Civic Intelligence

Lowell Whiteman Primary School Inc

Plan context: Tax Defered Annuity Plan for Employ of Lowell Whiteman Primary School

EIN 84-1240640 • Steamboat Springs, CO • 26 filings • 9 plans

View Related Profile

42605 County Road 36Steamboat Springs, CO 80487-9215
Current Snapshot

Latest Year

2023

2023 Participants

30

2023 Assets

$1,604,187

2023 Contributions

$11,974

Historical Graphs

Total Assets Over Time

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

$1,974,904$987,452$0200920162022YearValue
$1,604,187Latest year 2022

Participants Over Time

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

30150200920162022YearValue
30Latest year 2022

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
202310$0$11,974-
Tax Defered Annuity Plan for Employ of Lowell Whiteman Primary School-0$0$11,974-
2022130$1,604,187$67,690$2,256iApproximate average salary by contribution assumption: employee only about $56,408 at 4% or $37,606 at 6%; with 50% employer match about $37,606 at 4% or $25,070 at 6%; with 100% employer match about $28,204 at 4% or $18,803 at 6%.
Tax Defered Annuity Plan for Employ of Lowell Whiteman Primary School-30$1,604,187$67,690$2,256iApproximate average salary by contribution assumption: employee only about $56,408 at 4% or $37,606 at 6%; with 50% employer match about $37,606 at 4% or $25,070 at 6%; with 100% employer match about $28,204 at 4% or $18,803 at 6%.
2021128$1,557,554$83,053$2,966iApproximate average salary by contribution assumption: employee only about $74,154 at 4% or $49,436 at 6%; with 50% employer match about $49,436 at 4% or $32,958 at 6%; with 100% employer match about $37,077 at 4% or $24,718 at 6%.
Tax Defered Annuity Plan for Employ of Lowell Whiteman Primary School-28$1,557,554$83,053$2,966iApproximate average salary by contribution assumption: employee only about $74,154 at 4% or $49,436 at 6%; with 50% employer match about $49,436 at 4% or $32,958 at 6%; with 100% employer match about $37,077 at 4% or $24,718 at 6%.
2020125$1,802,603$80,569$3,223iApproximate average salary by contribution assumption: employee only about $80,569 at 4% or $53,713 at 6%; with 50% employer match about $53,713 at 4% or $35,808 at 6%; with 100% employer match about $40,285 at 4% or $26,856 at 6%.
Tax Defered Annuity Plan for Employ of Lowell Whiteman Primary School-25$1,802,603$80,569$3,223iApproximate average salary by contribution assumption: employee only about $80,569 at 4% or $53,713 at 6%; with 50% employer match about $53,713 at 4% or $35,808 at 6%; with 100% employer match about $40,285 at 4% or $26,856 at 6%.
2019123$1,774,353$92,129$4,006iApproximate average salary by contribution assumption: employee only about $100,140 at 4% or $66,760 at 6%; with 50% employer match about $66,760 at 4% or $44,507 at 6%; with 100% employer match about $50,070 at 4% or $33,380 at 6%.
Tax Defered Annuity Plan for Employ of Lowell Whiteman Primary School-23$1,774,353$92,129$4,006iApproximate average salary by contribution assumption: employee only about $100,140 at 4% or $66,760 at 6%; with 50% employer match about $66,760 at 4% or $44,507 at 6%; with 100% employer match about $50,070 at 4% or $33,380 at 6%.
2018123$1,606,774$68,171$2,964iApproximate average salary by contribution assumption: employee only about $74,099 at 4% or $49,399 at 6%; with 50% employer match about $49,399 at 4% or $32,933 at 6%; with 100% employer match about $37,049 at 4% or $24,700 at 6%.
Tax Defered Annuity Plan for Employ of Lowell Whiteman Primary School-23$1,606,774$68,171$2,964iApproximate average salary by contribution assumption: employee only about $74,099 at 4% or $49,399 at 6%; with 50% employer match about $49,399 at 4% or $32,933 at 6%; with 100% employer match about $37,049 at 4% or $24,700 at 6%.
2017121$1,464,853$63,440$3,021iApproximate average salary by contribution assumption: employee only about $75,524 at 4% or $50,349 at 6%; with 50% employer match about $50,349 at 4% or $33,566 at 6%; with 100% employer match about $37,762 at 4% or $25,175 at 6%.
Tax Defered Annuity Plan for Employ of Lowell Whiteman Primary School-21$1,464,853$63,440$3,021iApproximate average salary by contribution assumption: employee only about $75,524 at 4% or $50,349 at 6%; with 50% employer match about $50,349 at 4% or $33,566 at 6%; with 100% employer match about $37,762 at 4% or $25,175 at 6%.
2016122$1,261,658$105,693$4,804iApproximate average salary by contribution assumption: employee only about $120,106 at 4% or $80,070 at 6%; with 50% employer match about $80,070 at 4% or $53,380 at 6%; with 100% employer match about $60,053 at 4% or $40,035 at 6%.
Tax Defered Annuity Plan for Employ of Lowell Whiteman Primary School-22$1,261,658$105,693$4,804iApproximate average salary by contribution assumption: employee only about $120,106 at 4% or $80,070 at 6%; with 50% employer match about $80,070 at 4% or $53,380 at 6%; with 100% employer match about $60,053 at 4% or $40,035 at 6%.
2015222$1,974,904$163,227$7,419iApproximate average salary by contribution assumption: employee only about $185,485 at 4% or $123,657 at 6%; with 50% employer match about $123,657 at 4% or $82,438 at 6%; with 100% employer match about $92,743 at 4% or $61,828 at 6%.
Tax Defered Annuity Plan for Employ of Lowell Whiteman Primary School-22$1,023,733$96,304$4,377iApproximate average salary by contribution assumption: employee only about $109,436 at 4% or $72,958 at 6%; with 50% employer match about $72,958 at 4% or $48,638 at 6%; with 100% employer match about $54,718 at 4% or $36,479 at 6%.
Tax Defered Annuity Plan for Employ of Lowell Whiteman Primary School-19$951,171$66,923$3,522iApproximate average salary by contribution assumption: employee only about $88,057 at 4% or $58,704 at 6%; with 50% employer match about $58,704 at 4% or $39,136 at 6%; with 100% employer match about $44,028 at 4% or $29,352 at 6%.
2013118$849,482$81,822$4,546iApproximate average salary by contribution assumption: employee only about $113,642 at 4% or $75,761 at 6%; with 50% employer match about $75,761 at 4% or $50,507 at 6%; with 100% employer match about $56,821 at 4% or $37,881 at 6%.
Tax Defered Annuity Plan for Employ of Lowell Whiteman Primary School-18$849,482$81,822$4,546iApproximate average salary by contribution assumption: employee only about $113,642 at 4% or $75,761 at 6%; with 50% employer match about $75,761 at 4% or $50,507 at 6%; with 100% employer match about $56,821 at 4% or $37,881 at 6%.
2012118$682,341$79,047$4,392iApproximate average salary by contribution assumption: employee only about $109,788 at 4% or $73,192 at 6%; with 50% employer match about $73,192 at 4% or $48,794 at 6%; with 100% employer match about $54,894 at 4% or $36,596 at 6%.
Tax Defered Annuity Plan for Employ of Lowell Whiteman Primary School-18$682,341$79,047$4,392iApproximate average salary by contribution assumption: employee only about $109,788 at 4% or $73,192 at 6%; with 50% employer match about $73,192 at 4% or $48,794 at 6%; with 100% employer match about $54,894 at 4% or $36,596 at 6%.
2011117$546,807$89,361$5,257iApproximate average salary by contribution assumption: employee only about $131,413 at 4% or $87,609 at 6%; with 50% employer match about $87,609 at 4% or $58,406 at 6%; with 100% employer match about $65,707 at 4% or $43,804 at 6%.
Tax Defered Annuity Plan for Employ of Lowell Whiteman Primary School-17$546,807$89,361$5,257iApproximate average salary by contribution assumption: employee only about $131,413 at 4% or $87,609 at 6%; with 50% employer match about $87,609 at 4% or $58,406 at 6%; with 100% employer match about $65,707 at 4% or $43,804 at 6%.
2010215$785,502$83,667$5,578iApproximate average salary by contribution assumption: employee only about $139,445 at 4% or $92,963 at 6%; with 50% employer match about $92,963 at 4% or $61,976 at 6%; with 100% employer match about $69,723 at 4% or $46,482 at 6%.
Tax Defered Annuity Plan for Employ of Lowell Whiteman Primary School-15$785,502$83,667$5,578iApproximate average salary by contribution assumption: employee only about $139,445 at 4% or $92,963 at 6%; with 50% employer match about $92,963 at 4% or $61,976 at 6%; with 100% employer match about $69,723 at 4% or $46,482 at 6%.
Lowell Whiteman Primary School Defined Contribution Plan-----
2009120$631,029$78,154$3,908iApproximate average salary by contribution assumption: employee only about $97,693 at 4% or $65,128 at 6%; with 50% employer match about $65,128 at 4% or $43,419 at 6%; with 100% employer match about $48,846 at 4% or $32,564 at 6%.
Tax Defered Annuity Plan for Employ of Lowell Whiteman Primary School-20$631,029$78,154$3,908iApproximate average salary by contribution assumption: employee only about $97,693 at 4% or $65,128 at 6%; with 50% employer match about $65,128 at 4% or $43,419 at 6%; with 100% employer match about $48,846 at 4% or $32,564 at 6%.
200810$0$0-
Tax Defered Annuity Plan for Employ of Lowell Whiteman Primary School-0---
200710$0$0-
Tax Defered Annuity Plan for Employ of Lowell Whiteman Primary School-0---
200610$0$0-
Tax Defered Annuity Plan for Employ of Lowell Whiteman Primary School-0---
200510$0$0-
Tax Defered Annuity Plan for Employ of Lowell Whiteman Primary School-0---
200410$0$0-
Tax Defered Annuity Plan for Employ of Lowell Whiteman Primary School-0---
200310$0$0-
Tax Defered Annuity Plan for Employ of Lowell Whiteman Primary School-0---
200210$0$0-
Tax Defered Annuity Plan for Employ of Lowell Whiteman Primary School-0---
200110$0$0-
Tax Defered Annuity Plan for Employ of Lowell Whiteman Primary School-0---
200010$0$0-
Tax Defered Annuity Plan for Employ of Lowell Whiteman Primary School-0---
199910$0$0-
Tax Defered Annuity Plan for Employ of Lowell Whiteman Primary School-0---