Civic Intelligence

York School

Plan context: Ttaa-Cref Tax Deferred Annuity Plan for All

EIN 94-1461062 • Monterey, CA • 18 filings • 3 plans

9501 York Rd.Monterey, CA 93940
Current Snapshot

Latest Year

2024

2024 Participants

31

2024 Assets

$6,235,307

2024 Contributions

$375,904

Historical Graphs

Total Assets Over Time

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

$6,771,255$3,385,628$0200920172024YearValue
$6,235,307Latest year 2024

Participants Over Time

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

41210200920172024YearValue
31Latest 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
2024131$6,235,307$375,904$12,126iApproximate average salary by contribution assumption: employee only about $303,148 at 4% or $202,099 at 6%; with 50% employer match about $202,099 at 4% or $134,733 at 6%; with 100% employer match about $151,574 at 4% or $101,049 at 6%.
Ttaa-Cref Tax Deferred Annuity Plan for All-31$6,235,307$375,904$12,126iApproximate average salary by contribution assumption: employee only about $303,148 at 4% or $202,099 at 6%; with 50% employer match about $202,099 at 4% or $134,733 at 6%; with 100% employer match about $151,574 at 4% or $101,049 at 6%.
2023130$6,199,244$419,459$13,982iApproximate average salary by contribution assumption: employee only about $349,549 at 4% or $233,033 at 6%; with 50% employer match about $233,033 at 4% or $155,355 at 6%; with 100% employer match about $174,775 at 4% or $116,516 at 6%.
Ttaa-Cref Tax Deferred Annuity Plan for All-30$6,199,244$419,459$13,982iApproximate average salary by contribution assumption: employee only about $349,549 at 4% or $233,033 at 6%; with 50% employer match about $233,033 at 4% or $155,355 at 6%; with 100% employer match about $174,775 at 4% or $116,516 at 6%.
2022138$6,129,738$388,849$10,233iApproximate average salary by contribution assumption: employee only about $255,822 at 4% or $170,548 at 6%; with 50% employer match about $170,548 at 4% or $113,699 at 6%; with 100% employer match about $127,911 at 4% or $85,274 at 6%.
Ttaa-Cref Tax Deferred Annuity Plan for All-38$6,129,738$388,849$10,233iApproximate average salary by contribution assumption: employee only about $255,822 at 4% or $170,548 at 6%; with 50% employer match about $170,548 at 4% or $113,699 at 6%; with 100% employer match about $127,911 at 4% or $85,274 at 6%.
2021135$6,712,837$392,571$11,216iApproximate average salary by contribution assumption: employee only about $280,408 at 4% or $186,939 at 6%; with 50% employer match about $186,939 at 4% or $124,626 at 6%; with 100% employer match about $140,204 at 4% or $93,469 at 6%.
Ttaa-Cref Tax Deferred Annuity Plan for All-35$6,712,837$392,571$11,216iApproximate average salary by contribution assumption: employee only about $280,408 at 4% or $186,939 at 6%; with 50% employer match about $186,939 at 4% or $124,626 at 6%; with 100% employer match about $140,204 at 4% or $93,469 at 6%.
2020133$6,261,949$353,023$10,698iApproximate average salary by contribution assumption: employee only about $267,442 at 4% or $178,294 at 6%; with 50% employer match about $178,294 at 4% or $118,863 at 6%; with 100% employer match about $133,721 at 4% or $89,147 at 6%.
Ttaa-Cref Tax Deferred Annuity Plan for All-33$6,261,949$353,023$10,698iApproximate average salary by contribution assumption: employee only about $267,442 at 4% or $178,294 at 6%; with 50% employer match about $178,294 at 4% or $118,863 at 6%; with 100% employer match about $133,721 at 4% or $89,147 at 6%.
2019135$6,272,205$407,504$11,643iApproximate average salary by contribution assumption: employee only about $291,074 at 4% or $194,050 at 6%; with 50% employer match about $194,050 at 4% or $129,366 at 6%; with 100% employer match about $145,537 at 4% or $97,025 at 6%.
Ttaa-Cref Tax Deferred Annuity Plan for All-35$6,272,205$407,504$11,643iApproximate average salary by contribution assumption: employee only about $291,074 at 4% or $194,050 at 6%; with 50% employer match about $194,050 at 4% or $129,366 at 6%; with 100% employer match about $145,537 at 4% or $97,025 at 6%.
2018140$6,012,621$426,710$10,668iApproximate average salary by contribution assumption: employee only about $266,694 at 4% or $177,796 at 6%; with 50% employer match about $177,796 at 4% or $118,531 at 6%; with 100% employer match about $133,347 at 4% or $88,898 at 6%.
Ttaa-Cref Tax Deferred Annuity Plan for All-40$6,012,621$426,710$10,668iApproximate average salary by contribution assumption: employee only about $266,694 at 4% or $177,796 at 6%; with 50% employer match about $177,796 at 4% or $118,531 at 6%; with 100% employer match about $133,347 at 4% or $88,898 at 6%.
2017139$6,771,255$402,986$10,333iApproximate average salary by contribution assumption: employee only about $258,324 at 4% or $172,216 at 6%; with 50% employer match about $172,216 at 4% or $114,811 at 6%; with 100% employer match about $129,162 at 4% or $86,108 at 6%.
Ttaa-Cref Tax Deferred Annuity Plan for All-39$6,771,255$402,986$10,333iApproximate average salary by contribution assumption: employee only about $258,324 at 4% or $172,216 at 6%; with 50% employer match about $172,216 at 4% or $114,811 at 6%; with 100% employer match about $129,162 at 4% or $86,108 at 6%.
2016136$5,738,967$380,309$10,564iApproximate average salary by contribution assumption: employee only about $264,103 at 4% or $176,069 at 6%; with 50% employer match about $176,069 at 4% or $117,379 at 6%; with 100% employer match about $132,052 at 4% or $88,034 at 6%.
Ttaa-Cref Tax Deferred Annuity Plan for All-36$5,738,967$380,309$10,564iApproximate average salary by contribution assumption: employee only about $264,103 at 4% or $176,069 at 6%; with 50% employer match about $176,069 at 4% or $117,379 at 6%; with 100% employer match about $132,052 at 4% or $88,034 at 6%.
2015137$5,722,443$394,031$10,649iApproximate average salary by contribution assumption: employee only about $266,237 at 4% or $177,491 at 6%; with 50% employer match about $177,491 at 4% or $118,328 at 6%; with 100% employer match about $133,119 at 4% or $88,746 at 6%.
Ttaa-Cref Tax Deferred Annuity Plan for All-37$5,722,443$394,031$10,649iApproximate average salary by contribution assumption: employee only about $266,237 at 4% or $177,491 at 6%; with 50% employer match about $177,491 at 4% or $118,328 at 6%; with 100% employer match about $133,119 at 4% or $88,746 at 6%.
2014136$5,394,742$368,674$10,241iApproximate average salary by contribution assumption: employee only about $256,024 at 4% or $170,682 at 6%; with 50% employer match about $170,682 at 4% or $113,788 at 6%; with 100% employer match about $128,012 at 4% or $85,341 at 6%.
Ttaa-Cref Tax Deferred Annuity Plan for All-36$5,394,742$368,674$10,241iApproximate average salary by contribution assumption: employee only about $256,024 at 4% or $170,682 at 6%; with 50% employer match about $170,682 at 4% or $113,788 at 6%; with 100% employer match about $128,012 at 4% or $85,341 at 6%.
2013137$4,983,557$335,092$9,057iApproximate average salary by contribution assumption: employee only about $226,414 at 4% or $150,942 at 6%; with 50% employer match about $150,942 at 4% or $100,628 at 6%; with 100% employer match about $113,207 at 4% or $75,471 at 6%.
Ttaa-Cref Tax Deferred Annuity Plan for All-37$4,983,557$335,092$9,057iApproximate average salary by contribution assumption: employee only about $226,414 at 4% or $150,942 at 6%; with 50% employer match about $150,942 at 4% or $100,628 at 6%; with 100% employer match about $113,207 at 4% or $75,471 at 6%.
2012138$4,000,141$325,199$8,558iApproximate average salary by contribution assumption: employee only about $213,947 at 4% or $142,631 at 6%; with 50% employer match about $142,631 at 4% or $95,087 at 6%; with 100% employer match about $106,973 at 4% or $71,316 at 6%.
Ttaa-Cref Tax Deferred Annuity Plan for All-38$4,000,141$325,199$8,558iApproximate average salary by contribution assumption: employee only about $213,947 at 4% or $142,631 at 6%; with 50% employer match about $142,631 at 4% or $95,087 at 6%; with 100% employer match about $106,973 at 4% or $71,316 at 6%.
2011138$3,452,774$317,849$8,364iApproximate average salary by contribution assumption: employee only about $209,111 at 4% or $139,407 at 6%; with 50% employer match about $139,407 at 4% or $92,938 at 6%; with 100% employer match about $104,556 at 4% or $69,704 at 6%.
Ttaa-Cref Tax Deferred Annuity Plan for All-38$3,452,774$317,849$8,364iApproximate average salary by contribution assumption: employee only about $209,111 at 4% or $139,407 at 6%; with 50% employer match about $139,407 at 4% or $92,938 at 6%; with 100% employer match about $104,556 at 4% or $69,704 at 6%.
2010141$4,467,646$324,302$7,910iApproximate average salary by contribution assumption: employee only about $197,745 at 4% or $131,830 at 6%; with 50% employer match about $131,830 at 4% or $87,887 at 6%; with 100% employer match about $98,873 at 4% or $65,915 at 6%.
Ttaa-Cref Tax Deferred Annuity Plan for All-41$4,467,646$324,302$7,910iApproximate average salary by contribution assumption: employee only about $197,745 at 4% or $131,830 at 6%; with 50% employer match about $131,830 at 4% or $87,887 at 6%; with 100% employer match about $98,873 at 4% or $65,915 at 6%.
2009141$3,932,572$300,345$7,325iApproximate average salary by contribution assumption: employee only about $183,137 at 4% or $122,091 at 6%; with 50% employer match about $122,091 at 4% or $81,394 at 6%; with 100% employer match about $91,569 at 4% or $61,046 at 6%.
Ttaa-Cref Tax Deferred Annuity Plan for All-41$3,932,572$300,345$7,325iApproximate average salary by contribution assumption: employee only about $183,137 at 4% or $122,091 at 6%; with 50% employer match about $122,091 at 4% or $81,394 at 6%; with 100% employer match about $91,569 at 4% or $61,046 at 6%.
200010$0$0-
Ttaa-Cref Tax Deferred Annuity Plan for All-0---
199910$0$0-
Ttaa-Cref Tax Deferred Annuity Plan for All-0---