Bay Area Lutheran Homes Inc.
Plan context: Bay Area Lutheran Homes Inc. Tax Sheltered Annuity Plan
EIN 39-1034534 • 49 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
352
2024 Assets
$5,433,564
2024 Contributions
$577,486
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 | 352 | $5,433,564 | $577,486 | $1,641iApproximate average salary by contribution assumption: employee only about $41,015 at 4% or $27,343 at 6%; with 50% employer match about $27,343 at 4% or $18,229 at 6%; with 100% employer match about $20,507 at 4% or $13,672 at 6%. |
| Bay Area Lutheran Homes Inc. Tax Sheltered Annuity Plan | - | 352 | $5,433,564 | $577,486 | $1,641iApproximate average salary by contribution assumption: employee only about $41,015 at 4% or $27,343 at 6%; with 50% employer match about $27,343 at 4% or $18,229 at 6%; with 100% employer match about $20,507 at 4% or $13,672 at 6%. |
| Bay Area Lutheran Homes Inc. Wrap Plan | - | 213 | - | - | - |
| 2023 | 2 | 350 | $4,712,475 | $510,790 | $1,459iApproximate average salary by contribution assumption: employee only about $36,485 at 4% or $24,323 at 6%; with 50% employer match about $24,323 at 4% or $16,216 at 6%; with 100% employer match about $18,243 at 4% or $12,162 at 6%. |
| Bay Area Lutheran Homes Inc. Tax Sheltered Annuity Plan | - | 350 | $4,712,475 | $510,790 | $1,459iApproximate average salary by contribution assumption: employee only about $36,485 at 4% or $24,323 at 6%; with 50% employer match about $24,323 at 4% or $16,216 at 6%; with 100% employer match about $18,243 at 4% or $12,162 at 6%. |
| Bay Area Lutheran Homes Inc. Wrap Plan | - | 176 | - | - | - |
| 2022 | 2 | 339 | $3,815,462 | $477,372 | $1,408iApproximate average salary by contribution assumption: employee only about $35,204 at 4% or $23,470 at 6%; with 50% employer match about $23,470 at 4% or $15,646 at 6%; with 100% employer match about $17,602 at 4% or $11,735 at 6%. |
| Bay Area Lutheran Homes Inc. Tax Sheltered Annuity Plan | - | 339 | $3,815,462 | $477,372 | $1,408iApproximate average salary by contribution assumption: employee only about $35,204 at 4% or $23,470 at 6%; with 50% employer match about $23,470 at 4% or $15,646 at 6%; with 100% employer match about $17,602 at 4% or $11,735 at 6%. |
| Bay Area Lutheran Homes Inc. Wrap Plan | - | 152 | - | - | - |
| 2021 | 2 | 424 | $4,405,534 | $447,647 | $1,056iApproximate average salary by contribution assumption: employee only about $26,394 at 4% or $17,596 at 6%; with 50% employer match about $17,596 at 4% or $11,731 at 6%; with 100% employer match about $13,197 at 4% or $8,798 at 6%. |
| Bay Area Lutheran Homes Inc. Tax Sheltered Annuity Plan | - | 424 | $4,405,534 | $447,647 | $1,056iApproximate average salary by contribution assumption: employee only about $26,394 at 4% or $17,596 at 6%; with 50% employer match about $17,596 at 4% or $11,731 at 6%; with 100% employer match about $13,197 at 4% or $8,798 at 6%. |
| Bay Area Lutheran Homes Inc. Wrap Plan | - | 187 | - | - | - |
| 2020 | 2 | 336 | $4,577,400 | $405,198 | $1,206iApproximate average salary by contribution assumption: employee only about $30,149 at 4% or $20,099 at 6%; with 50% employer match about $20,099 at 4% or $13,399 at 6%; with 100% employer match about $15,074 at 4% or $10,050 at 6%. |
| Bay Area Lutheran Homes Inc. Tax Sheltered Annuity Plan | - | 336 | $4,577,400 | $405,198 | $1,206iApproximate average salary by contribution assumption: employee only about $30,149 at 4% or $20,099 at 6%; with 50% employer match about $20,099 at 4% or $13,399 at 6%; with 100% employer match about $15,074 at 4% or $10,050 at 6%. |
| Bay Area Lutheran Homes Inc. Welfare Benefit Plan | - | 0 | - | - | - |
| 2019 | 2 | 351 | $3,815,562 | $376,746 | $1,073iApproximate average salary by contribution assumption: employee only about $26,834 at 4% or $17,889 at 6%; with 50% employer match about $17,889 at 4% or $11,926 at 6%; with 100% employer match about $13,417 at 4% or $8,945 at 6%. |
| Bay Area Lutheran Homes Inc. Tax Sheltered Annuity Plan | - | 351 | $3,815,562 | $376,746 | $1,073iApproximate average salary by contribution assumption: employee only about $26,834 at 4% or $17,889 at 6%; with 50% employer match about $17,889 at 4% or $11,926 at 6%; with 100% employer match about $13,417 at 4% or $8,945 at 6%. |
| Bay Area Lutheran Homes Inc. Welfare Benefit Plan | - | 110 | - | - | - |
| 2018 | 1 | 390 | $3,424,764 | $320,776 | $823iApproximate average salary by contribution assumption: employee only about $20,563 at 4% or $13,708 at 6%; with 50% employer match about $13,708 at 4% or $9,139 at 6%; with 100% employer match about $10,281 at 4% or $6,854 at 6%. |
| Bay Area Lutheran Homes Inc. Tax Sheltered Annuity Plan | - | 390 | $3,424,764 | $320,776 | $823iApproximate average salary by contribution assumption: employee only about $20,563 at 4% or $13,708 at 6%; with 50% employer match about $13,708 at 4% or $9,139 at 6%; with 100% employer match about $10,281 at 4% or $6,854 at 6%. |
| 2017 | 1 | 331 | $3,621,798 | $294,454 | $890iApproximate average salary by contribution assumption: employee only about $22,240 at 4% or $14,826 at 6%; with 50% employer match about $14,826 at 4% or $9,884 at 6%; with 100% employer match about $11,120 at 4% or $7,413 at 6%. |
| Bay Area Lutheran Homes Inc. Tax Sheltered Annuity Plan | - | 331 | $3,621,798 | $294,454 | $890iApproximate average salary by contribution assumption: employee only about $22,240 at 4% or $14,826 at 6%; with 50% employer match about $14,826 at 4% or $9,884 at 6%; with 100% employer match about $11,120 at 4% or $7,413 at 6%. |
| 2016 | 2 | 328 | $3,194,227 | $314,516 | $959iApproximate average salary by contribution assumption: employee only about $23,972 at 4% or $15,982 at 6%; with 50% employer match about $15,982 at 4% or $10,654 at 6%; with 100% employer match about $11,986 at 4% or $7,991 at 6%. |
| Bay Area Lutheran Homes Inc. Tax Sheltered Annuity Plan | - | 328 | $3,194,227 | $314,516 | $959iApproximate average salary by contribution assumption: employee only about $23,972 at 4% or $15,982 at 6%; with 50% employer match about $15,982 at 4% or $10,654 at 6%; with 100% employer match about $11,986 at 4% or $7,991 at 6%. |
| Bay Area Lutheran Homes Inc. Welfare Benefit Plan | - | 96 | - | - | - |
| 2015 | 2 | 316 | $3,250,721 | $300,256 | $950iApproximate average salary by contribution assumption: employee only about $23,754 at 4% or $15,836 at 6%; with 50% employer match about $15,836 at 4% or $10,558 at 6%; with 100% employer match about $11,877 at 4% or $7,918 at 6%. |
| Bay Area Lutheran Homes Inc. Tax Sheltered Annuity Plan | - | 316 | $3,250,721 | $300,256 | $950iApproximate average salary by contribution assumption: employee only about $23,754 at 4% or $15,836 at 6%; with 50% employer match about $15,836 at 4% or $10,558 at 6%; with 100% employer match about $11,877 at 4% or $7,918 at 6%. |
| Bay Area Lutheran Homes Inc. Welfare Benefit Plan | - | 111 | - | - | - |
| 2014 | 2 | 302 | $3,353,704 | $256,011 | $848iApproximate average salary by contribution assumption: employee only about $21,193 at 4% or $14,129 at 6%; with 50% employer match about $14,129 at 4% or $9,419 at 6%; with 100% employer match about $10,596 at 4% or $7,064 at 6%. |
| Bay Area Lutheran Homes Inc. Tax Sheltered Annuity Plan | - | 302 | $3,353,704 | $256,011 | $848iApproximate average salary by contribution assumption: employee only about $21,193 at 4% or $14,129 at 6%; with 50% employer match about $14,129 at 4% or $9,419 at 6%; with 100% employer match about $10,596 at 4% or $7,064 at 6%. |
| Bay Area Lutheran Homes Inc. Welfare Benefit Plan | - | 108 | - | - | - |
| 2013 | 1 | 304 | $2,971,926 | $296,936 | $977iApproximate average salary by contribution assumption: employee only about $24,419 at 4% or $16,279 at 6%; with 50% employer match about $16,279 at 4% or $10,853 at 6%; with 100% employer match about $12,210 at 4% or $8,140 at 6%. |
| Bay Area Lutheran Homes Inc. Tax Sheltered Annuity Plan | - | 304 | $2,971,926 | $296,936 | $977iApproximate average salary by contribution assumption: employee only about $24,419 at 4% or $16,279 at 6%; with 50% employer match about $16,279 at 4% or $10,853 at 6%; with 100% employer match about $12,210 at 4% or $8,140 at 6%. |
| 2012 | 2 | 320 | $2,526,308 | $251,055 | $785iApproximate average salary by contribution assumption: employee only about $19,614 at 4% or $13,076 at 6%; with 50% employer match about $13,076 at 4% or $8,717 at 6%; with 100% employer match about $9,807 at 4% or $6,538 at 6%. |
| Bay Area Lutheran Homes Inc. Tax Sheltered Annuity Plan | - | 320 | $2,526,308 | $251,055 | $785iApproximate average salary by contribution assumption: employee only about $19,614 at 4% or $13,076 at 6%; with 50% employer match about $13,076 at 4% or $8,717 at 6%; with 100% employer match about $9,807 at 4% or $6,538 at 6%. |
| Bay Area Lutheran Homes Inc. Welfare Benefit Plan | - | 158 | - | - | - |
| 2011 | 2 | 316 | $2,494,601 | $304,459 | $963iApproximate average salary by contribution assumption: employee only about $24,087 at 4% or $16,058 at 6%; with 50% employer match about $16,058 at 4% or $10,705 at 6%; with 100% employer match about $12,043 at 4% or $8,029 at 6%. |
| Bay Area Lutheran Homes Inc. Tax Sheltered Annuity Plan | - | 316 | $2,494,601 | $304,459 | $963iApproximate average salary by contribution assumption: employee only about $24,087 at 4% or $16,058 at 6%; with 50% employer match about $16,058 at 4% or $10,705 at 6%; with 100% employer match about $12,043 at 4% or $8,029 at 6%. |
| Bay Area Lutheran Homes Inc. Welfare Benefit Plan | - | 180 | - | - | - |
| 2010 | 2 | 304 | $2,524,340 | $268,555 | $883iApproximate average salary by contribution assumption: employee only about $22,085 at 4% or $14,723 at 6%; with 50% employer match about $14,723 at 4% or $9,816 at 6%; with 100% employer match about $11,043 at 4% or $7,362 at 6%. |
| Bay Area Lutheran Homes Inc. Tax Sheltered Annuity Plan | - | 304 | $2,524,340 | $268,555 | $883iApproximate average salary by contribution assumption: employee only about $22,085 at 4% or $14,723 at 6%; with 50% employer match about $14,723 at 4% or $9,816 at 6%; with 100% employer match about $11,043 at 4% or $7,362 at 6%. |
| Bay Area Lutheran Homes Inc. Welfare Benefit Plan | - | 210 | - | - | - |
| 2009 | 2 | 301 | $2,793,550 | $306,709 | $1,019iApproximate average salary by contribution assumption: employee only about $25,474 at 4% or $16,983 at 6%; with 50% employer match about $16,983 at 4% or $11,322 at 6%; with 100% employer match about $12,737 at 4% or $8,491 at 6%. |
| Bay Area Lutheran Homes Inc. Tax Sheltered Annuity Plan | - | 301 | $2,793,550 | $306,709 | $1,019iApproximate average salary by contribution assumption: employee only about $25,474 at 4% or $16,983 at 6%; with 50% employer match about $16,983 at 4% or $11,322 at 6%; with 100% employer match about $12,737 at 4% or $8,491 at 6%. |
| Bay Area Lutheran Homes Inc. Welfare Benefit Plan | - | 176 | - | - | - |
| 2008 | 2 | 171 | $0 | $0 | - |
| Bay Area Lutheran Homes Inc. Welfare Benefit Plan | - | 171 | - | - | - |
| Bay Area Lutheran Homes Inc. Tax Sheltered Annuity Plan | - | 0 | - | - | - |
| 2007 | 2 | 188 | $0 | $0 | - |
| Bay Area Lutheran Homes Inc. Welfare Benefit Plan | - | 188 | - | - | - |
| Bay Area Lutheran Homes Inc. Tax Sheltered Annuity Plan | - | 0 | - | - | - |
| 2006 | 2 | 189 | $0 | $0 | - |
| Bay Area Lutheran Homes Inc. Welfare Benefit Plan | - | 189 | - | - | - |
| Bay Area Lutheran Homes Inc. Tax Sheltered Annuity Plan | - | 0 | - | - | - |
| 2005 | 2 | 198 | $0 | $0 | - |
| Bay Area Lutheran Homes Inc. Welfare Benefit Plan | - | 198 | - | - | - |
| Bay Area Lutheran Homes Inc. Tax Sheltered Annuity Plan | - | 0 | - | - | - |
| 2004 | 2 | 192 | $0 | $0 | - |
| Bay Area Lutheran Homes Inc. Welfare Benefit Plan | - | 192 | - | - | - |
| Bay Area Lutheran Homes Inc. Tax Sheltered Annuity Plan | - | 0 | - | - | - |
| 2003 | 2 | 184 | $0 | $0 | - |
| Bay Area Lutheran Homes Inc. Tax Sheltered Annuity Plan | - | 0 | - | - | - |
| Bay Area Lutheran Homes Inc. Welfare Benefit Plan | - | 184 | - | - | - |
| 2002 | 2 | 165 | $0 | $0 | - |
| Bay Area Lutheran Homes Inc. Tax Sheltered Annuity Plan | - | 0 | - | - | - |
| Bay Area Lutheran Homes Inc. Welfare Benefit Plan | - | 165 | - | - | - |
| 2001 | 2 | 179 | $0 | $0 | - |
| Bay Area Lutheran Homes Inc. Welfare Benefit Plan | - | 179 | - | - | - |
| Bay Area Lutheran Homes Inc. Tax Sheltered Annuity Plan | - | 0 | - | - | - |
| 2000 | 2 | 170 | $0 | $0 | - |
| Bay Area Lutheran Homes Inc. Welfare Benefit Plan | - | 170 | - | - | - |
| Bay Area Lutheran Homes Inc. Tax Sheltered Annuity Plan | - | 0 | - | - | - |
| 1999 | 2 | 155 | $0 | $0 | - |
| Bay Area Lutheran Homes Inc. Tax Sheltered Annuity Plan | - | 0 | - | - | - |
| Bay Area Lutheran Homes Inc. Welfare Benefit Plan | - | 155 | - | - | - |