Civic Intelligence

Berkeley Montessori School

Plan context: Berkeley Montessori School 403B Retirement Plan

EIN 94-1571768 • Berkeley, CA • 23 filings • 4 plans

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1310 University AvenueBerkeley, CA 94702
Current Snapshot

Latest Year

2023

2023 Participants

51

2023 Assets

$5,270,639

2023 Contributions

$137,133

Historical Graphs

Total Assets Over Time

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

$5,457,631$2,728,816$0200920162022YearValue
$5,270,639Latest year 2022

Participants Over Time

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

90450200920162022YearValue
51Latest 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$137,133-
Berkeley Montessori School 403B Retirement Plan-0$0$137,133-
2022151$5,270,639$283,391$5,557iApproximate average salary by contribution assumption: employee only about $138,917 at 4% or $92,611 at 6%; with 50% employer match about $92,611 at 4% or $61,741 at 6%; with 100% employer match about $69,459 at 4% or $46,306 at 6%.
Berkeley Montessori School 403B Retirement Plan-51$5,270,639$283,391$5,557iApproximate average salary by contribution assumption: employee only about $138,917 at 4% or $92,611 at 6%; with 50% employer match about $92,611 at 4% or $61,741 at 6%; with 100% employer match about $69,459 at 4% or $46,306 at 6%.
2021164$4,653,998$375,762$5,871iApproximate average salary by contribution assumption: employee only about $146,782 at 4% or $97,855 at 6%; with 50% employer match about $97,855 at 4% or $65,236 at 6%; with 100% employer match about $73,391 at 4% or $48,927 at 6%.
Berkeley Montessori School 403B Retirement Plan-64$4,653,998$375,762$5,871iApproximate average salary by contribution assumption: employee only about $146,782 at 4% or $97,855 at 6%; with 50% employer match about $97,855 at 4% or $65,236 at 6%; with 100% employer match about $73,391 at 4% or $48,927 at 6%.
2020153$5,457,631$249,381$4,705iApproximate average salary by contribution assumption: employee only about $117,633 at 4% or $78,422 at 6%; with 50% employer match about $78,422 at 4% or $52,281 at 6%; with 100% employer match about $58,816 at 4% or $39,211 at 6%.
Berkeley Montessori School 403B Retirement Plan-53$5,457,631$249,381$4,705iApproximate average salary by contribution assumption: employee only about $117,633 at 4% or $78,422 at 6%; with 50% employer match about $78,422 at 4% or $52,281 at 6%; with 100% employer match about $58,816 at 4% or $39,211 at 6%.
2019171$4,563,753$401,344$5,653iApproximate average salary by contribution assumption: employee only about $141,318 at 4% or $94,212 at 6%; with 50% employer match about $94,212 at 4% or $62,808 at 6%; with 100% employer match about $70,659 at 4% or $47,106 at 6%.
Berkeley Montessori School 403B Retirement Plan-71$4,563,753$401,344$5,653iApproximate average salary by contribution assumption: employee only about $141,318 at 4% or $94,212 at 6%; with 50% employer match about $94,212 at 4% or $62,808 at 6%; with 100% employer match about $70,659 at 4% or $47,106 at 6%.
2018181$4,031,275$403,637$4,983iApproximate average salary by contribution assumption: employee only about $124,579 at 4% or $83,053 at 6%; with 50% employer match about $83,053 at 4% or $55,369 at 6%; with 100% employer match about $62,290 at 4% or $41,526 at 6%.
Berkeley Montessori School 403B Retirement Plan-81$4,031,275$403,637$4,983iApproximate average salary by contribution assumption: employee only about $124,579 at 4% or $83,053 at 6%; with 50% employer match about $83,053 at 4% or $55,369 at 6%; with 100% employer match about $62,290 at 4% or $41,526 at 6%.
2017180$4,284,927$303,708$3,796iApproximate average salary by contribution assumption: employee only about $94,909 at 4% or $63,273 at 6%; with 50% employer match about $63,273 at 4% or $42,182 at 6%; with 100% employer match about $47,454 at 4% or $31,636 at 6%.
Berkeley Montessori School 403B Retirement Plan-80$4,284,927$303,708$3,796iApproximate average salary by contribution assumption: employee only about $94,909 at 4% or $63,273 at 6%; with 50% employer match about $63,273 at 4% or $42,182 at 6%; with 100% employer match about $47,454 at 4% or $31,636 at 6%.
2016182$3,769,615$263,374$3,212iApproximate average salary by contribution assumption: employee only about $80,297 at 4% or $53,531 at 6%; with 50% employer match about $53,531 at 4% or $35,688 at 6%; with 100% employer match about $40,148 at 4% or $26,766 at 6%.
Berkeley Montessori School 403B Retirement Plan-82$3,769,615$263,374$3,212iApproximate average salary by contribution assumption: employee only about $80,297 at 4% or $53,531 at 6%; with 50% employer match about $53,531 at 4% or $35,688 at 6%; with 100% employer match about $40,148 at 4% or $26,766 at 6%.
2015190$3,374,054$256,237$2,847iApproximate average salary by contribution assumption: employee only about $71,177 at 4% or $47,451 at 6%; with 50% employer match about $47,451 at 4% or $31,634 at 6%; with 100% employer match about $35,588 at 4% or $23,726 at 6%.
Berkeley Montessori School 403B Retirement Plan-90$3,374,054$256,237$2,847iApproximate average salary by contribution assumption: employee only about $71,177 at 4% or $47,451 at 6%; with 50% employer match about $47,451 at 4% or $31,634 at 6%; with 100% employer match about $35,588 at 4% or $23,726 at 6%.
2014179$3,275,080$171,760$2,174iApproximate average salary by contribution assumption: employee only about $54,354 at 4% or $36,236 at 6%; with 50% employer match about $36,236 at 4% or $24,158 at 6%; with 100% employer match about $27,177 at 4% or $18,118 at 6%.
Berkeley Montessori School 403B Retirement Plan-79$3,275,080$171,760$2,174iApproximate average salary by contribution assumption: employee only about $54,354 at 4% or $36,236 at 6%; with 50% employer match about $36,236 at 4% or $24,158 at 6%; with 100% employer match about $27,177 at 4% or $18,118 at 6%.
2013176$3,241,572$223,348$2,939iApproximate average salary by contribution assumption: employee only about $73,470 at 4% or $48,980 at 6%; with 50% employer match about $48,980 at 4% or $32,653 at 6%; with 100% employer match about $36,735 at 4% or $24,490 at 6%.
Berkeley Montessori School 403B Retirement Plan-76$3,241,572$223,348$2,939iApproximate average salary by contribution assumption: employee only about $73,470 at 4% or $48,980 at 6%; with 50% employer match about $48,980 at 4% or $32,653 at 6%; with 100% employer match about $36,735 at 4% or $24,490 at 6%.
2012179$2,804,280$599,772$7,592iApproximate average salary by contribution assumption: employee only about $189,801 at 4% or $126,534 at 6%; with 50% employer match about $126,534 at 4% or $84,356 at 6%; with 100% employer match about $94,901 at 4% or $63,267 at 6%.
Berkeley Montessori School 403B Retirement Plan-79$2,804,280$599,772$7,592iApproximate average salary by contribution assumption: employee only about $189,801 at 4% or $126,534 at 6%; with 50% employer match about $126,534 at 4% or $84,356 at 6%; with 100% employer match about $94,901 at 4% or $63,267 at 6%.
2011172$2,039,850$112,162$1,558iApproximate average salary by contribution assumption: employee only about $38,945 at 4% or $25,963 at 6%; with 50% employer match about $25,963 at 4% or $17,309 at 6%; with 100% employer match about $19,473 at 4% or $12,982 at 6%.
Berkeley Montessori School 403B Retirement Plan-72$2,039,850$112,162$1,558iApproximate average salary by contribution assumption: employee only about $38,945 at 4% or $25,963 at 6%; with 50% employer match about $25,963 at 4% or $17,309 at 6%; with 100% employer match about $19,473 at 4% or $12,982 at 6%.
2010175$1,996,688$222,611$2,968iApproximate average salary by contribution assumption: employee only about $74,204 at 4% or $49,469 at 6%; with 50% employer match about $49,469 at 4% or $32,979 at 6%; with 100% employer match about $37,102 at 4% or $24,735 at 6%.
Berkeley Montessori School 403B Retirement Plan-75$1,996,688$222,611$2,968iApproximate average salary by contribution assumption: employee only about $74,204 at 4% or $49,469 at 6%; with 50% employer match about $49,469 at 4% or $32,979 at 6%; with 100% employer match about $37,102 at 4% or $24,735 at 6%.
2009177$1,603,182$250,556$3,254iApproximate average salary by contribution assumption: employee only about $81,349 at 4% or $54,233 at 6%; with 50% employer match about $54,233 at 4% or $36,155 at 6%; with 100% employer match about $40,675 at 4% or $27,116 at 6%.
Berkeley Montessori School 403B Retirement Plan-77$1,603,182$250,556$3,254iApproximate average salary by contribution assumption: employee only about $81,349 at 4% or $54,233 at 6%; with 50% employer match about $54,233 at 4% or $36,155 at 6%; with 100% employer match about $40,675 at 4% or $27,116 at 6%.
200810$0$0-
Berkeley Montessori School 403B Retirement Plan-0---
200710$0$0-
Berkeley Montessori School 403B Retirement Plan-0---
200610$0$0-
Berkeley Montessori School 403B Retirement Plan-0---
200510$0$0-
Berkeley Montessori School 403B Retirement Plan-0---
200410$0$0-
Berkeley Montessori School 403B Retirement Plan-0---
200110$0$0-
Berkeley Montessori School 403B Retirement Plan-0---
200010$0$0-
Berkeley Montessori School 403B Retirement Plan-0---
199910$0$0-
Berkeley Montessori School 403B Retirement Plan-0---