Civic Intelligence

Peninsula Wealth LLC

Plan context: Peninsula Wealth LLC 401(K) Profit Sharing Plan & Trust

EIN 80-0535310 • San Francisco, CA • 8 filings • 2 plans

350 TownsendSuite 411San Francisco, CA 94107
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$1,968,042

2024 Contributions

$262,864

Historical Graphs

Total Assets Over Time

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

$1,968,042$984,021$0201220162024YearValue
$1,968,042Latest year 2024

Participants Over Time

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

740201220162024YearValue
7Latest 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
202417$1,968,042$262,864$37,552iApproximate average salary by contribution assumption: employee only about $938,800 at 4% or $625,867 at 6%; with 50% employer match about $625,867 at 4% or $417,244 at 6%; with 100% employer match about $469,400 at 4% or $312,933 at 6%.
Peninsula Wealth LLC 401(K) Profit Sharing Plan & Trust-7$1,968,042$262,864$37,552iApproximate average salary by contribution assumption: employee only about $938,800 at 4% or $625,867 at 6%; with 50% employer match about $625,867 at 4% or $417,244 at 6%; with 100% employer match about $469,400 at 4% or $312,933 at 6%.
201817$851,336$161,447$23,064iApproximate average salary by contribution assumption: employee only about $576,596 at 4% or $384,398 at 6%; with 50% employer match about $384,398 at 4% or $256,265 at 6%; with 100% employer match about $288,298 at 4% or $192,199 at 6%.
PENINSULA WEALTH RETIREMENT TRUST-7$851,336$161,447$23,064iApproximate average salary by contribution assumption: employee only about $576,596 at 4% or $384,398 at 6%; with 50% employer match about $384,398 at 4% or $256,265 at 6%; with 100% employer match about $288,298 at 4% or $192,199 at 6%.
201716$764,763$128,075$21,346iApproximate average salary by contribution assumption: employee only about $533,646 at 4% or $355,764 at 6%; with 50% employer match about $355,764 at 4% or $237,176 at 6%; with 100% employer match about $266,823 at 4% or $177,882 at 6%.
PENINSULA WEALTH RETIREMENT TRUST-6$764,763$128,075$21,346iApproximate average salary by contribution assumption: employee only about $533,646 at 4% or $355,764 at 6%; with 50% employer match about $355,764 at 4% or $237,176 at 6%; with 100% employer match about $266,823 at 4% or $177,882 at 6%.
201615$515,929$83,610$16,722iApproximate average salary by contribution assumption: employee only about $418,050 at 4% or $278,700 at 6%; with 50% employer match about $278,700 at 4% or $185,800 at 6%; with 100% employer match about $209,025 at 4% or $139,350 at 6%.
PENINSULA WEALTH RETIREMENT TRUST-5$515,929$83,610$16,722iApproximate average salary by contribution assumption: employee only about $418,050 at 4% or $278,700 at 6%; with 50% employer match about $278,700 at 4% or $185,800 at 6%; with 100% employer match about $209,025 at 4% or $139,350 at 6%.
201511$385,961$147,724$147,724iApproximate average salary by contribution assumption: employee only about $3,693,100 at 4% or $2,462,067 at 6%; with 50% employer match about $2,462,067 at 4% or $1,641,378 at 6%; with 100% employer match about $1,846,550 at 4% or $1,231,033 at 6%.
PENINSULA WEALTH RETIREMENT TRUST-1$385,961$147,724$147,724iApproximate average salary by contribution assumption: employee only about $3,693,100 at 4% or $2,462,067 at 6%; with 50% employer match about $2,462,067 at 4% or $1,641,378 at 6%; with 100% employer match about $1,846,550 at 4% or $1,231,033 at 6%.
201415$244,298$98,881$19,776iApproximate average salary by contribution assumption: employee only about $494,405 at 4% or $329,603 at 6%; with 50% employer match about $329,603 at 4% or $219,736 at 6%; with 100% employer match about $247,203 at 4% or $164,802 at 6%.
PENINSULA WEALTH RETIREMENT TRUST-5$244,298$98,881$19,776iApproximate average salary by contribution assumption: employee only about $494,405 at 4% or $329,603 at 6%; with 50% employer match about $329,603 at 4% or $219,736 at 6%; with 100% employer match about $247,203 at 4% or $164,802 at 6%.
201315$129,115$60,258$12,052iApproximate average salary by contribution assumption: employee only about $301,290 at 4% or $200,860 at 6%; with 50% employer match about $200,860 at 4% or $133,907 at 6%; with 100% employer match about $150,645 at 4% or $100,430 at 6%.
PENINSULA WEALTH RETIREMENT TRUST-5$129,115$60,258$12,052iApproximate average salary by contribution assumption: employee only about $301,290 at 4% or $200,860 at 6%; with 50% employer match about $200,860 at 4% or $133,907 at 6%; with 100% employer match about $150,645 at 4% or $100,430 at 6%.
201214$50,792$48,233$12,058iApproximate average salary by contribution assumption: employee only about $301,456 at 4% or $200,971 at 6%; with 50% employer match about $200,971 at 4% or $133,981 at 6%; with 100% employer match about $150,728 at 4% or $100,485 at 6%.
PENINSULA WEALTH RETIREMENT TRUST-4$50,792$48,233$12,058iApproximate average salary by contribution assumption: employee only about $301,456 at 4% or $200,971 at 6%; with 50% employer match about $200,971 at 4% or $133,981 at 6%; with 100% employer match about $150,728 at 4% or $100,485 at 6%.