Montessori at the Park
Plan context: Montessori at the Park 401(K) Profit Sharing Plan & Trust
EIN 87-0769943 • Rancho Santa Margarita, CA • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
28
2025 Assets
$192,728
2025 Contributions
$55,851
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 28 | $192,728 | $55,851 | $1,995iApproximate average salary by contribution assumption: employee only about $49,867 at 4% or $33,245 at 6%; with 50% employer match about $33,245 at 4% or $22,163 at 6%; with 100% employer match about $24,933 at 4% or $16,622 at 6%. |
| Montessori at the Park 401(K) Profit Sharing Plan & Trust | - | 28 | $192,728 | $55,851 | $1,995iApproximate average salary by contribution assumption: employee only about $49,867 at 4% or $33,245 at 6%; with 50% employer match about $33,245 at 4% or $22,163 at 6%; with 100% employer match about $24,933 at 4% or $16,622 at 6%. |
| 2024 | 1 | 28 | $129,318 | $55,261 | $1,974iApproximate average salary by contribution assumption: employee only about $49,340 at 4% or $32,893 at 6%; with 50% employer match about $32,893 at 4% or $21,929 at 6%; with 100% employer match about $24,670 at 4% or $16,447 at 6%. |
| Montessori at the Park 401(K) Profit Sharing Plan & Trust | - | 28 | $129,318 | $55,261 | $1,974iApproximate average salary by contribution assumption: employee only about $49,340 at 4% or $32,893 at 6%; with 50% employer match about $32,893 at 4% or $21,929 at 6%; with 100% employer match about $24,670 at 4% or $16,447 at 6%. |
| 2023 | 1 | 25 | $79,174 | $49,268 | $1,971iApproximate average salary by contribution assumption: employee only about $49,268 at 4% or $32,845 at 6%; with 50% employer match about $32,845 at 4% or $21,897 at 6%; with 100% employer match about $24,634 at 4% or $16,423 at 6%. |
| Montessori at the Park 401(K) Profit Sharing Plan & Trust | - | 25 | $79,174 | $49,268 | $1,971iApproximate average salary by contribution assumption: employee only about $49,268 at 4% or $32,845 at 6%; with 50% employer match about $32,845 at 4% or $21,897 at 6%; with 100% employer match about $24,634 at 4% or $16,423 at 6%. |
| 2022 | 1 | 0 | $32,627 | $38,921 | - |
| Montessori at the Park 401(K) Profit Sharing Plan & Trust | - | 0 | $32,627 | $38,921 | - |