Montana Education Association
Plan context: Montana Education Association 401K Profit Sharing Plan & Trust
EIN 81-0169635 • Helena, MT • 45 filings • 9 plans
Current Snapshot
Latest Year
2022
2022 Participants
30
2022 Assets
$4,910,467
2022 Contributions
$244,590
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 |
|---|---|---|---|---|---|
| 2022 | 1 | 30 | $4,910,467 | $244,590 | $8,153iApproximate average salary by contribution assumption: employee only about $203,825 at 4% or $135,883 at 6%; with 50% employer match about $135,883 at 4% or $90,589 at 6%; with 100% employer match about $101,913 at 4% or $67,942 at 6%. |
| Montana Education Association 401K Profit Sharing Plan & Trust | - | 30 | $4,910,467 | $244,590 | $8,153iApproximate average salary by contribution assumption: employee only about $203,825 at 4% or $135,883 at 6%; with 50% employer match about $135,883 at 4% or $90,589 at 6%; with 100% employer match about $101,913 at 4% or $67,942 at 6%. |
| 2021 | 1 | 29 | $5,014,048 | $223,350 | $7,702iApproximate average salary by contribution assumption: employee only about $192,543 at 4% or $128,362 at 6%; with 50% employer match about $128,362 at 4% or $85,575 at 6%; with 100% employer match about $96,272 at 4% or $64,181 at 6%. |
| Montana Education Association 401K Profit Sharing Plan & Trust | - | 29 | $5,014,048 | $223,350 | $7,702iApproximate average salary by contribution assumption: employee only about $192,543 at 4% or $128,362 at 6%; with 50% employer match about $128,362 at 4% or $85,575 at 6%; with 100% employer match about $96,272 at 4% or $64,181 at 6%. |
| 2020 | 1 | 29 | $5,619,814 | $211,631 | $7,298iApproximate average salary by contribution assumption: employee only about $182,441 at 4% or $121,627 at 6%; with 50% employer match about $121,627 at 4% or $81,085 at 6%; with 100% employer match about $91,220 at 4% or $60,814 at 6%. |
| Montana Education Association 401K Profit Sharing Plan & Trust | - | 29 | $5,619,814 | $211,631 | $7,298iApproximate average salary by contribution assumption: employee only about $182,441 at 4% or $121,627 at 6%; with 50% employer match about $121,627 at 4% or $81,085 at 6%; with 100% employer match about $91,220 at 4% or $60,814 at 6%. |
| 2019 | 2 | 32 | $5,899,254 | $249,836 | $7,807iApproximate average salary by contribution assumption: employee only about $195,184 at 4% or $130,123 at 6%; with 50% employer match about $130,123 at 4% or $86,749 at 6%; with 100% employer match about $97,592 at 4% or $65,061 at 6%. |
| Montana Education Association 401K Profit Sharing Plan & Trust | - | 32 | $5,899,254 | $231,446 | $7,233iApproximate average salary by contribution assumption: employee only about $180,817 at 4% or $120,545 at 6%; with 50% employer match about $120,545 at 4% or $80,363 at 6%; with 100% employer match about $90,409 at 4% or $60,272 at 6%. |
| Mea-Mft Officer'S Money Purchase Pension Plan | - | 0 | $0 | $18,390 | - |
| 2018 | 2 | 31 | $5,785,720 | $255,388 | $8,238iApproximate average salary by contribution assumption: employee only about $205,958 at 4% or $137,305 at 6%; with 50% employer match about $137,305 at 4% or $91,537 at 6%; with 100% employer match about $102,979 at 4% or $68,653 at 6%. |
| Montana Education Association 401K Profit Sharing Plan & Trust | - | 31 | $5,233,269 | $221,424 | $7,143iApproximate average salary by contribution assumption: employee only about $178,568 at 4% or $119,045 at 6%; with 50% employer match about $119,045 at 4% or $79,363 at 6%; with 100% employer match about $89,284 at 4% or $59,523 at 6%. |
| Mea-Mft Officer'S Money Purchase Pension Plan | - | 1 | $552,451 | $33,964 | $33,964iApproximate average salary by contribution assumption: employee only about $849,100 at 4% or $566,067 at 6%; with 50% employer match about $566,067 at 4% or $377,378 at 6%; with 100% employer match about $424,550 at 4% or $283,033 at 6%. |
| 2017 | 2 | 31 | $5,663,658 | $264,904 | $8,545iApproximate average salary by contribution assumption: employee only about $213,632 at 4% or $142,422 at 6%; with 50% employer match about $142,422 at 4% or $94,948 at 6%; with 100% employer match about $106,816 at 4% or $71,211 at 6%. |
| Montana Education Association 401K Profit Sharing Plan & Trust | - | 31 | $5,104,121 | $226,758 | $7,315iApproximate average salary by contribution assumption: employee only about $182,869 at 4% or $121,913 at 6%; with 50% employer match about $121,913 at 4% or $81,275 at 6%; with 100% employer match about $91,435 at 4% or $60,956 at 6%. |
| Mea-Mft Officer'S Money Purchase Pension Plan | - | 1 | $559,537 | $38,146 | $38,146iApproximate average salary by contribution assumption: employee only about $953,650 at 4% or $635,767 at 6%; with 50% employer match about $635,767 at 4% or $423,844 at 6%; with 100% employer match about $476,825 at 4% or $317,883 at 6%. |
| 2016 | 2 | 31 | $4,928,019 | $272,616 | $8,794iApproximate average salary by contribution assumption: employee only about $219,852 at 4% or $146,568 at 6%; with 50% employer match about $146,568 at 4% or $97,712 at 6%; with 100% employer match about $109,926 at 4% or $73,284 at 6%. |
| Montana Education Association 401K Profit Sharing Plan & Trust | - | 31 | $4,453,237 | $234,868 | $7,576iApproximate average salary by contribution assumption: employee only about $189,410 at 4% or $126,273 at 6%; with 50% employer match about $126,273 at 4% or $84,182 at 6%; with 100% employer match about $94,705 at 4% or $63,137 at 6%. |
| Mea-Mft Officer'S Money Purchase Pension Plan | - | 1 | $474,782 | $37,748 | $37,748iApproximate average salary by contribution assumption: employee only about $943,700 at 4% or $629,133 at 6%; with 50% employer match about $629,133 at 4% or $419,422 at 6%; with 100% employer match about $471,850 at 4% or $314,567 at 6%. |
| 2015 | 2 | 33 | $5,290,700 | $292,864 | $8,875iApproximate average salary by contribution assumption: employee only about $221,867 at 4% or $147,911 at 6%; with 50% employer match about $147,911 at 4% or $98,607 at 6%; with 100% employer match about $110,933 at 4% or $73,956 at 6%. |
| Montana Education Association 401K Profit Sharing Plan & Trust | - | 33 | $4,858,083 | $255,634 | $7,746iApproximate average salary by contribution assumption: employee only about $193,662 at 4% or $129,108 at 6%; with 50% employer match about $129,108 at 4% or $86,072 at 6%; with 100% employer match about $96,831 at 4% or $64,554 at 6%. |
| Mea-Mft Officer'S Money Purchase Pension Plan | - | 1 | $432,617 | $37,230 | $37,230iApproximate average salary by contribution assumption: employee only about $930,750 at 4% or $620,500 at 6%; with 50% employer match about $620,500 at 4% or $413,667 at 6%; with 100% employer match about $465,375 at 4% or $310,250 at 6%. |
| 2014 | 2 | 32 | $4,877,079 | $298,660 | $9,333iApproximate average salary by contribution assumption: employee only about $233,328 at 4% or $155,552 at 6%; with 50% employer match about $155,552 at 4% or $103,701 at 6%; with 100% employer match about $116,664 at 4% or $77,776 at 6%. |
| Montana Education Association 401K Profit Sharing Plan & Trust | - | 32 | $4,458,838 | $260,754 | $8,149iApproximate average salary by contribution assumption: employee only about $203,714 at 4% or $135,809 at 6%; with 50% employer match about $135,809 at 4% or $90,540 at 6%; with 100% employer match about $101,857 at 4% or $67,905 at 6%. |
| Mea-Mft Officer'S Money Purchase Pension Plan | - | 1 | $418,241 | $37,906 | $37,906iApproximate average salary by contribution assumption: employee only about $947,650 at 4% or $631,767 at 6%; with 50% employer match about $631,767 at 4% or $421,178 at 6%; with 100% employer match about $473,825 at 4% or $315,883 at 6%. |
| 2013 | 2 | 35 | $5,050,359 | $293,009 | $8,372iApproximate average salary by contribution assumption: employee only about $209,292 at 4% or $139,528 at 6%; with 50% employer match about $139,528 at 4% or $93,019 at 6%; with 100% employer match about $104,646 at 4% or $69,764 at 6%. |
| Montana Education Association 401K Profit Sharing Plan & Trust | - | 35 | $4,665,722 | $258,407 | $7,383iApproximate average salary by contribution assumption: employee only about $184,576 at 4% or $123,051 at 6%; with 50% employer match about $123,051 at 4% or $82,034 at 6%; with 100% employer match about $92,288 at 4% or $61,525 at 6%. |
| Mea-Mft Officer'S Money Purchase Pension Plan | - | 1 | $384,637 | $34,602 | $34,602iApproximate average salary by contribution assumption: employee only about $865,050 at 4% or $576,700 at 6%; with 50% employer match about $576,700 at 4% or $384,467 at 6%; with 100% employer match about $432,525 at 4% or $288,350 at 6%. |
| 2012 | 2 | 35 | $4,291,851 | $254,453 | $7,270iApproximate average salary by contribution assumption: employee only about $181,752 at 4% or $121,168 at 6%; with 50% employer match about $121,168 at 4% or $80,779 at 6%; with 100% employer match about $90,876 at 4% or $60,584 at 6%. |
| Montana Education Association 401K Profit Sharing Plan & Trust | - | 35 | $3,973,028 | $221,105 | $6,317iApproximate average salary by contribution assumption: employee only about $157,932 at 4% or $105,288 at 6%; with 50% employer match about $105,288 at 4% or $70,192 at 6%; with 100% employer match about $78,966 at 4% or $52,644 at 6%. |
| Mea-Mft Officer'S Money Purchase Pension Plan | - | 1 | $318,823 | $33,348 | $33,348iApproximate average salary by contribution assumption: employee only about $833,700 at 4% or $555,800 at 6%; with 50% employer match about $555,800 at 4% or $370,533 at 6%; with 100% employer match about $416,850 at 4% or $277,900 at 6%. |
| 2011 | 2 | 35 | $3,862,411 | $297,451 | $8,499iApproximate average salary by contribution assumption: employee only about $212,465 at 4% or $141,643 at 6%; with 50% employer match about $141,643 at 4% or $94,429 at 6%; with 100% employer match about $106,233 at 4% or $70,822 at 6%. |
| Montana Education Association 401K Profit Sharing Plan & Trust | - | 35 | $3,591,832 | $253,025 | $7,229iApproximate average salary by contribution assumption: employee only about $180,732 at 4% or $120,488 at 6%; with 50% employer match about $120,488 at 4% or $80,325 at 6%; with 100% employer match about $90,366 at 4% or $60,244 at 6%. |
| Mea-Mft Officer'S Money Purchase Pension Plan | - | 1 | $270,579 | $44,426 | $44,426iApproximate average salary by contribution assumption: employee only about $1,110,650 at 4% or $740,433 at 6%; with 50% employer match about $740,433 at 4% or $493,622 at 6%; with 100% employer match about $555,325 at 4% or $370,217 at 6%. |
| 2010 | 2 | 34 | $3,177,413 | $256,622 | $7,548iApproximate average salary by contribution assumption: employee only about $188,693 at 4% or $125,795 at 6%; with 50% employer match about $125,795 at 4% or $83,863 at 6%; with 100% employer match about $94,346 at 4% or $62,898 at 6%. |
| Montana Education Association 401K Profit Sharing Plan & Trust | - | 34 | $2,930,838 | $256,622 | $7,548iApproximate average salary by contribution assumption: employee only about $188,693 at 4% or $125,795 at 6%; with 50% employer match about $125,795 at 4% or $83,863 at 6%; with 100% employer match about $94,346 at 4% or $62,898 at 6%. |
| Mea-Mft Officer'S Money Purchase Pension Plan | - | 1 | $246,575 | $0 | - |
| 2009 | 2 | 36 | $3,519,538 | $265,186 | $7,366iApproximate average salary by contribution assumption: employee only about $184,157 at 4% or $122,771 at 6%; with 50% employer match about $122,771 at 4% or $81,848 at 6%; with 100% employer match about $92,078 at 4% or $61,386 at 6%. |
| Montana Education Association 401K Profit Sharing Plan & Trust | - | 36 | $3,295,523 | $232,834 | $6,468iApproximate average salary by contribution assumption: employee only about $161,690 at 4% or $107,794 at 6%; with 50% employer match about $107,794 at 4% or $71,862 at 6%; with 100% employer match about $80,845 at 4% or $53,897 at 6%. |
| Mea-Mft Officer'S Money Purchase Pension Plan | - | 1 | $224,015 | $32,352 | $32,352iApproximate average salary by contribution assumption: employee only about $808,800 at 4% or $539,200 at 6%; with 50% employer match about $539,200 at 4% or $359,467 at 6%; with 100% employer match about $404,400 at 4% or $269,600 at 6%. |
| 2008 | 2 | 33 | $185,882 | $15,572 | $472iApproximate average salary by contribution assumption: employee only about $11,797 at 4% or $7,865 at 6%; with 50% employer match about $7,865 at 4% or $5,243 at 6%; with 100% employer match about $5,898 at 4% or $3,932 at 6%. |
| Mea-Mft Officer'S Money Purchase Pension Plan | - | 1 | $185,882 | $15,572 | $15,572iApproximate average salary by contribution assumption: employee only about $389,300 at 4% or $259,533 at 6%; with 50% employer match about $259,533 at 4% or $173,022 at 6%; with 100% employer match about $194,650 at 4% or $129,767 at 6%. |
| Montana Education Association 401K Profit Sharing Plan & Trust | - | 33 | - | - | - |
| 2007 | 2 | 38 | $0 | $0 | - |
| Mea-Mft Officer'S Money Purchase Pension Plan | - | 1 | - | - | - |
| Montana Education Association 401K Profit Sharing Plan & Trust | - | 38 | - | - | - |
| 2006 | 2 | 31 | $3,217,844 | $230,387 | $7,432iApproximate average salary by contribution assumption: employee only about $185,796 at 4% or $123,864 at 6%; with 50% employer match about $123,864 at 4% or $82,576 at 6%; with 100% employer match about $92,898 at 4% or $61,932 at 6%. |
| Montana Education Association 401K Profit Sharing Plan & Trust | - | 31 | $3,032,501 | $215,866 | $6,963iApproximate average salary by contribution assumption: employee only about $174,085 at 4% or $116,057 at 6%; with 50% employer match about $116,057 at 4% or $77,371 at 6%; with 100% employer match about $87,043 at 4% or $58,028 at 6%. |
| Mea-Mft Officer'S Money Purchase Pension Plan | - | 1 | $185,343 | $14,521 | $14,521iApproximate average salary by contribution assumption: employee only about $363,025 at 4% or $242,017 at 6%; with 50% employer match about $242,017 at 4% or $161,344 at 6%; with 100% employer match about $181,513 at 4% or $121,008 at 6%. |
| 2005 | 2 | 31 | $2,773,879 | $243,984 | $7,870iApproximate average salary by contribution assumption: employee only about $196,761 at 4% or $131,174 at 6%; with 50% employer match about $131,174 at 4% or $87,449 at 6%; with 100% employer match about $98,381 at 4% or $65,587 at 6%. |
| Montana Education Association 401K Profit Sharing Plan & Trust | - | 31 | $2,620,422 | $229,952 | $7,418iApproximate average salary by contribution assumption: employee only about $185,445 at 4% or $123,630 at 6%; with 50% employer match about $123,630 at 4% or $82,420 at 6%; with 100% employer match about $92,723 at 4% or $61,815 at 6%. |
| Mea-Mft Officer'S Money Purchase Pension Plan | - | 1 | $153,457 | $14,032 | $14,032iApproximate average salary by contribution assumption: employee only about $350,800 at 4% or $233,867 at 6%; with 50% employer match about $233,867 at 4% or $155,911 at 6%; with 100% employer match about $175,400 at 4% or $116,933 at 6%. |
| 2004 | 2 | 31 | $2,530,906 | $238,002 | $7,677iApproximate average salary by contribution assumption: employee only about $191,937 at 4% or $127,958 at 6%; with 50% employer match about $127,958 at 4% or $85,305 at 6%; with 100% employer match about $95,969 at 4% or $63,979 at 6%. |
| Montana Education Association 401K Profit Sharing Plan & Trust | - | 31 | $2,291,628 | $198,486 | $6,403iApproximate average salary by contribution assumption: employee only about $160,069 at 4% or $106,713 at 6%; with 50% employer match about $106,713 at 4% or $71,142 at 6%; with 100% employer match about $80,035 at 4% or $53,356 at 6%. |
| Mea-Mft Officer'S Money Purchase Pension Plan | - | 1 | $239,278 | $39,516 | $39,516iApproximate average salary by contribution assumption: employee only about $987,900 at 4% or $658,600 at 6%; with 50% employer match about $658,600 at 4% or $439,067 at 6%; with 100% employer match about $493,950 at 4% or $329,300 at 6%. |
| 2003 | 2 | 29 | $0 | $0 | - |
| Mea-Mft Officer'S Money Purchase Pension Plan | - | 2 | - | - | - |
| Montana Education Association 401K Profit Sharing Plan & Trust | - | 29 | - | - | - |
| 2002 | 2 | 32 | $0 | $0 | - |
| Mea-Mft Officer'S Money Purchase Pension Plan | - | 2 | - | - | - |
| Montana Education Association 401K Profit Sharing Plan & Trust | - | 32 | - | - | - |
| 2001 | 2 | 36 | $0 | $0 | - |
| Mea-Mft Officer'S Money Purchase Pension Plan | - | 2 | - | - | - |
| Montana Education Association 401K Profit Sharing Plan & Trust | - | 36 | - | - | - |
| 2000 | 2 | 35 | $4,223 | $4,221 | $121iApproximate average salary by contribution assumption: employee only about $3,015 at 4% or $2,010 at 6%; with 50% employer match about $2,010 at 4% or $1,340 at 6%; with 100% employer match about $1,508 at 4% or $1,005 at 6%. |
| Mea-Mft Officer'S Money Purchase Pension Plan | - | 1 | $4,223 | $4,221 | $4,221iApproximate average salary by contribution assumption: employee only about $105,525 at 4% or $70,350 at 6%; with 50% employer match about $70,350 at 4% or $46,900 at 6%; with 100% employer match about $52,763 at 4% or $35,175 at 6%. |
| Montana Education Association 401K Profit Sharing Plan & Trust | - | 35 | - | - | - |
| 1999 | 2 | 24 | $3,781,776 | $317,264 | $13,219iApproximate average salary by contribution assumption: employee only about $330,483 at 4% or $220,322 at 6%; with 50% employer match about $220,322 at 4% or $146,881 at 6%; with 100% employer match about $165,242 at 4% or $110,161 at 6%. |
| Montana Education Association 401K Profit Sharing Plan & Trust | - | 24 | $1,890,888 | $158,632 | $6,610iApproximate average salary by contribution assumption: employee only about $165,242 at 4% or $110,161 at 6%; with 50% employer match about $110,161 at 4% or $73,441 at 6%; with 100% employer match about $82,621 at 4% or $55,081 at 6%. |
| Montana Education Association 401K Profit Sharing Plan & Trust | - | 24 | $1,890,888 | $158,632 | $6,610iApproximate average salary by contribution assumption: employee only about $165,242 at 4% or $110,161 at 6%; with 50% employer match about $110,161 at 4% or $73,441 at 6%; with 100% employer match about $82,621 at 4% or $55,081 at 6%. |