Wakefield School
Plan context: Wakefield School 403 B Plan
EIN 54-1096344 • The Plains, VA • 29 filings • 4 plans
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
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 | 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%. |
| 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%. |
| 2023 | 1 | 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%. |
| 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%. |
| 2022 | 1 | 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%. |
| 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%. |
| 2021 | 1 | 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%. |
| 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%. |
| 2020 | 1 | 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%. |
| 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%. |
| 2019 | 1 | 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%. |
| 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%. |
| 2018 | 1 | 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%. |
| 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%. |
| 2017 | 1 | 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%. |
| 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%. |
| 2016 | 1 | 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%. |
| 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%. |
| 2015 | 1 | 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%. |
| 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%. |
| 2014 | 1 | 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%. |
| 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%. |
| 2013 | 1 | 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%. |
| 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%. |
| 2012 | 1 | 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%. |
| 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%. |
| 2011 | 2 | 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 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 | - | - | - | - | - |
| 2010 | 1 | 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%. |
| 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%. |
| 2009 | 2 | 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 | - | 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 | - | - | - | - | - |
| 2008 | 2 | 0 | $0 | $0 | - |
| Wakefield School Defined Contribution Plan & Tax Deferred Annuity Plan | - | 0 | - | - | - |
| Wakefield School 403 B Plan | - | 0 | - | - | - |
| 2007 | 2 | 0 | $0 | $0 | - |
| Wakefield School 403 B Plan | - | 0 | - | - | - |
| Wakefield School Defined Contribution Plan & Tax Deferred Annuity Plan | - | 0 | - | - | - |
| 2006 | 1 | 0 | $0 | $0 | - |
| Wakefield School 403 B Plan | - | 0 | - | - | - |
| 2005 | 1 | 0 | $0 | $0 | - |
| Wakefield School 403 B Plan | - | 0 | - | - | - |
| 2004 | 1 | 0 | $0 | $0 | - |
| Wakefield School 403 B Plan | - | 0 | - | - | - |
| 2003 | 1 | 0 | $0 | $0 | - |
| Wakefield School 403 B Plan | - | 0 | - | - | - |
| 2002 | 1 | 0 | $0 | $0 | - |
| Wakefield School 403 B Plan | - | 0 | - | - | - |
| 2001 | 1 | 0 | $0 | $0 | - |
| Wakefield School 403 B Plan | - | 0 | - | - | - |
| 2000 | 1 | 0 | $0 | $0 | - |
| Wakefield School 403 B Plan | - | 0 | - | - | - |