Undercroft Montessori School
Plan context: Undercroft Montessori School 401K Plan
EIN 73-6099978 • Tulsa, OK • 9 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
30
2024 Assets
$1,679,076
2024 Contributions
$201,990
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 | 30 | $1,679,076 | $201,990 | $6,733iApproximate average salary by contribution assumption: employee only about $168,325 at 4% or $112,217 at 6%; with 50% employer match about $112,217 at 4% or $74,811 at 6%; with 100% employer match about $84,163 at 4% or $56,108 at 6%. |
| Undercroft Montessori School 401K Plan | - | 30 | $1,679,076 | $201,990 | $6,733iApproximate average salary by contribution assumption: employee only about $168,325 at 4% or $112,217 at 6%; with 50% employer match about $112,217 at 4% or $74,811 at 6%; with 100% employer match about $84,163 at 4% or $56,108 at 6%. |
| 2023 | 1 | 22 | $1,284,153 | $197,924 | $8,997iApproximate average salary by contribution assumption: employee only about $224,914 at 4% or $149,942 at 6%; with 50% employer match about $149,942 at 4% or $99,962 at 6%; with 100% employer match about $112,457 at 4% or $74,971 at 6%. |
| Undercroft Montessori School 401K Plan | - | 22 | $1,284,153 | $197,924 | $8,997iApproximate average salary by contribution assumption: employee only about $224,914 at 4% or $149,942 at 6%; with 50% employer match about $149,942 at 4% or $99,962 at 6%; with 100% employer match about $112,457 at 4% or $74,971 at 6%. |
| 2022 | 1 | 27 | $1,143,406 | $173,637 | $6,431iApproximate average salary by contribution assumption: employee only about $160,775 at 4% or $107,183 at 6%; with 50% employer match about $107,183 at 4% or $71,456 at 6%; with 100% employer match about $80,388 at 4% or $53,592 at 6%. |
| Undercroft Montessori School 401K Plan | - | 27 | $1,143,406 | $173,637 | $6,431iApproximate average salary by contribution assumption: employee only about $160,775 at 4% or $107,183 at 6%; with 50% employer match about $107,183 at 4% or $71,456 at 6%; with 100% employer match about $80,388 at 4% or $53,592 at 6%. |
| 2021 | 1 | 26 | $931,954 | $153,873 | $5,918iApproximate average salary by contribution assumption: employee only about $147,955 at 4% or $98,637 at 6%; with 50% employer match about $98,637 at 4% or $65,758 at 6%; with 100% employer match about $73,977 at 4% or $49,318 at 6%. |
| Undercroft Montessori School 401K Plan | - | 26 | $931,954 | $153,873 | $5,918iApproximate average salary by contribution assumption: employee only about $147,955 at 4% or $98,637 at 6%; with 50% employer match about $98,637 at 4% or $65,758 at 6%; with 100% employer match about $73,977 at 4% or $49,318 at 6%. |
| 2020 | 1 | 28 | $962,834 | $152,449 | $5,445iApproximate average salary by contribution assumption: employee only about $136,115 at 4% or $90,743 at 6%; with 50% employer match about $90,743 at 4% or $60,496 at 6%; with 100% employer match about $68,058 at 4% or $45,372 at 6%. |
| Undercroft Montessori School 401K Plan | - | 28 | $962,834 | $152,449 | $5,445iApproximate average salary by contribution assumption: employee only about $136,115 at 4% or $90,743 at 6%; with 50% employer match about $90,743 at 4% or $60,496 at 6%; with 100% employer match about $68,058 at 4% or $45,372 at 6%. |
| 2019 | 1 | 27 | $631,849 | $133,974 | $4,962iApproximate average salary by contribution assumption: employee only about $124,050 at 4% or $82,700 at 6%; with 50% employer match about $82,700 at 4% or $55,133 at 6%; with 100% employer match about $62,025 at 4% or $41,350 at 6%. |
| Undercroft Montessori School 401K Plan | - | 27 | $631,849 | $133,974 | $4,962iApproximate average salary by contribution assumption: employee only about $124,050 at 4% or $82,700 at 6%; with 50% employer match about $82,700 at 4% or $55,133 at 6%; with 100% employer match about $62,025 at 4% or $41,350 at 6%. |
| 2018 | 1 | 26 | $476,107 | $76,132 | $2,928iApproximate average salary by contribution assumption: employee only about $73,204 at 4% or $48,803 at 6%; with 50% employer match about $48,803 at 4% or $32,535 at 6%; with 100% employer match about $36,602 at 4% or $24,401 at 6%. |
| Undercroft Montessori School 401K Plan | - | 26 | $476,107 | $76,132 | $2,928iApproximate average salary by contribution assumption: employee only about $73,204 at 4% or $48,803 at 6%; with 50% employer match about $48,803 at 4% or $32,535 at 6%; with 100% employer match about $36,602 at 4% or $24,401 at 6%. |
| 2017 | 1 | 26 | $389,817 | $95,664 | $3,679iApproximate average salary by contribution assumption: employee only about $91,985 at 4% or $61,323 at 6%; with 50% employer match about $61,323 at 4% or $40,882 at 6%; with 100% employer match about $45,992 at 4% or $30,662 at 6%. |
| Undercroft Montessori School 401K Plan | - | 26 | $389,817 | $95,664 | $3,679iApproximate average salary by contribution assumption: employee only about $91,985 at 4% or $61,323 at 6%; with 50% employer match about $61,323 at 4% or $40,882 at 6%; with 100% employer match about $45,992 at 4% or $30,662 at 6%. |
| 2015 | 1 | 24 | $211,817 | $212,126 | $8,839iApproximate average salary by contribution assumption: employee only about $220,965 at 4% or $147,310 at 6%; with 50% employer match about $147,310 at 4% or $98,206 at 6%; with 100% employer match about $110,482 at 4% or $73,655 at 6%. |
| Undercroft Montessori School 401K Plan | - | 24 | $211,817 | $212,126 | $8,839iApproximate average salary by contribution assumption: employee only about $220,965 at 4% or $147,310 at 6%; with 50% employer match about $147,310 at 4% or $98,206 at 6%; with 100% employer match about $110,482 at 4% or $73,655 at 6%. |