Civic Intelligence

Allied Affordable Housing LLC

Plan context: Affordable Housing Retirement Trust

EIN 27-0258356 • Santa Monica, CA • 11 filings • 3 plans

409 Santa Monica Blvd Ste ESanta Monica, CA 90401
Current Snapshot

Latest Year

2024

2024 Participants

372

2024 Assets

$4,109,305

2024 Contributions

$1,067,132

Historical Graphs

Total Assets Over Time

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

$4,109,305$2,054,653$0201420192024YearValue
$4,109,305Latest year 2024

Participants Over Time

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

4212110201420192024YearValue
372Latest year 2024

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
20241372$4,109,305$1,067,132$2,869iApproximate average salary by contribution assumption: employee only about $71,716 at 4% or $47,811 at 6%; with 50% employer match about $47,811 at 4% or $31,874 at 6%; with 100% employer match about $35,858 at 4% or $23,905 at 6%.
Affordable Housing Retirement Trust-372$4,109,305$1,067,132$2,869iApproximate average salary by contribution assumption: employee only about $71,716 at 4% or $47,811 at 6%; with 50% employer match about $47,811 at 4% or $31,874 at 6%; with 100% employer match about $35,858 at 4% or $23,905 at 6%.
20231421$3,256,330$1,285,117$3,053iApproximate average salary by contribution assumption: employee only about $76,313 at 4% or $50,876 at 6%; with 50% employer match about $50,876 at 4% or $33,917 at 6%; with 100% employer match about $38,157 at 4% or $25,438 at 6%.
Affordable Housing Retirement Trust-421$3,256,330$1,285,117$3,053iApproximate average salary by contribution assumption: employee only about $76,313 at 4% or $50,876 at 6%; with 50% employer match about $50,876 at 4% or $33,917 at 6%; with 100% employer match about $38,157 at 4% or $25,438 at 6%.
20221418$2,233,915$935,103$2,237iApproximate average salary by contribution assumption: employee only about $55,927 at 4% or $37,285 at 6%; with 50% employer match about $37,285 at 4% or $24,857 at 6%; with 100% employer match about $27,964 at 4% or $18,642 at 6%.
Affordable Housing Retirement Trust-418$2,233,915$935,103$2,237iApproximate average salary by contribution assumption: employee only about $55,927 at 4% or $37,285 at 6%; with 50% employer match about $37,285 at 4% or $24,857 at 6%; with 100% employer match about $27,964 at 4% or $18,642 at 6%.
20211323$2,008,599$656,322$2,032iApproximate average salary by contribution assumption: employee only about $50,799 at 4% or $33,866 at 6%; with 50% employer match about $33,866 at 4% or $22,577 at 6%; with 100% employer match about $25,399 at 4% or $16,933 at 6%.
Affordable Housing Retirement Trust-323$2,008,599$656,322$2,032iApproximate average salary by contribution assumption: employee only about $50,799 at 4% or $33,866 at 6%; with 50% employer match about $33,866 at 4% or $22,577 at 6%; with 100% employer match about $25,399 at 4% or $16,933 at 6%.
20201354$1,256,717$392,691$1,109iApproximate average salary by contribution assumption: employee only about $27,732 at 4% or $18,488 at 6%; with 50% employer match about $18,488 at 4% or $12,326 at 6%; with 100% employer match about $13,866 at 4% or $9,244 at 6%.
Affordable Housing Retirement Trust-354$1,256,717$392,691$1,109iApproximate average salary by contribution assumption: employee only about $27,732 at 4% or $18,488 at 6%; with 50% employer match about $18,488 at 4% or $12,326 at 6%; with 100% employer match about $13,866 at 4% or $9,244 at 6%.
20191178$884,576$267,452$1,503iApproximate average salary by contribution assumption: employee only about $37,563 at 4% or $25,042 at 6%; with 50% employer match about $25,042 at 4% or $16,695 at 6%; with 100% employer match about $18,782 at 4% or $12,521 at 6%.
Affordable Housing Retirement Trust-178$884,576$267,452$1,503iApproximate average salary by contribution assumption: employee only about $37,563 at 4% or $25,042 at 6%; with 50% employer match about $25,042 at 4% or $16,695 at 6%; with 100% employer match about $18,782 at 4% or $12,521 at 6%.
2018125$543,110$96,847$3,874iApproximate average salary by contribution assumption: employee only about $96,847 at 4% or $64,565 at 6%; with 50% employer match about $64,565 at 4% or $43,043 at 6%; with 100% employer match about $48,424 at 4% or $32,282 at 6%.
Affordable Housing Retirement Trust-25$543,110$96,847$3,874iApproximate average salary by contribution assumption: employee only about $96,847 at 4% or $64,565 at 6%; with 50% employer match about $64,565 at 4% or $43,043 at 6%; with 100% employer match about $48,424 at 4% or $32,282 at 6%.
201719$289,905$240,991$26,777iApproximate average salary by contribution assumption: employee only about $669,419 at 4% or $446,280 at 6%; with 50% employer match about $446,280 at 4% or $297,520 at 6%; with 100% employer match about $334,710 at 4% or $223,140 at 6%.
Affordable Housing Retirement Trust-9$289,905$240,991$26,777iApproximate average salary by contribution assumption: employee only about $669,419 at 4% or $446,280 at 6%; with 50% employer match about $446,280 at 4% or $297,520 at 6%; with 100% employer match about $334,710 at 4% or $223,140 at 6%.
201613$31,396$14,642$4,881iApproximate average salary by contribution assumption: employee only about $122,017 at 4% or $81,344 at 6%; with 50% employer match about $81,344 at 4% or $54,230 at 6%; with 100% employer match about $61,008 at 4% or $40,672 at 6%.
Affordable Housing Retirement Trust-3$31,396$14,642$4,881iApproximate average salary by contribution assumption: employee only about $122,017 at 4% or $81,344 at 6%; with 50% employer match about $81,344 at 4% or $54,230 at 6%; with 100% employer match about $61,008 at 4% or $40,672 at 6%.
201512$14,691$9,350$4,675iApproximate average salary by contribution assumption: employee only about $116,875 at 4% or $77,917 at 6%; with 50% employer match about $77,917 at 4% or $51,944 at 6%; with 100% employer match about $58,438 at 4% or $38,958 at 6%.
Affordable Housing Retirement Trust-2$14,691$9,350$4,675iApproximate average salary by contribution assumption: employee only about $116,875 at 4% or $77,917 at 6%; with 50% employer match about $77,917 at 4% or $51,944 at 6%; with 100% employer match about $58,438 at 4% or $38,958 at 6%.
201412$5,610$5,525$2,763iApproximate average salary by contribution assumption: employee only about $69,063 at 4% or $46,042 at 6%; with 50% employer match about $46,042 at 4% or $30,694 at 6%; with 100% employer match about $34,531 at 4% or $23,021 at 6%.
Affordable Housing Retirement Trust-2$5,610$5,525$2,763iApproximate average salary by contribution assumption: employee only about $69,063 at 4% or $46,042 at 6%; with 50% employer match about $46,042 at 4% or $30,694 at 6%; with 100% employer match about $34,531 at 4% or $23,021 at 6%.