Civic Intelligence

Montgomery Bell Academy

Plan context: Tiaa-Cref Tax Deferred Annuity Plan for Affected Administrators of M.B.A.

EIN 62-0513741 • Nashville, TN • 98 filings • 5 plans

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4001 Harding RoadNashville, TN 37205
Current Snapshot

Latest Year

2024

2024 Participants

154

2024 Assets

$392,521

2024 Contributions

$2,521,970

Historical Graphs

Total Assets Over Time

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

$57,928,037$28,964,019$0199920122024YearValue
$392,521Latest year 2024

Participants Over Time

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

164820199920122024YearValue
154Latest 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
20242154$392,521$0-
Tiaa-Cref Tax Deferred Annuity Plan for Affected Administrators of M.B.A.-4$392,521--
Montgomery Bell Academy Welfare Benefit Plan-154---
20234164$53,184,888$2,521,970$15,378iApproximate average salary by contribution assumption: employee only about $384,447 at 4% or $256,298 at 6%; with 50% employer match about $256,298 at 4% or $170,865 at 6%; with 100% employer match about $192,223 at 4% or $128,149 at 6%.
Montgomery Bell Academy 403B Tax Sheltered Investment Program-164$41,891,851$2,521,970$15,378iApproximate average salary by contribution assumption: employee only about $384,447 at 4% or $256,298 at 6%; with 50% employer match about $256,298 at 4% or $170,865 at 6%; with 100% employer match about $192,223 at 4% or $128,149 at 6%.
Montgomery Bell Academy Pension Plan-32$10,863,459--
Tiaa-Cref Tax Deferred Annuity Plan for Affected Administrators of M.B.A.-4$429,578--
Montgomery Bell Academy Welfare Benefit Plan-152---
20224155$47,932,566$2,172,472$14,016iApproximate average salary by contribution assumption: employee only about $350,399 at 4% or $233,599 at 6%; with 50% employer match about $233,599 at 4% or $155,733 at 6%; with 100% employer match about $175,199 at 4% or $116,800 at 6%.
Montgomery Bell Academy 403B Tax Sheltered Investment Program-155$37,588,004$2,172,472$14,016iApproximate average salary by contribution assumption: employee only about $350,399 at 4% or $233,599 at 6%; with 50% employer match about $233,599 at 4% or $155,733 at 6%; with 100% employer match about $175,199 at 4% or $116,800 at 6%.
Montgomery Bell Academy Pension Plan-34$9,934,109--
Tiaa-Cref Tax Deferred Annuity Plan for Affected Administrators of M.B.A.-4$410,453--
Montgomery Bell Academy Welfare Benefit Plan-153---
20214149$42,862,642$2,352,661$15,790iApproximate average salary by contribution assumption: employee only about $394,742 at 4% or $263,161 at 6%; with 50% employer match about $263,161 at 4% or $175,441 at 6%; with 100% employer match about $197,371 at 4% or $131,581 at 6%.
Montgomery Bell Academy 403B Tax Sheltered Investment Program-148$32,126,267$2,352,661$15,896iApproximate average salary by contribution assumption: employee only about $397,409 at 4% or $264,939 at 6%; with 50% employer match about $264,939 at 4% or $176,626 at 6%; with 100% employer match about $198,704 at 4% or $132,470 at 6%.
Montgomery Bell Academy Pension Plan-37$10,285,553--
Tiaa-Cref Tax Deferred Annuity Plan for Affected Administrators of M.B.A.-4$450,822--
Montgomery Bell Academy Welfare Benefit Plan-149---
20204149$57,928,037$1,909,883$12,818iApproximate average salary by contribution assumption: employee only about $320,450 at 4% or $213,633 at 6%; with 50% employer match about $213,633 at 4% or $142,422 at 6%; with 100% employer match about $160,225 at 4% or $106,817 at 6%.
Montgomery Bell Academy 403B Tax Sheltered Investment Program-146$36,809,934$1,909,883$13,081iApproximate average salary by contribution assumption: employee only about $327,035 at 4% or $218,023 at 6%; with 50% employer match about $218,023 at 4% or $145,349 at 6%; with 100% employer match about $163,517 at 4% or $109,012 at 6%.
Montgomery Bell Academy Pension Plan-40$20,681,715--
Tiaa-Cref Tax Deferred Annuity Plan for Affected Administrators of M.B.A.-4$436,388--
Montgomery Bell Academy Welfare Benefit Plan-149---
20194148$45,057,020$1,831,271$12,373iApproximate average salary by contribution assumption: employee only about $309,336 at 4% or $206,224 at 6%; with 50% employer match about $206,224 at 4% or $137,483 at 6%; with 100% employer match about $154,668 at 4% or $103,112 at 6%.
Montgomery Bell Academy 403B Tax Sheltered Investment Program-148$27,404,169$1,831,271$12,373iApproximate average salary by contribution assumption: employee only about $309,336 at 4% or $206,224 at 6%; with 50% employer match about $206,224 at 4% or $137,483 at 6%; with 100% employer match about $154,668 at 4% or $103,112 at 6%.
Montgomery Bell Academy Pension Plan-45$17,237,554--
Tiaa-Cref Tax Deferred Annuity Plan for Affected Administrators of M.B.A.-4$415,297--
Montgomery Bell Academy Welfare Benefit Plan-143---
20184145$43,347,132$2,173,881$14,992iApproximate average salary by contribution assumption: employee only about $374,807 at 4% or $249,871 at 6%; with 50% employer match about $249,871 at 4% or $166,581 at 6%; with 100% employer match about $187,404 at 4% or $124,936 at 6%.
Montgomery Bell Academy 403B Tax Sheltered Investment Program-142$25,659,681$2,173,881$15,309iApproximate average salary by contribution assumption: employee only about $382,726 at 4% or $255,150 at 6%; with 50% employer match about $255,150 at 4% or $170,100 at 6%; with 100% employer match about $191,363 at 4% or $127,575 at 6%.
Montgomery Bell Academy Pension Plan-47$17,210,787--
Tiaa-Cref Tax Deferred Annuity Plan for Affected Administrators of M.B.A.-5$476,664--
Montgomery Bell Academy Welfare Benefit Plan-145---
20174143$41,807,007$8,647,731$60,474iApproximate average salary by contribution assumption: employee only about $1,511,841 at 4% or $1,007,894 at 6%; with 50% employer match about $1,007,894 at 4% or $671,929 at 6%; with 100% employer match about $755,921 at 4% or $503,947 at 6%.
Montgomery Bell Academy 403B Tax Sheltered Investment Program-143$23,412,666$1,599,944$11,188iApproximate average salary by contribution assumption: employee only about $279,710 at 4% or $186,474 at 6%; with 50% employer match about $186,474 at 4% or $124,316 at 6%; with 100% employer match about $139,855 at 4% or $93,237 at 6%.
Montgomery Bell Academy Pension Plan-50$17,907,735$7,047,787$140,956iApproximate average salary by contribution assumption: employee only about $3,523,893 at 4% or $2,349,262 at 6%; with 50% employer match about $2,349,262 at 4% or $1,566,175 at 6%; with 100% employer match about $1,761,947 at 4% or $1,174,631 at 6%.
Tiaa-Cref Tax Deferred Annuity Plan for Affected Administrators of M.B.A.-5$486,606--
Montgomery Bell Academy Welfare Benefit Plan-138---
20164137$33,559,369$2,066,959$15,087iApproximate average salary by contribution assumption: employee only about $377,182 at 4% or $251,455 at 6%; with 50% employer match about $251,455 at 4% or $167,637 at 6%; with 100% employer match about $188,591 at 4% or $125,727 at 6%.
Montgomery Bell Academy 403B Tax Sheltered Investment Program-137$22,076,307$1,515,036$11,059iApproximate average salary by contribution assumption: employee only about $276,466 at 4% or $184,311 at 6%; with 50% employer match about $184,311 at 4% or $122,874 at 6%; with 100% employer match about $138,233 at 4% or $92,155 at 6%.
Montgomery Bell Academy Pension Plan-51$11,020,293$551,923$10,822iApproximate average salary by contribution assumption: employee only about $270,550 at 4% or $180,367 at 6%; with 50% employer match about $180,367 at 4% or $120,245 at 6%; with 100% employer match about $135,275 at 4% or $90,183 at 6%.
Tiaa-Cref Tax Deferred Annuity Plan for Affected Administrators of M.B.A.-5$462,769--
Montgomery Bell Academy Welfare Benefit Plan-131---
20154130$29,410,914$2,049,314$15,764iApproximate average salary by contribution assumption: employee only about $394,099 at 4% or $262,733 at 6%; with 50% employer match about $262,733 at 4% or $175,155 at 6%; with 100% employer match about $197,049 at 4% or $131,366 at 6%.
Montgomery Bell Academy 403B Tax Sheltered Investment Program-130$18,500,530$1,659,314$12,764iApproximate average salary by contribution assumption: employee only about $319,099 at 4% or $212,733 at 6%; with 50% employer match about $212,733 at 4% or $141,822 at 6%; with 100% employer match about $159,549 at 4% or $106,366 at 6%.
Montgomery Bell Academy Pension Plan-54$10,379,839$390,000$7,222iApproximate average salary by contribution assumption: employee only about $180,556 at 4% or $120,370 at 6%; with 50% employer match about $120,370 at 4% or $80,247 at 6%; with 100% employer match about $90,278 at 4% or $60,185 at 6%.
Tiaa-Cref Tax Deferred Annuity Plan for Affected Administrators of M.B.A.-6$530,545--
Montgomery Bell Academy Welfare Benefit Plan-129---
20144128$30,667,117$2,163,288$16,901iApproximate average salary by contribution assumption: employee only about $422,517 at 4% or $281,678 at 6%; with 50% employer match about $281,678 at 4% or $187,785 at 6%; with 100% employer match about $211,259 at 4% or $140,839 at 6%.
Montgomery Bell Academy 403B Tax Sheltered Investment Program-124$19,028,807$1,503,288$12,123iApproximate average salary by contribution assumption: employee only about $303,082 at 4% or $202,055 at 6%; with 50% employer match about $202,055 at 4% or $134,703 at 6%; with 100% employer match about $151,541 at 4% or $101,027 at 6%.
Montgomery Bell Academy Pension Plan-57$11,112,499$660,000$11,579iApproximate average salary by contribution assumption: employee only about $289,474 at 4% or $192,982 at 6%; with 50% employer match about $192,982 at 4% or $128,655 at 6%; with 100% employer match about $144,737 at 4% or $96,491 at 6%.
Tiaa-Cref Tax Deferred Annuity Plan for Affected Administrators of M.B.A.-6$525,811--
Montgomery Bell Academy Welfare Benefit Plan-128---
20134142$28,838,987$2,024,964$14,260iApproximate average salary by contribution assumption: employee only about $356,508 at 4% or $237,672 at 6%; with 50% employer match about $237,672 at 4% or $158,448 at 6%; with 100% employer match about $178,254 at 4% or $118,836 at 6%.
Montgomery Bell Academy 403B Tax Sheltered Investment Program-142$17,526,786$1,379,131$9,712iApproximate average salary by contribution assumption: employee only about $242,805 at 4% or $161,870 at 6%; with 50% employer match about $161,870 at 4% or $107,913 at 6%; with 100% employer match about $121,402 at 4% or $80,935 at 6%.
Montgomery Bell Academy Pension Plan-63$10,778,591$645,833$10,251iApproximate average salary by contribution assumption: employee only about $256,283 at 4% or $170,855 at 6%; with 50% employer match about $170,855 at 4% or $113,904 at 6%; with 100% employer match about $128,141 at 4% or $85,428 at 6%.
Tiaa-Cref Tax Deferred Annuity Plan for Affected Administrators of M.B.A.-6$533,610--
Montgomery Bell Academy Welfare Benefit Plan-134---
20124144$25,303,545$2,251,199$15,633iApproximate average salary by contribution assumption: employee only about $390,833 at 4% or $260,555 at 6%; with 50% employer match about $260,555 at 4% or $173,704 at 6%; with 100% employer match about $195,417 at 4% or $130,278 at 6%.
Montgomery Bell Academy 403B Tax Sheltered Investment Program-144$14,871,427$1,453,123$10,091iApproximate average salary by contribution assumption: employee only about $252,278 at 4% or $168,186 at 6%; with 50% employer match about $168,186 at 4% or $112,124 at 6%; with 100% employer match about $126,139 at 4% or $84,093 at 6%.
Montgomery Bell Academy Pension Plan-71$9,934,165$798,076$11,241iApproximate average salary by contribution assumption: employee only about $281,013 at 4% or $187,342 at 6%; with 50% employer match about $187,342 at 4% or $124,895 at 6%; with 100% employer match about $140,506 at 4% or $93,671 at 6%.
Tiaa-Cref Tax Deferred Annuity Plan for Affected Administrators of M.B.A.-7$497,953--
Montgomery Bell Academy Welfare Benefit Plan-133---
20114158$22,020,686$1,511,512$9,567iApproximate average salary by contribution assumption: employee only about $239,163 at 4% or $159,442 at 6%; with 50% employer match about $159,442 at 4% or $106,295 at 6%; with 100% employer match about $119,582 at 4% or $79,721 at 6%.
Montgomery Bell Academy 403B Tax Sheltered Investment Program-158$13,031,318$1,257,248$7,957iApproximate average salary by contribution assumption: employee only about $198,932 at 4% or $132,621 at 6%; with 50% employer match about $132,621 at 4% or $88,414 at 6%; with 100% employer match about $99,466 at 4% or $66,311 at 6%.
Montgomery Bell Academy Pension Plan-76$8,466,442$247,444$3,256iApproximate average salary by contribution assumption: employee only about $81,396 at 4% or $54,264 at 6%; with 50% employer match about $54,264 at 4% or $36,176 at 6%; with 100% employer match about $40,698 at 4% or $27,132 at 6%.
Tiaa-Cref Tax Deferred Annuity Plan for Affected Administrators of M.B.A.-8$522,926$6,820$853iApproximate average salary by contribution assumption: employee only about $21,313 at 4% or $14,208 at 6%; with 50% employer match about $14,208 at 4% or $9,472 at 6%; with 100% employer match about $10,656 at 4% or $7,104 at 6%.
Montgomery Bell Academy Welfare Benefit Plan-129---
20104153$22,612,846$1,723,168$11,263iApproximate average salary by contribution assumption: employee only about $281,563 at 4% or $187,709 at 6%; with 50% employer match about $187,709 at 4% or $125,139 at 6%; with 100% employer match about $140,782 at 4% or $93,854 at 6%.
Montgomery Bell Academy 403B Tax Sheltered Investment Program-153$13,271,621$1,238,659$8,096iApproximate average salary by contribution assumption: employee only about $202,395 at 4% or $134,930 at 6%; with 50% employer match about $134,930 at 4% or $89,953 at 6%; with 100% employer match about $101,198 at 4% or $67,465 at 6%.
Montgomery Bell Academy Pension Plan-82$8,774,126$468,099$5,709iApproximate average salary by contribution assumption: employee only about $142,713 at 4% or $95,142 at 6%; with 50% employer match about $95,142 at 4% or $63,428 at 6%; with 100% employer match about $71,357 at 4% or $47,571 at 6%.
Tiaa-Cref Tax Deferred Annuity Plan for Affected Administrators of M.B.A.-9$567,099$16,410$1,823iApproximate average salary by contribution assumption: employee only about $45,583 at 4% or $30,389 at 6%; with 50% employer match about $30,389 at 4% or $20,259 at 6%; with 100% employer match about $22,792 at 4% or $15,194 at 6%.
Montgomery Bell Academy Welfare Benefit Plan-135---
20094138$18,525,531$1,622,939$11,760iApproximate average salary by contribution assumption: employee only about $294,011 at 4% or $196,007 at 6%; with 50% employer match about $196,007 at 4% or $130,671 at 6%; with 100% employer match about $147,005 at 4% or $98,004 at 6%.
Montgomery Bell Academy 403B Tax Sheltered Investment Program-138$10,494,339$1,202,971$8,717iApproximate average salary by contribution assumption: employee only about $217,930 at 4% or $145,286 at 6%; with 50% employer match about $145,286 at 4% or $96,858 at 6%; with 100% employer match about $108,965 at 4% or $72,643 at 6%.
Montgomery Bell Academy Pension Plan-93$7,433,289$392,914$4,225iApproximate average salary by contribution assumption: employee only about $105,622 at 4% or $70,415 at 6%; with 50% employer match about $70,415 at 4% or $46,943 at 6%; with 100% employer match about $52,811 at 4% or $35,207 at 6%.
Tiaa-Cref Tax Deferred Annuity Plan for Affected Administrators of M.B.A.-9$597,903$27,054$3,006iApproximate average salary by contribution assumption: employee only about $75,150 at 4% or $50,100 at 6%; with 50% employer match about $50,100 at 4% or $33,400 at 6%; with 100% employer match about $37,575 at 4% or $25,050 at 6%.
Montgomery Bell Academy Welfare Benefit Plan-133---
20084135$6,595,446$303,291$2,247iApproximate average salary by contribution assumption: employee only about $56,165 at 4% or $37,443 at 6%; with 50% employer match about $37,443 at 4% or $24,962 at 6%; with 100% employer match about $28,083 at 4% or $18,722 at 6%.
Montgomery Bell Academy Pension Plan-100$6,595,446$303,291$3,033iApproximate average salary by contribution assumption: employee only about $75,823 at 4% or $50,549 at 6%; with 50% employer match about $50,549 at 4% or $33,699 at 6%; with 100% employer match about $37,911 at 4% or $25,274 at 6%.
Tiaa-Cref Tax Deferred Annuity Plan for Affected Administrators of M.B.A.-0---
Montgomery Bell Academy 403B Tax Sheltered Investment Program-0---
Montgomery Bell Academy Welfare Benefit Plan-135---
20073115$8,073,202$326,753$2,841iApproximate average salary by contribution assumption: employee only about $71,033 at 4% or $47,356 at 6%; with 50% employer match about $47,356 at 4% or $31,570 at 6%; with 100% employer match about $35,517 at 4% or $23,678 at 6%.
Montgomery Bell Academy Pension Plan-110$8,073,202$326,753$2,970iApproximate average salary by contribution assumption: employee only about $74,262 at 4% or $49,508 at 6%; with 50% employer match about $49,508 at 4% or $33,005 at 6%; with 100% employer match about $37,131 at 4% or $24,754 at 6%.
Montgomery Bell Academy Welfare Benefit Plan-115---
Montgomery Bell Academy 403B Tax Sheltered Investment Program-0---
20064130$7,999,053$1,436,430$11,049iApproximate average salary by contribution assumption: employee only about $276,237 at 4% or $184,158 at 6%; with 50% employer match about $184,158 at 4% or $122,772 at 6%; with 100% employer match about $138,118 at 4% or $92,079 at 6%.
Montgomery Bell Academy Pension Plan-113$7,999,053$1,436,430$12,712iApproximate average salary by contribution assumption: employee only about $317,794 at 4% or $211,863 at 6%; with 50% employer match about $211,863 at 4% or $141,242 at 6%; with 100% employer match about $158,897 at 4% or $105,931 at 6%.
Montgomery Bell Academy Welfare Benefit Plan-130---
Montgomery Bell Academy 403B Tax Sheltered Investment Program-0---
Tiaa-Cref Tax Deferred Annuity Plan for Affected Administrators of M.B.A.-0---
20054128$5,691,438$529,546$4,137iApproximate average salary by contribution assumption: employee only about $103,427 at 4% or $68,951 at 6%; with 50% employer match about $68,951 at 4% or $45,968 at 6%; with 100% employer match about $51,713 at 4% or $34,476 at 6%.
Montgomery Bell Academy Pension Plan-120$5,691,438$529,546$4,413iApproximate average salary by contribution assumption: employee only about $110,322 at 4% or $73,548 at 6%; with 50% employer match about $73,548 at 4% or $49,032 at 6%; with 100% employer match about $55,161 at 4% or $36,774 at 6%.
Montgomery Bell Academy Welfare Benefit Plan-128---
Tiaa-Cref Tax Deferred Annuity Plan for Affected Administrators of M.B.A.-0---
Montgomery Bell Academy 403B Tax Sheltered Investment Program-0---
20044123$4,853,285$335,043$2,724iApproximate average salary by contribution assumption: employee only about $68,098 at 4% or $45,399 at 6%; with 50% employer match about $45,399 at 4% or $30,266 at 6%; with 100% employer match about $34,049 at 4% or $22,699 at 6%.
Montgomery Bell Academy Pension Plan-116$4,853,285$335,043$2,888iApproximate average salary by contribution assumption: employee only about $72,208 at 4% or $48,138 at 6%; with 50% employer match about $48,138 at 4% or $32,092 at 6%; with 100% employer match about $36,104 at 4% or $24,069 at 6%.
Montgomery Bell Academy Welfare Benefit Plan-123---
Tiaa-Cref Tax Deferred Annuity Plan for Affected Administrators of M.B.A.-0---
Montgomery Bell Academy 403B Tax Sheltered Investment Program-0---
20034121$3,997,761$313,246$2,589iApproximate average salary by contribution assumption: employee only about $64,720 at 4% or $43,147 at 6%; with 50% employer match about $43,147 at 4% or $28,765 at 6%; with 100% employer match about $32,360 at 4% or $21,573 at 6%.
Montgomery Bell Academy Pension Plan-105$3,997,761$313,246$2,983iApproximate average salary by contribution assumption: employee only about $74,582 at 4% or $49,722 at 6%; with 50% employer match about $49,722 at 4% or $33,148 at 6%; with 100% employer match about $37,291 at 4% or $24,861 at 6%.
Montgomery Bell Academy Welfare Benefit Plan-121---
Tiaa-Cref Tax Deferred Annuity Plan for Affected Administrators of M.B.A.-0---
Montgomery Bell Academy 403B Tax Sheltered Investment Program-0---
20024110$3,396,252$269,451$2,450iApproximate average salary by contribution assumption: employee only about $61,239 at 4% or $40,826 at 6%; with 50% employer match about $40,826 at 4% or $27,217 at 6%; with 100% employer match about $30,619 at 4% or $20,413 at 6%.
Montgomery Bell Academy Pension Plan-102$3,396,252$269,451$2,642iApproximate average salary by contribution assumption: employee only about $66,042 at 4% or $44,028 at 6%; with 50% employer match about $44,028 at 4% or $29,352 at 6%; with 100% employer match about $33,021 at 4% or $22,014 at 6%.
Montgomery Bell Academy Welfare Benefit Plan-110---
Tiaa-Cref Tax Deferred Annuity Plan for Affected Administrators of M.B.A.-0---
Montgomery Bell Academy 403B Tax Sheltered Investment Program-0---
20014112$3,402,772$162,399$1,450iApproximate average salary by contribution assumption: employee only about $36,250 at 4% or $24,167 at 6%; with 50% employer match about $24,167 at 4% or $16,111 at 6%; with 100% employer match about $18,125 at 4% or $12,083 at 6%.
Montgomery Bell Academy Pension Plan-91$3,402,772$162,399$1,785iApproximate average salary by contribution assumption: employee only about $44,615 at 4% or $29,743 at 6%; with 50% employer match about $29,743 at 4% or $19,829 at 6%; with 100% employer match about $22,308 at 4% or $14,872 at 6%.
Tiaa-Cref Tax Deferred Annuity Plan for Affected Administrators of M.B.A.-0---
Montgomery Bell Academy 403B Tax Sheltered Investment Program-0---
Montgomery Bell Academy Welfare Benefit Plan-112---
200020$0$0-
Tiaa-Cref Tax Deferred Annuity Plan for Affected Administrators of M.B.A.-0---
Montgomery Bell Academy 403B Tax Sheltered Investment Program-0---
1999395$3,604,227$94,125$991iApproximate average salary by contribution assumption: employee only about $24,770 at 4% or $16,513 at 6%; with 50% employer match about $16,513 at 4% or $11,009 at 6%; with 100% employer match about $12,385 at 4% or $8,257 at 6%.
Montgomery Bell Academy Pension Plan-95$3,604,227$94,125$991iApproximate average salary by contribution assumption: employee only about $24,770 at 4% or $16,513 at 6%; with 50% employer match about $16,513 at 4% or $11,009 at 6%; with 100% employer match about $12,385 at 4% or $8,257 at 6%.
Tiaa-Cref Tax Deferred Annuity Plan for Affected Administrators of M.B.A.-0---
Montgomery Bell Academy 403B Tax Sheltered Investment Program-0---