Civic Intelligence

THE DIAMOND INSTITUTE

Plan context: EAST BAY MONTESSORI RETIREMENT PLAN

EIN 94-2698679 • El Cerrito, CA • 23 filings • 2 plans

View Related Profile

7075 Cutting BoulevardEl Cerrito, CA 94530
Current Snapshot

Latest Year

2023

2023 Participants

50

2023 Assets

$987,292

2023 Contributions

$76,450

Historical Graphs

Total Assets Over Time

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

$1,561,957$780,979$0200920162023YearValue
$987,292Latest year 2023

Participants Over Time

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

53270200920162023YearValue
50Latest 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
2023150$987,292$76,450$1,529iApproximate average salary by contribution assumption: employee only about $38,225 at 4% or $25,483 at 6%; with 50% employer match about $25,483 at 4% or $16,989 at 6%; with 100% employer match about $19,113 at 4% or $12,742 at 6%.
EAST BAY MONTESSORI RETIREMENT PLAN-50$987,292$76,450$1,529iApproximate average salary by contribution assumption: employee only about $38,225 at 4% or $25,483 at 6%; with 50% employer match about $25,483 at 4% or $16,989 at 6%; with 100% employer match about $19,113 at 4% or $12,742 at 6%.
2022153$1,483,442$70,364$1,328iApproximate average salary by contribution assumption: employee only about $33,191 at 4% or $22,127 at 6%; with 50% employer match about $22,127 at 4% or $14,751 at 6%; with 100% employer match about $16,595 at 4% or $11,064 at 6%.
EAST BAY MONTESSORI RETIREMENT PLAN-53$1,483,442$70,364$1,328iApproximate average salary by contribution assumption: employee only about $33,191 at 4% or $22,127 at 6%; with 50% employer match about $22,127 at 4% or $14,751 at 6%; with 100% employer match about $16,595 at 4% or $11,064 at 6%.
2021153$1,350,828$57,907$1,093iApproximate average salary by contribution assumption: employee only about $27,315 at 4% or $18,210 at 6%; with 50% employer match about $18,210 at 4% or $12,140 at 6%; with 100% employer match about $13,657 at 4% or $9,105 at 6%.
MONTESSORI FAMILY SCHOOL RETIREMENT PLAN-53$1,350,828$57,907$1,093iApproximate average salary by contribution assumption: employee only about $27,315 at 4% or $18,210 at 6%; with 50% employer match about $18,210 at 4% or $12,140 at 6%; with 100% employer match about $13,657 at 4% or $9,105 at 6%.
2020150$1,463,824$22,022$440iApproximate average salary by contribution assumption: employee only about $11,011 at 4% or $7,341 at 6%; with 50% employer match about $7,341 at 4% or $4,894 at 6%; with 100% employer match about $5,506 at 4% or $3,670 at 6%.
MONTESSORI FAMILY SCHOOL RETIREMENT PLAN-50$1,463,824$22,022$440iApproximate average salary by contribution assumption: employee only about $11,011 at 4% or $7,341 at 6%; with 50% employer match about $7,341 at 4% or $4,894 at 6%; with 100% employer match about $5,506 at 4% or $3,670 at 6%.
2019142$1,294,379$53,200$1,267iApproximate average salary by contribution assumption: employee only about $31,667 at 4% or $21,111 at 6%; with 50% employer match about $21,111 at 4% or $14,074 at 6%; with 100% employer match about $15,833 at 4% or $10,556 at 6%.
MONTESSORI FAMILY SCHOOL RETIREMENT PLAN-42$1,294,379$53,200$1,267iApproximate average salary by contribution assumption: employee only about $31,667 at 4% or $21,111 at 6%; with 50% employer match about $21,111 at 4% or $14,074 at 6%; with 100% employer match about $15,833 at 4% or $10,556 at 6%.
2018142$1,160,734$55,672$1,326iApproximate average salary by contribution assumption: employee only about $33,138 at 4% or $22,092 at 6%; with 50% employer match about $22,092 at 4% or $14,728 at 6%; with 100% employer match about $16,569 at 4% or $11,046 at 6%.
MONTESSORI FAMILY SCHOOL RETIREMENT PLAN-42$1,160,734$55,672$1,326iApproximate average salary by contribution assumption: employee only about $33,138 at 4% or $22,092 at 6%; with 50% employer match about $22,092 at 4% or $14,728 at 6%; with 100% employer match about $16,569 at 4% or $11,046 at 6%.
2017145$1,097,075$54,522$1,212iApproximate average salary by contribution assumption: employee only about $30,290 at 4% or $20,193 at 6%; with 50% employer match about $20,193 at 4% or $13,462 at 6%; with 100% employer match about $15,145 at 4% or $10,097 at 6%.
MONTESSORI FAMILY SCHOOL RETIREMENT PLAN-45$1,097,075$54,522$1,212iApproximate average salary by contribution assumption: employee only about $30,290 at 4% or $20,193 at 6%; with 50% employer match about $20,193 at 4% or $13,462 at 6%; with 100% employer match about $15,145 at 4% or $10,097 at 6%.
2016141$1,070,090$50,869$1,241iApproximate average salary by contribution assumption: employee only about $31,018 at 4% or $20,678 at 6%; with 50% employer match about $20,678 at 4% or $13,786 at 6%; with 100% employer match about $15,509 at 4% or $10,339 at 6%.
MONTESSORI FAMILY SCHOOL RETIREMENT PLAN-41$1,070,090$50,869$1,241iApproximate average salary by contribution assumption: employee only about $31,018 at 4% or $20,678 at 6%; with 50% employer match about $20,678 at 4% or $13,786 at 6%; with 100% employer match about $15,509 at 4% or $10,339 at 6%.
2015151$1,290,461$162,448$3,185iApproximate average salary by contribution assumption: employee only about $79,631 at 4% or $53,088 at 6%; with 50% employer match about $53,088 at 4% or $35,392 at 6%; with 100% employer match about $39,816 at 4% or $26,544 at 6%.
MONTESSORI FAMILY SCHOOL RETIREMENT PLAN-51$1,290,461$162,448$3,185iApproximate average salary by contribution assumption: employee only about $79,631 at 4% or $53,088 at 6%; with 50% employer match about $53,088 at 4% or $35,392 at 6%; with 100% employer match about $39,816 at 4% or $26,544 at 6%.
2014148$1,561,957$173,694$3,619iApproximate average salary by contribution assumption: employee only about $90,466 at 4% or $60,310 at 6%; with 50% employer match about $60,310 at 4% or $40,207 at 6%; with 100% employer match about $45,233 at 4% or $30,155 at 6%.
MONTESSORI FAMILY SCHOOL RETIREMENT PLAN-48$1,561,957$173,694$3,619iApproximate average salary by contribution assumption: employee only about $90,466 at 4% or $60,310 at 6%; with 50% employer match about $60,310 at 4% or $40,207 at 6%; with 100% employer match about $45,233 at 4% or $30,155 at 6%.
2013146$1,471,424$128,092$2,785iApproximate average salary by contribution assumption: employee only about $69,615 at 4% or $46,410 at 6%; with 50% employer match about $46,410 at 4% or $30,940 at 6%; with 100% employer match about $34,808 at 4% or $23,205 at 6%.
MONTESSORI FAMILY SCHOOL RETIREMENT PLAN-46$1,471,424$128,092$2,785iApproximate average salary by contribution assumption: employee only about $69,615 at 4% or $46,410 at 6%; with 50% employer match about $46,410 at 4% or $30,940 at 6%; with 100% employer match about $34,808 at 4% or $23,205 at 6%.
2012145$1,255,951$166,357$3,697iApproximate average salary by contribution assumption: employee only about $92,421 at 4% or $61,614 at 6%; with 50% employer match about $61,614 at 4% or $41,076 at 6%; with 100% employer match about $46,210 at 4% or $30,807 at 6%.
MONTESSORI FAMILY SCHOOL RETIREMENT PLAN-45$1,255,951$166,357$3,697iApproximate average salary by contribution assumption: employee only about $92,421 at 4% or $61,614 at 6%; with 50% employer match about $61,614 at 4% or $41,076 at 6%; with 100% employer match about $46,210 at 4% or $30,807 at 6%.
2011144$1,013,873$161,368$3,667iApproximate average salary by contribution assumption: employee only about $91,686 at 4% or $61,124 at 6%; with 50% employer match about $61,124 at 4% or $40,749 at 6%; with 100% employer match about $45,843 at 4% or $30,562 at 6%.
MONTESSORI FAMILY SCHOOL RETIREMENT PLAN-44$1,013,873$161,368$3,667iApproximate average salary by contribution assumption: employee only about $91,686 at 4% or $61,124 at 6%; with 50% employer match about $61,124 at 4% or $40,749 at 6%; with 100% employer match about $45,843 at 4% or $30,562 at 6%.
2010143$866,940$186,744$4,343iApproximate average salary by contribution assumption: employee only about $108,572 at 4% or $72,381 at 6%; with 50% employer match about $72,381 at 4% or $48,254 at 6%; with 100% employer match about $54,286 at 4% or $36,191 at 6%.
MONTESSORI FAMILY SCHOOL RETIREMENT PLAN-43$866,940$186,744$4,343iApproximate average salary by contribution assumption: employee only about $108,572 at 4% or $72,381 at 6%; with 50% employer match about $72,381 at 4% or $48,254 at 6%; with 100% employer match about $54,286 at 4% or $36,191 at 6%.
2009143$687,323$133,709$3,110iApproximate average salary by contribution assumption: employee only about $77,738 at 4% or $51,825 at 6%; with 50% employer match about $51,825 at 4% or $34,550 at 6%; with 100% employer match about $38,869 at 4% or $25,913 at 6%.
MONTESSORI FAMILY SCHOOL RETIREMENT PLAN-43$687,323$133,709$3,110iApproximate average salary by contribution assumption: employee only about $77,738 at 4% or $51,825 at 6%; with 50% employer match about $51,825 at 4% or $34,550 at 6%; with 100% employer match about $38,869 at 4% or $25,913 at 6%.
200810$0$0-
MONTESSORI FAMILY SCHOOL RETIREMENT PLAN-0---
200710$0$0-
MONTESSORI FAMILY SCHOOL RETIREMENT PLAN-0---
200610$0$0-
MONTESSORI FAMILY SCHOOL RETIREMENT PLAN-0---
200510$0$0-
MONTESSORI FAMILY SCHOOL RETIREMENT PLAN-0---
200410$0$0-
MONTESSORI FAMILY SCHOOL RETIREMENT PLAN-0---
200310$0$0-
MONTESSORI FAMILY SCHOOL RETIREMENT PLAN-0---
200210$0$0-
MONTESSORI FAMILY SCHOOL RETIREMENT PLAN-0---
200110$0$0-
MONTESSORI FAMILY SCHOOL RETIREMENT PLAN-0---