Civic Intelligence

MONTESSORI ACADEMY

Plan context: Montessori Academy Inc 401(K) Profit Sharing Plan & Trust

EIN 75-2990833 • Paradise Valley, AZ • 17 filings • 5 plans

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6050 N Invergordon RdParadise Valley, AZ 85253-5248
Current Snapshot

Latest Year

2024

2024 Participants

19

2024 Assets

$136,405

2024 Contributions

$15,127

Historical Graphs

Total Assets Over Time

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

$136,405$68,203$0200420172024YearValue
$136,405Latest year 2024

Participants Over Time

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

32160200420162024YearValue
19Latest 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
2024119$136,405$15,127$796iApproximate average salary by contribution assumption: employee only about $19,904 at 4% or $13,269 at 6%; with 50% employer match about $13,269 at 4% or $8,846 at 6%; with 100% employer match about $9,952 at 4% or $6,635 at 6%.
Montessori Academy Inc 401(K) Profit Sharing Plan & Trust-19$136,405$15,127$796iApproximate average salary by contribution assumption: employee only about $19,904 at 4% or $13,269 at 6%; with 50% employer match about $13,269 at 4% or $8,846 at 6%; with 100% employer match about $9,952 at 4% or $6,635 at 6%.
2023115$107,030$12,223$815iApproximate average salary by contribution assumption: employee only about $20,372 at 4% or $13,581 at 6%; with 50% employer match about $13,581 at 4% or $9,054 at 6%; with 100% employer match about $10,186 at 4% or $6,791 at 6%.
Montessori Academy Inc 401(K) Profit Sharing Plan & Trust-15$107,030$12,223$815iApproximate average salary by contribution assumption: employee only about $20,372 at 4% or $13,581 at 6%; with 50% employer match about $13,581 at 4% or $9,054 at 6%; with 100% employer match about $10,186 at 4% or $6,791 at 6%.
2022115$95,039$13,792$919iApproximate average salary by contribution assumption: employee only about $22,987 at 4% or $15,324 at 6%; with 50% employer match about $15,324 at 4% or $10,216 at 6%; with 100% employer match about $11,493 at 4% or $7,662 at 6%.
Montessori Academy Inc 401(K) Profit Sharing Plan & Trust-15$95,039$13,792$919iApproximate average salary by contribution assumption: employee only about $22,987 at 4% or $15,324 at 6%; with 50% employer match about $15,324 at 4% or $10,216 at 6%; with 100% employer match about $11,493 at 4% or $7,662 at 6%.
2021114$108,240$7,106$508iApproximate average salary by contribution assumption: employee only about $12,689 at 4% or $8,460 at 6%; with 50% employer match about $8,460 at 4% or $5,640 at 6%; with 100% employer match about $6,345 at 4% or $4,230 at 6%.
Montessori Academy Inc 401(K) Profit Sharing Plan & Trust-14$108,240$7,106$508iApproximate average salary by contribution assumption: employee only about $12,689 at 4% or $8,460 at 6%; with 50% employer match about $8,460 at 4% or $5,640 at 6%; with 100% employer match about $6,345 at 4% or $4,230 at 6%.
2020116$101,344$7,527$470iApproximate average salary by contribution assumption: employee only about $11,761 at 4% or $7,841 at 6%; with 50% employer match about $7,841 at 4% or $5,227 at 6%; with 100% employer match about $5,880 at 4% or $3,920 at 6%.
Montessori Academy Inc 401(K) Profit Sharing Plan & Trust-16$101,344$7,527$470iApproximate average salary by contribution assumption: employee only about $11,761 at 4% or $7,841 at 6%; with 50% employer match about $7,841 at 4% or $5,227 at 6%; with 100% employer match about $5,880 at 4% or $3,920 at 6%.
2019115$104,654$9,196$613iApproximate average salary by contribution assumption: employee only about $15,327 at 4% or $10,218 at 6%; with 50% employer match about $10,218 at 4% or $6,812 at 6%; with 100% employer match about $7,663 at 4% or $5,109 at 6%.
Montessori Academy Inc 401(K) Profit Sharing Plan & Trust-15$104,654$9,196$613iApproximate average salary by contribution assumption: employee only about $15,327 at 4% or $10,218 at 6%; with 50% employer match about $10,218 at 4% or $6,812 at 6%; with 100% employer match about $7,663 at 4% or $5,109 at 6%.
2018115$79,466$13,104$874iApproximate average salary by contribution assumption: employee only about $21,840 at 4% or $14,560 at 6%; with 50% employer match about $14,560 at 4% or $9,707 at 6%; with 100% employer match about $10,920 at 4% or $7,280 at 6%.
Montessori Academy Inc 401(K) Profit Sharing Plan & Trust-15$79,466$13,104$874iApproximate average salary by contribution assumption: employee only about $21,840 at 4% or $14,560 at 6%; with 50% employer match about $14,560 at 4% or $9,707 at 6%; with 100% employer match about $10,920 at 4% or $7,280 at 6%.
2017116$71,447$13,805$863iApproximate average salary by contribution assumption: employee only about $21,570 at 4% or $14,380 at 6%; with 50% employer match about $14,380 at 4% or $9,587 at 6%; with 100% employer match about $10,785 at 4% or $7,190 at 6%.
Montessori Academy Inc 401(K) Profit Sharing Plan & Trust-16$71,447$13,805$863iApproximate average salary by contribution assumption: employee only about $21,570 at 4% or $14,380 at 6%; with 50% employer match about $14,380 at 4% or $9,587 at 6%; with 100% employer match about $10,785 at 4% or $7,190 at 6%.
2016132$49,131$12,308$385iApproximate average salary by contribution assumption: employee only about $9,616 at 4% or $6,410 at 6%; with 50% employer match about $6,410 at 4% or $4,274 at 6%; with 100% employer match about $4,808 at 4% or $3,205 at 6%.
Montessori Academy Inc 401(K) Profit Sharing Plan & Trust-32$49,131$12,308$385iApproximate average salary by contribution assumption: employee only about $9,616 at 4% or $6,410 at 6%; with 50% employer match about $6,410 at 4% or $4,274 at 6%; with 100% employer match about $4,808 at 4% or $3,205 at 6%.
201519$53,443$5,315$591iApproximate average salary by contribution assumption: employee only about $14,764 at 4% or $9,843 at 6%; with 50% employer match about $9,843 at 4% or $6,562 at 6%; with 100% employer match about $7,382 at 4% or $4,921 at 6%.
Montessori Academy Inc 401(K) Plan-9$53,443$5,315$591iApproximate average salary by contribution assumption: employee only about $14,764 at 4% or $9,843 at 6%; with 50% employer match about $9,843 at 4% or $6,562 at 6%; with 100% employer match about $7,382 at 4% or $4,921 at 6%.
2014110$52,182$10,700$1,070iApproximate average salary by contribution assumption: employee only about $26,750 at 4% or $17,833 at 6%; with 50% employer match about $17,833 at 4% or $11,889 at 6%; with 100% employer match about $13,375 at 4% or $8,917 at 6%.
Montessori Academy Inc 401(K) Plan-10$52,182$10,700$1,070iApproximate average salary by contribution assumption: employee only about $26,750 at 4% or $17,833 at 6%; with 50% employer match about $17,833 at 4% or $11,889 at 6%; with 100% employer match about $13,375 at 4% or $8,917 at 6%.
2012110$28,464$5,670$567iApproximate average salary by contribution assumption: employee only about $14,175 at 4% or $9,450 at 6%; with 50% employer match about $9,450 at 4% or $6,300 at 6%; with 100% employer match about $7,088 at 4% or $4,725 at 6%.
Montessori Academy Inc 401(K) Plan-10$28,464$5,670$567iApproximate average salary by contribution assumption: employee only about $14,175 at 4% or $9,450 at 6%; with 50% employer match about $9,450 at 4% or $6,300 at 6%; with 100% employer match about $7,088 at 4% or $4,725 at 6%.
201017$28,211$3,480$497iApproximate average salary by contribution assumption: employee only about $12,429 at 4% or $8,286 at 6%; with 50% employer match about $8,286 at 4% or $5,524 at 6%; with 100% employer match about $6,214 at 4% or $4,143 at 6%.
Montessori Academy Inc 401(K) Plan-7$28,211$3,480$497iApproximate average salary by contribution assumption: employee only about $12,429 at 4% or $8,286 at 6%; with 50% employer match about $8,286 at 4% or $5,524 at 6%; with 100% employer match about $6,214 at 4% or $4,143 at 6%.
200917$21,286$5,045$721iApproximate average salary by contribution assumption: employee only about $18,018 at 4% or $12,012 at 6%; with 50% employer match about $12,012 at 4% or $8,008 at 6%; with 100% employer match about $9,009 at 4% or $6,006 at 6%.
Montessori Academy Inc 401(K) Plan-7$21,286$5,045$721iApproximate average salary by contribution assumption: employee only about $18,018 at 4% or $12,012 at 6%; with 50% employer match about $12,012 at 4% or $8,008 at 6%; with 100% employer match about $9,009 at 4% or $6,006 at 6%.
200719$0$0-
Montessori Academy Inc 401(K) Plan-9---
2006111$19,318$5,590$508iApproximate average salary by contribution assumption: employee only about $12,705 at 4% or $8,470 at 6%; with 50% employer match about $8,470 at 4% or $5,646 at 6%; with 100% employer match about $6,352 at 4% or $4,235 at 6%.
Montessori Academy Inc 401(K) Plan-11$19,318$5,590$508iApproximate average salary by contribution assumption: employee only about $12,705 at 4% or $8,470 at 6%; with 50% employer match about $8,470 at 4% or $5,646 at 6%; with 100% employer match about $6,352 at 4% or $4,235 at 6%.
2004113$7,347$6,105$470iApproximate average salary by contribution assumption: employee only about $11,740 at 4% or $7,827 at 6%; with 50% employer match about $7,827 at 4% or $5,218 at 6%; with 100% employer match about $5,870 at 4% or $3,913 at 6%.
Montessori Academy Inc 401(K) Plan-13$7,347$6,105$470iApproximate average salary by contribution assumption: employee only about $11,740 at 4% or $7,827 at 6%; with 50% employer match about $7,827 at 4% or $5,218 at 6%; with 100% employer match about $5,870 at 4% or $3,913 at 6%.