Civic Intelligence

Pearson Design Group

Plan context: The Maui Retirement Fund

EIN 81-0519904 • Bozeman, MT • 10 filings • 1 plans

102 N Broadway AveBozeman, MT 59715
Current Snapshot

Latest Year

2024

2024 Participants

33

2024 Assets

$7,373,799

2024 Contributions

$512,149

Historical Graphs

Total Assets Over Time

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

$7,373,799$3,686,900$0201520202024YearValue
$7,373,799Latest year 2024

Participants Over Time

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

33170201520202024YearValue
33Latest 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
2024133$7,373,799$512,149$15,520iApproximate average salary by contribution assumption: employee only about $387,992 at 4% or $258,661 at 6%; with 50% employer match about $258,661 at 4% or $172,441 at 6%; with 100% employer match about $193,996 at 4% or $129,331 at 6%.
The Maui Retirement Fund-33$7,373,799$512,149$15,520iApproximate average salary by contribution assumption: employee only about $387,992 at 4% or $258,661 at 6%; with 50% employer match about $258,661 at 4% or $172,441 at 6%; with 100% employer match about $193,996 at 4% or $129,331 at 6%.
2023132$6,150,515$511,277$15,977iApproximate average salary by contribution assumption: employee only about $399,435 at 4% or $266,290 at 6%; with 50% employer match about $266,290 at 4% or $177,527 at 6%; with 100% employer match about $199,718 at 4% or $133,145 at 6%.
The Maui Retirement Fund-32$6,150,515$511,277$15,977iApproximate average salary by contribution assumption: employee only about $399,435 at 4% or $266,290 at 6%; with 50% employer match about $266,290 at 4% or $177,527 at 6%; with 100% employer match about $199,718 at 4% or $133,145 at 6%.
2022130$4,903,698$445,863$14,862iApproximate average salary by contribution assumption: employee only about $371,553 at 4% or $247,702 at 6%; with 50% employer match about $247,702 at 4% or $165,134 at 6%; with 100% employer match about $185,776 at 4% or $123,851 at 6%.
The Maui Retirement Fund-30$4,903,698$445,863$14,862iApproximate average salary by contribution assumption: employee only about $371,553 at 4% or $247,702 at 6%; with 50% employer match about $247,702 at 4% or $165,134 at 6%; with 100% employer match about $185,776 at 4% or $123,851 at 6%.
2021129$5,416,564$399,404$13,773iApproximate average salary by contribution assumption: employee only about $344,314 at 4% or $229,543 at 6%; with 50% employer match about $229,543 at 4% or $153,028 at 6%; with 100% employer match about $172,157 at 4% or $114,771 at 6%.
The Maui Retirement Fund-29$5,416,564$399,404$13,773iApproximate average salary by contribution assumption: employee only about $344,314 at 4% or $229,543 at 6%; with 50% employer match about $229,543 at 4% or $153,028 at 6%; with 100% employer match about $172,157 at 4% or $114,771 at 6%.
2020127$4,327,355$305,165$11,302iApproximate average salary by contribution assumption: employee only about $282,560 at 4% or $188,373 at 6%; with 50% employer match about $188,373 at 4% or $125,582 at 6%; with 100% employer match about $141,280 at 4% or $94,187 at 6%.
The Maui Retirement Fund-27$4,327,355$305,165$11,302iApproximate average salary by contribution assumption: employee only about $282,560 at 4% or $188,373 at 6%; with 50% employer match about $188,373 at 4% or $125,582 at 6%; with 100% employer match about $141,280 at 4% or $94,187 at 6%.
2019128$3,523,876$330,398$11,800iApproximate average salary by contribution assumption: employee only about $294,998 at 4% or $196,665 at 6%; with 50% employer match about $196,665 at 4% or $131,110 at 6%; with 100% employer match about $147,499 at 4% or $98,333 at 6%.
The Maui Retirement Fund-28$3,523,876$330,398$11,800iApproximate average salary by contribution assumption: employee only about $294,998 at 4% or $196,665 at 6%; with 50% employer match about $196,665 at 4% or $131,110 at 6%; with 100% employer match about $147,499 at 4% or $98,333 at 6%.
2018126$3,091,813$333,521$12,828iApproximate average salary by contribution assumption: employee only about $320,693 at 4% or $213,796 at 6%; with 50% employer match about $213,796 at 4% or $142,530 at 6%; with 100% employer match about $160,347 at 4% or $106,898 at 6%.
The Maui Retirement Fund-26$3,091,813$333,521$12,828iApproximate average salary by contribution assumption: employee only about $320,693 at 4% or $213,796 at 6%; with 50% employer match about $213,796 at 4% or $142,530 at 6%; with 100% employer match about $160,347 at 4% or $106,898 at 6%.
2017125$3,095,927$271,916$10,877iApproximate average salary by contribution assumption: employee only about $271,916 at 4% or $181,277 at 6%; with 50% employer match about $181,277 at 4% or $120,852 at 6%; with 100% employer match about $135,958 at 4% or $90,639 at 6%.
The Maui Retirement Fund-25$3,095,927$271,916$10,877iApproximate average salary by contribution assumption: employee only about $271,916 at 4% or $181,277 at 6%; with 50% employer match about $181,277 at 4% or $120,852 at 6%; with 100% employer match about $135,958 at 4% or $90,639 at 6%.
2016121$2,368,651$259,893$12,376iApproximate average salary by contribution assumption: employee only about $309,396 at 4% or $206,264 at 6%; with 50% employer match about $206,264 at 4% or $137,510 at 6%; with 100% employer match about $154,698 at 4% or $103,132 at 6%.
The Maui Retirement Fund-21$2,368,651$259,893$12,376iApproximate average salary by contribution assumption: employee only about $309,396 at 4% or $206,264 at 6%; with 50% employer match about $206,264 at 4% or $137,510 at 6%; with 100% employer match about $154,698 at 4% or $103,132 at 6%.
2015115$1,945,814$273,573$18,238iApproximate average salary by contribution assumption: employee only about $455,955 at 4% or $303,970 at 6%; with 50% employer match about $303,970 at 4% or $202,647 at 6%; with 100% employer match about $227,978 at 4% or $151,985 at 6%.
The Maui Retirement Fund-15$1,945,814$273,573$18,238iApproximate average salary by contribution assumption: employee only about $455,955 at 4% or $303,970 at 6%; with 50% employer match about $303,970 at 4% or $202,647 at 6%; with 100% employer match about $227,978 at 4% or $151,985 at 6%.