The Corporation for Effective Schooling
Plan context: Kestrel Heights School Savings and Retirement Plan
EIN 56-1996482 • Durham, NC • 15 filings • 2 plans
Current Snapshot
Latest Year
2023
2023 Participants
58
2023 Assets
$1,906,080
2023 Contributions
$116,643
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 58 | $1,906,080 | $116,643 | $2,011iApproximate average salary by contribution assumption: employee only about $50,277 at 4% or $33,518 at 6%; with 50% employer match about $33,518 at 4% or $22,345 at 6%; with 100% employer match about $25,139 at 4% or $16,759 at 6%. |
| Kestrel Heights School Savings and Retirement Plan | - | 58 | $1,906,080 | $116,643 | $2,011iApproximate average salary by contribution assumption: employee only about $50,277 at 4% or $33,518 at 6%; with 50% employer match about $33,518 at 4% or $22,345 at 6%; with 100% employer match about $25,139 at 4% or $16,759 at 6%. |
| 2022 | 1 | 66 | $1,737,419 | $123,387 | $1,870iApproximate average salary by contribution assumption: employee only about $46,738 at 4% or $31,158 at 6%; with 50% employer match about $31,158 at 4% or $20,772 at 6%; with 100% employer match about $23,369 at 4% or $15,579 at 6%. |
| Kestrel Heights School Savings and Retirement Plan | - | 66 | $1,737,419 | $123,387 | $1,870iApproximate average salary by contribution assumption: employee only about $46,738 at 4% or $31,158 at 6%; with 50% employer match about $31,158 at 4% or $20,772 at 6%; with 100% employer match about $23,369 at 4% or $15,579 at 6%. |
| 2021 | 1 | 74 | $1,745,949 | $176,400 | $2,384iApproximate average salary by contribution assumption: employee only about $59,595 at 4% or $39,730 at 6%; with 50% employer match about $39,730 at 4% or $26,486 at 6%; with 100% employer match about $29,797 at 4% or $19,865 at 6%. |
| Kestrel Heights School Savings and Retirement Plan | - | 74 | $1,745,949 | $176,400 | $2,384iApproximate average salary by contribution assumption: employee only about $59,595 at 4% or $39,730 at 6%; with 50% employer match about $39,730 at 4% or $26,486 at 6%; with 100% employer match about $29,797 at 4% or $19,865 at 6%. |
| 2020 | 1 | 73 | $2,577,095 | $205,438 | $2,814iApproximate average salary by contribution assumption: employee only about $70,355 at 4% or $46,904 at 6%; with 50% employer match about $46,904 at 4% or $31,269 at 6%; with 100% employer match about $35,178 at 4% or $23,452 at 6%. |
| Kestrel Heights School Savings and Retirement Plan | - | 73 | $2,577,095 | $205,438 | $2,814iApproximate average salary by contribution assumption: employee only about $70,355 at 4% or $46,904 at 6%; with 50% employer match about $46,904 at 4% or $31,269 at 6%; with 100% employer match about $35,178 at 4% or $23,452 at 6%. |
| 2019 | 1 | 78 | $1,893,288 | $213,635 | $2,739iApproximate average salary by contribution assumption: employee only about $68,473 at 4% or $45,649 at 6%; with 50% employer match about $45,649 at 4% or $30,432 at 6%; with 100% employer match about $34,236 at 4% or $22,824 at 6%. |
| Kestrel Heights School Savings and Retirement Plan | - | 78 | $1,893,288 | $213,635 | $2,739iApproximate average salary by contribution assumption: employee only about $68,473 at 4% or $45,649 at 6%; with 50% employer match about $45,649 at 4% or $30,432 at 6%; with 100% employer match about $34,236 at 4% or $22,824 at 6%. |
| 2018 | 1 | 72 | $1,795,603 | $234,893 | $3,262iApproximate average salary by contribution assumption: employee only about $81,560 at 4% or $54,373 at 6%; with 50% employer match about $54,373 at 4% or $36,249 at 6%; with 100% employer match about $40,780 at 4% or $27,187 at 6%. |
| Kestrel Heights School Savings and Retirement Plan | - | 72 | $1,795,603 | $234,893 | $3,262iApproximate average salary by contribution assumption: employee only about $81,560 at 4% or $54,373 at 6%; with 50% employer match about $54,373 at 4% or $36,249 at 6%; with 100% employer match about $40,780 at 4% or $27,187 at 6%. |
| 2017 | 1 | 44 | $1,665,853 | $243,948 | $5,544iApproximate average salary by contribution assumption: employee only about $138,607 at 4% or $92,405 at 6%; with 50% employer match about $92,405 at 4% or $61,603 at 6%; with 100% employer match about $69,303 at 4% or $46,202 at 6%. |
| Kestrel Heights School Savings and Retirement Plan | - | 44 | $1,665,853 | $243,948 | $5,544iApproximate average salary by contribution assumption: employee only about $138,607 at 4% or $92,405 at 6%; with 50% employer match about $92,405 at 4% or $61,603 at 6%; with 100% employer match about $69,303 at 4% or $46,202 at 6%. |
| 2016 | 1 | 108 | $1,647,663 | $353,133 | $3,270iApproximate average salary by contribution assumption: employee only about $81,744 at 4% or $54,496 at 6%; with 50% employer match about $54,496 at 4% or $36,331 at 6%; with 100% employer match about $40,872 at 4% or $27,248 at 6%. |
| Kestrel Heights School Savings and Retirement Plan | - | 108 | $1,647,663 | $353,133 | $3,270iApproximate average salary by contribution assumption: employee only about $81,744 at 4% or $54,496 at 6%; with 50% employer match about $54,496 at 4% or $36,331 at 6%; with 100% employer match about $40,872 at 4% or $27,248 at 6%. |
| 2015 | 1 | 115 | $1,495,709 | $372,275 | $3,237iApproximate average salary by contribution assumption: employee only about $80,929 at 4% or $53,953 at 6%; with 50% employer match about $53,953 at 4% or $35,969 at 6%; with 100% employer match about $40,465 at 4% or $26,976 at 6%. |
| Kestrel Heights School Savings and Retirement Plan | - | 115 | $1,495,709 | $372,275 | $3,237iApproximate average salary by contribution assumption: employee only about $80,929 at 4% or $53,953 at 6%; with 50% employer match about $53,953 at 4% or $35,969 at 6%; with 100% employer match about $40,465 at 4% or $26,976 at 6%. |
| 2013 | 1 | 74 | $1,201,794 | $272,360 | $3,681iApproximate average salary by contribution assumption: employee only about $92,014 at 4% or $61,342 at 6%; with 50% employer match about $61,342 at 4% or $40,895 at 6%; with 100% employer match about $46,007 at 4% or $30,671 at 6%. |
| Kestrel Heights School Savings and Retirement Plan | - | 74 | $1,201,794 | $272,360 | $3,681iApproximate average salary by contribution assumption: employee only about $92,014 at 4% or $61,342 at 6%; with 50% employer match about $61,342 at 4% or $40,895 at 6%; with 100% employer match about $46,007 at 4% or $30,671 at 6%. |
| 2012 | 1 | 73 | $826,188 | $257,762 | $3,531iApproximate average salary by contribution assumption: employee only about $88,275 at 4% or $58,850 at 6%; with 50% employer match about $58,850 at 4% or $39,233 at 6%; with 100% employer match about $44,137 at 4% or $29,425 at 6%. |
| Kestrel Heights School Savings and Retirement Plan | - | 73 | $826,188 | $257,762 | $3,531iApproximate average salary by contribution assumption: employee only about $88,275 at 4% or $58,850 at 6%; with 50% employer match about $58,850 at 4% or $39,233 at 6%; with 100% employer match about $44,137 at 4% or $29,425 at 6%. |
| 2011 | 1 | 39 | $520,000 | $131,620 | $3,375iApproximate average salary by contribution assumption: employee only about $84,372 at 4% or $56,248 at 6%; with 50% employer match about $56,248 at 4% or $37,499 at 6%; with 100% employer match about $42,186 at 4% or $28,124 at 6%. |
| Kestrel Heights School Savings and Retirement Plan | - | 39 | $520,000 | $131,620 | $3,375iApproximate average salary by contribution assumption: employee only about $84,372 at 4% or $56,248 at 6%; with 50% employer match about $56,248 at 4% or $37,499 at 6%; with 100% employer match about $42,186 at 4% or $28,124 at 6%. |
| 2010 | 1 | 40 | $438,822 | $134,980 | $3,375iApproximate average salary by contribution assumption: employee only about $84,363 at 4% or $56,242 at 6%; with 50% employer match about $56,242 at 4% or $37,494 at 6%; with 100% employer match about $42,181 at 4% or $28,121 at 6%. |
| Kestrel Heights School Savings and Retirement Plan | - | 40 | $438,822 | $134,980 | $3,375iApproximate average salary by contribution assumption: employee only about $84,363 at 4% or $56,242 at 6%; with 50% employer match about $56,242 at 4% or $37,494 at 6%; with 100% employer match about $42,181 at 4% or $28,121 at 6%. |
| 2009 | 1 | 30 | $255,193 | $125,420 | $4,181iApproximate average salary by contribution assumption: employee only about $104,517 at 4% or $69,678 at 6%; with 50% employer match about $69,678 at 4% or $46,452 at 6%; with 100% employer match about $52,258 at 4% or $34,839 at 6%. |
| Kestrel Heights School Savings and Retirement Plan | - | 30 | $255,193 | $125,420 | $4,181iApproximate average salary by contribution assumption: employee only about $104,517 at 4% or $69,678 at 6%; with 50% employer match about $69,678 at 4% or $46,452 at 6%; with 100% employer match about $52,258 at 4% or $34,839 at 6%. |
| 2008 | 1 | 38 | $0 | $0 | - |
| Kestrel Heights School Savings and Retirement Plan | - | 38 | - | - | - |