Civic Intelligence

Student Assistance Foundation of Mt

Plan context: Student Assistance Foundation of Mt 401(K) Plan

EIN 81-0527529 • Helena, MT • 77 filings • 13 plans

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PO Box 5209Helena, MT 59604
Current Snapshot

Latest Year

2025

2025 Participants

64

2025 Assets

$18,694,641

2025 Contributions

$634,062

Historical Graphs

Total Assets Over Time

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

$18,694,641$9,347,321$0200920172025YearValue
$18,694,641Latest year 2025

Participants Over Time

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

196980200720162025YearValue
64Latest year 2025

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
2025164$18,694,641$634,062$9,907iApproximate average salary by contribution assumption: employee only about $247,680 at 4% or $165,120 at 6%; with 50% employer match about $165,120 at 4% or $110,080 at 6%; with 100% employer match about $123,840 at 4% or $82,560 at 6%.
Student Assistance Foundation of Mt 401(K) Plan-64$18,694,641$634,062$9,907iApproximate average salary by contribution assumption: employee only about $247,680 at 4% or $165,120 at 6%; with 50% employer match about $165,120 at 4% or $110,080 at 6%; with 100% employer match about $123,840 at 4% or $82,560 at 6%.
2024166$16,110,587$522,848$7,922iApproximate average salary by contribution assumption: employee only about $198,048 at 4% or $132,032 at 6%; with 50% employer match about $132,032 at 4% or $88,022 at 6%; with 100% employer match about $99,024 at 4% or $66,016 at 6%.
Student Assistance Foundation of Mt 401(K) Plan-66$16,110,587$522,848$7,922iApproximate average salary by contribution assumption: employee only about $198,048 at 4% or $132,032 at 6%; with 50% employer match about $132,032 at 4% or $88,022 at 6%; with 100% employer match about $99,024 at 4% or $66,016 at 6%.
2023168$15,502,295$378,796$5,571iApproximate average salary by contribution assumption: employee only about $139,263 at 4% or $92,842 at 6%; with 50% employer match about $92,842 at 4% or $61,895 at 6%; with 100% employer match about $69,632 at 4% or $46,421 at 6%.
Student Assistance Foundation of Mt 401(K) Plan-68$15,502,295$378,796$5,571iApproximate average salary by contribution assumption: employee only about $139,263 at 4% or $92,842 at 6%; with 50% employer match about $92,842 at 4% or $61,895 at 6%; with 100% employer match about $69,632 at 4% or $46,421 at 6%.
2022172$12,822,591$395,908$5,499iApproximate average salary by contribution assumption: employee only about $137,468 at 4% or $91,645 at 6%; with 50% employer match about $91,645 at 4% or $61,097 at 6%; with 100% employer match about $68,734 at 4% or $45,823 at 6%.
Student Assistance Foundation of Mt 401(K) Plan-72$12,822,591$395,908$5,499iApproximate average salary by contribution assumption: employee only about $137,468 at 4% or $91,645 at 6%; with 50% employer match about $91,645 at 4% or $61,097 at 6%; with 100% employer match about $68,734 at 4% or $45,823 at 6%.
2021129$15,637,154$394,382$13,599iApproximate average salary by contribution assumption: employee only about $339,984 at 4% or $226,656 at 6%; with 50% employer match about $226,656 at 4% or $151,104 at 6%; with 100% employer match about $169,992 at 4% or $113,328 at 6%.
Student Assistance Foundation of Mt 401(K) Plan-29$15,637,154$394,382$13,599iApproximate average salary by contribution assumption: employee only about $339,984 at 4% or $226,656 at 6%; with 50% employer match about $226,656 at 4% or $151,104 at 6%; with 100% employer match about $169,992 at 4% or $113,328 at 6%.
2020126$14,351,678$364,732$14,028iApproximate average salary by contribution assumption: employee only about $350,704 at 4% or $233,803 at 6%; with 50% employer match about $233,803 at 4% or $155,868 at 6%; with 100% employer match about $175,352 at 4% or $116,901 at 6%.
Student Assistance Foundation of Mt 401(K) Plan-26$14,351,678$364,732$14,028iApproximate average salary by contribution assumption: employee only about $350,704 at 4% or $233,803 at 6%; with 50% employer match about $233,803 at 4% or $155,868 at 6%; with 100% employer match about $175,352 at 4% or $116,901 at 6%.
2019123$13,069,285$292,672$12,725iApproximate average salary by contribution assumption: employee only about $318,122 at 4% or $212,081 at 6%; with 50% employer match about $212,081 at 4% or $141,387 at 6%; with 100% employer match about $159,061 at 4% or $106,041 at 6%.
Student Assistance Foundation of Mt 401(K) Plan-23$13,069,285$292,672$12,725iApproximate average salary by contribution assumption: employee only about $318,122 at 4% or $212,081 at 6%; with 50% employer match about $212,081 at 4% or $141,387 at 6%; with 100% employer match about $159,061 at 4% or $106,041 at 6%.
2018127$10,724,983$330,244$12,231iApproximate average salary by contribution assumption: employee only about $305,781 at 4% or $203,854 at 6%; with 50% employer match about $203,854 at 4% or $135,903 at 6%; with 100% employer match about $152,891 at 4% or $101,927 at 6%.
Student Assistance Foundation of Mt 401(K) Plan-27$10,724,983$330,244$12,231iApproximate average salary by contribution assumption: employee only about $305,781 at 4% or $203,854 at 6%; with 50% employer match about $203,854 at 4% or $135,903 at 6%; with 100% employer match about $152,891 at 4% or $101,927 at 6%.
2017131$11,920,565$408,122$13,165iApproximate average salary by contribution assumption: employee only about $329,131 at 4% or $219,420 at 6%; with 50% employer match about $219,420 at 4% or $146,280 at 6%; with 100% employer match about $164,565 at 4% or $109,710 at 6%.
Student Assistance Foundation of Mt 401(K) Plan-31$11,920,565$408,122$13,165iApproximate average salary by contribution assumption: employee only about $329,131 at 4% or $219,420 at 6%; with 50% employer match about $219,420 at 4% or $146,280 at 6%; with 100% employer match about $164,565 at 4% or $109,710 at 6%.
2016148$10,972,239$986,845$20,559iApproximate average salary by contribution assumption: employee only about $513,982 at 4% or $342,655 at 6%; with 50% employer match about $342,655 at 4% or $228,436 at 6%; with 100% employer match about $256,991 at 4% or $171,327 at 6%.
Student Assistance Foundation of Mt 401(K) Plan-48$10,972,239$986,845$20,559iApproximate average salary by contribution assumption: employee only about $513,982 at 4% or $342,655 at 6%; with 50% employer match about $342,655 at 4% or $228,436 at 6%; with 100% employer match about $256,991 at 4% or $171,327 at 6%.
20159142$11,556,992$7,063,562$49,743iApproximate average salary by contribution assumption: employee only about $1,243,585 at 4% or $829,057 at 6%; with 50% employer match about $829,057 at 4% or $552,704 at 6%; with 100% employer match about $621,792 at 4% or $414,528 at 6%.
Student Assistance Foundation of Mt 401(K) Plan-142$11,556,992$7,063,562$49,743iApproximate average salary by contribution assumption: employee only about $1,243,585 at 4% or $829,057 at 6%; with 50% employer match about $829,057 at 4% or $552,704 at 6%; with 100% employer match about $621,792 at 4% or $414,528 at 6%.
Student Assistance Foundation of Mt 403B Tax Sheltered Inv. Program-0$0--
STUDENT ASSISTANCE FOUNDATION-110---
STUDENT ASSISTANCE FOUNDATION-125---
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STUDENT ASSISTANCE FOUNDATION-53---
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20148157$14,599,916$1,143,199$7,282iApproximate average salary by contribution assumption: employee only about $182,038 at 4% or $121,359 at 6%; with 50% employer match about $121,359 at 4% or $80,906 at 6%; with 100% employer match about $91,019 at 4% or $60,679 at 6%.
Student Assistance Foundation of Mt 403B Tax Sheltered Inv. Program-100$9,217,153--
Student Assistance Foundation of Mt 401(K) Plan-153$5,382,763$1,143,199$7,472iApproximate average salary by contribution assumption: employee only about $186,797 at 4% or $124,531 at 6%; with 50% employer match about $124,531 at 4% or $83,021 at 6%; with 100% employer match about $93,399 at 4% or $62,266 at 6%.
STUDENT ASSISTANCE FOUNDATION-135---
STUDENT ASSISTANCE FOUNDATION-157---
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STUDENT ASSISTANCE FOUNDATION-53---
20138196$15,173,846$1,231,958$6,286iApproximate average salary by contribution assumption: employee only about $157,138 at 4% or $104,758 at 6%; with 50% employer match about $104,758 at 4% or $69,839 at 6%; with 100% employer match about $78,569 at 4% or $52,379 at 6%.
Student Assistance Foundation of Mt 403B Tax Sheltered Inv. Program-130$10,328,462--
Student Assistance Foundation of Mt 401(K) Plan-196$4,845,384$1,231,958$6,286iApproximate average salary by contribution assumption: employee only about $157,138 at 4% or $104,758 at 6%; with 50% employer match about $104,758 at 4% or $69,839 at 6%; with 100% employer match about $78,569 at 4% or $52,379 at 6%.
STUDENT ASSISTANCE FOUNDATION-164---
STUDENT ASSISTANCE FOUNDATION-158---
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20128185$11,642,285$1,177,419$6,364iApproximate average salary by contribution assumption: employee only about $159,111 at 4% or $106,074 at 6%; with 50% employer match about $106,074 at 4% or $70,716 at 6%; with 100% employer match about $79,555 at 4% or $53,037 at 6%.
Student Assistance Foundation of Mt 403B Tax Sheltered Inv. Program-147$8,666,639--
Student Assistance Foundation of Mt 401(K) Plan-184$2,975,646$1,177,419$6,399iApproximate average salary by contribution assumption: employee only about $159,975 at 4% or $106,650 at 6%; with 50% employer match about $106,650 at 4% or $71,100 at 6%; with 100% employer match about $79,988 at 4% or $53,325 at 6%.
STUDENT ASSISTANCE FOUNDATION-182---
STUDENT ASSISTANCE FOUNDATION-183---
STUDENT ASSISTANCE FOUNDATION-183---
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20117169$9,422,470$1,036,653$6,134iApproximate average salary by contribution assumption: employee only about $153,351 at 4% or $102,234 at 6%; with 50% employer match about $102,234 at 4% or $68,156 at 6%; with 100% employer match about $76,676 at 4% or $51,117 at 6%.
Student Assistance Foundation of Mt 403B Tax Sheltered Inv. Program-156$7,840,515--
Student Assistance Foundation of Mt 401(K) Plan-159$1,581,955$1,036,653$6,520iApproximate average salary by contribution assumption: employee only about $162,996 at 4% or $108,664 at 6%; with 50% employer match about $108,664 at 4% or $72,443 at 6%; with 100% employer match about $81,498 at 4% or $54,332 at 6%.
STUDENT ASSISTANCE FOUNDATION-166---
STUDENT ASSISTANCE FOUNDATION-167---
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STUDENT ASSISTANCE FOUNDATION-32---
20107174$9,327,279$1,089,628$6,262iApproximate average salary by contribution assumption: employee only about $156,556 at 4% or $104,370 at 6%; with 50% employer match about $104,370 at 4% or $69,580 at 6%; with 100% employer match about $78,278 at 4% or $52,185 at 6%.
Student Assistance Foundation of Mt 403B Tax Sheltered Inv. Program-166$8,660,698$455,556$2,744iApproximate average salary by contribution assumption: employee only about $68,608 at 4% or $45,739 at 6%; with 50% employer match about $45,739 at 4% or $30,492 at 6%; with 100% employer match about $34,304 at 4% or $22,869 at 6%.
Student Assistance Foundation of Mt 401(K) Plan-174$666,581$634,072$3,644iApproximate average salary by contribution assumption: employee only about $91,102 at 4% or $60,735 at 6%; with 50% employer match about $60,735 at 4% or $40,490 at 6%; with 100% employer match about $45,551 at 4% or $30,367 at 6%.
STUDENT ASSISTANCE FOUNDATION-159---
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STUDENT ASSISTANCE FOUNDATION-164---
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20095184$8,011,628$1,042,322$5,665iApproximate average salary by contribution assumption: employee only about $141,620 at 4% or $94,413 at 6%; with 50% employer match about $94,413 at 4% or $62,942 at 6%; with 100% employer match about $70,810 at 4% or $47,207 at 6%.
Student Assistance Foundation of Mt 403B Tax Sheltered Inv. Program-184$8,011,628$1,042,322$5,665iApproximate average salary by contribution assumption: employee only about $141,620 at 4% or $94,413 at 6%; with 50% employer match about $94,413 at 4% or $62,942 at 6%; with 100% employer match about $70,810 at 4% or $47,207 at 6%.
STUDENT ASSISTANCE FOUNDATION-179---
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20084188$0$0-
STUDENT ASSISTANCE FOVNDATION-188---
STUDENT ASSISTANCE FOUNOATION-183---
STUDENT ASSISTANCE FDUMOATION-183---
Student Assistance Foundation of Mt 403B Tax Sheltered Inv. Program-0---
20074196$0$0-
Student Assistance Foundation of Mt 403B Tax Sheltered Inv. Program-0---
STUDENT ASSISTANCE FOUNDATION-196---
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200610$0$0-
Student Assistance Foundation of Mt 403B Tax Sheltered Inv. Program-0---
200510$0$0-
Student Assistance Foundation of Mt 403B Tax Sheltered Inv. Program-0---
200410$0$0-
Student Assistance Foundation of Mt 403B Tax Sheltered Inv. Program-0---
200310$0$0-
Student Assistance Foundation of Mt 403B Tax Sheltered Inv. Program-0---
200210$0$0-
Student Assistance Foundation of Mt 403B Tax Sheltered Inv. Program-0---
200110$0$0-
Student Assistance Foundation of Mt 403B Tax Sheltered Inv. Program-0---
200010$0$0-
Student Assistance Foundation of Mt 403B Tax Sheltered Inv. Program-0---