Civic Intelligence

The Branson School

Plan context: The Branson School Retirement Annuity Plan

EIN 94-0338330 • Ross, CA • 43 filings • 8 plans

39 Fernhill AvenueRoss, CA 94957
Current Snapshot

Latest Year

2024

2024 Participants

102

2024 Assets

$40,656,619

2024 Contributions

$2,415,491

Historical Graphs

Total Assets Over Time

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

$40,656,619$20,328,310$0200920172024YearValue
$40,656,619Latest year 2024

Participants Over Time

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

146730200920172024YearValue
102Latest 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
20241102$40,656,619$2,415,491$23,681iApproximate average salary by contribution assumption: employee only about $592,032 at 4% or $394,688 at 6%; with 50% employer match about $394,688 at 4% or $263,125 at 6%; with 100% employer match about $296,016 at 4% or $197,344 at 6%.
The Branson School Retirement Annuity Plan-102$40,656,619$2,415,491$23,681iApproximate average salary by contribution assumption: employee only about $592,032 at 4% or $394,688 at 6%; with 50% employer match about $394,688 at 4% or $263,125 at 6%; with 100% employer match about $296,016 at 4% or $197,344 at 6%.
2023197$36,403,889$2,309,705$23,811iApproximate average salary by contribution assumption: employee only about $595,285 at 4% or $396,857 at 6%; with 50% employer match about $396,857 at 4% or $264,571 at 6%; with 100% employer match about $297,642 at 4% or $198,428 at 6%.
The Branson School Retirement Annuity Plan-97$36,403,889$2,309,705$23,811iApproximate average salary by contribution assumption: employee only about $595,285 at 4% or $396,857 at 6%; with 50% employer match about $396,857 at 4% or $264,571 at 6%; with 100% employer match about $297,642 at 4% or $198,428 at 6%.
2022194$31,310,050$2,016,973$21,457iApproximate average salary by contribution assumption: employee only about $536,429 at 4% or $357,619 at 6%; with 50% employer match about $357,619 at 4% or $238,413 at 6%; with 100% employer match about $268,214 at 4% or $178,810 at 6%.
The Branson School Retirement Annuity Plan-94$31,310,050$2,016,973$21,457iApproximate average salary by contribution assumption: employee only about $536,429 at 4% or $357,619 at 6%; with 50% employer match about $357,619 at 4% or $238,413 at 6%; with 100% employer match about $268,214 at 4% or $178,810 at 6%.
2021190$35,111,512$1,644,039$18,267iApproximate average salary by contribution assumption: employee only about $456,677 at 4% or $304,452 at 6%; with 50% employer match about $304,452 at 4% or $202,968 at 6%; with 100% employer match about $228,339 at 4% or $152,226 at 6%.
The Branson School Retirement Annuity Plan-90$35,111,512$1,644,039$18,267iApproximate average salary by contribution assumption: employee only about $456,677 at 4% or $304,452 at 6%; with 50% employer match about $304,452 at 4% or $202,968 at 6%; with 100% employer match about $228,339 at 4% or $152,226 at 6%.
2020187$32,003,616$1,462,224$16,807iApproximate average salary by contribution assumption: employee only about $420,179 at 4% or $280,120 at 6%; with 50% employer match about $280,120 at 4% or $186,746 at 6%; with 100% employer match about $210,090 at 4% or $140,060 at 6%.
The Branson School Retirement Annuity Plan-87$32,003,616$1,462,224$16,807iApproximate average salary by contribution assumption: employee only about $420,179 at 4% or $280,120 at 6%; with 50% employer match about $280,120 at 4% or $186,746 at 6%; with 100% employer match about $210,090 at 4% or $140,060 at 6%.
2019190$28,193,684$1,925,630$21,396iApproximate average salary by contribution assumption: employee only about $534,897 at 4% or $356,598 at 6%; with 50% employer match about $356,598 at 4% or $237,732 at 6%; with 100% employer match about $267,449 at 4% or $178,299 at 6%.
The Branson School Retirement Annuity Plan-90$28,193,684$1,925,630$21,396iApproximate average salary by contribution assumption: employee only about $534,897 at 4% or $356,598 at 6%; with 50% employer match about $356,598 at 4% or $237,732 at 6%; with 100% employer match about $267,449 at 4% or $178,299 at 6%.
20181146$24,743,883$1,423,975$9,753iApproximate average salary by contribution assumption: employee only about $243,831 at 4% or $162,554 at 6%; with 50% employer match about $162,554 at 4% or $108,369 at 6%; with 100% employer match about $121,916 at 4% or $81,277 at 6%.
The Branson School Retirement Annuity Plan-146$24,743,883$1,423,975$9,753iApproximate average salary by contribution assumption: employee only about $243,831 at 4% or $162,554 at 6%; with 50% employer match about $162,554 at 4% or $108,369 at 6%; with 100% employer match about $121,916 at 4% or $81,277 at 6%.
20171142$25,864,584$1,500,007$10,563iApproximate average salary by contribution assumption: employee only about $264,086 at 4% or $176,057 at 6%; with 50% employer match about $176,057 at 4% or $117,371 at 6%; with 100% employer match about $132,043 at 4% or $88,029 at 6%.
The Branson School Retirement Annuity Plan-142$25,864,584$1,500,007$10,563iApproximate average salary by contribution assumption: employee only about $264,086 at 4% or $176,057 at 6%; with 50% employer match about $176,057 at 4% or $117,371 at 6%; with 100% employer match about $132,043 at 4% or $88,029 at 6%.
20162133$24,041,227$1,161,402$8,732iApproximate average salary by contribution assumption: employee only about $218,309 at 4% or $145,539 at 6%; with 50% employer match about $145,539 at 4% or $97,026 at 6%; with 100% employer match about $109,154 at 4% or $72,770 at 6%.
The Branson School Retirement Annuity Plan-133$24,041,227$991,231$7,453iApproximate average salary by contribution assumption: employee only about $186,322 at 4% or $124,214 at 6%; with 50% employer match about $124,214 at 4% or $82,810 at 6%; with 100% employer match about $93,161 at 4% or $62,107 at 6%.
The Branson School Supplemental Retirement Annuity-0-$170,171-
2015288$22,422,284$1,125,434$12,789iApproximate average salary by contribution assumption: employee only about $319,726 at 4% or $213,150 at 6%; with 50% employer match about $213,150 at 4% or $142,100 at 6%; with 100% employer match about $159,863 at 4% or $106,575 at 6%.
The Branson School Retirement Annuity Plan-78$19,817,845$972,891$12,473iApproximate average salary by contribution assumption: employee only about $311,824 at 4% or $207,883 at 6%; with 50% employer match about $207,883 at 4% or $138,588 at 6%; with 100% employer match about $155,912 at 4% or $103,941 at 6%.
The Branson School Supplemental Retirement Annuity-88$2,604,439$152,543$1,733iApproximate average salary by contribution assumption: employee only about $43,336 at 4% or $28,891 at 6%; with 50% employer match about $28,891 at 4% or $19,260 at 6%; with 100% employer match about $21,668 at 4% or $14,445 at 6%.
2014287$22,387,103$1,165,335$13,395iApproximate average salary by contribution assumption: employee only about $334,866 at 4% or $223,244 at 6%; with 50% employer match about $223,244 at 4% or $148,830 at 6%; with 100% employer match about $167,433 at 4% or $111,622 at 6%.
The Branson School Retirement Annuity Plan-87$19,827,529$942,235$10,830iApproximate average salary by contribution assumption: employee only about $270,757 at 4% or $180,505 at 6%; with 50% employer match about $180,505 at 4% or $120,337 at 6%; with 100% employer match about $135,379 at 4% or $90,252 at 6%.
The Branson School Supplemental Retirement Annuity-58$2,559,574$223,100$3,847iApproximate average salary by contribution assumption: employee only about $96,164 at 4% or $64,109 at 6%; with 50% employer match about $64,109 at 4% or $42,739 at 6%; with 100% employer match about $48,082 at 4% or $32,055 at 6%.
2013280$20,613,367$1,083,368$13,542iApproximate average salary by contribution assumption: employee only about $338,553 at 4% or $225,702 at 6%; with 50% employer match about $225,702 at 4% or $150,468 at 6%; with 100% employer match about $169,276 at 4% or $112,851 at 6%.
The Branson School Retirement Annuity Plan-80$18,195,911$906,016$11,325iApproximate average salary by contribution assumption: employee only about $283,130 at 4% or $188,753 at 6%; with 50% employer match about $188,753 at 4% or $125,836 at 6%; with 100% employer match about $141,565 at 4% or $94,377 at 6%.
The Branson School Supplemental Retirement Annuity-44$2,417,456$177,352$4,031iApproximate average salary by contribution assumption: employee only about $100,768 at 4% or $67,179 at 6%; with 50% employer match about $67,179 at 4% or $44,786 at 6%; with 100% employer match about $50,384 at 4% or $33,589 at 6%.
2012278$17,437,305$1,147,649$14,713iApproximate average salary by contribution assumption: employee only about $367,836 at 4% or $245,224 at 6%; with 50% employer match about $245,224 at 4% or $163,483 at 6%; with 100% employer match about $183,918 at 4% or $122,612 at 6%.
The Branson School Retirement Annuity Plan-78$15,465,930$967,415$12,403iApproximate average salary by contribution assumption: employee only about $310,069 at 4% or $206,713 at 6%; with 50% employer match about $206,713 at 4% or $137,808 at 6%; with 100% employer match about $155,034 at 4% or $103,356 at 6%.
The Branson School Supplemental Retirement Annuity-40$1,971,375$180,234$4,506iApproximate average salary by contribution assumption: employee only about $112,646 at 4% or $75,098 at 6%; with 50% employer match about $75,098 at 4% or $50,065 at 6%; with 100% employer match about $56,323 at 4% or $37,549 at 6%.
2011275$15,961,075$1,085,000$14,467iApproximate average salary by contribution assumption: employee only about $361,667 at 4% or $241,111 at 6%; with 50% employer match about $241,111 at 4% or $160,741 at 6%; with 100% employer match about $180,833 at 4% or $120,556 at 6%.
The Branson School Retirement Annuity Plan-75$14,151,144$942,937$12,572iApproximate average salary by contribution assumption: employee only about $314,312 at 4% or $209,542 at 6%; with 50% employer match about $209,542 at 4% or $139,694 at 6%; with 100% employer match about $157,156 at 4% or $104,771 at 6%.
The Branson School Supplemental Retirement Annuity-40$1,809,931$142,063$3,552iApproximate average salary by contribution assumption: employee only about $88,789 at 4% or $59,193 at 6%; with 50% employer match about $59,193 at 4% or $39,462 at 6%; with 100% employer match about $44,395 at 4% or $29,596 at 6%.
2010274$15,833,882$977,173$13,205iApproximate average salary by contribution assumption: employee only about $330,126 at 4% or $220,084 at 6%; with 50% employer match about $220,084 at 4% or $146,723 at 6%; with 100% employer match about $165,063 at 4% or $110,042 at 6%.
The Branson School Retirement Annuity Plan-74$13,986,361$793,599$10,724iApproximate average salary by contribution assumption: employee only about $268,108 at 4% or $178,739 at 6%; with 50% employer match about $178,739 at 4% or $119,159 at 6%; with 100% employer match about $134,054 at 4% or $89,369 at 6%.
The Branson School Supplemental Retirement Annuity-41$1,847,521$183,574$4,477iApproximate average salary by contribution assumption: employee only about $111,935 at 4% or $74,624 at 6%; with 50% employer match about $74,624 at 4% or $49,749 at 6%; with 100% employer match about $55,968 at 4% or $37,312 at 6%.
2009272$14,114,650$896,671$12,454iApproximate average salary by contribution assumption: employee only about $311,344 at 4% or $207,563 at 6%; with 50% employer match about $207,563 at 4% or $138,375 at 6%; with 100% employer match about $155,672 at 4% or $103,781 at 6%.
The Branson School Retirement Annuity Plan-72$12,455,185$751,368$10,436iApproximate average salary by contribution assumption: employee only about $260,892 at 4% or $173,928 at 6%; with 50% employer match about $173,928 at 4% or $115,952 at 6%; with 100% employer match about $130,446 at 4% or $86,964 at 6%.
The Branson School Supplemental Retirement Annuity-15$1,659,465$145,303$9,687iApproximate average salary by contribution assumption: employee only about $242,172 at 4% or $161,448 at 6%; with 50% employer match about $161,448 at 4% or $107,632 at 6%; with 100% employer match about $121,086 at 4% or $80,724 at 6%.
200820$0$0-
The Branson School Supplemental Retirement Annuity-0---
The Branson School Retirement Annuity Plan-0---
200720$0$0-
The Branson School Retirement Annuity Plan-0---
The Branson School Supplemental Retirement Annuity-0---
200620$0$0-
The Branson School Supplemental Retirement Annuity-0---
The Branson School Retirement Annuity Plan-0---
200520$0$0-
The Branson School Supplemental Retirement Annuity-0---
The Branson School Retirement Annuity Plan-0---
200420$0$0-
The Branson School Retirement Annuity Plan-0---
The Branson School Supplemental Retirement Annuity-0---
200320$0$0-
The Branson School Supplemental Retirement Annuity-0---
The Branson School Retirement Annuity Plan-0---
200220$0$0-
The Branson School Retirement Annuity Plan-0---
The Branson School Supplemental Retirement Annuity-0---
200120$0$0-
002-0---
The Branson School Supplemental Retirement Annuity-0---
200020$0$0-
The Branson School Retirement Annuity Plan-0---
The Branson School Supplemental Retirement Annuity-0---
199910$0$0-
The Branson School Retirement Annuity Plan-0---