Middle Tree Incorporated
Plan context: Middle Tree Incorporated 403(B) Plan
EIN 47-3525937 • Claremont, CA • 3 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
262
2024 Assets
$126,470
2024 Contributions
$77,789
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 | 262 | $126,470 | $77,789 | $297iApproximate average salary by contribution assumption: employee only about $7,423 at 4% or $4,948 at 6%; with 50% employer match about $4,948 at 4% or $3,299 at 6%; with 100% employer match about $3,711 at 4% or $2,474 at 6%. |
| Middle Tree Incorporated 403(B) Plan | - | 262 | $126,470 | $77,789 | $297iApproximate average salary by contribution assumption: employee only about $7,423 at 4% or $4,948 at 6%; with 50% employer match about $4,948 at 4% or $3,299 at 6%; with 100% employer match about $3,711 at 4% or $2,474 at 6%. |
| 2023 | 1 | 317 | $68,731 | $66,796 | $211iApproximate average salary by contribution assumption: employee only about $5,268 at 4% or $3,512 at 6%; with 50% employer match about $3,512 at 4% or $2,341 at 6%; with 100% employer match about $2,634 at 4% or $1,756 at 6%. |
| Middle Tree Incorporated 403(B) Plan | - | 317 | $68,731 | $66,796 | $211iApproximate average salary by contribution assumption: employee only about $5,268 at 4% or $3,512 at 6%; with 50% employer match about $3,512 at 4% or $2,341 at 6%; with 100% employer match about $2,634 at 4% or $1,756 at 6%. |
| 2022 | 1 | 143 | $8,563 | $8,675 | $61iApproximate average salary by contribution assumption: employee only about $1,517 at 4% or $1,011 at 6%; with 50% employer match about $1,011 at 4% or $674 at 6%; with 100% employer match about $758 at 4% or $506 at 6%. |
| Middle Tree Incorporated 403(B) Plan | - | 143 | $8,563 | $8,675 | $61iApproximate average salary by contribution assumption: employee only about $1,517 at 4% or $1,011 at 6%; with 50% employer match about $1,011 at 4% or $674 at 6%; with 100% employer match about $758 at 4% or $506 at 6%. |