THE CHARTER SCHOOLS DEV. & PERF. INST.
Plan context: INSTITUTE FOR EXCELLENCE IN EDUCATION
EIN 38-3635927 • MT Pleasant, MI • 10 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
69
2024 Assets
$3,929,751
2024 Contributions
$511,894
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 | 69 | $3,929,751 | $511,894 | $7,419iApproximate average salary by contribution assumption: employee only about $185,469 at 4% or $123,646 at 6%; with 50% employer match about $123,646 at 4% or $82,431 at 6%; with 100% employer match about $92,734 at 4% or $61,823 at 6%. |
| INSTITUTE FOR EXCELLENCE IN EDUCATION | - | 69 | $3,929,751 | $511,894 | $7,419iApproximate average salary by contribution assumption: employee only about $185,469 at 4% or $123,646 at 6%; with 50% employer match about $123,646 at 4% or $82,431 at 6%; with 100% employer match about $92,734 at 4% or $61,823 at 6%. |
| 2023 | 1 | 72 | $3,104,149 | $267,446 | $3,715iApproximate average salary by contribution assumption: employee only about $92,863 at 4% or $61,909 at 6%; with 50% employer match about $61,909 at 4% or $41,273 at 6%; with 100% employer match about $46,432 at 4% or $30,954 at 6%. |
| INSTITUTE FOR EXCELLENCE IN EDUCATION | - | 72 | $3,104,149 | $267,446 | $3,715iApproximate average salary by contribution assumption: employee only about $92,863 at 4% or $61,909 at 6%; with 50% employer match about $61,909 at 4% or $41,273 at 6%; with 100% employer match about $46,432 at 4% or $30,954 at 6%. |
| 2022 | 1 | 72 | $2,921,092 | $601,470 | $8,354iApproximate average salary by contribution assumption: employee only about $208,844 at 4% or $139,229 at 6%; with 50% employer match about $139,229 at 4% or $92,819 at 6%; with 100% employer match about $104,422 at 4% or $69,615 at 6%. |
| INSTITUTE FOR EXCELLENCE IN EDUCATION | - | 72 | $2,921,092 | $601,470 | $8,354iApproximate average salary by contribution assumption: employee only about $208,844 at 4% or $139,229 at 6%; with 50% employer match about $139,229 at 4% or $92,819 at 6%; with 100% employer match about $104,422 at 4% or $69,615 at 6%. |
| 2011 | 1 | 15 | $171,434 | $29,228 | $1,949iApproximate average salary by contribution assumption: employee only about $48,713 at 4% or $32,476 at 6%; with 50% employer match about $32,476 at 4% or $21,650 at 6%; with 100% employer match about $24,357 at 4% or $16,238 at 6%. |
| THE CHARTER SCHOOL DEVELOPMENT & PERFORMANCE INSTITUTE PDA TAX DEFERRED ANNUITY PLAN | - | 15 | $171,434 | $29,228 | $1,949iApproximate average salary by contribution assumption: employee only about $48,713 at 4% or $32,476 at 6%; with 50% employer match about $32,476 at 4% or $21,650 at 6%; with 100% employer match about $24,357 at 4% or $16,238 at 6%. |
| 2010 | 1 | 15 | $147,767 | $25,074 | $1,672iApproximate average salary by contribution assumption: employee only about $41,790 at 4% or $27,860 at 6%; with 50% employer match about $27,860 at 4% or $18,573 at 6%; with 100% employer match about $20,895 at 4% or $13,930 at 6%. |
| THE CHARTER SCHOOL DEVELOPMENT & PERFORMANCE INSTITUTE PDA TAX DEFERRED ANNUITY PLAN | - | 15 | $147,767 | $25,074 | $1,672iApproximate average salary by contribution assumption: employee only about $41,790 at 4% or $27,860 at 6%; with 50% employer match about $27,860 at 4% or $18,573 at 6%; with 100% employer match about $20,895 at 4% or $13,930 at 6%. |
| 2009 | 1 | 12 | $210,925 | $36,884 | $3,074iApproximate average salary by contribution assumption: employee only about $76,842 at 4% or $51,228 at 6%; with 50% employer match about $51,228 at 4% or $34,152 at 6%; with 100% employer match about $38,421 at 4% or $25,614 at 6%. |
| THE CHARTER SCHOOL DEVELOPMENT & PERFORMANCE INSTITUTE PDA TAX DEFERRED ANNUITY PLAN | - | 12 | $210,925 | $36,884 | $3,074iApproximate average salary by contribution assumption: employee only about $76,842 at 4% or $51,228 at 6%; with 50% employer match about $51,228 at 4% or $34,152 at 6%; with 100% employer match about $38,421 at 4% or $25,614 at 6%. |
| 2008 | 1 | 0 | $0 | $0 | - |
| THE CHARTER SCHOOI DEV 4 PERF. INST PDA TAX DEFERRRED ANNUITY PLAN | - | 0 | - | - | - |
| 2007 | 1 | 0 | $0 | $0 | - |
| THE CHARTER SCHOOL DEV. & PERF INST PDA TAX DEFERRED ANNUITY PLAN | - | 0 | - | - | - |
| 2006 | 1 | 0 | $0 | $0 | - |
| THE CHARTER SCHOOL DEV & PERF. INST. PDA TAX DEFERRED ANNUITY PLAN | - | 0 | - | - | - |
| 2005 | 1 | 0 | $0 | $0 | - |
| THE CHARTER SCHOOL DEVELOPMENT & PERFORMANCE INSTITUTE PDA TAX DEFERRED ANNUITY PLAN | - | 0 | - | - | - |