Civic Intelligence

Montana State University Foundation Inc

Plan context: Montana State University Foundation 403(B) DC Plan

EIN 81-6001649 • Bozeman, MT • 41 filings • 14 plans

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1501 South 11th AvenueBozeman, MT 59715
Current Snapshot

Latest Year

2024

2024 Participants

72

2024 Assets

$18,309,813

2024 Contributions

$2,238,576

Historical Graphs

Total Assets Over Time

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

$18,309,813$9,154,907$0200920172024YearValue
$18,309,813Latest year 2024

Participants Over Time

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

105530200920172024YearValue
72Latest 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
2024172$18,309,813$2,238,576$31,091iApproximate average salary by contribution assumption: employee only about $777,283 at 4% or $518,189 at 6%; with 50% employer match about $518,189 at 4% or $345,459 at 6%; with 100% employer match about $388,642 at 4% or $259,094 at 6%.
Montana State University Foundation 403(B) DC Plan-72$18,309,813$2,238,576$31,091iApproximate average salary by contribution assumption: employee only about $777,283 at 4% or $518,189 at 6%; with 50% employer match about $518,189 at 4% or $345,459 at 6%; with 100% employer match about $388,642 at 4% or $259,094 at 6%.
2023271$10,897,888$700,557$9,867iApproximate average salary by contribution assumption: employee only about $246,675 at 4% or $164,450 at 6%; with 50% employer match about $164,450 at 4% or $109,633 at 6%; with 100% employer match about $123,338 at 4% or $82,225 at 6%.
Montana State University Foundation 403(B) DC Plan-71$10,897,888$676,943$9,534iApproximate average salary by contribution assumption: employee only about $238,360 at 4% or $158,907 at 6%; with 50% employer match about $158,907 at 4% or $105,938 at 6%; with 100% employer match about $119,180 at 4% or $79,453 at 6%.
Tiaa Cref Tax Deferred Annuity Plan of Montana State University Foundation Inc.-0$0$23,614-
2022266$13,448,212$834,880$12,650iApproximate average salary by contribution assumption: employee only about $316,242 at 4% or $210,828 at 6%; with 50% employer match about $210,828 at 4% or $140,552 at 6%; with 100% employer match about $158,121 at 4% or $105,414 at 6%.
Montana State University Foundation 403(B) DC Plan-66$9,092,646$612,057$9,274iApproximate average salary by contribution assumption: employee only about $231,840 at 4% or $154,560 at 6%; with 50% employer match about $154,560 at 4% or $103,040 at 6%; with 100% employer match about $115,920 at 4% or $77,280 at 6%.
Tiaa Cref Tax Deferred Annuity Plan of Montana State University Foundation Inc.-56$4,355,566$222,823$3,979iApproximate average salary by contribution assumption: employee only about $99,475 at 4% or $66,316 at 6%; with 50% employer match about $66,316 at 4% or $44,211 at 6%; with 100% employer match about $49,737 at 4% or $33,158 at 6%.
2021262$15,360,002$729,970$11,774iApproximate average salary by contribution assumption: employee only about $294,343 at 4% or $196,228 at 6%; with 50% employer match about $196,228 at 4% or $130,819 at 6%; with 100% employer match about $147,171 at 4% or $98,114 at 6%.
Montana State University Foundation 403(B) DC Plan-62$10,712,209$497,034$8,017iApproximate average salary by contribution assumption: employee only about $200,417 at 4% or $133,611 at 6%; with 50% employer match about $133,611 at 4% or $89,074 at 6%; with 100% employer match about $100,208 at 4% or $66,806 at 6%.
Tiaa Cref Tax Deferred Annuity Plan of Montana State University Foundation Inc.-52$4,647,793$232,936$4,480iApproximate average salary by contribution assumption: employee only about $111,988 at 4% or $74,659 at 6%; with 50% employer match about $74,659 at 4% or $49,773 at 6%; with 100% employer match about $55,994 at 4% or $37,329 at 6%.
2020258$13,413,894$625,643$10,787iApproximate average salary by contribution assumption: employee only about $269,674 at 4% or $179,782 at 6%; with 50% employer match about $179,782 at 4% or $119,855 at 6%; with 100% employer match about $134,837 at 4% or $89,891 at 6%.
Montana State University Foundation 403(B) DC Plan-58$9,413,043$482,449$8,318iApproximate average salary by contribution assumption: employee only about $207,952 at 4% or $138,635 at 6%; with 50% employer match about $138,635 at 4% or $92,423 at 6%; with 100% employer match about $103,976 at 4% or $69,317 at 6%.
Tiaa Cref Tax Deferred Annuity Plan of Montana State University Foundation Inc.-48$4,000,851$143,194$2,983iApproximate average salary by contribution assumption: employee only about $74,580 at 4% or $49,720 at 6%; with 50% employer match about $49,720 at 4% or $33,147 at 6%; with 100% employer match about $37,290 at 4% or $24,860 at 6%.
2019256$12,318,481$624,710$11,156iApproximate average salary by contribution assumption: employee only about $278,888 at 4% or $185,926 at 6%; with 50% employer match about $185,926 at 4% or $123,950 at 6%; with 100% employer match about $139,444 at 4% or $92,963 at 6%.
Montana State University Foundation 403(B) DC Plan-56$8,669,068$475,973$8,500iApproximate average salary by contribution assumption: employee only about $212,488 at 4% or $141,659 at 6%; with 50% employer match about $141,659 at 4% or $94,439 at 6%; with 100% employer match about $106,244 at 4% or $70,829 at 6%.
Tiaa Cref Tax Deferred Annuity Plan of Montana State University Foundation Inc.-47$3,649,413$148,737$3,165iApproximate average salary by contribution assumption: employee only about $79,115 at 4% or $52,744 at 6%; with 50% employer match about $52,744 at 4% or $35,162 at 6%; with 100% employer match about $39,558 at 4% or $26,372 at 6%.
2018254$10,222,565$547,398$10,137iApproximate average salary by contribution assumption: employee only about $253,425 at 4% or $168,950 at 6%; with 50% employer match about $168,950 at 4% or $112,633 at 6%; with 100% employer match about $126,713 at 4% or $84,475 at 6%.
Montana State University Foundation 403(B) DC Plan-54$7,139,340$438,159$8,114iApproximate average salary by contribution assumption: employee only about $202,851 at 4% or $135,234 at 6%; with 50% employer match about $135,234 at 4% or $90,156 at 6%; with 100% employer match about $101,426 at 4% or $67,617 at 6%.
Tiaa Cref Tax Deferred Annuity Plan of Montana State University Foundation Inc.-47$3,083,225$109,239$2,324iApproximate average salary by contribution assumption: employee only about $58,106 at 4% or $38,737 at 6%; with 50% employer match about $38,737 at 4% or $25,825 at 6%; with 100% employer match about $29,053 at 4% or $19,369 at 6%.
2017252$10,374,185$551,561$10,607iApproximate average salary by contribution assumption: employee only about $265,174 at 4% or $176,782 at 6%; with 50% employer match about $176,782 at 4% or $117,855 at 6%; with 100% employer match about $132,587 at 4% or $88,391 at 6%.
Montana State University Foundation 403(B) DC Plan-52$7,230,650$389,721$7,495iApproximate average salary by contribution assumption: employee only about $187,366 at 4% or $124,911 at 6%; with 50% employer match about $124,911 at 4% or $83,274 at 6%; with 100% employer match about $93,683 at 4% or $62,455 at 6%.
Tiaa Cref Tax Deferred Annuity Plan of Montana State University Foundation Inc.-43$3,143,535$161,840$3,764iApproximate average salary by contribution assumption: employee only about $94,093 at 4% or $62,729 at 6%; with 50% employer match about $62,729 at 4% or $41,819 at 6%; with 100% employer match about $47,047 at 4% or $31,364 at 6%.
2016259$9,050,498$773,568$13,111iApproximate average salary by contribution assumption: employee only about $327,783 at 4% or $218,522 at 6%; with 50% employer match about $218,522 at 4% or $145,681 at 6%; with 100% employer match about $163,892 at 4% or $109,261 at 6%.
Montana State University Foundation 403(B) DC Plan-59$6,125,028$458,043$7,763iApproximate average salary by contribution assumption: employee only about $194,086 at 4% or $129,391 at 6%; with 50% employer match about $129,391 at 4% or $86,260 at 6%; with 100% employer match about $97,043 at 4% or $64,695 at 6%.
Tiaa Cref Tax Deferred Annuity Plan of Montana State University Foundation Inc.-46$2,925,470$315,525$6,859iApproximate average salary by contribution assumption: employee only about $171,481 at 4% or $114,321 at 6%; with 50% employer match about $114,321 at 4% or $76,214 at 6%; with 100% employer match about $85,740 at 4% or $57,160 at 6%.
2015259$8,260,560$814,701$13,808iApproximate average salary by contribution assumption: employee only about $345,212 at 4% or $230,142 at 6%; with 50% employer match about $230,142 at 4% or $153,428 at 6%; with 100% employer match about $172,606 at 4% or $115,071 at 6%.
Montana State University Foundation 403(B) DC Plan-59$5,635,621$444,825$7,539iApproximate average salary by contribution assumption: employee only about $188,485 at 4% or $125,657 at 6%; with 50% employer match about $125,657 at 4% or $83,771 at 6%; with 100% employer match about $94,243 at 4% or $62,828 at 6%.
Tiaa Cref Tax Deferred Annuity Plan of Montana State University Foundation Inc.-42$2,624,939$369,876$8,807iApproximate average salary by contribution assumption: employee only about $220,164 at 4% or $146,776 at 6%; with 50% employer match about $146,776 at 4% or $97,851 at 6%; with 100% employer match about $110,082 at 4% or $73,388 at 6%.
2014262$7,993,160$854,350$13,780iApproximate average salary by contribution assumption: employee only about $344,496 at 4% or $229,664 at 6%; with 50% employer match about $229,664 at 4% or $153,109 at 6%; with 100% employer match about $172,248 at 4% or $114,832 at 6%.
Montana State University Foundation 403(B) DC Plan-62$5,731,146$756,859$12,207iApproximate average salary by contribution assumption: employee only about $305,185 at 4% or $203,457 at 6%; with 50% employer match about $203,457 at 4% or $135,638 at 6%; with 100% employer match about $152,593 at 4% or $101,728 at 6%.
Tiaa Cref Tax Deferred Annuity Plan of Montana State University Foundation Inc.-43$2,262,014$97,491$2,267iApproximate average salary by contribution assumption: employee only about $56,681 at 4% or $37,787 at 6%; with 50% employer match about $37,787 at 4% or $25,191 at 6%; with 100% employer match about $28,340 at 4% or $18,894 at 6%.
2013278$7,581,112$950,668$12,188iApproximate average salary by contribution assumption: employee only about $304,701 at 4% or $203,134 at 6%; with 50% employer match about $203,134 at 4% or $135,423 at 6%; with 100% employer match about $152,351 at 4% or $101,567 at 6%.
Montana State University Foundation 403(B) DC Plan-78$5,399,801$497,426$6,377iApproximate average salary by contribution assumption: employee only about $159,431 at 4% or $106,288 at 6%; with 50% employer match about $106,288 at 4% or $70,858 at 6%; with 100% employer match about $79,716 at 4% or $53,144 at 6%.
Tiaa Cref Tax Deferred Annuity Plan of Montana State University Foundation Inc.-42$2,181,311$453,242$10,791iApproximate average salary by contribution assumption: employee only about $269,787 at 4% or $179,858 at 6%; with 50% employer match about $179,858 at 4% or $119,905 at 6%; with 100% employer match about $134,893 at 4% or $89,929 at 6%.
2012271$5,877,505$522,876$7,364iApproximate average salary by contribution assumption: employee only about $184,111 at 4% or $122,741 at 6%; with 50% employer match about $122,741 at 4% or $81,827 at 6%; with 100% employer match about $92,056 at 4% or $61,370 at 6%.
Montana State University Foundation 403(B) DC Plan-71$4,363,208$445,544$6,275iApproximate average salary by contribution assumption: employee only about $156,882 at 4% or $104,588 at 6%; with 50% employer match about $104,588 at 4% or $69,725 at 6%; with 100% employer match about $78,441 at 4% or $52,294 at 6%.
Tiaa Cref Tax Deferred Annuity Plan of Montana State University Foundation Inc.-41$1,514,297$77,332$1,886iApproximate average salary by contribution assumption: employee only about $47,154 at 4% or $31,436 at 6%; with 50% employer match about $31,436 at 4% or $20,957 at 6%; with 100% employer match about $23,577 at 4% or $15,718 at 6%.
20112105$4,791,776$317,979$3,028iApproximate average salary by contribution assumption: employee only about $75,709 at 4% or $50,473 at 6%; with 50% employer match about $50,473 at 4% or $33,649 at 6%; with 100% employer match about $37,855 at 4% or $25,236 at 6%.
Montana State University Foundation 403(B) DC Plan-105$3,509,547$272,538$2,596iApproximate average salary by contribution assumption: employee only about $64,890 at 4% or $43,260 at 6%; with 50% employer match about $43,260 at 4% or $28,840 at 6%; with 100% employer match about $32,445 at 4% or $21,630 at 6%.
Tiaa Cref Tax Deferred Annuity Plan of Montana State University Foundation Inc.-34$1,282,229$45,441$1,337iApproximate average salary by contribution assumption: employee only about $33,413 at 4% or $22,275 at 6%; with 50% employer match about $22,275 at 4% or $14,850 at 6%; with 100% employer match about $16,706 at 4% or $11,138 at 6%.
2010287$4,764,711$289,397$3,326iApproximate average salary by contribution assumption: employee only about $83,160 at 4% or $55,440 at 6%; with 50% employer match about $55,440 at 4% or $36,960 at 6%; with 100% employer match about $41,580 at 4% or $27,720 at 6%.
Montana State University Foundation 403(B) DC Plan-87$3,486,144$233,343$2,682iApproximate average salary by contribution assumption: employee only about $67,053 at 4% or $44,702 at 6%; with 50% employer match about $44,702 at 4% or $29,801 at 6%; with 100% employer match about $33,526 at 4% or $22,351 at 6%.
Tiaa Cref Tax Deferred Annuity Plan of Montana State University Foundation Inc.-31$1,278,567$56,054$1,808iApproximate average salary by contribution assumption: employee only about $45,205 at 4% or $30,137 at 6%; with 50% employer match about $30,137 at 4% or $20,091 at 6%; with 100% employer match about $22,602 at 4% or $15,068 at 6%.
2009296$4,165,122$321,328$3,347iApproximate average salary by contribution assumption: employee only about $83,679 at 4% or $55,786 at 6%; with 50% employer match about $55,786 at 4% or $37,191 at 6%; with 100% employer match about $41,840 at 4% or $27,893 at 6%.
Montana State University Foundation 403(B) DC Plan-96$3,046,661$248,704$2,591iApproximate average salary by contribution assumption: employee only about $64,767 at 4% or $43,178 at 6%; with 50% employer match about $43,178 at 4% or $28,785 at 6%; with 100% employer match about $32,383 at 4% or $21,589 at 6%.
Tiaa Cref Tax Deferred Annuity Plan of Montana State University Foundation Inc.-32$1,118,461$72,624$2,270iApproximate average salary by contribution assumption: employee only about $56,738 at 4% or $37,825 at 6%; with 50% employer match about $37,825 at 4% or $25,217 at 6%; with 100% employer match about $28,369 at 4% or $18,913 at 6%.
200810$0$0-
Tiaa Cref Tax Deferred Annuity Plan of Montana State University Foundation Inc.-0---
200710$0$0-
Tiaa Cref Tax Deferred Annuity Plan of Montana State University Foundation Inc.-0---
200610$0$0-
Tiaa Cref Tax Deferred Annuity Plan of Montana State University Foundation Inc.-0---
200510$0$0-
Tiaa Cref Tax Deferred Annuity Plan of Montana State University Foundation Inc.-0---
200410$0$0-
Tiaa Cref Tax Deferred Annuity Plan of Montana State University Foundation Inc.-0---
200310$0$0-
Tiaa Cref Tax Deferred Annuity Plan of Montana State University Foundation Inc.-0---
200210$0$0-
Tiaa Cref Tax Deferred Annuity Plan of Montana State University Foundation Inc.-0---
200110$0$0-
Tiaa Cref Tax Deferred Annuity Plan of Montana State University Foundation Inc.-0---
200010$0$0-
Tiaa Cref Tax Deferred Annuity Plan of Montana State University Foundation Inc.-0---
199910$0$0-
Tiaa Cref Tax Deferred Annuity Plan of Montana State University Foundation Inc.-0---