Civic Intelligence

Montessori Hertitage

Plan context: Montessori Heritage II Inc 401K Profit Sharing Plan & Trust

EIN 59-3538630 • Celebration, FL • 14 filings • 3 plans

901 Begonia RdCelebration, FL 34747
Current Snapshot

Latest Year

2018

2018 Participants

13

2018 Assets

$91,220

2018 Contributions

$7,667

Historical Graphs

Total Assets Over Time

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

$114,086$57,043$0200520122018YearValue
$91,220Latest year 2018

Participants Over Time

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

1370200520122018YearValue
13Latest year 2018

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
2018113$91,220$7,667$590iApproximate average salary by contribution assumption: employee only about $14,744 at 4% or $9,829 at 6%; with 50% employer match about $9,829 at 4% or $6,553 at 6%; with 100% employer match about $7,372 at 4% or $4,915 at 6%.
Montessori Heritage II Inc 401K Profit Sharing Plan & Trust-13$91,220$7,667$590iApproximate average salary by contribution assumption: employee only about $14,744 at 4% or $9,829 at 6%; with 50% employer match about $9,829 at 4% or $6,553 at 6%; with 100% employer match about $7,372 at 4% or $4,915 at 6%.
201715$110,978$5,362$1,072iApproximate average salary by contribution assumption: employee only about $26,810 at 4% or $17,873 at 6%; with 50% employer match about $17,873 at 4% or $11,916 at 6%; with 100% employer match about $13,405 at 4% or $8,937 at 6%.
Montessori Heritage II Inc 401K Profit Sharing Plan & Trust-5$110,978$5,362$1,072iApproximate average salary by contribution assumption: employee only about $26,810 at 4% or $17,873 at 6%; with 50% employer match about $17,873 at 4% or $11,916 at 6%; with 100% employer match about $13,405 at 4% or $8,937 at 6%.
201615$94,376$4,816$963iApproximate average salary by contribution assumption: employee only about $24,080 at 4% or $16,053 at 6%; with 50% employer match about $16,053 at 4% or $10,702 at 6%; with 100% employer match about $12,040 at 4% or $8,027 at 6%.
Montessori Heritage II Inc 401K Profit Sharing Plan & Trust-5$94,376$4,816$963iApproximate average salary by contribution assumption: employee only about $24,080 at 4% or $16,053 at 6%; with 50% employer match about $16,053 at 4% or $10,702 at 6%; with 100% employer match about $12,040 at 4% or $8,027 at 6%.
201515$82,433$1,886$377iApproximate average salary by contribution assumption: employee only about $9,430 at 4% or $6,287 at 6%; with 50% employer match about $6,287 at 4% or $4,191 at 6%; with 100% employer match about $4,715 at 4% or $3,143 at 6%.
Montessori Heritage II Inc 401K Profit Sharing Plan & Trust-5$82,433$1,886$377iApproximate average salary by contribution assumption: employee only about $9,430 at 4% or $6,287 at 6%; with 50% employer match about $6,287 at 4% or $4,191 at 6%; with 100% employer match about $4,715 at 4% or $3,143 at 6%.
201415$82,523$1,130$226iApproximate average salary by contribution assumption: employee only about $5,650 at 4% or $3,767 at 6%; with 50% employer match about $3,767 at 4% or $2,511 at 6%; with 100% employer match about $2,825 at 4% or $1,883 at 6%.
Montessori Heritage II Inc 401K Profit Sharing Plan & Trust-5$82,523$1,130$226iApproximate average salary by contribution assumption: employee only about $5,650 at 4% or $3,767 at 6%; with 50% employer match about $3,767 at 4% or $2,511 at 6%; with 100% employer match about $2,825 at 4% or $1,883 at 6%.
201315$78,591$1,769$354iApproximate average salary by contribution assumption: employee only about $8,845 at 4% or $5,897 at 6%; with 50% employer match about $5,897 at 4% or $3,931 at 6%; with 100% employer match about $4,423 at 4% or $2,948 at 6%.
Montessori Heritage II Inc 401K Profit Sharing Plan & Trust-5$78,591$1,769$354iApproximate average salary by contribution assumption: employee only about $8,845 at 4% or $5,897 at 6%; with 50% employer match about $5,897 at 4% or $3,931 at 6%; with 100% employer match about $4,423 at 4% or $2,948 at 6%.
201216$86,697$3,034$506iApproximate average salary by contribution assumption: employee only about $12,642 at 4% or $8,428 at 6%; with 50% employer match about $8,428 at 4% or $5,619 at 6%; with 100% employer match about $6,321 at 4% or $4,214 at 6%.
Montessori Heritage II Inc 401K Profit Sharing Plan & Trust-6$86,697$3,034$506iApproximate average salary by contribution assumption: employee only about $12,642 at 4% or $8,428 at 6%; with 50% employer match about $8,428 at 4% or $5,619 at 6%; with 100% employer match about $6,321 at 4% or $4,214 at 6%.
201118$83,446$7,509$939iApproximate average salary by contribution assumption: employee only about $23,466 at 4% or $15,644 at 6%; with 50% employer match about $15,644 at 4% or $10,429 at 6%; with 100% employer match about $11,733 at 4% or $7,822 at 6%.
Montessori Heritage II Inc 401K Profit Sharing Plan & Trust-8$83,446$7,509$939iApproximate average salary by contribution assumption: employee only about $23,466 at 4% or $15,644 at 6%; with 50% employer match about $15,644 at 4% or $10,429 at 6%; with 100% employer match about $11,733 at 4% or $7,822 at 6%.
2010111$114,086$25,664$2,333iApproximate average salary by contribution assumption: employee only about $58,327 at 4% or $38,885 at 6%; with 50% employer match about $38,885 at 4% or $25,923 at 6%; with 100% employer match about $29,164 at 4% or $19,442 at 6%.
Montessori Heritage II Inc 401K Profit Sharing Plan & Trust-11$114,086$25,664$2,333iApproximate average salary by contribution assumption: employee only about $58,327 at 4% or $38,885 at 6%; with 50% employer match about $38,885 at 4% or $25,923 at 6%; with 100% employer match about $29,164 at 4% or $19,442 at 6%.
200913$78,527$13,270$4,423iApproximate average salary by contribution assumption: employee only about $110,583 at 4% or $73,722 at 6%; with 50% employer match about $73,722 at 4% or $49,148 at 6%; with 100% employer match about $55,292 at 4% or $36,861 at 6%.
Montessori Heritage II Inc 401K Profit Sharing Plan & Trust-3$78,527$13,270$4,423iApproximate average salary by contribution assumption: employee only about $110,583 at 4% or $73,722 at 6%; with 50% employer match about $73,722 at 4% or $49,148 at 6%; with 100% employer match about $55,292 at 4% or $36,861 at 6%.
2008110$49,157$13,265$1,327iApproximate average salary by contribution assumption: employee only about $33,163 at 4% or $22,108 at 6%; with 50% employer match about $22,108 at 4% or $14,739 at 6%; with 100% employer match about $16,581 at 4% or $11,054 at 6%.
Montessori Heritage II Inc 401K Profit Sharing Plan & Trust-10$49,157$13,265$1,327iApproximate average salary by contribution assumption: employee only about $33,163 at 4% or $22,108 at 6%; with 50% employer match about $22,108 at 4% or $14,739 at 6%; with 100% employer match about $16,581 at 4% or $11,054 at 6%.
2007111$56,763$11,350$1,032iApproximate average salary by contribution assumption: employee only about $25,795 at 4% or $17,197 at 6%; with 50% employer match about $17,197 at 4% or $11,465 at 6%; with 100% employer match about $12,898 at 4% or $8,598 at 6%.
Montessori Heritage II Inc 401K Profit Sharing Plan & Trust-11$56,763$11,350$1,032iApproximate average salary by contribution assumption: employee only about $25,795 at 4% or $17,197 at 6%; with 50% employer match about $17,197 at 4% or $11,465 at 6%; with 100% employer match about $12,898 at 4% or $8,598 at 6%.
200617$51,065$10,736$1,534iApproximate average salary by contribution assumption: employee only about $38,343 at 4% or $25,562 at 6%; with 50% employer match about $25,562 at 4% or $17,041 at 6%; with 100% employer match about $19,171 at 4% or $12,781 at 6%.
Montessori Heritage II Inc 401K Profit Sharing Plan & Trust-7$51,065$10,736$1,534iApproximate average salary by contribution assumption: employee only about $38,343 at 4% or $25,562 at 6%; with 50% employer match about $25,562 at 4% or $17,041 at 6%; with 100% employer match about $19,171 at 4% or $12,781 at 6%.
200518$36,623$9,545$1,193iApproximate average salary by contribution assumption: employee only about $29,828 at 4% or $19,885 at 6%; with 50% employer match about $19,885 at 4% or $13,257 at 6%; with 100% employer match about $14,914 at 4% or $9,943 at 6%.
Montessori Heritage II Inc 401K Profit Sharing Plan & Trust-8$36,623$9,545$1,193iApproximate average salary by contribution assumption: employee only about $29,828 at 4% or $19,885 at 6%; with 50% employer match about $19,885 at 4% or $13,257 at 6%; with 100% employer match about $14,914 at 4% or $9,943 at 6%.