Civic Intelligence

Monteverde School

Plan context: Monteverde School 401(K) Plan

EIN 94-3180635 • Berkeley, CA • 14 filings • 2 plans

2727 College AvenueBerkeley, CA 94705
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$1,232,840

2024 Contributions

$38,808

Historical Graphs

Total Assets Over Time

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

$1,232,840$616,420$0201120182024YearValue
$1,232,840Latest year 2024

Participants Over Time

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

1050201120182024YearValue
9Latest 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
202419$1,232,840$38,808$4,312iApproximate average salary by contribution assumption: employee only about $107,800 at 4% or $71,867 at 6%; with 50% employer match about $71,867 at 4% or $47,911 at 6%; with 100% employer match about $53,900 at 4% or $35,933 at 6%.
Monteverde School 401(K) Plan-9$1,232,840$38,808$4,312iApproximate average salary by contribution assumption: employee only about $107,800 at 4% or $71,867 at 6%; with 50% employer match about $71,867 at 4% or $47,911 at 6%; with 100% employer match about $53,900 at 4% or $35,933 at 6%.
202318$1,001,836$42,355$5,294iApproximate average salary by contribution assumption: employee only about $132,359 at 4% or $88,240 at 6%; with 50% employer match about $88,240 at 4% or $58,826 at 6%; with 100% employer match about $66,180 at 4% or $44,120 at 6%.
Monteverde School 401(K) Plan-8$1,001,836$42,355$5,294iApproximate average salary by contribution assumption: employee only about $132,359 at 4% or $88,240 at 6%; with 50% employer match about $88,240 at 4% or $58,826 at 6%; with 100% employer match about $66,180 at 4% or $44,120 at 6%.
202219$825,298$41,491$4,610iApproximate average salary by contribution assumption: employee only about $115,253 at 4% or $76,835 at 6%; with 50% employer match about $76,835 at 4% or $51,223 at 6%; with 100% employer match about $57,626 at 4% or $38,418 at 6%.
Monteverde School 401(K) Plan-9$825,298$41,491$4,610iApproximate average salary by contribution assumption: employee only about $115,253 at 4% or $76,835 at 6%; with 50% employer match about $76,835 at 4% or $51,223 at 6%; with 100% employer match about $57,626 at 4% or $38,418 at 6%.
202118$1,010,945$41,817$5,227iApproximate average salary by contribution assumption: employee only about $130,678 at 4% or $87,119 at 6%; with 50% employer match about $87,119 at 4% or $58,079 at 6%; with 100% employer match about $65,339 at 4% or $43,559 at 6%.
Monteverde School 401(K) Plan-8$1,010,945$41,817$5,227iApproximate average salary by contribution assumption: employee only about $130,678 at 4% or $87,119 at 6%; with 50% employer match about $87,119 at 4% or $58,079 at 6%; with 100% employer match about $65,339 at 4% or $43,559 at 6%.
202018$843,472$38,313$4,789iApproximate average salary by contribution assumption: employee only about $119,728 at 4% or $79,819 at 6%; with 50% employer match about $79,819 at 4% or $53,213 at 6%; with 100% employer match about $59,864 at 4% or $39,909 at 6%.
Monteverde School 401(K) Plan-8$843,472$38,313$4,789iApproximate average salary by contribution assumption: employee only about $119,728 at 4% or $79,819 at 6%; with 50% employer match about $79,819 at 4% or $53,213 at 6%; with 100% employer match about $59,864 at 4% or $39,909 at 6%.
2019110$746,012$39,999$4,000iApproximate average salary by contribution assumption: employee only about $99,998 at 4% or $66,665 at 6%; with 50% employer match about $66,665 at 4% or $44,443 at 6%; with 100% employer match about $49,999 at 4% or $33,333 at 6%.
Monteverde School 401(K) Plan-10$746,012$39,999$4,000iApproximate average salary by contribution assumption: employee only about $99,998 at 4% or $66,665 at 6%; with 50% employer match about $66,665 at 4% or $44,443 at 6%; with 100% employer match about $49,999 at 4% or $33,333 at 6%.
201819$546,351$37,858$4,206iApproximate average salary by contribution assumption: employee only about $105,161 at 4% or $70,107 at 6%; with 50% employer match about $70,107 at 4% or $46,738 at 6%; with 100% employer match about $52,581 at 4% or $35,054 at 6%.
Monteverde School 401(K) Plan-9$546,351$37,858$4,206iApproximate average salary by contribution assumption: employee only about $105,161 at 4% or $70,107 at 6%; with 50% employer match about $70,107 at 4% or $46,738 at 6%; with 100% employer match about $52,581 at 4% or $35,054 at 6%.
201719$547,597$36,658$4,073iApproximate average salary by contribution assumption: employee only about $101,828 at 4% or $67,885 at 6%; with 50% employer match about $67,885 at 4% or $45,257 at 6%; with 100% employer match about $50,914 at 4% or $33,943 at 6%.
Monteverde School 401(K) Plan-9$547,597$36,658$4,073iApproximate average salary by contribution assumption: employee only about $101,828 at 4% or $67,885 at 6%; with 50% employer match about $67,885 at 4% or $45,257 at 6%; with 100% employer match about $50,914 at 4% or $33,943 at 6%.
201619$436,422$38,383$4,265iApproximate average salary by contribution assumption: employee only about $106,619 at 4% or $71,080 at 6%; with 50% employer match about $71,080 at 4% or $47,386 at 6%; with 100% employer match about $53,310 at 4% or $35,540 at 6%.
Monteverde School 401(K) Plan-9$436,422$38,383$4,265iApproximate average salary by contribution assumption: employee only about $106,619 at 4% or $71,080 at 6%; with 50% employer match about $71,080 at 4% or $47,386 at 6%; with 100% employer match about $53,310 at 4% or $35,540 at 6%.
201517$353,691$34,145$4,878iApproximate average salary by contribution assumption: employee only about $121,946 at 4% or $81,298 at 6%; with 50% employer match about $81,298 at 4% or $54,198 at 6%; with 100% employer match about $60,973 at 4% or $40,649 at 6%.
Monteverde School 401(K) Plan-7$353,691$34,145$4,878iApproximate average salary by contribution assumption: employee only about $121,946 at 4% or $81,298 at 6%; with 50% employer match about $81,298 at 4% or $54,198 at 6%; with 100% employer match about $60,973 at 4% or $40,649 at 6%.
201417$327,105$36,302$5,186iApproximate average salary by contribution assumption: employee only about $129,650 at 4% or $86,433 at 6%; with 50% employer match about $86,433 at 4% or $57,622 at 6%; with 100% employer match about $64,825 at 4% or $43,217 at 6%.
Monteverde School 401(K) Plan-7$327,105$36,302$5,186iApproximate average salary by contribution assumption: employee only about $129,650 at 4% or $86,433 at 6%; with 50% employer match about $86,433 at 4% or $57,622 at 6%; with 100% employer match about $64,825 at 4% or $43,217 at 6%.
201317$270,820$44,068$6,295iApproximate average salary by contribution assumption: employee only about $157,386 at 4% or $104,924 at 6%; with 50% employer match about $104,924 at 4% or $69,949 at 6%; with 100% employer match about $78,693 at 4% or $52,462 at 6%.
Monteverde School 401(K) Plan-7$270,820$44,068$6,295iApproximate average salary by contribution assumption: employee only about $157,386 at 4% or $104,924 at 6%; with 50% employer match about $104,924 at 4% or $69,949 at 6%; with 100% employer match about $78,693 at 4% or $52,462 at 6%.
201217$185,954$181,697$25,957iApproximate average salary by contribution assumption: employee only about $648,918 at 4% or $432,612 at 6%; with 50% employer match about $432,612 at 4% or $288,408 at 6%; with 100% employer match about $324,459 at 4% or $216,306 at 6%.
Monteverde School 401(K) Plan-7$185,954$181,697$25,957iApproximate average salary by contribution assumption: employee only about $648,918 at 4% or $432,612 at 6%; with 50% employer match about $432,612 at 4% or $288,408 at 6%; with 100% employer match about $324,459 at 4% or $216,306 at 6%.
201117$10,891$10,688$1,527iApproximate average salary by contribution assumption: employee only about $38,171 at 4% or $25,448 at 6%; with 50% employer match about $25,448 at 4% or $16,965 at 6%; with 100% employer match about $19,086 at 4% or $12,724 at 6%.
Monteverde School 401(K) Plan-7$10,891$10,688$1,527iApproximate average salary by contribution assumption: employee only about $38,171 at 4% or $25,448 at 6%; with 50% employer match about $25,448 at 4% or $16,965 at 6%; with 100% employer match about $19,086 at 4% or $12,724 at 6%.