Civic Intelligence

Wakefield School

Plan context: Wakefield School 403 B Plan

EIN 54-1096344 • The Plains, VA • 29 filings • 4 plans

P O Box 1074439 Old Tavern RdThe Plains, VA 20198-2214
Current Snapshot

Latest Year

2024

2024 Participants

114

2024 Assets

$4,884,688

2024 Contributions

$455,690

Historical Graphs

Total Assets Over Time

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

$4,884,688$2,442,344$0200920172024YearValue
$4,884,688Latest year 2024

Participants Over Time

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

114570200920172024YearValue
114Latest 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
20241114$4,884,688$455,690$3,997iApproximate average salary by contribution assumption: employee only about $99,932 at 4% or $66,621 at 6%; with 50% employer match about $66,621 at 4% or $44,414 at 6%; with 100% employer match about $49,966 at 4% or $33,311 at 6%.
Wakefield School 403 B Plan-114$4,884,688$455,690$3,997iApproximate average salary by contribution assumption: employee only about $99,932 at 4% or $66,621 at 6%; with 50% employer match about $66,621 at 4% or $44,414 at 6%; with 100% employer match about $49,966 at 4% or $33,311 at 6%.
20231101$4,851,182$467,552$4,629iApproximate average salary by contribution assumption: employee only about $115,731 at 4% or $77,154 at 6%; with 50% employer match about $77,154 at 4% or $51,436 at 6%; with 100% employer match about $57,865 at 4% or $38,577 at 6%.
Wakefield School 403 B Plan-101$4,851,182$467,552$4,629iApproximate average salary by contribution assumption: employee only about $115,731 at 4% or $77,154 at 6%; with 50% employer match about $77,154 at 4% or $51,436 at 6%; with 100% employer match about $57,865 at 4% or $38,577 at 6%.
2022199$4,082,329$440,862$4,453iApproximate average salary by contribution assumption: employee only about $111,329 at 4% or $74,219 at 6%; with 50% employer match about $74,219 at 4% or $49,479 at 6%; with 100% employer match about $55,664 at 4% or $37,110 at 6%.
Wakefield School 403 B Plan-99$4,082,329$440,862$4,453iApproximate average salary by contribution assumption: employee only about $111,329 at 4% or $74,219 at 6%; with 50% employer match about $74,219 at 4% or $49,479 at 6%; with 100% employer match about $55,664 at 4% or $37,110 at 6%.
2021194$3,605,766$602,165$6,406iApproximate average salary by contribution assumption: employee only about $160,150 at 4% or $106,767 at 6%; with 50% employer match about $106,767 at 4% or $71,178 at 6%; with 100% employer match about $80,075 at 4% or $53,383 at 6%.
Wakefield School 403 B Plan-94$3,605,766$602,165$6,406iApproximate average salary by contribution assumption: employee only about $160,150 at 4% or $106,767 at 6%; with 50% employer match about $106,767 at 4% or $71,178 at 6%; with 100% employer match about $80,075 at 4% or $53,383 at 6%.
2020185$3,840,391$368,126$4,331iApproximate average salary by contribution assumption: employee only about $108,272 at 4% or $72,182 at 6%; with 50% employer match about $72,182 at 4% or $48,121 at 6%; with 100% employer match about $54,136 at 4% or $36,091 at 6%.
Wakefield School 403 B Plan-85$3,840,391$368,126$4,331iApproximate average salary by contribution assumption: employee only about $108,272 at 4% or $72,182 at 6%; with 50% employer match about $72,182 at 4% or $48,121 at 6%; with 100% employer match about $54,136 at 4% or $36,091 at 6%.
2019183$3,354,402$305,210$3,677iApproximate average salary by contribution assumption: employee only about $91,931 at 4% or $61,287 at 6%; with 50% employer match about $61,287 at 4% or $40,858 at 6%; with 100% employer match about $45,965 at 4% or $30,644 at 6%.
Wakefield School 403 B Plan-83$3,354,402$305,210$3,677iApproximate average salary by contribution assumption: employee only about $91,931 at 4% or $61,287 at 6%; with 50% employer match about $61,287 at 4% or $40,858 at 6%; with 100% employer match about $45,965 at 4% or $30,644 at 6%.
2018180$3,460,191$376,530$4,707iApproximate average salary by contribution assumption: employee only about $117,666 at 4% or $78,444 at 6%; with 50% employer match about $78,444 at 4% or $52,296 at 6%; with 100% employer match about $58,833 at 4% or $39,222 at 6%.
Wakefield School 403 B Plan-80$3,460,191$376,530$4,707iApproximate average salary by contribution assumption: employee only about $117,666 at 4% or $78,444 at 6%; with 50% employer match about $78,444 at 4% or $52,296 at 6%; with 100% employer match about $58,833 at 4% or $39,222 at 6%.
2017172$3,429,231$497,597$6,911iApproximate average salary by contribution assumption: employee only about $172,777 at 4% or $115,184 at 6%; with 50% employer match about $115,184 at 4% or $76,790 at 6%; with 100% employer match about $86,388 at 4% or $57,592 at 6%.
Wakefield School 403 B Plan-72$3,429,231$497,597$6,911iApproximate average salary by contribution assumption: employee only about $172,777 at 4% or $115,184 at 6%; with 50% employer match about $115,184 at 4% or $76,790 at 6%; with 100% employer match about $86,388 at 4% or $57,592 at 6%.
2016168$3,188,384$311,284$4,578iApproximate average salary by contribution assumption: employee only about $114,443 at 4% or $76,295 at 6%; with 50% employer match about $76,295 at 4% or $50,863 at 6%; with 100% employer match about $57,221 at 4% or $38,148 at 6%.
Wakefield School 403 B Plan-68$3,188,384$311,284$4,578iApproximate average salary by contribution assumption: employee only about $114,443 at 4% or $76,295 at 6%; with 50% employer match about $76,295 at 4% or $50,863 at 6%; with 100% employer match about $57,221 at 4% or $38,148 at 6%.
2015166$2,896,448$320,773$4,860iApproximate average salary by contribution assumption: employee only about $121,505 at 4% or $81,003 at 6%; with 50% employer match about $81,003 at 4% or $54,002 at 6%; with 100% employer match about $60,752 at 4% or $40,502 at 6%.
Wakefield School 403 B Plan-66$2,896,448$320,773$4,860iApproximate average salary by contribution assumption: employee only about $121,505 at 4% or $81,003 at 6%; with 50% employer match about $81,003 at 4% or $54,002 at 6%; with 100% employer match about $60,752 at 4% or $40,502 at 6%.
2014169$3,087,565$422,571$6,124iApproximate average salary by contribution assumption: employee only about $153,105 at 4% or $102,070 at 6%; with 50% employer match about $102,070 at 4% or $68,047 at 6%; with 100% employer match about $76,553 at 4% or $51,035 at 6%.
Wakefield School 403 B Plan-69$3,087,565$422,571$6,124iApproximate average salary by contribution assumption: employee only about $153,105 at 4% or $102,070 at 6%; with 50% employer match about $102,070 at 4% or $68,047 at 6%; with 100% employer match about $76,553 at 4% or $51,035 at 6%.
2013170$2,849,300$364,795$5,211iApproximate average salary by contribution assumption: employee only about $130,284 at 4% or $86,856 at 6%; with 50% employer match about $86,856 at 4% or $57,904 at 6%; with 100% employer match about $65,142 at 4% or $43,428 at 6%.
Wakefield School 403 B Plan-70$2,849,300$364,795$5,211iApproximate average salary by contribution assumption: employee only about $130,284 at 4% or $86,856 at 6%; with 50% employer match about $86,856 at 4% or $57,904 at 6%; with 100% employer match about $65,142 at 4% or $43,428 at 6%.
2012176$2,228,653$392,806$5,169iApproximate average salary by contribution assumption: employee only about $129,213 at 4% or $86,142 at 6%; with 50% employer match about $86,142 at 4% or $57,428 at 6%; with 100% employer match about $64,606 at 4% or $43,071 at 6%.
Wakefield School 403 B Plan-76$2,228,653$392,806$5,169iApproximate average salary by contribution assumption: employee only about $129,213 at 4% or $86,142 at 6%; with 50% employer match about $86,142 at 4% or $57,428 at 6%; with 100% employer match about $64,606 at 4% or $43,071 at 6%.
2011273$3,613,492$225,920$3,095iApproximate average salary by contribution assumption: employee only about $77,370 at 4% or $51,580 at 6%; with 50% employer match about $51,580 at 4% or $34,387 at 6%; with 100% employer match about $38,685 at 4% or $25,790 at 6%.
Wakefield School 403 B Plan-73$3,613,492$225,920$3,095iApproximate average salary by contribution assumption: employee only about $77,370 at 4% or $51,580 at 6%; with 50% employer match about $51,580 at 4% or $34,387 at 6%; with 100% employer match about $38,685 at 4% or $25,790 at 6%.
Wakefield School Defined Contribution Plan & Tax Deferred Annuity Plan-----
2010178$3,503,474$725,422$9,300iApproximate average salary by contribution assumption: employee only about $232,507 at 4% or $155,005 at 6%; with 50% employer match about $155,005 at 4% or $103,336 at 6%; with 100% employer match about $116,254 at 4% or $77,502 at 6%.
Wakefield School 403 B Plan-78$3,503,474$725,422$9,300iApproximate average salary by contribution assumption: employee only about $232,507 at 4% or $155,005 at 6%; with 50% employer match about $155,005 at 4% or $103,336 at 6%; with 100% employer match about $116,254 at 4% or $77,502 at 6%.
2009290$2,604,687$381,573$4,240iApproximate average salary by contribution assumption: employee only about $105,993 at 4% or $70,662 at 6%; with 50% employer match about $70,662 at 4% or $47,108 at 6%; with 100% employer match about $52,996 at 4% or $35,331 at 6%.
Wakefield School 403 B Plan-90$2,604,687$381,573$4,240iApproximate average salary by contribution assumption: employee only about $105,993 at 4% or $70,662 at 6%; with 50% employer match about $70,662 at 4% or $47,108 at 6%; with 100% employer match about $52,996 at 4% or $35,331 at 6%.
Wakefield School 403 B Plan-----
200820$0$0-
Wakefield School Defined Contribution Plan & Tax Deferred Annuity Plan-0---
Wakefield School 403 B Plan-0---
200720$0$0-
Wakefield School 403 B Plan-0---
Wakefield School Defined Contribution Plan & Tax Deferred Annuity Plan-0---
200610$0$0-
Wakefield School 403 B Plan-0---
200510$0$0-
Wakefield School 403 B Plan-0---
200410$0$0-
Wakefield School 403 B Plan-0---
200310$0$0-
Wakefield School 403 B Plan-0---
200210$0$0-
Wakefield School 403 B Plan-0---
200110$0$0-
Wakefield School 403 B Plan-0---
200010$0$0-
Wakefield School 403 B Plan-0---