Tri-Valley Montessori School DBA Valley Montessori School
Plan context: Valley Montessori 403(B) Plan
EIN 94-3215556 • Livermore, CA • 21 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
103
2025 Assets
$5,531,970
2025 Contributions
$431,860
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 103 | $5,531,970 | $431,860 | $4,193iApproximate average salary by contribution assumption: employee only about $104,820 at 4% or $69,880 at 6%; with 50% employer match about $69,880 at 4% or $46,587 at 6%; with 100% employer match about $52,410 at 4% or $34,940 at 6%. |
| Valley Montessori 403(B) Plan | - | 103 | $5,531,970 | $431,860 | $4,193iApproximate average salary by contribution assumption: employee only about $104,820 at 4% or $69,880 at 6%; with 50% employer match about $69,880 at 4% or $46,587 at 6%; with 100% employer match about $52,410 at 4% or $34,940 at 6%. |
| 2024 | 1 | 99 | $4,602,646 | $404,167 | $4,082iApproximate average salary by contribution assumption: employee only about $102,062 at 4% or $68,042 at 6%; with 50% employer match about $68,042 at 4% or $45,361 at 6%; with 100% employer match about $51,031 at 4% or $34,021 at 6%. |
| Valley Montessori 403(B) Plan | - | 99 | $4,602,646 | $404,167 | $4,082iApproximate average salary by contribution assumption: employee only about $102,062 at 4% or $68,042 at 6%; with 50% employer match about $68,042 at 4% or $45,361 at 6%; with 100% employer match about $51,031 at 4% or $34,021 at 6%. |
| 2023 | 1 | 97 | $4,161,051 | $343,556 | $3,542iApproximate average salary by contribution assumption: employee only about $88,545 at 4% or $59,030 at 6%; with 50% employer match about $59,030 at 4% or $39,353 at 6%; with 100% employer match about $44,273 at 4% or $29,515 at 6%. |
| Valley Montessori 403(B) Plan | - | 97 | $4,161,051 | $343,556 | $3,542iApproximate average salary by contribution assumption: employee only about $88,545 at 4% or $59,030 at 6%; with 50% employer match about $59,030 at 4% or $39,353 at 6%; with 100% employer match about $44,273 at 4% or $29,515 at 6%. |
| 2022 | 1 | 94 | $3,751,493 | $285,239 | $3,034iApproximate average salary by contribution assumption: employee only about $75,861 at 4% or $50,574 at 6%; with 50% employer match about $50,574 at 4% or $33,716 at 6%; with 100% employer match about $37,931 at 4% or $25,287 at 6%. |
| Valley Montessori 403(B) Plan | - | 94 | $3,751,493 | $285,239 | $3,034iApproximate average salary by contribution assumption: employee only about $75,861 at 4% or $50,574 at 6%; with 50% employer match about $50,574 at 4% or $33,716 at 6%; with 100% employer match about $37,931 at 4% or $25,287 at 6%. |
| 2021 | 1 | 98 | $4,537,719 | $366,831 | $3,743iApproximate average salary by contribution assumption: employee only about $93,579 at 4% or $62,386 at 6%; with 50% employer match about $62,386 at 4% or $41,591 at 6%; with 100% employer match about $46,790 at 4% or $31,193 at 6%. |
| Valley Montessori 403(B) Plan | - | 98 | $4,537,719 | $366,831 | $3,743iApproximate average salary by contribution assumption: employee only about $93,579 at 4% or $62,386 at 6%; with 50% employer match about $62,386 at 4% or $41,591 at 6%; with 100% employer match about $46,790 at 4% or $31,193 at 6%. |
| 2020 | 1 | 93 | $3,952,975 | $344,230 | $3,701iApproximate average salary by contribution assumption: employee only about $92,535 at 4% or $61,690 at 6%; with 50% employer match about $61,690 at 4% or $41,127 at 6%; with 100% employer match about $46,267 at 4% or $30,845 at 6%. |
| Valley Montessori 403(B) Plan | - | 93 | $3,952,975 | $344,230 | $3,701iApproximate average salary by contribution assumption: employee only about $92,535 at 4% or $61,690 at 6%; with 50% employer match about $61,690 at 4% or $41,127 at 6%; with 100% employer match about $46,267 at 4% or $30,845 at 6%. |
| 2019 | 1 | 92 | $3,175,638 | $322,019 | $3,500iApproximate average salary by contribution assumption: employee only about $87,505 at 4% or $58,337 at 6%; with 50% employer match about $58,337 at 4% or $38,891 at 6%; with 100% employer match about $43,753 at 4% or $29,168 at 6%. |
| Valley Montessori 403(B) Plan | - | 92 | $3,175,638 | $322,019 | $3,500iApproximate average salary by contribution assumption: employee only about $87,505 at 4% or $58,337 at 6%; with 50% employer match about $58,337 at 4% or $38,891 at 6%; with 100% employer match about $43,753 at 4% or $29,168 at 6%. |
| 2018 | 1 | 85 | $2,537,137 | $275,592 | $3,242iApproximate average salary by contribution assumption: employee only about $81,056 at 4% or $54,038 at 6%; with 50% employer match about $54,038 at 4% or $36,025 at 6%; with 100% employer match about $40,528 at 4% or $27,019 at 6%. |
| Valley Montessori 403(B) Plan | - | 85 | $2,537,137 | $275,592 | $3,242iApproximate average salary by contribution assumption: employee only about $81,056 at 4% or $54,038 at 6%; with 50% employer match about $54,038 at 4% or $36,025 at 6%; with 100% employer match about $40,528 at 4% or $27,019 at 6%. |
| 2017 | 1 | 78 | $2,494,462 | $251,603 | $3,226iApproximate average salary by contribution assumption: employee only about $80,642 at 4% or $53,761 at 6%; with 50% employer match about $53,761 at 4% or $35,841 at 6%; with 100% employer match about $40,321 at 4% or $26,881 at 6%. |
| Valley Montessori 403(B) Plan | - | 78 | $2,494,462 | $251,603 | $3,226iApproximate average salary by contribution assumption: employee only about $80,642 at 4% or $53,761 at 6%; with 50% employer match about $53,761 at 4% or $35,841 at 6%; with 100% employer match about $40,321 at 4% or $26,881 at 6%. |
| 2016 | 1 | 76 | $2,086,029 | $225,503 | $2,967iApproximate average salary by contribution assumption: employee only about $74,179 at 4% or $49,452 at 6%; with 50% employer match about $49,452 at 4% or $32,968 at 6%; with 100% employer match about $37,089 at 4% or $24,726 at 6%. |
| Valley Montessori 403(B) Plan | - | 76 | $2,086,029 | $225,503 | $2,967iApproximate average salary by contribution assumption: employee only about $74,179 at 4% or $49,452 at 6%; with 50% employer match about $49,452 at 4% or $32,968 at 6%; with 100% employer match about $37,089 at 4% or $24,726 at 6%. |
| 2015 | 1 | 73 | $1,716,905 | $222,578 | $3,049iApproximate average salary by contribution assumption: employee only about $76,225 at 4% or $50,817 at 6%; with 50% employer match about $50,817 at 4% or $33,878 at 6%; with 100% employer match about $38,113 at 4% or $25,408 at 6%. |
| Valley Montessori 403(B) Plan | - | 73 | $1,716,905 | $222,578 | $3,049iApproximate average salary by contribution assumption: employee only about $76,225 at 4% or $50,817 at 6%; with 50% employer match about $50,817 at 4% or $33,878 at 6%; with 100% employer match about $38,113 at 4% or $25,408 at 6%. |
| 2014 | 1 | 72 | $1,931,363 | $222,053 | $3,084iApproximate average salary by contribution assumption: employee only about $77,102 at 4% or $51,401 at 6%; with 50% employer match about $51,401 at 4% or $34,267 at 6%; with 100% employer match about $38,551 at 4% or $25,701 at 6%. |
| Valley Montessori 403(B) Plan | - | 72 | $1,931,363 | $222,053 | $3,084iApproximate average salary by contribution assumption: employee only about $77,102 at 4% or $51,401 at 6%; with 50% employer match about $51,401 at 4% or $34,267 at 6%; with 100% employer match about $38,551 at 4% or $25,701 at 6%. |
| 2013 | 1 | 65 | $1,918,956 | $207,378 | $3,190iApproximate average salary by contribution assumption: employee only about $79,761 at 4% or $53,174 at 6%; with 50% employer match about $53,174 at 4% or $35,449 at 6%; with 100% employer match about $39,880 at 4% or $26,587 at 6%. |
| Valley Montessori 403(B) Plan | - | 65 | $1,918,956 | $207,378 | $3,190iApproximate average salary by contribution assumption: employee only about $79,761 at 4% or $53,174 at 6%; with 50% employer match about $53,174 at 4% or $35,449 at 6%; with 100% employer match about $39,880 at 4% or $26,587 at 6%. |
| 2012 | 1 | 67 | $1,685,583 | $204,278 | $3,049iApproximate average salary by contribution assumption: employee only about $76,223 at 4% or $50,815 at 6%; with 50% employer match about $50,815 at 4% or $33,877 at 6%; with 100% employer match about $38,112 at 4% or $25,408 at 6%. |
| Valley Montessori 403(B) Plan | - | 67 | $1,685,583 | $204,278 | $3,049iApproximate average salary by contribution assumption: employee only about $76,223 at 4% or $50,815 at 6%; with 50% employer match about $50,815 at 4% or $33,877 at 6%; with 100% employer match about $38,112 at 4% or $25,408 at 6%. |
| 2011 | 1 | 67 | $1,510,917 | $208,278 | $3,109iApproximate average salary by contribution assumption: employee only about $77,716 at 4% or $51,810 at 6%; with 50% employer match about $51,810 at 4% or $34,540 at 6%; with 100% employer match about $38,858 at 4% or $25,905 at 6%. |
| Valley Montessori 403(B) Plan | - | 67 | $1,510,917 | $208,278 | $3,109iApproximate average salary by contribution assumption: employee only about $77,716 at 4% or $51,810 at 6%; with 50% employer match about $51,810 at 4% or $34,540 at 6%; with 100% employer match about $38,858 at 4% or $25,905 at 6%. |
| 2010 | 1 | 72 | $1,367,410 | $220,474 | $3,062iApproximate average salary by contribution assumption: employee only about $76,553 at 4% or $51,036 at 6%; with 50% employer match about $51,036 at 4% or $34,024 at 6%; with 100% employer match about $38,277 at 4% or $25,518 at 6%. |
| Valley Montessori 403(B) Plan | - | 72 | $1,367,410 | $220,474 | $3,062iApproximate average salary by contribution assumption: employee only about $76,553 at 4% or $51,036 at 6%; with 50% employer match about $51,036 at 4% or $34,024 at 6%; with 100% employer match about $38,277 at 4% or $25,518 at 6%. |
| 2009 | 1 | 69 | $1,003,108 | $268,626 | $3,893iApproximate average salary by contribution assumption: employee only about $97,328 at 4% or $64,886 at 6%; with 50% employer match about $64,886 at 4% or $43,257 at 6%; with 100% employer match about $48,664 at 4% or $32,443 at 6%. |
| Valley Montessori 403(B) Plan | - | 69 | $1,003,108 | $268,626 | $3,893iApproximate average salary by contribution assumption: employee only about $97,328 at 4% or $64,886 at 6%; with 50% employer match about $64,886 at 4% or $43,257 at 6%; with 100% employer match about $48,664 at 4% or $32,443 at 6%. |
| 2008 | 1 | 0 | $0 | $0 | - |
| Valley Montessori 403(B) Plan | - | 0 | - | - | - |
| 2007 | 1 | 0 | $0 | $0 | - |
| Valley Montessori 403(B) Plan | - | 0 | - | - | - |
| 2006 | 1 | 0 | $0 | $0 | - |
| Valley Montessori 403(B) Plan | - | 0 | - | - | - |
| 2005 | 1 | 0 | $0 | $0 | - |
| Valley Montessori 403(B) Plan | - | 0 | - | - | - |