Civic Intelligence

Montessori Harbor-Mesa School

Plan context: Montessori Harbor-Mesa School Discretionary Contribution Plan

EIN 95-3550289 • Costa Mesa, CA • 18 filings • 2 plans

3025 Deodar AveCosta Mesa, CA 92626
Current Snapshot

Latest Year

2023

2023 Participants

12

2023 Assets

$6,818

2023 Contributions

$570

Historical Graphs

Total Assets Over Time

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

$219,088$109,544$0199920102014YearValue
$6,818Latest year 2014

Participants Over Time

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

1470199920072014YearValue
12Latest year 2014

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
202310$0$0-
Montessori Harbor-Mesa School Discretionary Contribution Plan-0$0--
201510$0$0-
Montessori Harbor-Mesa School Discretionary Contribution Plan-0$0$0-
2014112$6,818$570$48iApproximate average salary by contribution assumption: employee only about $1,188 at 4% or $792 at 6%; with 50% employer match about $792 at 4% or $528 at 6%; with 100% employer match about $594 at 4% or $396 at 6%.
Montessori Harbor-Mesa School Discretionary Contribution Plan-12$6,818$570$48iApproximate average salary by contribution assumption: employee only about $1,188 at 4% or $792 at 6%; with 50% employer match about $792 at 4% or $528 at 6%; with 100% employer match about $594 at 4% or $396 at 6%.
2013112$9,424$0-
Montessori Harbor-Mesa School Discretionary Contribution Plan-12$9,424--
2012110$17,261$0-
Montessori Harbor-Mesa School Discretionary Contribution Plan-10$17,261$0-
2011110$210,738$3,000$300iApproximate average salary by contribution assumption: employee only about $7,500 at 4% or $5,000 at 6%; with 50% employer match about $5,000 at 4% or $3,333 at 6%; with 100% employer match about $3,750 at 4% or $2,500 at 6%.
Montessori Harbor-Mesa School Discretionary Contribution Plan-10$210,738$3,000$300iApproximate average salary by contribution assumption: employee only about $7,500 at 4% or $5,000 at 6%; with 50% employer match about $5,000 at 4% or $3,333 at 6%; with 100% employer match about $3,750 at 4% or $2,500 at 6%.
2010112$202,806$3,000$250iApproximate average salary by contribution assumption: employee only about $6,250 at 4% or $4,167 at 6%; with 50% employer match about $4,167 at 4% or $2,778 at 6%; with 100% employer match about $3,125 at 4% or $2,083 at 6%.
Montessori Harbor-Mesa School Discretionary Contribution Plan-12$202,806$3,000$250iApproximate average salary by contribution assumption: employee only about $6,250 at 4% or $4,167 at 6%; with 50% employer match about $4,167 at 4% or $2,778 at 6%; with 100% employer match about $3,125 at 4% or $2,083 at 6%.
2009114$219,088$3,000$214iApproximate average salary by contribution assumption: employee only about $5,357 at 4% or $3,571 at 6%; with 50% employer match about $3,571 at 4% or $2,381 at 6%; with 100% employer match about $2,679 at 4% or $1,786 at 6%.
Montessori Harbor-Mesa School Discretionary Contribution Plan-14$219,088$3,000$214iApproximate average salary by contribution assumption: employee only about $5,357 at 4% or $3,571 at 6%; with 50% employer match about $3,571 at 4% or $2,381 at 6%; with 100% employer match about $2,679 at 4% or $1,786 at 6%.
200818$0$0-
Montessori Harbor-Mesa School Discretionary Contribution Plan-8---
200719$0$0-
Montessori Harbor-Mesa School Discretionary Contribution Plan-9---
2006112$0$0-
Montessori Harbor-Mesa School Discretionary Contribution Plan-12---
2005110$183,302$10,000$1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%.
Montessori Harbor-Mesa School Discretionary Contribution Plan-10$183,302$10,000$1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%.
200419$181,792$10,000$1,111iApproximate average salary by contribution assumption: employee only about $27,778 at 4% or $18,519 at 6%; with 50% employer match about $18,519 at 4% or $12,346 at 6%; with 100% employer match about $13,889 at 4% or $9,259 at 6%.
Montessori Harbor-Mesa School Discretionary Contribution Plan-9$181,792$10,000$1,111iApproximate average salary by contribution assumption: employee only about $27,778 at 4% or $18,519 at 6%; with 50% employer match about $18,519 at 4% or $12,346 at 6%; with 100% employer match about $13,889 at 4% or $9,259 at 6%.
200319$0$0-
Montessori Harbor-Mesa School Discretionary Contribution Plan-9---
2002110$0$0-
Montessori Harbor-Mesa School Discretionary Contribution Plan-10---
2001112$0$0-
Montessori Harbor-Mesa School Discretionary Contribution Plan-12---
2000113$0$0-
Montessori Harbor-Mesa School Discretionary Contribution Plan-13---
1999111$174,240$10,000$909iApproximate average salary by contribution assumption: employee only about $22,727 at 4% or $15,152 at 6%; with 50% employer match about $15,152 at 4% or $10,101 at 6%; with 100% employer match about $11,364 at 4% or $7,576 at 6%.
Montessori Harbor-Mesa School Discretionary Contribution Plan-11$174,240$10,000$909iApproximate average salary by contribution assumption: employee only about $22,727 at 4% or $15,152 at 6%; with 50% employer match about $15,152 at 4% or $10,101 at 6%; with 100% employer match about $11,364 at 4% or $7,576 at 6%.