The Ivymount School
Plan context: The Ivymount School Tax Sheltered Annuity Plan
EIN 52-1195527 • 64 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
275
2024 Assets
$24,813,754
2024 Contributions
$971,598
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 | 275 | $24,813,754 | $971,598 | $3,533iApproximate average salary by contribution assumption: employee only about $88,327 at 4% or $58,885 at 6%; with 50% employer match about $58,885 at 4% or $39,256 at 6%; with 100% employer match about $44,164 at 4% or $29,442 at 6%. |
| The Ivymount School Tax Sheltered Annuity Plan | - | 275 | $24,813,754 | $971,598 | $3,533iApproximate average salary by contribution assumption: employee only about $88,327 at 4% or $58,885 at 6%; with 50% employer match about $58,885 at 4% or $39,256 at 6%; with 100% employer match about $44,164 at 4% or $29,442 at 6%. |
| 2023 | 4 | 285 | $22,754,177 | $855,956 | $3,003iApproximate average salary by contribution assumption: employee only about $75,084 at 4% or $50,056 at 6%; with 50% employer match about $50,056 at 4% or $33,371 at 6%; with 100% employer match about $37,542 at 4% or $25,028 at 6%. |
| The Ivymount School Tax Sheltered Annuity Plan | - | 272 | $22,754,177 | $855,956 | $3,147iApproximate average salary by contribution assumption: employee only about $78,672 at 4% or $52,448 at 6%; with 50% employer match about $52,448 at 4% or $34,966 at 6%; with 100% employer match about $39,336 at 4% or $26,224 at 6%. |
| The Ivymount School Health and Welfare Plan | - | 125 | - | - | - |
| The Ivymount School Dental Plan | - | 115 | - | - | - |
| The Ivymount School Employee Assistance Program | - | 285 | - | - | - |
| 2022 | 5 | 285 | $21,076,440 | $844,669 | $2,964iApproximate average salary by contribution assumption: employee only about $74,094 at 4% or $49,396 at 6%; with 50% employer match about $49,396 at 4% or $32,931 at 6%; with 100% employer match about $37,047 at 4% or $24,698 at 6%. |
| The Ivymount School Tax Sheltered Annuity Plan | - | 258 | $21,076,440 | $844,669 | $3,274iApproximate average salary by contribution assumption: employee only about $81,848 at 4% or $54,565 at 6%; with 50% employer match about $54,565 at 4% or $36,377 at 6%; with 100% employer match about $40,924 at 4% or $27,283 at 6%. |
| The Ivymount School Health and Welfare Plan | - | 121 | - | - | - |
| The Ivymount School Dental Plan | - | 117 | - | - | - |
| The Ivymount School Employee Assistance Program | - | 285 | - | - | - |
| THE IVYMOUNT SCHOOL VISION PLAN | - | 100 | - | - | - |
| 2021 | 4 | 285 | $25,894,966 | $857,193 | $3,008iApproximate average salary by contribution assumption: employee only about $75,192 at 4% or $50,128 at 6%; with 50% employer match about $50,128 at 4% or $33,419 at 6%; with 100% employer match about $37,596 at 4% or $25,064 at 6%. |
| The Ivymount School Tax Sheltered Annuity Plan | - | 193 | $25,894,966 | $857,193 | $4,441iApproximate average salary by contribution assumption: employee only about $111,035 at 4% or $74,024 at 6%; with 50% employer match about $74,024 at 4% or $49,349 at 6%; with 100% employer match about $55,518 at 4% or $37,012 at 6%. |
| The Ivymount School Health and Welfare Plan | - | 132 | - | - | - |
| The Ivymount School Dental Plan | - | 116 | - | - | - |
| The Ivymount School Employee Assistance Program | - | 285 | - | - | - |
| 2020 | 4 | 280 | $24,047,154 | $883,288 | $3,155iApproximate average salary by contribution assumption: employee only about $78,865 at 4% or $52,577 at 6%; with 50% employer match about $52,577 at 4% or $35,051 at 6%; with 100% employer match about $39,433 at 4% or $26,288 at 6%. |
| The Ivymount School Tax Sheltered Annuity Plan | - | 280 | $24,047,154 | $883,288 | $3,155iApproximate average salary by contribution assumption: employee only about $78,865 at 4% or $52,577 at 6%; with 50% employer match about $52,577 at 4% or $35,051 at 6%; with 100% employer match about $39,433 at 4% or $26,288 at 6%. |
| The Ivymount School Health and Welfare Plan | - | 118 | - | - | - |
| The Ivymount School Dental Plan | - | 113 | - | - | - |
| The Ivymount School Employee Assistance Program | - | 278 | - | - | - |
| 2019 | 4 | 332 | $21,322,124 | $1,094,664 | $3,297iApproximate average salary by contribution assumption: employee only about $82,430 at 4% or $54,953 at 6%; with 50% employer match about $54,953 at 4% or $36,635 at 6%; with 100% employer match about $41,215 at 4% or $27,477 at 6%. |
| The Ivymount School Tax Sheltered Annuity Plan | - | 332 | $21,322,124 | $1,094,664 | $3,297iApproximate average salary by contribution assumption: employee only about $82,430 at 4% or $54,953 at 6%; with 50% employer match about $54,953 at 4% or $36,635 at 6%; with 100% employer match about $41,215 at 4% or $27,477 at 6%. |
| The Ivymount School Dental Plan | - | 106 | - | - | - |
| The Ivymount School Employee Assistance Program | - | 274 | - | - | - |
| The Ivymount School Health and Welfare Plan | - | 106 | - | - | - |
| 2018 | 4 | 323 | $19,385,097 | $942,139 | $2,917iApproximate average salary by contribution assumption: employee only about $72,921 at 4% or $48,614 at 6%; with 50% employer match about $48,614 at 4% or $32,409 at 6%; with 100% employer match about $36,460 at 4% or $24,307 at 6%. |
| The Ivymount School Tax Sheltered Annuity Plan | - | 323 | $19,385,097 | $942,139 | $2,917iApproximate average salary by contribution assumption: employee only about $72,921 at 4% or $48,614 at 6%; with 50% employer match about $48,614 at 4% or $32,409 at 6%; with 100% employer match about $36,460 at 4% or $24,307 at 6%. |
| The Ivymount School Dental Plan | - | 106 | - | - | - |
| The Ivymount School Employee Assistance Program | - | 238 | - | - | - |
| The Ivymount School Health and Welfare Plan | - | 100 | - | - | - |
| 2017 | 4 | 314 | $19,982,631 | $1,628,446 | $5,186iApproximate average salary by contribution assumption: employee only about $129,653 at 4% or $86,436 at 6%; with 50% employer match about $86,436 at 4% or $57,624 at 6%; with 100% employer match about $64,827 at 4% or $43,218 at 6%. |
| The Ivymount School Tax Sheltered Annuity Plan | - | 314 | $19,982,631 | $1,628,446 | $5,186iApproximate average salary by contribution assumption: employee only about $129,653 at 4% or $86,436 at 6%; with 50% employer match about $86,436 at 4% or $57,624 at 6%; with 100% employer match about $64,827 at 4% or $43,218 at 6%. |
| The Ivymount School Employee Assistance Program | - | 292 | - | - | - |
| The Ivymount School Dental Plan | - | 95 | - | - | - |
| The Ivymount School Health and Welfare Plan | - | 100 | - | - | - |
| 2016 | 4 | 434 | $17,250,065 | $1,027,638 | $2,368iApproximate average salary by contribution assumption: employee only about $59,196 at 4% or $39,464 at 6%; with 50% employer match about $39,464 at 4% or $26,309 at 6%; with 100% employer match about $29,598 at 4% or $19,732 at 6%. |
| The Ivymount School Tax Sheltered Annuity Plan | - | 434 | $17,250,065 | $1,027,638 | $2,368iApproximate average salary by contribution assumption: employee only about $59,196 at 4% or $39,464 at 6%; with 50% employer match about $39,464 at 4% or $26,309 at 6%; with 100% employer match about $29,598 at 4% or $19,732 at 6%. |
| The Ivymount School Dental Plan | - | 103 | - | - | - |
| The Ivymount School Health and Welfare Plan | - | 119 | - | - | - |
| The Ivymount School Employee Assistance Program | - | 298 | - | - | - |
| 2015 | 3 | 259 | $15,747,881 | $723,658 | $2,794iApproximate average salary by contribution assumption: employee only about $69,851 at 4% or $46,567 at 6%; with 50% employer match about $46,567 at 4% or $31,045 at 6%; with 100% employer match about $34,926 at 4% or $23,284 at 6%. |
| The Ivymount School Tax Sheltered Annuity Plan | - | 259 | $15,747,881 | $723,658 | $2,794iApproximate average salary by contribution assumption: employee only about $69,851 at 4% or $46,567 at 6%; with 50% employer match about $46,567 at 4% or $31,045 at 6%; with 100% employer match about $34,926 at 4% or $23,284 at 6%. |
| The Ivymount School Dental Plan | - | 110 | - | - | - |
| The Ivymount School Health and Welfare Plan | - | 123 | - | - | - |
| 2014 | 3 | 228 | $15,798,999 | $693,237 | $3,041iApproximate average salary by contribution assumption: employee only about $76,013 at 4% or $50,675 at 6%; with 50% employer match about $50,675 at 4% or $33,783 at 6%; with 100% employer match about $38,006 at 4% or $25,338 at 6%. |
| The Ivymount School Tax Sheltered Annuity Plan | - | 228 | $15,798,999 | $693,237 | $3,041iApproximate average salary by contribution assumption: employee only about $76,013 at 4% or $50,675 at 6%; with 50% employer match about $50,675 at 4% or $33,783 at 6%; with 100% employer match about $38,006 at 4% or $25,338 at 6%. |
| The Ivymount School Dental Plan | - | 118 | - | - | - |
| The Ivymount School Health and Welfare Plan | - | 134 | - | - | - |
| 2013 | 3 | 290 | $15,645,427 | $1,040,420 | $3,588iApproximate average salary by contribution assumption: employee only about $89,691 at 4% or $59,794 at 6%; with 50% employer match about $59,794 at 4% or $39,863 at 6%; with 100% employer match about $44,846 at 4% or $29,897 at 6%. |
| The Ivymount School Tax Sheltered Annuity Plan | - | 290 | $15,645,427 | $1,040,420 | $3,588iApproximate average salary by contribution assumption: employee only about $89,691 at 4% or $59,794 at 6%; with 50% employer match about $59,794 at 4% or $39,863 at 6%; with 100% employer match about $44,846 at 4% or $29,897 at 6%. |
| The Ivymount School Health and Welfare Plan | - | 136 | - | - | - |
| The Ivymount School Dental Plan | - | 119 | - | - | - |
| 2012 | 3 | 270 | $14,004,032 | $1,141,681 | $4,228iApproximate average salary by contribution assumption: employee only about $105,711 at 4% or $70,474 at 6%; with 50% employer match about $70,474 at 4% or $46,983 at 6%; with 100% employer match about $52,856 at 4% or $35,237 at 6%. |
| The Ivymount School Tax Sheltered Annuity Plan | - | 270 | $14,004,032 | $1,141,681 | $4,228iApproximate average salary by contribution assumption: employee only about $105,711 at 4% or $70,474 at 6%; with 50% employer match about $70,474 at 4% or $46,983 at 6%; with 100% employer match about $52,856 at 4% or $35,237 at 6%. |
| The Ivymount School Health and Welfare Plan | - | 124 | - | - | - |
| The Ivymount School Dental Plan | - | 113 | - | - | - |
| 2011 | 3 | 246 | $12,328,750 | $762,985 | $3,102iApproximate average salary by contribution assumption: employee only about $77,539 at 4% or $51,693 at 6%; with 50% employer match about $51,693 at 4% or $34,462 at 6%; with 100% employer match about $38,770 at 4% or $25,846 at 6%. |
| The Ivymount School Tax Sheltered Annuity Plan | - | 246 | $12,328,750 | $762,985 | $3,102iApproximate average salary by contribution assumption: employee only about $77,539 at 4% or $51,693 at 6%; with 50% employer match about $51,693 at 4% or $34,462 at 6%; with 100% employer match about $38,770 at 4% or $25,846 at 6%. |
| The Ivymount School Dental Plan | - | 134 | - | - | - |
| The Ivymount School Health and Welfare Plan | - | 146 | - | - | - |
| 2010 | 4 | 201 | $11,961,766 | $1,148,918 | $5,716iApproximate average salary by contribution assumption: employee only about $142,900 at 4% or $95,267 at 6%; with 50% employer match about $95,267 at 4% or $63,511 at 6%; with 100% employer match about $71,450 at 4% or $47,633 at 6%. |
| The Ivymount School Tax Sheltered Annuity Plan | - | 201 | $11,961,766 | $1,148,918 | $5,716iApproximate average salary by contribution assumption: employee only about $142,900 at 4% or $95,267 at 6%; with 50% employer match about $95,267 at 4% or $63,511 at 6%; with 100% employer match about $71,450 at 4% or $47,633 at 6%. |
| The Ivymount School Tax Sheltered Annuity Plan | - | - | - | - | - |
| The Ivymount School Dental Plan | - | 128 | - | - | - |
| The Ivymount School Health and Welfare Plan | - | 128 | - | - | - |
| 2009 | 2 | 239 | $10,460,033 | $984,803 | $4,121iApproximate average salary by contribution assumption: employee only about $103,013 at 4% or $68,675 at 6%; with 50% employer match about $68,675 at 4% or $45,783 at 6%; with 100% employer match about $51,506 at 4% or $34,338 at 6%. |
| The Ivymount School Tax Sheltered Annuity Plan | - | 239 | $10,460,033 | $984,803 | $4,121iApproximate average salary by contribution assumption: employee only about $103,013 at 4% or $68,675 at 6%; with 50% employer match about $68,675 at 4% or $45,783 at 6%; with 100% employer match about $51,506 at 4% or $34,338 at 6%. |
| The Ivymount School Health and Welfare Plan | - | 121 | - | - | - |
| 2007 | 1 | 0 | $0 | $0 | - |
| The Ivymount School Tax Sheltered Annuity Plan | - | 0 | - | - | - |
| 2006 | 1 | 0 | $0 | $0 | - |
| The Ivymount School Tax Sheltered Annuity Plan | - | 0 | - | - | - |
| 2005 | 1 | 0 | $0 | $0 | - |
| The Ivymount School Tax Sheltered Annuity Plan | - | 0 | - | - | - |
| 2004 | 1 | 0 | $0 | $0 | - |
| The Ivymount School Tax Sheltered Annuity Plan | - | 0 | - | - | - |
| 2003 | 1 | 0 | $0 | $0 | - |
| The Ivymount School Tax Sheltered Annuity Plan | - | 0 | - | - | - |
| 2002 | 1 | 0 | $0 | $0 | - |
| The Ivymount School Tax Sheltered Annuity Plan | - | 0 | - | - | - |
| 2001 | 1 | 0 | $0 | $0 | - |
| The Ivymount School Tax Sheltered Annuity Plan | - | 0 | - | - | - |
| 2000 | 1 | 0 | $0 | $0 | - |
| The Ivymount School Tax Sheltered Annuity Plan | - | 0 | - | - | - |
| 1999 | 1 | 0 | $0 | $0 | - |
| The Ivymount School Tax Sheltered Annuity Plan | - | 0 | - | - | - |