UNIVERSITY HEIGHTS MONTESSORI
Plan context: UNIVERSITY HEIGHTS MONTESSORI 401(K) PROFIT SHARING PLAN & TRUST
EIN 94-3242423 • Menlo Park, CA • 10 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
22
2025 Assets
$300,752
2025 Contributions
$30,641
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 | 22 | $300,752 | $30,641 | $1,393iApproximate average salary by contribution assumption: employee only about $34,819 at 4% or $23,213 at 6%; with 50% employer match about $23,213 at 4% or $15,475 at 6%; with 100% employer match about $17,410 at 4% or $11,606 at 6%. |
| UNIVERSITY HEIGHTS MONTESSORI 401(K) PROFIT SHARING PLAN & TRUST | - | 22 | $300,752 | $30,641 | $1,393iApproximate average salary by contribution assumption: employee only about $34,819 at 4% or $23,213 at 6%; with 50% employer match about $23,213 at 4% or $15,475 at 6%; with 100% employer match about $17,410 at 4% or $11,606 at 6%. |
| 2024 | 1 | 21 | $244,329 | $28,931 | $1,378iApproximate average salary by contribution assumption: employee only about $34,442 at 4% or $22,961 at 6%; with 50% employer match about $22,961 at 4% or $15,307 at 6%; with 100% employer match about $17,221 at 4% or $11,481 at 6%. |
| UNIVERSITY HEIGHTS MONTESSORI 401(K) PROFIT SHARING PLAN & TRUST | - | 21 | $244,329 | $28,931 | $1,378iApproximate average salary by contribution assumption: employee only about $34,442 at 4% or $22,961 at 6%; with 50% employer match about $22,961 at 4% or $15,307 at 6%; with 100% employer match about $17,221 at 4% or $11,481 at 6%. |
| 2023 | 1 | 20 | $196,865 | $35,502 | $1,775iApproximate average salary by contribution assumption: employee only about $44,378 at 4% or $29,585 at 6%; with 50% employer match about $29,585 at 4% or $19,723 at 6%; with 100% employer match about $22,189 at 4% or $14,793 at 6%. |
| UNIVERSITY HEIGHTS MONTESSORI 401(K) PROFIT SHARING PLAN & TRUST | - | 20 | $196,865 | $35,502 | $1,775iApproximate average salary by contribution assumption: employee only about $44,378 at 4% or $29,585 at 6%; with 50% employer match about $29,585 at 4% or $19,723 at 6%; with 100% employer match about $22,189 at 4% or $14,793 at 6%. |
| 2022 | 1 | 18 | $142,257 | $30,661 | $1,703iApproximate average salary by contribution assumption: employee only about $42,585 at 4% or $28,390 at 6%; with 50% employer match about $28,390 at 4% or $18,927 at 6%; with 100% employer match about $21,292 at 4% or $14,195 at 6%. |
| UNIVERSITY HEIGHTS MONTESSORI 401(K) PROFIT SHARING PLAN & TRUST | - | 18 | $142,257 | $30,661 | $1,703iApproximate average salary by contribution assumption: employee only about $42,585 at 4% or $28,390 at 6%; with 50% employer match about $28,390 at 4% or $18,927 at 6%; with 100% employer match about $21,292 at 4% or $14,195 at 6%. |
| 2021 | 1 | 15 | $139,895 | $29,267 | $1,951iApproximate average salary by contribution assumption: employee only about $48,778 at 4% or $32,519 at 6%; with 50% employer match about $32,519 at 4% or $21,679 at 6%; with 100% employer match about $24,389 at 4% or $16,259 at 6%. |
| UNIVERSITY HEIGHTS MONTESSORI 401(K) PROFIT SHARING PLAN & TRUST | - | 15 | $139,895 | $29,267 | $1,951iApproximate average salary by contribution assumption: employee only about $48,778 at 4% or $32,519 at 6%; with 50% employer match about $32,519 at 4% or $21,679 at 6%; with 100% employer match about $24,389 at 4% or $16,259 at 6%. |
| 2020 | 1 | 15 | $101,948 | $20,304 | $1,354iApproximate average salary by contribution assumption: employee only about $33,840 at 4% or $22,560 at 6%; with 50% employer match about $22,560 at 4% or $15,040 at 6%; with 100% employer match about $16,920 at 4% or $11,280 at 6%. |
| UNIVERSITY HEIGHTS MONTESSORI 401(K) PROFIT SHARING PLAN & TRUST | - | 15 | $101,948 | $20,304 | $1,354iApproximate average salary by contribution assumption: employee only about $33,840 at 4% or $22,560 at 6%; with 50% employer match about $22,560 at 4% or $15,040 at 6%; with 100% employer match about $16,920 at 4% or $11,280 at 6%. |
| 2019 | 1 | 14 | $74,098 | $21,151 | $1,511iApproximate average salary by contribution assumption: employee only about $37,770 at 4% or $25,180 at 6%; with 50% employer match about $25,180 at 4% or $16,787 at 6%; with 100% employer match about $18,885 at 4% or $12,590 at 6%. |
| UNIVERSITY HEIGHTS MONTESSORI 401(K) PROFIT SHARING PLAN & TRUST | - | 14 | $74,098 | $21,151 | $1,511iApproximate average salary by contribution assumption: employee only about $37,770 at 4% or $25,180 at 6%; with 50% employer match about $25,180 at 4% or $16,787 at 6%; with 100% employer match about $18,885 at 4% or $12,590 at 6%. |
| 2018 | 1 | 6 | $45,868 | $18,131 | $3,022iApproximate average salary by contribution assumption: employee only about $75,546 at 4% or $50,364 at 6%; with 50% employer match about $50,364 at 4% or $33,576 at 6%; with 100% employer match about $37,773 at 4% or $25,182 at 6%. |
| UNIVERSITY HEIGHTS MONTESSORI 401 K PROFIT SHARING PLAN TRUST | - | 6 | $45,868 | $18,131 | $3,022iApproximate average salary by contribution assumption: employee only about $75,546 at 4% or $50,364 at 6%; with 50% employer match about $50,364 at 4% or $33,576 at 6%; with 100% employer match about $37,773 at 4% or $25,182 at 6%. |
| 2017 | 1 | 4 | $30,977 | $14,159 | $3,540iApproximate average salary by contribution assumption: employee only about $88,494 at 4% or $58,996 at 6%; with 50% employer match about $58,996 at 4% or $39,331 at 6%; with 100% employer match about $44,247 at 4% or $29,498 at 6%. |
| UNIVERSITY HEIGHTS MONTESSORI 401 K PROFIT SHARING PLAN TRUST | - | 4 | $30,977 | $14,159 | $3,540iApproximate average salary by contribution assumption: employee only about $88,494 at 4% or $58,996 at 6%; with 50% employer match about $58,996 at 4% or $39,331 at 6%; with 100% employer match about $44,247 at 4% or $29,498 at 6%. |
| 2016 | 1 | 4 | $14,041 | $13,628 | $3,407iApproximate average salary by contribution assumption: employee only about $85,175 at 4% or $56,783 at 6%; with 50% employer match about $56,783 at 4% or $37,856 at 6%; with 100% employer match about $42,588 at 4% or $28,392 at 6%. |
| UNIVERSITY HEIGHTS MONTESSORI 401 K PROFIT SHARING PLAN TRUST | - | 4 | $14,041 | $13,628 | $3,407iApproximate average salary by contribution assumption: employee only about $85,175 at 4% or $56,783 at 6%; with 50% employer match about $56,783 at 4% or $37,856 at 6%; with 100% employer match about $42,588 at 4% or $28,392 at 6%. |