Ontario Montclair School Efcu
Plan context: Ontario Montclair School Employees Fcu 401(K) Plan
EIN 95-2239864 • Ontario, CA • 51 filings • 8 plans
Current Snapshot
Latest Year
2024
2024 Participants
30
2024 Assets
$5,578,493
2024 Contributions
$259,521
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 | 2 | 30 | $5,578,493 | $259,521 | $8,651iApproximate average salary by contribution assumption: employee only about $216,268 at 4% or $144,178 at 6%; with 50% employer match about $144,178 at 4% or $96,119 at 6%; with 100% employer match about $108,134 at 4% or $72,089 at 6%. |
| Ontario Montclair School Employees Fcu 401(K) Plan | - | 30 | $3,259,203 | $259,521 | $8,651iApproximate average salary by contribution assumption: employee only about $216,268 at 4% or $144,178 at 6%; with 50% employer match about $144,178 at 4% or $96,119 at 6%; with 100% employer match about $108,134 at 4% or $72,089 at 6%. |
| Ontario Montclair School Efcu Cash Balance Defined Benefit Plan and Trust | - | 14 | $2,319,290 | $0 | - |
| 2023 | 2 | 27 | $5,075,170 | $212,371 | $7,866iApproximate average salary by contribution assumption: employee only about $196,640 at 4% or $131,093 at 6%; with 50% employer match about $131,093 at 4% or $87,395 at 6%; with 100% employer match about $98,320 at 4% or $65,547 at 6%. |
| Ontario Montclair School Employees Fcu 401(K) Plan | - | 27 | $2,761,167 | $212,371 | $7,866iApproximate average salary by contribution assumption: employee only about $196,640 at 4% or $131,093 at 6%; with 50% employer match about $131,093 at 4% or $87,395 at 6%; with 100% employer match about $98,320 at 4% or $65,547 at 6%. |
| Ontario Montclair School Efcu Cash Balance Defined Benefit Plan and Trust | - | 15 | $2,314,003 | $0 | - |
| 2022 | 2 | 27 | $4,488,008 | $174,673 | $6,469iApproximate average salary by contribution assumption: employee only about $161,734 at 4% or $107,823 at 6%; with 50% employer match about $107,823 at 4% or $71,882 at 6%; with 100% employer match about $80,867 at 4% or $53,911 at 6%. |
| Ontario Montclair School Efcu Cash Balance Defined Benefit Plan and Trust | - | 15 | $2,296,016 | $0 | - |
| Ontario Montclair School Employees Fcu 401(K) Plan | - | 27 | $2,191,992 | $174,673 | $6,469iApproximate average salary by contribution assumption: employee only about $161,734 at 4% or $107,823 at 6%; with 50% employer match about $107,823 at 4% or $71,882 at 6%; with 100% employer match about $80,867 at 4% or $53,911 at 6%. |
| 2021 | 2 | 24 | $4,794,415 | $659,707 | $27,488iApproximate average salary by contribution assumption: employee only about $687,195 at 4% or $458,130 at 6%; with 50% employer match about $458,130 at 4% or $305,420 at 6%; with 100% employer match about $343,597 at 4% or $229,065 at 6%. |
| Ontario Montclair School Employees Fcu 401(K) Plan | - | 24 | $2,511,846 | $159,707 | $6,654iApproximate average salary by contribution assumption: employee only about $166,361 at 4% or $110,908 at 6%; with 50% employer match about $110,908 at 4% or $73,938 at 6%; with 100% employer match about $83,181 at 4% or $55,454 at 6%. |
| Ontario Montclair School Efcu Cash Balance Defined Benefit Plan and Trust | - | 15 | $2,282,569 | $500,000 | $33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%. |
| 2020 | 2 | 23 | $3,915,719 | $738,684 | $32,117iApproximate average salary by contribution assumption: employee only about $802,917 at 4% or $535,278 at 6%; with 50% employer match about $535,278 at 4% or $356,852 at 6%; with 100% employer match about $401,459 at 4% or $267,639 at 6%. |
| Ontario Montclair School Employees Fcu 401(K) Plan | - | 23 | $2,138,786 | $138,684 | $6,030iApproximate average salary by contribution assumption: employee only about $150,743 at 4% or $100,496 at 6%; with 50% employer match about $100,496 at 4% or $66,997 at 6%; with 100% employer match about $75,372 at 4% or $50,248 at 6%. |
| Ontario Montclair School Efcu Cash Balance Defined Benefit Plan and Trust | - | 15 | $1,776,933 | $600,000 | $40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%. |
| 2019 | 2 | 20 | $3,126,676 | $131,969 | $6,598iApproximate average salary by contribution assumption: employee only about $164,961 at 4% or $109,974 at 6%; with 50% employer match about $109,974 at 4% or $73,316 at 6%; with 100% employer match about $82,481 at 4% or $54,987 at 6%. |
| Ontario Montclair School Employees Fcu 401(K) Plan | - | 20 | $1,721,518 | $131,969 | $6,598iApproximate average salary by contribution assumption: employee only about $164,961 at 4% or $109,974 at 6%; with 50% employer match about $109,974 at 4% or $73,316 at 6%; with 100% employer match about $82,481 at 4% or $54,987 at 6%. |
| Ontario Montclair School Efcu Cash Balance Defined Benefit Plan and Trust | - | 16 | $1,405,158 | $0 | - |
| 2018 | 2 | 20 | $2,978,744 | $723,249 | $36,162iApproximate average salary by contribution assumption: employee only about $904,061 at 4% or $602,708 at 6%; with 50% employer match about $602,708 at 4% or $401,805 at 6%; with 100% employer match about $452,031 at 4% or $301,354 at 6%. |
| Ontario Montclair School Efcu Cash Balance Defined Benefit Plan and Trust | - | 17 | $1,605,260 | $584,027 | $34,355iApproximate average salary by contribution assumption: employee only about $858,863 at 4% or $572,575 at 6%; with 50% employer match about $572,575 at 4% or $381,717 at 6%; with 100% employer match about $429,432 at 4% or $286,288 at 6%. |
| Ontario Montclair School Employees Fcu 401(K) Plan | - | 20 | $1,373,484 | $139,222 | $6,961iApproximate average salary by contribution assumption: employee only about $174,028 at 4% or $116,018 at 6%; with 50% employer match about $116,018 at 4% or $77,346 at 6%; with 100% employer match about $87,014 at 4% or $58,009 at 6%. |
| 2017 | 2 | 20 | $2,355,426 | $145,522 | $7,276iApproximate average salary by contribution assumption: employee only about $181,903 at 4% or $121,268 at 6%; with 50% employer match about $121,268 at 4% or $80,846 at 6%; with 100% employer match about $90,951 at 4% or $60,634 at 6%. |
| Ontario Montclair School Employees Fcu 401(K) Plan | - | 20 | $1,333,741 | $115,303 | $5,765iApproximate average salary by contribution assumption: employee only about $144,129 at 4% or $96,086 at 6%; with 50% employer match about $96,086 at 4% or $64,057 at 6%; with 100% employer match about $72,064 at 4% or $48,043 at 6%. |
| Ontario Montclair School Efcu Cash Balance Defined Benefit Plan and Trust | - | 17 | $1,021,685 | $30,219 | $1,778iApproximate average salary by contribution assumption: employee only about $44,440 at 4% or $29,626 at 6%; with 50% employer match about $29,626 at 4% or $19,751 at 6%; with 100% employer match about $22,220 at 4% or $14,813 at 6%. |
| 2016 | 2 | 18 | $2,042,574 | $105,483 | $5,860iApproximate average salary by contribution assumption: employee only about $146,504 at 4% or $97,669 at 6%; with 50% employer match about $97,669 at 4% or $65,113 at 6%; with 100% employer match about $73,252 at 4% or $48,835 at 6%. |
| Ontario Montclair School Employees Fcu 401(K) Plan | - | 18 | $1,046,015 | $105,483 | $5,860iApproximate average salary by contribution assumption: employee only about $146,504 at 4% or $97,669 at 6%; with 50% employer match about $97,669 at 4% or $65,113 at 6%; with 100% employer match about $73,252 at 4% or $48,835 at 6%. |
| Ontario Montclair School Efcu Cash Balance Defined Benefit Plan and Trust | - | 17 | $996,559 | $0 | - |
| 2015 | 2 | 19 | $1,881,551 | $101,328 | $5,333iApproximate average salary by contribution assumption: employee only about $133,326 at 4% or $88,884 at 6%; with 50% employer match about $88,884 at 4% or $59,256 at 6%; with 100% employer match about $66,663 at 4% or $44,442 at 6%. |
| Ontario Montclair School Efcu Cash Balance Defined Benefit Plan and Trust | - | 17 | $997,571 | $0 | - |
| Ontario Montclair School Employees Fcu 401(K) Plan | - | 19 | $883,980 | $101,328 | $5,333iApproximate average salary by contribution assumption: employee only about $133,326 at 4% or $88,884 at 6%; with 50% employer match about $88,884 at 4% or $59,256 at 6%; with 100% employer match about $66,663 at 4% or $44,442 at 6%. |
| 2014 | 2 | 16 | $1,778,632 | $79,118 | $4,945iApproximate average salary by contribution assumption: employee only about $123,622 at 4% or $82,415 at 6%; with 50% employer match about $82,415 at 4% or $54,943 at 6%; with 100% employer match about $61,811 at 4% or $41,207 at 6%. |
| Ontario Montclair School Efcu Cash Balance Defined Benefit Plan and Trust | - | 16 | $982,915 | $0 | - |
| Ontario Montclair School Employees Fcu 401(K) Plan | - | 16 | $795,717 | $79,118 | $4,945iApproximate average salary by contribution assumption: employee only about $123,622 at 4% or $82,415 at 6%; with 50% employer match about $82,415 at 4% or $54,943 at 6%; with 100% employer match about $61,811 at 4% or $41,207 at 6%. |
| 2013 | 2 | 16 | $1,639,934 | $69,861 | $4,366iApproximate average salary by contribution assumption: employee only about $109,158 at 4% or $72,772 at 6%; with 50% employer match about $72,772 at 4% or $48,515 at 6%; with 100% employer match about $54,579 at 4% or $36,386 at 6%. |
| Ontario Montclair School Efcu Cash Balance Defined Benefit Plan and Trust | - | 16 | $967,958 | $0 | - |
| Ontario Montclair School Employees Fcu 401(K) Plan | - | 14 | $671,976 | $69,861 | $4,990iApproximate average salary by contribution assumption: employee only about $124,752 at 4% or $83,168 at 6%; with 50% employer match about $83,168 at 4% or $55,445 at 6%; with 100% employer match about $62,376 at 4% or $41,584 at 6%. |
| 2012 | 2 | 19 | $1,600,044 | $96,412 | $5,074iApproximate average salary by contribution assumption: employee only about $126,858 at 4% or $84,572 at 6%; with 50% employer match about $84,572 at 4% or $56,381 at 6%; with 100% employer match about $63,429 at 4% or $42,286 at 6%. |
| Ontario Montclair School Efcu Cash Balance Defined Benefit Plan and Trust | - | 16 | $950,378 | $0 | - |
| Ontario Montclair School Employees Fcu 401(K) Plan | - | 19 | $649,666 | $96,412 | $5,074iApproximate average salary by contribution assumption: employee only about $126,858 at 4% or $84,572 at 6%; with 50% employer match about $84,572 at 4% or $56,381 at 6%; with 100% employer match about $63,429 at 4% or $42,286 at 6%. |
| 2011 | 2 | 20 | $2,983,793 | $303,337 | $15,167iApproximate average salary by contribution assumption: employee only about $379,171 at 4% or $252,781 at 6%; with 50% employer match about $252,781 at 4% or $168,521 at 6%; with 100% employer match about $189,586 at 4% or $126,390 at 6%. |
| Ontario Montclair School Efcu Cash Balance Defined Benefit Plan and Trust | - | 19 | $2,236,831 | $235,000 | $12,368iApproximate average salary by contribution assumption: employee only about $309,211 at 4% or $206,140 at 6%; with 50% employer match about $206,140 at 4% or $137,427 at 6%; with 100% employer match about $154,605 at 4% or $103,070 at 6%. |
| Ontario Montclair School Employees Fcu 401(K) Plan | - | 20 | $746,962 | $68,337 | $3,417iApproximate average salary by contribution assumption: employee only about $85,421 at 4% or $56,948 at 6%; with 50% employer match about $56,948 at 4% or $37,965 at 6%; with 100% employer match about $42,711 at 4% or $28,474 at 6%. |
| 2010 | 2 | 20 | $2,684,840 | $369,967 | $18,498iApproximate average salary by contribution assumption: employee only about $462,459 at 4% or $308,306 at 6%; with 50% employer match about $308,306 at 4% or $205,537 at 6%; with 100% employer match about $231,229 at 4% or $154,153 at 6%. |
| Ontario Montclair School Efcu Cash Balance Defined Benefit Plan and Trust | - | 20 | $2,020,132 | $300,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| Ontario Montclair School Employees Fcu 401(K) Plan | - | 20 | $664,708 | $69,967 | $3,498iApproximate average salary by contribution assumption: employee only about $87,459 at 4% or $58,306 at 6%; with 50% employer match about $58,306 at 4% or $38,871 at 6%; with 100% employer match about $43,729 at 4% or $29,153 at 6%. |
| 2009 | 2 | 22 | $2,217,662 | $360,674 | $16,394iApproximate average salary by contribution assumption: employee only about $409,857 at 4% or $273,238 at 6%; with 50% employer match about $273,238 at 4% or $182,159 at 6%; with 100% employer match about $204,928 at 4% or $136,619 at 6%. |
| Ontario Montclair School Efcu Cash Balance Defined Benefit Plan and Trust | - | 20 | $1,632,668 | $294,484 | $14,724iApproximate average salary by contribution assumption: employee only about $368,105 at 4% or $245,403 at 6%; with 50% employer match about $245,403 at 4% or $163,602 at 6%; with 100% employer match about $184,053 at 4% or $122,702 at 6%. |
| Ontario Montclair School Employees Fcu 401(K) Plan | - | 22 | $584,994 | $66,190 | $3,009iApproximate average salary by contribution assumption: employee only about $75,216 at 4% or $50,144 at 6%; with 50% employer match about $50,144 at 4% or $33,429 at 6%; with 100% employer match about $37,608 at 4% or $25,072 at 6%. |
| 2008 | 2 | 20 | $415,202 | $69,943 | $3,497iApproximate average salary by contribution assumption: employee only about $87,429 at 4% or $58,286 at 6%; with 50% employer match about $58,286 at 4% or $38,857 at 6%; with 100% employer match about $43,714 at 4% or $29,143 at 6%. |
| Ontario Montclair School Employees Fcu 401(K) Plan | - | 19 | $415,202 | $69,943 | $3,681iApproximate average salary by contribution assumption: employee only about $92,030 at 4% or $61,354 at 6%; with 50% employer match about $61,354 at 4% or $40,902 at 6%; with 100% employer match about $46,015 at 4% or $30,677 at 6%. |
| Ontario Montclair School Efcu Cash Balance Defined Benefit Plan and Trust | - | 20 | - | - | - |
| 2007 | 1 | 13 | $0 | $0 | - |
| Ontario Montclair School Efcu Cash Balance Defined Benefit Plan and Trust | - | 13 | - | - | - |
| 2006 | 2 | 14 | $1,535,912 | $177,610 | $12,686iApproximate average salary by contribution assumption: employee only about $317,161 at 4% or $211,440 at 6%; with 50% employer match about $211,440 at 4% or $140,960 at 6%; with 100% employer match about $158,580 at 4% or $105,720 at 6%. |
| Ontario Montclair School Efcu Cash Balance Defined Benefit Plan and Trust | - | 13 | $1,076,965 | $116,077 | $8,929iApproximate average salary by contribution assumption: employee only about $223,225 at 4% or $148,817 at 6%; with 50% employer match about $148,817 at 4% or $99,211 at 6%; with 100% employer match about $111,613 at 4% or $74,408 at 6%. |
| Ontario Montclair School Employees Fcu 401(K) Plan | - | 14 | $458,947 | $61,533 | $4,395iApproximate average salary by contribution assumption: employee only about $109,880 at 4% or $73,254 at 6%; with 50% employer match about $73,254 at 4% or $48,836 at 6%; with 100% employer match about $54,940 at 4% or $36,627 at 6%. |
| 2005 | 2 | 17 | $1,230,859 | $176,328 | $10,372iApproximate average salary by contribution assumption: employee only about $259,306 at 4% or $172,871 at 6%; with 50% employer match about $172,871 at 4% or $115,247 at 6%; with 100% employer match about $129,653 at 4% or $86,435 at 6%. |
| Ontario Montclair School Efcu Cash Balance Defined Benefit Plan and Trust | - | 16 | $869,956 | $119,191 | $7,449iApproximate average salary by contribution assumption: employee only about $186,236 at 4% or $124,157 at 6%; with 50% employer match about $124,157 at 4% or $82,772 at 6%; with 100% employer match about $93,118 at 4% or $62,079 at 6%. |
| Ontario Montclair School Employees Fcu 401(K) Plan | - | 17 | $360,903 | $57,137 | $3,361iApproximate average salary by contribution assumption: employee only about $84,025 at 4% or $56,017 at 6%; with 50% employer match about $56,017 at 4% or $37,344 at 6%; with 100% employer match about $42,013 at 4% or $28,008 at 6%. |
| 2004 | 2 | 20 | $955,464 | $170,412 | $8,521iApproximate average salary by contribution assumption: employee only about $213,015 at 4% or $142,010 at 6%; with 50% employer match about $142,010 at 4% or $94,673 at 6%; with 100% employer match about $106,508 at 4% or $71,005 at 6%. |
| Ontario Montclair School Efcu Cash Balance Defined Benefit Plan and Trust | - | 19 | $652,093 | $111,382 | $5,862iApproximate average salary by contribution assumption: employee only about $146,555 at 4% or $97,704 at 6%; with 50% employer match about $97,704 at 4% or $65,136 at 6%; with 100% employer match about $73,278 at 4% or $48,852 at 6%. |
| Ontario Montclair School Employees Fcu 401(K) Plan | - | 20 | $303,371 | $59,030 | $2,952iApproximate average salary by contribution assumption: employee only about $73,788 at 4% or $49,192 at 6%; with 50% employer match about $49,192 at 4% or $32,794 at 6%; with 100% employer match about $36,894 at 4% or $24,596 at 6%. |
| 2003 | 2 | 16 | $219,645 | $48,143 | $3,009iApproximate average salary by contribution assumption: employee only about $75,223 at 4% or $50,149 at 6%; with 50% employer match about $50,149 at 4% or $33,433 at 6%; with 100% employer match about $37,612 at 4% or $25,074 at 6%. |
| Ontario Montclair School Employees Fcu 401(K) Plan | - | 15 | $219,645 | $48,143 | $3,210iApproximate average salary by contribution assumption: employee only about $80,238 at 4% or $53,492 at 6%; with 50% employer match about $53,492 at 4% or $35,661 at 6%; with 100% employer match about $40,119 at 4% or $26,746 at 6%. |
| Ontario Montclair School Efcu Cash Balance Defined Benefit Plan and Trust | - | 16 | - | - | - |
| 2002 | 2 | 14 | $143,429 | $63,882 | $4,563iApproximate average salary by contribution assumption: employee only about $114,075 at 4% or $76,050 at 6%; with 50% employer match about $76,050 at 4% or $50,700 at 6%; with 100% employer match about $57,038 at 4% or $38,025 at 6%. |
| Ontario Montclair School Employees Fcu 401(K) Plan | - | 14 | $143,429 | $63,882 | $4,563iApproximate average salary by contribution assumption: employee only about $114,075 at 4% or $76,050 at 6%; with 50% employer match about $76,050 at 4% or $50,700 at 6%; with 100% employer match about $57,038 at 4% or $38,025 at 6%. |
| Ontario Montclair School Efcu Cash Balance Defined Benefit Plan and Trust | - | 12 | - | - | - |
| 2001 | 2 | 14 | $449,268 | $100,934 | $7,210iApproximate average salary by contribution assumption: employee only about $180,239 at 4% or $120,160 at 6%; with 50% employer match about $120,160 at 4% or $80,106 at 6%; with 100% employer match about $90,120 at 4% or $60,080 at 6%. |
| Ontario Montclair School Efcu Cash Balance Defined Benefit Plan and Trust | - | 13 | $325,621 | $50,481 | $3,883iApproximate average salary by contribution assumption: employee only about $97,079 at 4% or $64,719 at 6%; with 50% employer match about $64,719 at 4% or $43,146 at 6%; with 100% employer match about $48,539 at 4% or $32,360 at 6%. |
| Ontario Montclair School Employees Fcu 401(K) Plan | - | 14 | $123,647 | $50,453 | $3,604iApproximate average salary by contribution assumption: employee only about $90,095 at 4% or $60,063 at 6%; with 50% employer match about $60,063 at 4% or $40,042 at 6%; with 100% employer match about $45,047 at 4% or $30,032 at 6%. |
| 2000 | 2 | 11 | $88,104 | $24,502 | $2,227iApproximate average salary by contribution assumption: employee only about $55,686 at 4% or $37,124 at 6%; with 50% employer match about $37,124 at 4% or $24,749 at 6%; with 100% employer match about $27,843 at 4% or $18,562 at 6%. |
| Ontario Montclair School Employees Fcu 401(K) Plan | - | 10 | $88,104 | $24,502 | $2,450iApproximate average salary by contribution assumption: employee only about $61,255 at 4% or $40,837 at 6%; with 50% employer match about $40,837 at 4% or $27,224 at 6%; with 100% employer match about $30,627 at 4% or $20,418 at 6%. |
| Ontario Montclair School Efcu Cash Balance Defined Benefit Plan and Trust | - | 11 | - | - | - |
| 1999 | 2 | 15 | $398,850 | $84,413 | $5,628iApproximate average salary by contribution assumption: employee only about $140,688 at 4% or $93,792 at 6%; with 50% employer match about $93,792 at 4% or $62,528 at 6%; with 100% employer match about $70,344 at 4% or $46,896 at 6%. |
| Ontario Montclair School Efcu Cash Balance Defined Benefit Plan and Trust | - | 12 | $330,735 | $54,944 | $4,579iApproximate average salary by contribution assumption: employee only about $114,467 at 4% or $76,311 at 6%; with 50% employer match about $76,311 at 4% or $50,874 at 6%; with 100% employer match about $57,233 at 4% or $38,156 at 6%. |
| Ontario Montclair School Employees Fcu 401(K) Plan | - | 15 | $68,115 | $29,469 | $1,965iApproximate average salary by contribution assumption: employee only about $49,115 at 4% or $32,743 at 6%; with 50% employer match about $32,743 at 4% or $21,829 at 6%; with 100% employer match about $24,558 at 4% or $16,372 at 6%. |