Civic Intelligence

Senior Advocacy Services

Plan context: Mutual of America Tax Deferred Annuity Fund

EIN 94-2684774 • Petaluma, CA • 16 filings • 2 plans

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1129 Industrial Ave Ste 201Petaluma, CA 94952
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$25,398

2024 Contributions

$2,953

Historical Graphs

Total Assets Over Time

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

$155,408$77,704$0200920172024YearValue
$25,398Latest year 2024

Participants Over Time

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

950200920162024YearValue
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$25,398$0-
Mutual of America Tax Deferred Annuity Fund-2$25,398--
202310$23,730$0-
Mutual of America Tax Deferred Annuity Fund-0$23,730--
202212$20,586$0-
Mutual of America Tax Deferred Annuity Fund-2$20,586--
202113$22,685$0-
Mutual of America Tax Deferred Annuity Fund-3$22,685--
202015$22,685$0-
Mutual of America Tax Deferred Annuity Fund-5$22,685--
201915$37,421$0-
Mutual of America Tax Deferred Annuity Fund-5$37,421--
201815$32,204$0-
Mutual of America Tax Deferred Annuity Fund-5$32,204--
201715$33,748$0-
Mutual of America Tax Deferred Annuity Fund-5$33,748--
201615$30,917$0-
Mutual of America Tax Deferred Annuity Fund-5$30,917--
201515$29,794$0-
Mutual of America Tax Deferred Annuity Fund-5$29,794--
201415$30,376$0-
Mutual of America Tax Deferred Annuity Fund-5$30,376--
201315$28,755$0-
Mutual of America Tax Deferred Annuity Fund-5$28,755--
201215$44,826$2,953$591iApproximate average salary by contribution assumption: employee only about $14,765 at 4% or $9,843 at 6%; with 50% employer match about $9,843 at 4% or $6,562 at 6%; with 100% employer match about $7,383 at 4% or $4,922 at 6%.
Mutual of America Tax Deferred Annuity Fund-5$44,826$2,953$591iApproximate average salary by contribution assumption: employee only about $14,765 at 4% or $9,843 at 6%; with 50% employer match about $9,843 at 4% or $6,562 at 6%; with 100% employer match about $7,383 at 4% or $4,922 at 6%.
201119$155,408$15,270$1,697iApproximate average salary by contribution assumption: employee only about $42,417 at 4% or $28,278 at 6%; with 50% employer match about $28,278 at 4% or $18,852 at 6%; with 100% employer match about $21,208 at 4% or $14,139 at 6%.
Mutual of America Tax Deferred Annuity Fund-9$155,408$15,270$1,697iApproximate average salary by contribution assumption: employee only about $42,417 at 4% or $28,278 at 6%; with 50% employer match about $28,278 at 4% or $18,852 at 6%; with 100% employer match about $21,208 at 4% or $14,139 at 6%.
201018$139,076$13,233$1,654iApproximate average salary by contribution assumption: employee only about $41,353 at 4% or $27,569 at 6%; with 50% employer match about $27,569 at 4% or $18,379 at 6%; with 100% employer match about $20,677 at 4% or $13,784 at 6%.
TAX DEFERRED ANNUITY PLAN OF SENIOR ADVOCACY SERVICES-8$139,076$13,233$1,654iApproximate average salary by contribution assumption: employee only about $41,353 at 4% or $27,569 at 6%; with 50% employer match about $27,569 at 4% or $18,379 at 6%; with 100% employer match about $20,677 at 4% or $13,784 at 6%.
200917$119,884$12,224$1,746iApproximate average salary by contribution assumption: employee only about $43,657 at 4% or $29,105 at 6%; with 50% employer match about $29,105 at 4% or $19,403 at 6%; with 100% employer match about $21,829 at 4% or $14,552 at 6%.
TAX DEFERRED ANNUITY PLAN OF SENIOR ADVOCACY SERVICES-7$119,884$12,224$1,746iApproximate average salary by contribution assumption: employee only about $43,657 at 4% or $29,105 at 6%; with 50% employer match about $29,105 at 4% or $19,403 at 6%; with 100% employer match about $21,829 at 4% or $14,552 at 6%.