Montana School Boards Association
Plan context: Montana School Boards Association Money Purchase Pension Plan
EIN 81-0247703 • Helena, MT • 27 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
29
2024 Assets
$11,399,944
2024 Contributions
$533,194
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 | 29 | $11,399,944 | $533,194 | $18,386iApproximate average salary by contribution assumption: employee only about $459,650 at 4% or $306,433 at 6%; with 50% employer match about $306,433 at 4% or $204,289 at 6%; with 100% employer match about $229,825 at 4% or $153,217 at 6%. |
| Montana School Boards Association Money Purchase Pension Plan | - | 29 | $11,399,944 | $533,194 | $18,386iApproximate average salary by contribution assumption: employee only about $459,650 at 4% or $306,433 at 6%; with 50% employer match about $306,433 at 4% or $204,289 at 6%; with 100% employer match about $229,825 at 4% or $153,217 at 6%. |
| 2023 | 1 | 31 | $9,379,012 | $526,821 | $16,994iApproximate average salary by contribution assumption: employee only about $424,856 at 4% or $283,237 at 6%; with 50% employer match about $283,237 at 4% or $188,825 at 6%; with 100% employer match about $212,428 at 4% or $141,619 at 6%. |
| Montana School Boards Association Money Purchase Pension Plan | - | 31 | $9,379,012 | $526,821 | $16,994iApproximate average salary by contribution assumption: employee only about $424,856 at 4% or $283,237 at 6%; with 50% employer match about $283,237 at 4% or $188,825 at 6%; with 100% employer match about $212,428 at 4% or $141,619 at 6%. |
| 2022 | 1 | 30 | $7,382,140 | $445,059 | $14,835iApproximate average salary by contribution assumption: employee only about $370,883 at 4% or $247,255 at 6%; with 50% employer match about $247,255 at 4% or $164,837 at 6%; with 100% employer match about $185,441 at 4% or $123,628 at 6%. |
| Montana School Boards Association Money Purchase Pension Plan | - | 30 | $7,382,140 | $445,059 | $14,835iApproximate average salary by contribution assumption: employee only about $370,883 at 4% or $247,255 at 6%; with 50% employer match about $247,255 at 4% or $164,837 at 6%; with 100% employer match about $185,441 at 4% or $123,628 at 6%. |
| 2021 | 1 | 29 | $6,629,025 | $385,338 | $13,288iApproximate average salary by contribution assumption: employee only about $332,188 at 4% or $221,459 at 6%; with 50% employer match about $221,459 at 4% or $147,639 at 6%; with 100% employer match about $166,094 at 4% or $110,729 at 6%. |
| Montana School Boards Association Money Purchase Pension Plan | - | 29 | $6,629,025 | $385,338 | $13,288iApproximate average salary by contribution assumption: employee only about $332,188 at 4% or $221,459 at 6%; with 50% employer match about $221,459 at 4% or $147,639 at 6%; with 100% employer match about $166,094 at 4% or $110,729 at 6%. |
| 2020 | 1 | 31 | $7,455,398 | $366,375 | $11,819iApproximate average salary by contribution assumption: employee only about $295,464 at 4% or $196,976 at 6%; with 50% employer match about $196,976 at 4% or $131,317 at 6%; with 100% employer match about $147,732 at 4% or $98,488 at 6%. |
| Montana School Boards Association Money Purchase Pension Plan | - | 31 | $7,455,398 | $366,375 | $11,819iApproximate average salary by contribution assumption: employee only about $295,464 at 4% or $196,976 at 6%; with 50% employer match about $196,976 at 4% or $131,317 at 6%; with 100% employer match about $147,732 at 4% or $98,488 at 6%. |
| 2019 | 1 | 31 | $5,347,711 | $352,279 | $11,364iApproximate average salary by contribution assumption: employee only about $284,096 at 4% or $189,397 at 6%; with 50% employer match about $189,397 at 4% or $126,265 at 6%; with 100% employer match about $142,048 at 4% or $94,699 at 6%. |
| Montana School Boards Association Money Purchase Pension Plan | - | 31 | $5,347,711 | $352,279 | $11,364iApproximate average salary by contribution assumption: employee only about $284,096 at 4% or $189,397 at 6%; with 50% employer match about $189,397 at 4% or $126,265 at 6%; with 100% employer match about $142,048 at 4% or $94,699 at 6%. |
| 2018 | 1 | 29 | $4,953,753 | $337,723 | $11,646iApproximate average salary by contribution assumption: employee only about $291,141 at 4% or $194,094 at 6%; with 50% employer match about $194,094 at 4% or $129,396 at 6%; with 100% employer match about $145,570 at 4% or $97,047 at 6%. |
| Montana School Boards Association Money Purchase Pension Plan | - | 29 | $4,953,753 | $337,723 | $11,646iApproximate average salary by contribution assumption: employee only about $291,141 at 4% or $194,094 at 6%; with 50% employer match about $194,094 at 4% or $129,396 at 6%; with 100% employer match about $145,570 at 4% or $97,047 at 6%. |
| 2017 | 1 | 28 | $4,585,007 | $300,433 | $10,730iApproximate average salary by contribution assumption: employee only about $268,244 at 4% or $178,829 at 6%; with 50% employer match about $178,829 at 4% or $119,219 at 6%; with 100% employer match about $134,122 at 4% or $89,415 at 6%. |
| Montana School Boards Association Money Purchase Pension Plan | - | 28 | $4,585,007 | $300,433 | $10,730iApproximate average salary by contribution assumption: employee only about $268,244 at 4% or $178,829 at 6%; with 50% employer match about $178,829 at 4% or $119,219 at 6%; with 100% employer match about $134,122 at 4% or $89,415 at 6%. |
| 2016 | 1 | 26 | $4,141,295 | $266,932 | $10,267iApproximate average salary by contribution assumption: employee only about $256,665 at 4% or $171,110 at 6%; with 50% employer match about $171,110 at 4% or $114,074 at 6%; with 100% employer match about $128,333 at 4% or $85,555 at 6%. |
| Montana School Boards Association Money Purchase Pension Plan | - | 26 | $4,141,295 | $266,932 | $10,267iApproximate average salary by contribution assumption: employee only about $256,665 at 4% or $171,110 at 6%; with 50% employer match about $171,110 at 4% or $114,074 at 6%; with 100% employer match about $128,333 at 4% or $85,555 at 6%. |
| 2015 | 1 | 27 | $3,479,650 | $251,814 | $9,326iApproximate average salary by contribution assumption: employee only about $233,161 at 4% or $155,441 at 6%; with 50% employer match about $155,441 at 4% or $103,627 at 6%; with 100% employer match about $116,581 at 4% or $77,720 at 6%. |
| Montana School Boards Association Money Purchase Pension Plan | - | 27 | $3,479,650 | $251,814 | $9,326iApproximate average salary by contribution assumption: employee only about $233,161 at 4% or $155,441 at 6%; with 50% employer match about $155,441 at 4% or $103,627 at 6%; with 100% employer match about $116,581 at 4% or $77,720 at 6%. |
| 2014 | 1 | 27 | $3,184,606 | $293,177 | $10,858iApproximate average salary by contribution assumption: employee only about $271,460 at 4% or $180,973 at 6%; with 50% employer match about $180,973 at 4% or $120,649 at 6%; with 100% employer match about $135,730 at 4% or $90,487 at 6%. |
| Montana School Boards Association Money Purchase Pension Plan | - | 27 | $3,184,606 | $293,177 | $10,858iApproximate average salary by contribution assumption: employee only about $271,460 at 4% or $180,973 at 6%; with 50% employer match about $180,973 at 4% or $120,649 at 6%; with 100% employer match about $135,730 at 4% or $90,487 at 6%. |
| 2013 | 1 | 26 | $2,966,062 | $232,010 | $8,923iApproximate average salary by contribution assumption: employee only about $223,087 at 4% or $148,724 at 6%; with 50% employer match about $148,724 at 4% or $99,150 at 6%; with 100% employer match about $111,543 at 4% or $74,362 at 6%. |
| Montana School Boards Association Money Purchase Pension Plan | - | 26 | $2,966,062 | $232,010 | $8,923iApproximate average salary by contribution assumption: employee only about $223,087 at 4% or $148,724 at 6%; with 50% employer match about $148,724 at 4% or $99,150 at 6%; with 100% employer match about $111,543 at 4% or $74,362 at 6%. |
| 2012 | 1 | 26 | $2,295,460 | $202,206 | $7,777iApproximate average salary by contribution assumption: employee only about $194,429 at 4% or $129,619 at 6%; with 50% employer match about $129,619 at 4% or $86,413 at 6%; with 100% employer match about $97,214 at 4% or $64,810 at 6%. |
| Montana School Boards Association Money Purchase Pension Plan | - | 26 | $2,295,460 | $202,206 | $7,777iApproximate average salary by contribution assumption: employee only about $194,429 at 4% or $129,619 at 6%; with 50% employer match about $129,619 at 4% or $86,413 at 6%; with 100% employer match about $97,214 at 4% or $64,810 at 6%. |
| 2011 | 1 | 27 | $1,832,706 | $178,829 | $6,623iApproximate average salary by contribution assumption: employee only about $165,582 at 4% or $110,388 at 6%; with 50% employer match about $110,388 at 4% or $73,592 at 6%; with 100% employer match about $82,791 at 4% or $55,194 at 6%. |
| Montana School Boards Association Money Purchase Pension Plan | - | 27 | $1,832,706 | $178,829 | $6,623iApproximate average salary by contribution assumption: employee only about $165,582 at 4% or $110,388 at 6%; with 50% employer match about $110,388 at 4% or $73,592 at 6%; with 100% employer match about $82,791 at 4% or $55,194 at 6%. |
| 2010 | 1 | 31 | $1,744,144 | $192,545 | $6,211iApproximate average salary by contribution assumption: employee only about $155,278 at 4% or $103,519 at 6%; with 50% employer match about $103,519 at 4% or $69,013 at 6%; with 100% employer match about $77,639 at 4% or $51,759 at 6%. |
| Montana School Boards Association Money Purchase Pension Plan | - | 31 | $1,744,144 | $192,545 | $6,211iApproximate average salary by contribution assumption: employee only about $155,278 at 4% or $103,519 at 6%; with 50% employer match about $103,519 at 4% or $69,013 at 6%; with 100% employer match about $77,639 at 4% or $51,759 at 6%. |
| 2009 | 2 | 30 | $1,372,999 | $220,150 | $7,338iApproximate average salary by contribution assumption: employee only about $183,458 at 4% or $122,306 at 6%; with 50% employer match about $122,306 at 4% or $81,537 at 6%; with 100% employer match about $91,729 at 4% or $61,153 at 6%. |
| Montana School Boards Association Money Purchase Pension Plan | - | 30 | $1,372,999 | $220,150 | $7,338iApproximate average salary by contribution assumption: employee only about $183,458 at 4% or $122,306 at 6%; with 50% employer match about $122,306 at 4% or $81,537 at 6%; with 100% employer match about $91,729 at 4% or $61,153 at 6%. |
| MONTANA SCHOOL BOARDS ASSOCIATION MONEY PURCHASE PENSION PLAN | - | 0 | $0 | - | - |
| 2008 | 1 | 26 | $1,182,675 | $180,547 | $6,944iApproximate average salary by contribution assumption: employee only about $173,603 at 4% or $115,735 at 6%; with 50% employer match about $115,735 at 4% or $77,157 at 6%; with 100% employer match about $86,801 at 4% or $57,868 at 6%. |
| Montana School Boards Association Money Purchase Pension Plan | - | 26 | $1,182,675 | $180,547 | $6,944iApproximate average salary by contribution assumption: employee only about $173,603 at 4% or $115,735 at 6%; with 50% employer match about $115,735 at 4% or $77,157 at 6%; with 100% employer match about $86,801 at 4% or $57,868 at 6%. |
| 2007 | 1 | 22 | $0 | $0 | - |
| Montana School Boards Association Money Purchase Pension Plan | - | 22 | - | - | - |
| 2006 | 1 | 22 | $1,294,686 | $147,371 | $6,699iApproximate average salary by contribution assumption: employee only about $167,467 at 4% or $111,645 at 6%; with 50% employer match about $111,645 at 4% or $74,430 at 6%; with 100% employer match about $83,734 at 4% or $55,822 at 6%. |
| Montana School Boards Association Money Purchase Pension Plan | - | 22 | $1,294,686 | $147,371 | $6,699iApproximate average salary by contribution assumption: employee only about $167,467 at 4% or $111,645 at 6%; with 50% employer match about $111,645 at 4% or $74,430 at 6%; with 100% employer match about $83,734 at 4% or $55,822 at 6%. |
| 2005 | 1 | 27 | $1,020,536 | $165,949 | $6,146iApproximate average salary by contribution assumption: employee only about $153,656 at 4% or $102,438 at 6%; with 50% employer match about $102,438 at 4% or $68,292 at 6%; with 100% employer match about $76,828 at 4% or $51,219 at 6%. |
| Montana School Boards Association Money Purchase Pension Plan | - | 27 | $1,020,536 | $165,949 | $6,146iApproximate average salary by contribution assumption: employee only about $153,656 at 4% or $102,438 at 6%; with 50% employer match about $102,438 at 4% or $68,292 at 6%; with 100% employer match about $76,828 at 4% or $51,219 at 6%. |
| 2004 | 1 | 23 | $1,030,738 | $132,582 | $5,764iApproximate average salary by contribution assumption: employee only about $144,111 at 4% or $96,074 at 6%; with 50% employer match about $96,074 at 4% or $64,049 at 6%; with 100% employer match about $72,055 at 4% or $48,037 at 6%. |
| Montana School Boards Association Money Purchase Pension Plan | - | 23 | $1,030,738 | $132,582 | $5,764iApproximate average salary by contribution assumption: employee only about $144,111 at 4% or $96,074 at 6%; with 50% employer match about $96,074 at 4% or $64,049 at 6%; with 100% employer match about $72,055 at 4% or $48,037 at 6%. |
| 2003 | 1 | 20 | $0 | $0 | - |
| Montana School Boards Association Money Purchase Pension Plan | - | 20 | - | - | - |
| 2002 | 1 | 20 | $0 | $0 | - |
| Montana School Boards Association Money Purchase Pension Plan | - | 20 | - | - | - |
| 2001 | 1 | 0 | $0 | $0 | - |
| Montana School Boards Association Money Purchase Pension Plan | - | 0 | - | - | - |
| 2000 | 1 | 10 | $0 | $0 | - |
| Montana School Boards Association Money Purchase Pension Plan | - | 10 | - | - | - |
| 1999 | 1 | 22 | $1,048,622 | $45,690 | $2,077iApproximate average salary by contribution assumption: employee only about $51,920 at 4% or $34,614 at 6%; with 50% employer match about $34,614 at 4% or $23,076 at 6%; with 100% employer match about $25,960 at 4% or $17,307 at 6%. |
| Montana School Boards Association Money Purchase Pension Plan | - | 22 | $1,048,622 | $45,690 | $2,077iApproximate average salary by contribution assumption: employee only about $51,920 at 4% or $34,614 at 6%; with 50% employer match about $34,614 at 4% or $23,076 at 6%; with 100% employer match about $25,960 at 4% or $17,307 at 6%. |