Civic Intelligence

Dale County Mental Retardation Board

Plan context: VIVIAN B. ADAMS SCHOOL BOARD RETIREMENT PLAN

EIN 63-0597211 • Ozark, AL • 26 filings • 4 plans

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2047 Stuart Tarter RdOzark, AL 36360
Current Snapshot

Latest Year

2024

2024 Participants

48

2024 Assets

$3,002,416

2024 Contributions

$240,088

Historical Graphs

Total Assets Over Time

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

$3,002,416$1,501,208$0199920142024YearValue
$3,002,416Latest year 2024

Participants Over Time

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

66330199920112024YearValue
48Latest 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
2024148$3,002,416$240,088$5,002iApproximate average salary by contribution assumption: employee only about $125,046 at 4% or $83,364 at 6%; with 50% employer match about $83,364 at 4% or $55,576 at 6%; with 100% employer match about $62,523 at 4% or $41,682 at 6%.
VIVIAN B. ADAMS SCHOOL BOARD RETIREMENT PLAN-48$3,002,416$240,088$5,002iApproximate average salary by contribution assumption: employee only about $125,046 at 4% or $83,364 at 6%; with 50% employer match about $83,364 at 4% or $55,576 at 6%; with 100% employer match about $62,523 at 4% or $41,682 at 6%.
2023151$2,906,280$251,685$4,935iApproximate average salary by contribution assumption: employee only about $123,375 at 4% or $82,250 at 6%; with 50% employer match about $82,250 at 4% or $54,833 at 6%; with 100% employer match about $61,688 at 4% or $41,125 at 6%.
VIVIAN B. ADAMS SCHOOL BOARD RETIREMENT PLAN-51$2,906,280$251,685$4,935iApproximate average salary by contribution assumption: employee only about $123,375 at 4% or $82,250 at 6%; with 50% employer match about $82,250 at 4% or $54,833 at 6%; with 100% employer match about $61,688 at 4% or $41,125 at 6%.
2022152$2,399,924$370,687$7,129iApproximate average salary by contribution assumption: employee only about $178,215 at 4% or $118,810 at 6%; with 50% employer match about $118,810 at 4% or $79,207 at 6%; with 100% employer match about $89,107 at 4% or $59,405 at 6%.
VIVIAN B. ADAMS SCHOOL BOARD RETIREMENT PLAN-52$2,399,924$370,687$7,129iApproximate average salary by contribution assumption: employee only about $178,215 at 4% or $118,810 at 6%; with 50% employer match about $118,810 at 4% or $79,207 at 6%; with 100% employer match about $89,107 at 4% or $59,405 at 6%.
2021166$2,084,485$212,656$3,222iApproximate average salary by contribution assumption: employee only about $80,552 at 4% or $53,701 at 6%; with 50% employer match about $53,701 at 4% or $35,801 at 6%; with 100% employer match about $40,276 at 4% or $26,851 at 6%.
VIVIAN B. ADAMS SCHOOL BOARD RETIREMENT PLAN-66$2,084,485$212,656$3,222iApproximate average salary by contribution assumption: employee only about $80,552 at 4% or $53,701 at 6%; with 50% employer match about $53,701 at 4% or $35,801 at 6%; with 100% employer match about $40,276 at 4% or $26,851 at 6%.
2020157$2,370,810$191,515$3,360iApproximate average salary by contribution assumption: employee only about $83,998 at 4% or $55,999 at 6%; with 50% employer match about $55,999 at 4% or $37,332 at 6%; with 100% employer match about $41,999 at 4% or $27,999 at 6%.
VIVIAN B. ADAMS SCHOOL BOARD RETIREMENT PLAN-57$2,370,810$191,515$3,360iApproximate average salary by contribution assumption: employee only about $83,998 at 4% or $55,999 at 6%; with 50% employer match about $55,999 at 4% or $37,332 at 6%; with 100% employer match about $41,999 at 4% or $27,999 at 6%.
2019161$2,679,338$167,906$2,753iApproximate average salary by contribution assumption: employee only about $68,814 at 4% or $45,876 at 6%; with 50% employer match about $45,876 at 4% or $30,584 at 6%; with 100% employer match about $34,407 at 4% or $22,938 at 6%.
VIVIAN B. ADAMS SCHOOL BOARD RETIREMENT PLAN-61$2,679,338$167,906$2,753iApproximate average salary by contribution assumption: employee only about $68,814 at 4% or $45,876 at 6%; with 50% employer match about $45,876 at 4% or $30,584 at 6%; with 100% employer match about $34,407 at 4% or $22,938 at 6%.
2018159$2,671,865$168,909$2,863iApproximate average salary by contribution assumption: employee only about $71,572 at 4% or $47,714 at 6%; with 50% employer match about $47,714 at 4% or $31,810 at 6%; with 100% employer match about $35,786 at 4% or $23,857 at 6%.
VIVIAN B. ADAMS SCHOOL BOARD RETIREMENT PLAN-59$2,671,865$168,909$2,863iApproximate average salary by contribution assumption: employee only about $71,572 at 4% or $47,714 at 6%; with 50% employer match about $47,714 at 4% or $31,810 at 6%; with 100% employer match about $35,786 at 4% or $23,857 at 6%.
2017158$2,554,884$144,291$2,488iApproximate average salary by contribution assumption: employee only about $62,194 at 4% or $41,463 at 6%; with 50% employer match about $41,463 at 4% or $27,642 at 6%; with 100% employer match about $31,097 at 4% or $20,731 at 6%.
VIVIAN B. ADAMS SCHOOL BOARD RETIREMENT PLAN-58$2,554,884$144,291$2,488iApproximate average salary by contribution assumption: employee only about $62,194 at 4% or $41,463 at 6%; with 50% employer match about $41,463 at 4% or $27,642 at 6%; with 100% employer match about $31,097 at 4% or $20,731 at 6%.
2016158$2,511,665$144,311$2,488iApproximate average salary by contribution assumption: employee only about $62,203 at 4% or $41,469 at 6%; with 50% employer match about $41,469 at 4% or $27,646 at 6%; with 100% employer match about $31,102 at 4% or $20,734 at 6%.
VIVIAN B. ADAMS SCHOOL BOARD RETIREMENT PLAN-58$2,511,665$144,311$2,488iApproximate average salary by contribution assumption: employee only about $62,203 at 4% or $41,469 at 6%; with 50% employer match about $41,469 at 4% or $27,646 at 6%; with 100% employer match about $31,102 at 4% or $20,734 at 6%.
201510$0$347,307-
Dale County Mental Retardation Board Money Purchase Pension Plan-0$0$347,307-
2014154$2,476,065$231,271$4,283iApproximate average salary by contribution assumption: employee only about $107,070 at 4% or $71,380 at 6%; with 50% employer match about $71,380 at 4% or $47,587 at 6%; with 100% employer match about $53,535 at 4% or $35,690 at 6%.
Dale County Mental Retardation Board Money Purchase Pension Plan-54$2,476,065$231,271$4,283iApproximate average salary by contribution assumption: employee only about $107,070 at 4% or $71,380 at 6%; with 50% employer match about $71,380 at 4% or $47,587 at 6%; with 100% employer match about $53,535 at 4% or $35,690 at 6%.
2013153$2,339,502$295,840$5,582iApproximate average salary by contribution assumption: employee only about $139,547 at 4% or $93,031 at 6%; with 50% employer match about $93,031 at 4% or $62,021 at 6%; with 100% employer match about $69,774 at 4% or $46,516 at 6%.
Dale County Mental Retardation Board Money Purchase Pension Plan-53$2,339,502$295,840$5,582iApproximate average salary by contribution assumption: employee only about $139,547 at 4% or $93,031 at 6%; with 50% employer match about $93,031 at 4% or $62,021 at 6%; with 100% employer match about $69,774 at 4% or $46,516 at 6%.
2012149$2,166,613$268,246$5,474iApproximate average salary by contribution assumption: employee only about $136,860 at 4% or $91,240 at 6%; with 50% employer match about $91,240 at 4% or $60,827 at 6%; with 100% employer match about $68,430 at 4% or $45,620 at 6%.
Dale County Mental Retardation Board Money Purchase Pension Plan-49$2,166,613$268,246$5,474iApproximate average salary by contribution assumption: employee only about $136,860 at 4% or $91,240 at 6%; with 50% employer match about $91,240 at 4% or $60,827 at 6%; with 100% employer match about $68,430 at 4% or $45,620 at 6%.
2011147$2,033,032$267,709$5,696iApproximate average salary by contribution assumption: employee only about $142,398 at 4% or $94,932 at 6%; with 50% employer match about $94,932 at 4% or $63,288 at 6%; with 100% employer match about $71,199 at 4% or $47,466 at 6%.
Dale County Mental Retardation Board Money Purchase Pension Plan-47$2,033,032$267,709$5,696iApproximate average salary by contribution assumption: employee only about $142,398 at 4% or $94,932 at 6%; with 50% employer match about $94,932 at 4% or $63,288 at 6%; with 100% employer match about $71,199 at 4% or $47,466 at 6%.
2010147$1,807,265$267,660$5,695iApproximate average salary by contribution assumption: employee only about $142,372 at 4% or $94,915 at 6%; with 50% employer match about $94,915 at 4% or $63,277 at 6%; with 100% employer match about $71,186 at 4% or $47,457 at 6%.
Dale County Mental Retardation Board Money Purchase Pension Plan-47$1,807,265$267,660$5,695iApproximate average salary by contribution assumption: employee only about $142,372 at 4% or $94,915 at 6%; with 50% employer match about $94,915 at 4% or $63,277 at 6%; with 100% employer match about $71,186 at 4% or $47,457 at 6%.
2009144$1,658,236$267,015$6,069iApproximate average salary by contribution assumption: employee only about $151,713 at 4% or $101,142 at 6%; with 50% employer match about $101,142 at 4% or $67,428 at 6%; with 100% employer match about $75,857 at 4% or $50,571 at 6%.
Dale County Mental Retardation Board Money Purchase Pension Plan-44$1,658,236$267,015$6,069iApproximate average salary by contribution assumption: employee only about $151,713 at 4% or $101,142 at 6%; with 50% employer match about $101,142 at 4% or $67,428 at 6%; with 100% employer match about $75,857 at 4% or $50,571 at 6%.
2008139$0$0-
Dale County Mental Retardation Board Money Purchase Pension Plan-39---
2007139$0$0-
Dale County Mental Retardation Board Money Purchase Pension Plan-39---
2006140$1,962,294$143,231$3,581iApproximate average salary by contribution assumption: employee only about $89,519 at 4% or $59,680 at 6%; with 50% employer match about $59,680 at 4% or $39,786 at 6%; with 100% employer match about $44,760 at 4% or $29,840 at 6%.
Dale County Mental Retardation Board Money Purchase Pension Plan-40$1,962,294$143,231$3,581iApproximate average salary by contribution assumption: employee only about $89,519 at 4% or $59,680 at 6%; with 50% employer match about $59,680 at 4% or $39,786 at 6%; with 100% employer match about $44,760 at 4% or $29,840 at 6%.
2005145$1,858,184$135,485$3,011iApproximate average salary by contribution assumption: employee only about $75,269 at 4% or $50,180 at 6%; with 50% employer match about $50,180 at 4% or $33,453 at 6%; with 100% employer match about $37,635 at 4% or $25,090 at 6%.
Dale County Mental Retardation Board Money Purchase Pension Plan-45$1,858,184$135,485$3,011iApproximate average salary by contribution assumption: employee only about $75,269 at 4% or $50,180 at 6%; with 50% employer match about $50,180 at 4% or $33,453 at 6%; with 100% employer match about $37,635 at 4% or $25,090 at 6%.
2004151$1,714,678$194,545$3,815iApproximate average salary by contribution assumption: employee only about $95,365 at 4% or $63,577 at 6%; with 50% employer match about $63,577 at 4% or $42,385 at 6%; with 100% employer match about $47,683 at 4% or $31,788 at 6%.
Dale County Mental Retardation Board Money Purchase Pension Plan-51$1,714,678$194,545$3,815iApproximate average salary by contribution assumption: employee only about $95,365 at 4% or $63,577 at 6%; with 50% employer match about $63,577 at 4% or $42,385 at 6%; with 100% employer match about $47,683 at 4% or $31,788 at 6%.
2003156$0$0-
Dale County Mental Retardation Board Money Purchase Pension Plan-56---
2002144$0$0-
Dale County Mental Retardation Board Money Purchase Pension Plan-44---
2001130$0$0-
Dale County Mental Retardation Board Money Purchase Pension Plan-30---
2000135$0$0-
Dale County Mental Retardation Board Money Purchase Pension Plan-35---
1999135$1,516,290$119,279$3,408iApproximate average salary by contribution assumption: employee only about $85,199 at 4% or $56,800 at 6%; with 50% employer match about $56,800 at 4% or $37,866 at 6%; with 100% employer match about $42,600 at 4% or $28,400 at 6%.
Dale County Mental Retardation Board Money Purchase Pension Plan-35$1,516,290$119,279$3,408iApproximate average salary by contribution assumption: employee only about $85,199 at 4% or $56,800 at 6%; with 50% employer match about $56,800 at 4% or $37,866 at 6%; with 100% employer match about $42,600 at 4% or $28,400 at 6%.