Civic Intelligence

PEER WELLNESS COLLECTIVE

Plan context: TAX-DEFERRED ANNUITY PLAN OF PEER WELLNESS COLLECTIVE

EIN 94-3071492 • Oakland, CA • 16 filings • 3 plans

8105 Edgewater Dr., Suite 100Oakland, CA 94621
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$155,089

2024 Contributions

$7,700

Historical Graphs

Total Assets Over Time

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

$155,089$77,545$0200920172024YearValue
$155,089Latest year 2024

Participants Over Time

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

630200920172024YearValue
4Latest 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
202414$155,089$7,700$1,925iApproximate average salary by contribution assumption: employee only about $48,125 at 4% or $32,083 at 6%; with 50% employer match about $32,083 at 4% or $21,389 at 6%; with 100% employer match about $24,063 at 4% or $16,042 at 6%.
TAX-DEFERRED ANNUITY PLAN OF PEER WELLNESS COLLECTIVE-4$155,089$7,700$1,925iApproximate average salary by contribution assumption: employee only about $48,125 at 4% or $32,083 at 6%; with 50% employer match about $32,083 at 4% or $21,389 at 6%; with 100% employer match about $24,063 at 4% or $16,042 at 6%.
202314$141,943$6,875$1,719iApproximate average salary by contribution assumption: employee only about $42,969 at 4% or $28,646 at 6%; with 50% employer match about $28,646 at 4% or $19,097 at 6%; with 100% employer match about $21,484 at 4% or $14,323 at 6%.
ALAMEDA COUNTY NETWORK OF MENTAL HEALTH CLIENTS-4$141,943$6,875$1,719iApproximate average salary by contribution assumption: employee only about $42,969 at 4% or $28,646 at 6%; with 50% employer match about $28,646 at 4% or $19,097 at 6%; with 100% employer match about $21,484 at 4% or $14,323 at 6%.
202214$134,800$7,150$1,788iApproximate average salary by contribution assumption: employee only about $44,688 at 4% or $29,792 at 6%; with 50% employer match about $29,792 at 4% or $19,861 at 6%; with 100% employer match about $22,344 at 4% or $14,896 at 6%.
ALAMEDA COUNTY NETWORK OF MENTAL HEALTH CLIENTS-4$134,800$7,150$1,788iApproximate average salary by contribution assumption: employee only about $44,688 at 4% or $29,792 at 6%; with 50% employer match about $29,792 at 4% or $19,861 at 6%; with 100% employer match about $22,344 at 4% or $14,896 at 6%.
202114$129,683$7,300$1,825iApproximate average salary by contribution assumption: employee only about $45,625 at 4% or $30,417 at 6%; with 50% employer match about $30,417 at 4% or $20,278 at 6%; with 100% employer match about $22,813 at 4% or $15,208 at 6%.
TAX DEFERRED ANNUITY PLAN OF ALAMEDA COUNTY NETWORK OF MENTAL HEALTH CLIENTS-4$129,683$7,300$1,825iApproximate average salary by contribution assumption: employee only about $45,625 at 4% or $30,417 at 6%; with 50% employer match about $30,417 at 4% or $20,278 at 6%; with 100% employer match about $22,813 at 4% or $15,208 at 6%.
202015$129,799$8,775$1,755iApproximate average salary by contribution assumption: employee only about $43,875 at 4% or $29,250 at 6%; with 50% employer match about $29,250 at 4% or $19,500 at 6%; with 100% employer match about $21,938 at 4% or $14,625 at 6%.
TAX DEFERRED ANNUITY PLAN OF ALAMEDA COUNTY NETWORK OF MENTAL HEALTH CLIENTS-5$129,799$8,775$1,755iApproximate average salary by contribution assumption: employee only about $43,875 at 4% or $29,250 at 6%; with 50% employer match about $29,250 at 4% or $19,500 at 6%; with 100% employer match about $21,938 at 4% or $14,625 at 6%.
201915$114,895$8,225$1,645iApproximate average salary by contribution assumption: employee only about $41,125 at 4% or $27,417 at 6%; with 50% employer match about $27,417 at 4% or $18,278 at 6%; with 100% employer match about $20,563 at 4% or $13,708 at 6%.
TAX DEFERRED ANNUITY PLAN OF ALAMEDA COUNTY NETWORK OF MENTAL HEALTH CLIENTS-5$114,895$8,225$1,645iApproximate average salary by contribution assumption: employee only about $41,125 at 4% or $27,417 at 6%; with 50% employer match about $27,417 at 4% or $18,278 at 6%; with 100% employer match about $20,563 at 4% or $13,708 at 6%.
201816$121,881$9,700$1,617iApproximate average salary by contribution assumption: employee only about $40,417 at 4% or $26,944 at 6%; with 50% employer match about $26,944 at 4% or $17,963 at 6%; with 100% employer match about $20,208 at 4% or $13,472 at 6%.
TAX DEFERRED ANNUITY PLAN OF ALAMEDA COUNTY NETWORK OF MENTAL HEALTH CLIENTS-6$121,881$9,700$1,617iApproximate average salary by contribution assumption: employee only about $40,417 at 4% or $26,944 at 6%; with 50% employer match about $26,944 at 4% or $17,963 at 6%; with 100% employer match about $20,208 at 4% or $13,472 at 6%.
201714$139,496$6,350$1,588iApproximate average salary by contribution assumption: employee only about $39,688 at 4% or $26,458 at 6%; with 50% employer match about $26,458 at 4% or $17,639 at 6%; with 100% employer match about $19,844 at 4% or $13,229 at 6%.
TAX DEFERRED ANNUITY PLAN OF ALAMEDA COUNTY NETWORK OF MENTAL HEALTH CLIENTS-4$139,496$6,350$1,588iApproximate average salary by contribution assumption: employee only about $39,688 at 4% or $26,458 at 6%; with 50% employer match about $26,458 at 4% or $17,639 at 6%; with 100% employer match about $19,844 at 4% or $13,229 at 6%.
201614$119,839$7,500$1,875iApproximate average salary by contribution assumption: employee only about $46,875 at 4% or $31,250 at 6%; with 50% employer match about $31,250 at 4% or $20,833 at 6%; with 100% employer match about $23,438 at 4% or $15,625 at 6%.
TAX DEFERRED ANNUITY PLAN OF ALAMEDA COUNTY NETWORK OF MENTAL HEALTH CLIENTS-4$119,839$7,500$1,875iApproximate average salary by contribution assumption: employee only about $46,875 at 4% or $31,250 at 6%; with 50% employer match about $31,250 at 4% or $20,833 at 6%; with 100% employer match about $23,438 at 4% or $15,625 at 6%.
201514$108,967$7,100$1,775iApproximate average salary by contribution assumption: employee only about $44,375 at 4% or $29,583 at 6%; with 50% employer match about $29,583 at 4% or $19,722 at 6%; with 100% employer match about $22,188 at 4% or $14,792 at 6%.
TAX DEFERRED ANNUITY PLAN OF ALAMEDA COUNTY NETWORK OF MENTAL HEALTH CLIENTS-4$108,967$7,100$1,775iApproximate average salary by contribution assumption: employee only about $44,375 at 4% or $29,583 at 6%; with 50% employer match about $29,583 at 4% or $19,722 at 6%; with 100% employer match about $22,188 at 4% or $14,792 at 6%.
201414$102,341$9,500$2,375iApproximate average salary by contribution assumption: employee only about $59,375 at 4% or $39,583 at 6%; with 50% employer match about $39,583 at 4% or $26,389 at 6%; with 100% employer match about $29,688 at 4% or $19,792 at 6%.
TAX DEFERRED ANNUITY PLAN OF ALAMEDA COUNTY NETWORK OF MENTAL HEALTH CLIENTS-4$102,341$9,500$2,375iApproximate average salary by contribution assumption: employee only about $59,375 at 4% or $39,583 at 6%; with 50% employer match about $39,583 at 4% or $26,389 at 6%; with 100% employer match about $29,688 at 4% or $19,792 at 6%.
201315$91,989$10,360$2,072iApproximate average salary by contribution assumption: employee only about $51,800 at 4% or $34,533 at 6%; with 50% employer match about $34,533 at 4% or $23,022 at 6%; with 100% employer match about $25,900 at 4% or $17,267 at 6%.
TAX DEFERRED ANNUITY PLAN OF ALAMEDA COUNTY NETWORK OF MENTAL HEALTH CLIENTS-5$91,989$10,360$2,072iApproximate average salary by contribution assumption: employee only about $51,800 at 4% or $34,533 at 6%; with 50% employer match about $34,533 at 4% or $23,022 at 6%; with 100% employer match about $25,900 at 4% or $17,267 at 6%.
201215$73,681$17,155$3,431iApproximate average salary by contribution assumption: employee only about $85,775 at 4% or $57,183 at 6%; with 50% employer match about $57,183 at 4% or $38,122 at 6%; with 100% employer match about $42,888 at 4% or $28,592 at 6%.
TAX DEFERRED ANNUITY PLAN OF ALAMEDA COUNTY NETWORK OF MENTAL HEALTH CLIENTS-5$73,681$17,155$3,431iApproximate average salary by contribution assumption: employee only about $85,775 at 4% or $57,183 at 6%; with 50% employer match about $57,183 at 4% or $38,122 at 6%; with 100% employer match about $42,888 at 4% or $28,592 at 6%.
201114$51,143$12,625$3,156iApproximate average salary by contribution assumption: employee only about $78,906 at 4% or $52,604 at 6%; with 50% employer match about $52,604 at 4% or $35,069 at 6%; with 100% employer match about $39,453 at 4% or $26,302 at 6%.
TAX DEFERRED ANNUITY PLAN OF ALAMEDA COUNTY NETWORK OF MENTAL HEALTH CLIENTS-4$51,143$12,625$3,156iApproximate average salary by contribution assumption: employee only about $78,906 at 4% or $52,604 at 6%; with 50% employer match about $52,604 at 4% or $35,069 at 6%; with 100% employer match about $39,453 at 4% or $26,302 at 6%.
201014$40,127$10,925$2,731iApproximate average salary by contribution assumption: employee only about $68,281 at 4% or $45,521 at 6%; with 50% employer match about $45,521 at 4% or $30,347 at 6%; with 100% employer match about $34,141 at 4% or $22,760 at 6%.
TAX DEFERRED ANNUITY PLAN OF ALAMEDA COUNTY NETWORK OF MENTAL HEALTH CLIENTS-4$40,127$10,925$2,731iApproximate average salary by contribution assumption: employee only about $68,281 at 4% or $45,521 at 6%; with 50% employer match about $45,521 at 4% or $30,347 at 6%; with 100% employer match about $34,141 at 4% or $22,760 at 6%.
200914$25,253$11,875$2,969iApproximate average salary by contribution assumption: employee only about $74,219 at 4% or $49,479 at 6%; with 50% employer match about $49,479 at 4% or $32,986 at 6%; with 100% employer match about $37,109 at 4% or $24,740 at 6%.
TAX DEFERRED ANNUITY PLAN OF ALAMEDA COUNTY NETWORK OF MENTAL HEALTH CLIENTS-4$25,253$11,875$2,969iApproximate average salary by contribution assumption: employee only about $74,219 at 4% or $49,479 at 6%; with 50% employer match about $49,479 at 4% or $32,986 at 6%; with 100% employer match about $37,109 at 4% or $24,740 at 6%.