Monteverde School
Plan context: Monteverde School 401(K) Plan
EIN 94-3180635 • Berkeley, CA • 14 filings • 2 plans
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
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 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%. |
| 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%. |
| 2023 | 1 | 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%. |
| 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%. |
| 2022 | 1 | 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%. |
| 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%. |
| 2021 | 1 | 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%. |
| 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%. |
| 2020 | 1 | 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%. |
| 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%. |
| 2019 | 1 | 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%. |
| 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%. |
| 2018 | 1 | 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%. |
| 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%. |
| 2017 | 1 | 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%. |
| 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%. |
| 2016 | 1 | 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%. |
| 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%. |
| 2015 | 1 | 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%. |
| 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%. |
| 2014 | 1 | 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%. |
| 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%. |
| 2013 | 1 | 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%. |
| 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%. |
| 2012 | 1 | 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%. |
| 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%. |
| 2011 | 1 | 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%. |
| 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%. |