Civic Intelligence

The Global Whole Being Fund

Plan context: The Global Whole Being Fund Retirement Trust

EIN 92-0815214 • Alameda, CA • 2 filings • 1 plans

1311 Park St Unit 503Alameda, CA 94501
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$402,903

2024 Contributions

$59,072

Historical Graphs

Total Assets Over Time

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

$402,903$201,452$020232024YearValue
$402,903Latest year 2024

Participants Over Time

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

21020232024YearValue
2Latest 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
202412$402,903$59,072$29,536iApproximate average salary by contribution assumption: employee only about $738,400 at 4% or $492,267 at 6%; with 50% employer match about $492,267 at 4% or $328,178 at 6%; with 100% employer match about $369,200 at 4% or $246,133 at 6%.
The Global Whole Being Fund Retirement Trust-2$402,903$59,072$29,536iApproximate average salary by contribution assumption: employee only about $738,400 at 4% or $492,267 at 6%; with 50% employer match about $492,267 at 4% or $328,178 at 6%; with 100% employer match about $369,200 at 4% or $246,133 at 6%.
202312$296,791$297,812$148,906iApproximate average salary by contribution assumption: employee only about $3,722,650 at 4% or $2,481,767 at 6%; with 50% employer match about $2,481,767 at 4% or $1,654,511 at 6%; with 100% employer match about $1,861,325 at 4% or $1,240,883 at 6%.
The Global Whole Being Fund Retirement Trust-2$296,791$297,812$148,906iApproximate average salary by contribution assumption: employee only about $3,722,650 at 4% or $2,481,767 at 6%; with 50% employer match about $2,481,767 at 4% or $1,654,511 at 6%; with 100% employer match about $1,861,325 at 4% or $1,240,883 at 6%.