Civic Intelligence

The Overlake School

Plan context: Overlake School 403(B) Plan

EIN 91-0814431 • 33 filings • 8 plans

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Current Snapshot

Latest Year

2023

2023 Participants

154

2023 Assets

$42,494,444

2023 Contributions

$2,198,967

Historical Graphs

Total Assets Over Time

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

$42,494,444$21,247,222$0200920162023YearValue
$42,494,444Latest year 2023

Participants Over Time

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

2761380200920162023YearValue
154Latest year 2023

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
20232154$42,494,444$2,198,967$14,279iApproximate average salary by contribution assumption: employee only about $356,975 at 4% or $237,983 at 6%; with 50% employer match about $237,983 at 4% or $158,656 at 6%; with 100% employer match about $178,488 at 4% or $118,992 at 6%.
Overlake School 403(B) Plan-154$42,494,444$2,198,967$14,279iApproximate average salary by contribution assumption: employee only about $356,975 at 4% or $237,983 at 6%; with 50% employer match about $237,983 at 4% or $158,656 at 6%; with 100% employer match about $178,488 at 4% or $118,992 at 6%.
The Overlake School Employee Benefit Plan-138---
20222143$37,460,375$2,031,561$14,207iApproximate average salary by contribution assumption: employee only about $355,168 at 4% or $236,779 at 6%; with 50% employer match about $236,779 at 4% or $157,852 at 6%; with 100% employer match about $177,584 at 4% or $118,389 at 6%.
Overlake School 403(B) Plan-143$37,460,375$2,031,561$14,207iApproximate average salary by contribution assumption: employee only about $355,168 at 4% or $236,779 at 6%; with 50% employer match about $236,779 at 4% or $157,852 at 6%; with 100% employer match about $177,584 at 4% or $118,389 at 6%.
The Overlake School Employee Benefit Plan-139---
20212174$32,952,116$2,053,627$11,802iApproximate average salary by contribution assumption: employee only about $295,061 at 4% or $196,708 at 6%; with 50% employer match about $196,708 at 4% or $131,138 at 6%; with 100% employer match about $147,531 at 4% or $98,354 at 6%.
Overlake School 403(B) Plan-143$32,952,116$2,053,627$14,361iApproximate average salary by contribution assumption: employee only about $359,026 at 4% or $239,350 at 6%; with 50% employer match about $239,350 at 4% or $159,567 at 6%; with 100% employer match about $179,513 at 4% or $119,675 at 6%.
The Overlake School Employee Benefit Plan-174---
20202169$36,730,283$1,822,201$10,782iApproximate average salary by contribution assumption: employee only about $269,556 at 4% or $179,704 at 6%; with 50% employer match about $179,704 at 4% or $119,803 at 6%; with 100% employer match about $134,778 at 4% or $89,852 at 6%.
Overlake School 403(B) Plan-169$36,730,283$1,822,201$10,782iApproximate average salary by contribution assumption: employee only about $269,556 at 4% or $179,704 at 6%; with 50% employer match about $179,704 at 4% or $119,803 at 6%; with 100% employer match about $134,778 at 4% or $89,852 at 6%.
The Overlake School Employee Benefit Plan-143---
20192148$28,288,366$1,790,395$12,097iApproximate average salary by contribution assumption: employee only about $302,432 at 4% or $201,621 at 6%; with 50% employer match about $201,621 at 4% or $134,414 at 6%; with 100% employer match about $151,216 at 4% or $100,811 at 6%.
Overlake School 403(B) Plan-148$28,288,366$1,790,395$12,097iApproximate average salary by contribution assumption: employee only about $302,432 at 4% or $201,621 at 6%; with 50% employer match about $201,621 at 4% or $134,414 at 6%; with 100% employer match about $151,216 at 4% or $100,811 at 6%.
The Overlake School Employee Benefit Plan-134---
20182165$27,799,088$1,599,289$9,693iApproximate average salary by contribution assumption: employee only about $242,317 at 4% or $161,544 at 6%; with 50% employer match about $161,544 at 4% or $107,696 at 6%; with 100% employer match about $121,158 at 4% or $80,772 at 6%.
Overlake School 403(B) Plan-165$27,799,088$1,599,289$9,693iApproximate average salary by contribution assumption: employee only about $242,317 at 4% or $161,544 at 6%; with 50% employer match about $161,544 at 4% or $107,696 at 6%; with 100% employer match about $121,158 at 4% or $80,772 at 6%.
The Overlake School Employee Benefit Plan-135---
20172150$26,020,159$1,477,158$9,848iApproximate average salary by contribution assumption: employee only about $246,193 at 4% or $164,129 at 6%; with 50% employer match about $164,129 at 4% or $109,419 at 6%; with 100% employer match about $123,096 at 4% or $82,064 at 6%.
Overlake School 403(B) Plan-150$26,020,159$1,477,158$9,848iApproximate average salary by contribution assumption: employee only about $246,193 at 4% or $164,129 at 6%; with 50% employer match about $164,129 at 4% or $109,419 at 6%; with 100% employer match about $123,096 at 4% or $82,064 at 6%.
The Overlake School Employee Benefit Plan-137---
20162134$24,672,345$1,345,627$10,042iApproximate average salary by contribution assumption: employee only about $251,050 at 4% or $167,367 at 6%; with 50% employer match about $167,367 at 4% or $111,578 at 6%; with 100% employer match about $125,525 at 4% or $83,683 at 6%.
Overlake School 403(B) Plan-134$24,672,345$1,345,627$10,042iApproximate average salary by contribution assumption: employee only about $251,050 at 4% or $167,367 at 6%; with 50% employer match about $167,367 at 4% or $111,578 at 6%; with 100% employer match about $125,525 at 4% or $83,683 at 6%.
The Overlake School Employee Benefit Plan-128---
20152130$23,195,698$1,286,563$9,897iApproximate average salary by contribution assumption: employee only about $247,416 at 4% or $164,944 at 6%; with 50% employer match about $164,944 at 4% or $109,963 at 6%; with 100% employer match about $123,708 at 4% or $82,472 at 6%.
Overlake School 403(B) Plan-130$23,195,698$1,286,563$9,897iApproximate average salary by contribution assumption: employee only about $247,416 at 4% or $164,944 at 6%; with 50% employer match about $164,944 at 4% or $109,963 at 6%; with 100% employer match about $123,708 at 4% or $82,472 at 6%.
The Overlake School Employee Benefit Plan-127---
20142125$22,721,856$1,162,358$9,299iApproximate average salary by contribution assumption: employee only about $232,472 at 4% or $154,981 at 6%; with 50% employer match about $154,981 at 4% or $103,321 at 6%; with 100% employer match about $116,236 at 4% or $77,491 at 6%.
Overlake School 403(B) Plan-113$22,721,856$1,162,358$10,286iApproximate average salary by contribution assumption: employee only about $257,159 at 4% or $171,439 at 6%; with 50% employer match about $171,439 at 4% or $114,293 at 6%; with 100% employer match about $128,579 at 4% or $85,720 at 6%.
The Overlake School Employee Benefit Plan-125---
20132117$21,654,443$1,522,361$13,012iApproximate average salary by contribution assumption: employee only about $325,291 at 4% or $216,861 at 6%; with 50% employer match about $216,861 at 4% or $144,574 at 6%; with 100% employer match about $162,645 at 4% or $108,430 at 6%.
Overlake School 403(B) Plan-117$21,654,443$1,522,361$13,012iApproximate average salary by contribution assumption: employee only about $325,291 at 4% or $216,861 at 6%; with 50% employer match about $216,861 at 4% or $144,574 at 6%; with 100% employer match about $162,645 at 4% or $108,430 at 6%.
The Overlake School Employee Benefit Plan-104---
20122178$18,507,434$1,059,502$5,952iApproximate average salary by contribution assumption: employee only about $148,806 at 4% or $99,204 at 6%; with 50% employer match about $99,204 at 4% or $66,136 at 6%; with 100% employer match about $74,403 at 4% or $49,602 at 6%.
Overlake School 403(B) Plan-178$18,507,434$1,059,502$5,952iApproximate average salary by contribution assumption: employee only about $148,806 at 4% or $99,204 at 6%; with 50% employer match about $99,204 at 4% or $66,136 at 6%; with 100% employer match about $74,403 at 4% or $49,602 at 6%.
The Overlake School Employee Benefit Plan-105---
20112114$16,407,106$1,260,194$11,054iApproximate average salary by contribution assumption: employee only about $276,358 at 4% or $184,239 at 6%; with 50% employer match about $184,239 at 4% or $122,826 at 6%; with 100% employer match about $138,179 at 4% or $92,119 at 6%.
Overlake School 403(B) Plan-114$16,407,106$1,260,194$11,054iApproximate average salary by contribution assumption: employee only about $276,358 at 4% or $184,239 at 6%; with 50% employer match about $184,239 at 4% or $122,826 at 6%; with 100% employer match about $138,179 at 4% or $92,119 at 6%.
The Overlake School Employee Benefit Plan-107---
20102240$15,554,791$944,113$3,934iApproximate average salary by contribution assumption: employee only about $98,345 at 4% or $65,563 at 6%; with 50% employer match about $65,563 at 4% or $43,709 at 6%; with 100% employer match about $49,173 at 4% or $32,782 at 6%.
Overlake School 403(B) Plan-240$15,554,791$944,113$3,934iApproximate average salary by contribution assumption: employee only about $98,345 at 4% or $65,563 at 6%; with 50% employer match about $65,563 at 4% or $43,709 at 6%; with 100% employer match about $49,173 at 4% or $32,782 at 6%.
The Overlake School Employee Benefit Plan-104---
20092276$13,289,165$856,954$3,105iApproximate average salary by contribution assumption: employee only about $77,623 at 4% or $51,748 at 6%; with 50% employer match about $51,748 at 4% or $34,499 at 6%; with 100% employer match about $38,811 at 4% or $25,874 at 6%.
Overlake School 403(B) Plan-276$13,289,165$856,954$3,105iApproximate average salary by contribution assumption: employee only about $77,623 at 4% or $51,748 at 6%; with 50% employer match about $51,748 at 4% or $34,499 at 6%; with 100% employer match about $38,811 at 4% or $25,874 at 6%.
The Overlake School Employee Benefit Plan-103---
200710$0$0-
Overlake School 403(B) Plan-0---
200610$0$0-
Overlake School 403(B) Plan-0---
200010$0$0-
Overlake School 403(B) Plan-0---