The Duncan Group
Plan context: People'S Self-Help Housing Pension Plan II
EIN 77-0429830 • San Luis Obispo, CA • 26 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
113
2024 Assets
$4,280,632
2024 Contributions
$380,706
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 | 1 | 113 | $4,280,632 | $380,706 | $3,369iApproximate average salary by contribution assumption: employee only about $84,227 at 4% or $56,151 at 6%; with 50% employer match about $56,151 at 4% or $37,434 at 6%; with 100% employer match about $42,113 at 4% or $28,076 at 6%. |
| People'S Self-Help Housing Pension Plan II | - | 113 | $4,280,632 | $380,706 | $3,369iApproximate average salary by contribution assumption: employee only about $84,227 at 4% or $56,151 at 6%; with 50% employer match about $56,151 at 4% or $37,434 at 6%; with 100% employer match about $42,113 at 4% or $28,076 at 6%. |
| 2023 | 1 | 105 | $3,788,171 | $330,385 | $3,147iApproximate average salary by contribution assumption: employee only about $78,663 at 4% or $52,442 at 6%; with 50% employer match about $52,442 at 4% or $34,961 at 6%; with 100% employer match about $39,332 at 4% or $26,221 at 6%. |
| People'S Self-Help Housing Pension Plan II | - | 105 | $3,788,171 | $330,385 | $3,147iApproximate average salary by contribution assumption: employee only about $78,663 at 4% or $52,442 at 6%; with 50% employer match about $52,442 at 4% or $34,961 at 6%; with 100% employer match about $39,332 at 4% or $26,221 at 6%. |
| 2022 | 1 | 104 | $3,422,778 | $303,095 | $2,914iApproximate average salary by contribution assumption: employee only about $72,859 at 4% or $48,573 at 6%; with 50% employer match about $48,573 at 4% or $32,382 at 6%; with 100% employer match about $36,430 at 4% or $24,286 at 6%. |
| People'S Self-Help Housing Pension Plan II | - | 104 | $3,422,778 | $303,095 | $2,914iApproximate average salary by contribution assumption: employee only about $72,859 at 4% or $48,573 at 6%; with 50% employer match about $48,573 at 4% or $32,382 at 6%; with 100% employer match about $36,430 at 4% or $24,286 at 6%. |
| 2021 | 1 | 105 | $2,952,052 | $296,418 | $2,823iApproximate average salary by contribution assumption: employee only about $70,576 at 4% or $47,050 at 6%; with 50% employer match about $47,050 at 4% or $31,367 at 6%; with 100% employer match about $35,288 at 4% or $23,525 at 6%. |
| People'S Self-Help Housing Pension Plan II | - | 105 | $2,952,052 | $296,418 | $2,823iApproximate average salary by contribution assumption: employee only about $70,576 at 4% or $47,050 at 6%; with 50% employer match about $47,050 at 4% or $31,367 at 6%; with 100% employer match about $35,288 at 4% or $23,525 at 6%. |
| 2020 | 1 | 102 | $3,360,511 | $275,020 | $2,696iApproximate average salary by contribution assumption: employee only about $67,407 at 4% or $44,938 at 6%; with 50% employer match about $44,938 at 4% or $29,959 at 6%; with 100% employer match about $33,703 at 4% or $22,469 at 6%. |
| People'S Self-Help Housing Pension Plan II | - | 102 | $3,360,511 | $275,020 | $2,696iApproximate average salary by contribution assumption: employee only about $67,407 at 4% or $44,938 at 6%; with 50% employer match about $44,938 at 4% or $29,959 at 6%; with 100% employer match about $33,703 at 4% or $22,469 at 6%. |
| 2019 | 1 | 99 | $2,670,488 | $363,702 | $3,674iApproximate average salary by contribution assumption: employee only about $91,844 at 4% or $61,229 at 6%; with 50% employer match about $61,229 at 4% or $40,820 at 6%; with 100% employer match about $45,922 at 4% or $30,615 at 6%. |
| People'S Self-Help Housing Pension Plan II | - | 99 | $2,670,488 | $363,702 | $3,674iApproximate average salary by contribution assumption: employee only about $91,844 at 4% or $61,229 at 6%; with 50% employer match about $61,229 at 4% or $40,820 at 6%; with 100% employer match about $45,922 at 4% or $30,615 at 6%. |
| 2018 | 1 | 99 | $2,421,687 | $352,207 | $3,558iApproximate average salary by contribution assumption: employee only about $88,941 at 4% or $59,294 at 6%; with 50% employer match about $59,294 at 4% or $39,529 at 6%; with 100% employer match about $44,471 at 4% or $29,647 at 6%. |
| People'S Self-Help Housing Pension Plan II | - | 99 | $2,421,687 | $352,207 | $3,558iApproximate average salary by contribution assumption: employee only about $88,941 at 4% or $59,294 at 6%; with 50% employer match about $59,294 at 4% or $39,529 at 6%; with 100% employer match about $44,471 at 4% or $29,647 at 6%. |
| 2017 | 1 | 97 | $2,060,814 | $342,394 | $3,530iApproximate average salary by contribution assumption: employee only about $88,246 at 4% or $58,831 at 6%; with 50% employer match about $58,831 at 4% or $39,220 at 6%; with 100% employer match about $44,123 at 4% or $29,415 at 6%. |
| People'S Self-Help Housing Pension Plan II | - | 97 | $2,060,814 | $342,394 | $3,530iApproximate average salary by contribution assumption: employee only about $88,246 at 4% or $58,831 at 6%; with 50% employer match about $58,831 at 4% or $39,220 at 6%; with 100% employer match about $44,123 at 4% or $29,415 at 6%. |
| 2016 | 1 | 82 | $1,660,046 | $298,004 | $3,634iApproximate average salary by contribution assumption: employee only about $90,855 at 4% or $60,570 at 6%; with 50% employer match about $60,570 at 4% or $40,380 at 6%; with 100% employer match about $45,427 at 4% or $30,285 at 6%. |
| People'S Self-Help Housing Pension Plan II | - | 82 | $1,660,046 | $298,004 | $3,634iApproximate average salary by contribution assumption: employee only about $90,855 at 4% or $60,570 at 6%; with 50% employer match about $60,570 at 4% or $40,380 at 6%; with 100% employer match about $45,427 at 4% or $30,285 at 6%. |
| 2015 | 1 | 79 | $1,400,288 | $263,711 | $3,338iApproximate average salary by contribution assumption: employee only about $83,453 at 4% or $55,635 at 6%; with 50% employer match about $55,635 at 4% or $37,090 at 6%; with 100% employer match about $41,726 at 4% or $27,818 at 6%. |
| People'S Self-Help Housing Pension Plan II | - | 79 | $1,400,288 | $263,711 | $3,338iApproximate average salary by contribution assumption: employee only about $83,453 at 4% or $55,635 at 6%; with 50% employer match about $55,635 at 4% or $37,090 at 6%; with 100% employer match about $41,726 at 4% or $27,818 at 6%. |
| 2014 | 1 | 78 | $1,349,359 | $163,585 | $2,097iApproximate average salary by contribution assumption: employee only about $52,431 at 4% or $34,954 at 6%; with 50% employer match about $34,954 at 4% or $23,303 at 6%; with 100% employer match about $26,216 at 4% or $17,477 at 6%. |
| People'S Self-Help Housing Pension Plan II | - | 78 | $1,349,359 | $163,585 | $2,097iApproximate average salary by contribution assumption: employee only about $52,431 at 4% or $34,954 at 6%; with 50% employer match about $34,954 at 4% or $23,303 at 6%; with 100% employer match about $26,216 at 4% or $17,477 at 6%. |
| 2013 | 1 | 70 | $1,285,268 | $152,795 | $2,183iApproximate average salary by contribution assumption: employee only about $54,570 at 4% or $36,380 at 6%; with 50% employer match about $36,380 at 4% or $24,253 at 6%; with 100% employer match about $27,285 at 4% or $18,190 at 6%. |
| People'S Self-Help Housing Pension Plan II | - | 70 | $1,285,268 | $152,795 | $2,183iApproximate average salary by contribution assumption: employee only about $54,570 at 4% or $36,380 at 6%; with 50% employer match about $36,380 at 4% or $24,253 at 6%; with 100% employer match about $27,285 at 4% or $18,190 at 6%. |
| 2012 | 1 | 61 | $1,128,985 | $126,572 | $2,075iApproximate average salary by contribution assumption: employee only about $51,874 at 4% or $34,583 at 6%; with 50% employer match about $34,583 at 4% or $23,055 at 6%; with 100% employer match about $25,937 at 4% or $17,291 at 6%. |
| People'S Self-Help Housing Pension Plan II | - | 61 | $1,128,985 | $126,572 | $2,075iApproximate average salary by contribution assumption: employee only about $51,874 at 4% or $34,583 at 6%; with 50% employer match about $34,583 at 4% or $23,055 at 6%; with 100% employer match about $25,937 at 4% or $17,291 at 6%. |
| 2011 | 1 | 62 | $1,020,099 | $128,558 | $2,074iApproximate average salary by contribution assumption: employee only about $51,838 at 4% or $34,559 at 6%; with 50% employer match about $34,559 at 4% or $23,039 at 6%; with 100% employer match about $25,919 at 4% or $17,279 at 6%. |
| People'S Self-Help Housing Pension Plan II | - | 62 | $1,020,099 | $128,558 | $2,074iApproximate average salary by contribution assumption: employee only about $51,838 at 4% or $34,559 at 6%; with 50% employer match about $34,559 at 4% or $23,039 at 6%; with 100% employer match about $25,919 at 4% or $17,279 at 6%. |
| 2010 | 1 | 54 | $940,265 | $116,309 | $2,154iApproximate average salary by contribution assumption: employee only about $53,847 at 4% or $35,898 at 6%; with 50% employer match about $35,898 at 4% or $23,932 at 6%; with 100% employer match about $26,923 at 4% or $17,949 at 6%. |
| People'S Self-Help Housing Pension Plan II | - | 54 | $940,265 | $116,309 | $2,154iApproximate average salary by contribution assumption: employee only about $53,847 at 4% or $35,898 at 6%; with 50% employer match about $35,898 at 4% or $23,932 at 6%; with 100% employer match about $26,923 at 4% or $17,949 at 6%. |
| 2009 | 1 | 54 | $768,781 | $76,563 | $1,418iApproximate average salary by contribution assumption: employee only about $35,446 at 4% or $23,631 at 6%; with 50% employer match about $23,631 at 4% or $15,754 at 6%; with 100% employer match about $17,723 at 4% or $11,815 at 6%. |
| People'S Self-Help Housing Pension Plan II | - | 54 | $768,781 | $76,563 | $1,418iApproximate average salary by contribution assumption: employee only about $35,446 at 4% or $23,631 at 6%; with 50% employer match about $23,631 at 4% or $15,754 at 6%; with 100% employer match about $17,723 at 4% or $11,815 at 6%. |
| 2008 | 1 | 53 | $681,108 | $163,471 | $3,084iApproximate average salary by contribution assumption: employee only about $77,109 at 4% or $51,406 at 6%; with 50% employer match about $51,406 at 4% or $34,271 at 6%; with 100% employer match about $38,554 at 4% or $25,703 at 6%. |
| People'S Self-Help Housing Pension Plan II | - | 53 | $681,108 | $163,471 | $3,084iApproximate average salary by contribution assumption: employee only about $77,109 at 4% or $51,406 at 6%; with 50% employer match about $51,406 at 4% or $34,271 at 6%; with 100% employer match about $38,554 at 4% or $25,703 at 6%. |
| 2007 | 1 | 54 | $0 | $0 | - |
| People'S Self-Help Housing Pension Plan II | - | 54 | - | - | - |
| 2006 | 1 | 48 | $574,076 | $117,230 | $2,442iApproximate average salary by contribution assumption: employee only about $61,057 at 4% or $40,705 at 6%; with 50% employer match about $40,705 at 4% or $27,137 at 6%; with 100% employer match about $30,529 at 4% or $20,352 at 6%. |
| People'S Self-Help Housing Pension Plan II | - | 48 | $574,076 | $117,230 | $2,442iApproximate average salary by contribution assumption: employee only about $61,057 at 4% or $40,705 at 6%; with 50% employer match about $40,705 at 4% or $27,137 at 6%; with 100% employer match about $30,529 at 4% or $20,352 at 6%. |
| 2005 | 1 | 38 | $517,291 | $101,848 | $2,680iApproximate average salary by contribution assumption: employee only about $67,005 at 4% or $44,670 at 6%; with 50% employer match about $44,670 at 4% or $29,780 at 6%; with 100% employer match about $33,503 at 4% or $22,335 at 6%. |
| People'S Self-Help Housing Pension Plan II | - | 38 | $517,291 | $101,848 | $2,680iApproximate average salary by contribution assumption: employee only about $67,005 at 4% or $44,670 at 6%; with 50% employer match about $44,670 at 4% or $29,780 at 6%; with 100% employer match about $33,503 at 4% or $22,335 at 6%. |
| 2004 | 1 | 39 | $434,130 | $118,303 | $3,033iApproximate average salary by contribution assumption: employee only about $75,835 at 4% or $50,557 at 6%; with 50% employer match about $50,557 at 4% or $33,705 at 6%; with 100% employer match about $37,918 at 4% or $25,278 at 6%. |
| People'S Self-Help Housing Pension Plan II | - | 39 | $434,130 | $118,303 | $3,033iApproximate average salary by contribution assumption: employee only about $75,835 at 4% or $50,557 at 6%; with 50% employer match about $50,557 at 4% or $33,705 at 6%; with 100% employer match about $37,918 at 4% or $25,278 at 6%. |
| 2003 | 1 | 40 | $312,369 | $92,458 | $2,311iApproximate average salary by contribution assumption: employee only about $57,786 at 4% or $38,524 at 6%; with 50% employer match about $38,524 at 4% or $25,683 at 6%; with 100% employer match about $28,893 at 4% or $19,262 at 6%. |
| People'S Self-Help Housing Pension Plan II | - | 40 | $312,369 | $92,458 | $2,311iApproximate average salary by contribution assumption: employee only about $57,786 at 4% or $38,524 at 6%; with 50% employer match about $38,524 at 4% or $25,683 at 6%; with 100% employer match about $28,893 at 4% or $19,262 at 6%. |
| 2002 | 1 | 32 | $231,750 | $83,124 | $2,598iApproximate average salary by contribution assumption: employee only about $64,941 at 4% or $43,294 at 6%; with 50% employer match about $43,294 at 4% or $28,863 at 6%; with 100% employer match about $32,470 at 4% or $21,647 at 6%. |
| People'S Self-Help Housing Pension Plan II | - | 32 | $231,750 | $83,124 | $2,598iApproximate average salary by contribution assumption: employee only about $64,941 at 4% or $43,294 at 6%; with 50% employer match about $43,294 at 4% or $28,863 at 6%; with 100% employer match about $32,470 at 4% or $21,647 at 6%. |
| 2001 | 1 | 27 | $0 | $0 | - |
| People'S Self-Help Housing Pension Plan II | - | 27 | - | - | - |
| 2000 | 1 | 28 | $0 | $0 | - |
| People'S Self-Help Housing Pension Plan II | - | 28 | - | - | - |
| 1999 | 1 | 21 | $78,577 | $39,532 | $1,882iApproximate average salary by contribution assumption: employee only about $47,062 at 4% or $31,375 at 6%; with 50% employer match about $31,375 at 4% or $20,916 at 6%; with 100% employer match about $23,531 at 4% or $15,687 at 6%. |
| People'S Self-Help Housing Pension Plan II | - | 21 | $78,577 | $39,532 | $1,882iApproximate average salary by contribution assumption: employee only about $47,062 at 4% or $31,375 at 6%; with 50% employer match about $31,375 at 4% or $20,916 at 6%; with 100% employer match about $23,531 at 4% or $15,687 at 6%. |