. 403(B) RETIREMENT PLAN | - | 12 | $109,175 | $55,650 | $4,638iApproximate average salary by contribution assumption: employee only about $115,938 at 4% or $77,292 at 6%; with 50% employer match about $77,292 at 4% or $51,528 at 6%; with 100% employer match about $57,969 at 4% or $38,646 at 6%. |
| 2020 | 1 | 13 | $75,276 | $54,694 | $4,207iApproximate average salary by contribution assumption: employee only about $105,181 at 4% or $70,121 at 6%; with 50% employer match about $70,121 at 4% or $46,747 at 6%; with 100% employer match about $52,590 at 4% or $35,060 at 6%. |
| OCALI CHARTER MIDDLE SCHOOL, INC. 403(B) RETIREMENT PLAN | - | 13 | $75,276 | $54,694 | $4,207iApproximate average salary by contribution assumption: employee only about $105,181 at 4% or $70,121 at 6%; with 50% employer match about $70,121 at 4% or $46,747 at 6%; with 100% employer match about $52,590 at 4% or $35,060 at 6%. |
| 2019 | 1 | 8 | $12,343 | $11,835 | $1,479iApproximate average salary by contribution assumption: employee only about $36,984 at 4% or $24,656 at 6%; with 50% employer match about $24,656 at 4% or $16,438 at 6%; with 100% employer match about $18,492 at 4% or $12,328 at 6%. |
| OCALI CHARTER MIDDLE SCHOOL, INC. 403(B) RETIREMENT PLAN | - | 8 | $12,343 | $11,835 | $1,479iApproximate average salary by contribution assumption: employee only about $36,984 at 4% or $24,656 at 6%; with 50% employer match about $24,656 at 4% or $16,438 at 6%; with 100% employer match about $18,492 at 4% or $12,328 at 6%. |