Civic Intelligence

Wallace Alexander Gerbode Foundation

Plan context: The Wallace Alexander Gerbode Foundation Tax Sheltered Annuity Plan

EIN 94-6065226 • Berkeley, CA • 31 filings • 9 plans

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1791 Solano Avenue, #F15Berkeley, CA 94707
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$368,768

2024 Contributions

$32,500

Historical Graphs

Total Assets Over Time

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

$3,958,554$1,979,277$0199920142024YearValue
$368,768Latest year 2024

Participants Over Time

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

420199920122024YearValue
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$368,768$32,500$16,250iApproximate average salary by contribution assumption: employee only about $406,250 at 4% or $270,833 at 6%; with 50% employer match about $270,833 at 4% or $180,556 at 6%; with 100% employer match about $203,125 at 4% or $135,417 at 6%.
The Wallace Alexander Gerbode Foundation Tax Sheltered Annuity Plan-2$368,768$32,500$16,250iApproximate average salary by contribution assumption: employee only about $406,250 at 4% or $270,833 at 6%; with 50% employer match about $270,833 at 4% or $180,556 at 6%; with 100% employer match about $203,125 at 4% or $135,417 at 6%.
202312$1,563,557$44,264$22,132iApproximate average salary by contribution assumption: employee only about $553,300 at 4% or $368,867 at 6%; with 50% employer match about $368,867 at 4% or $245,911 at 6%; with 100% employer match about $276,650 at 4% or $184,433 at 6%.
The Wallace Alexander Gerbode Foundation Tax Sheltered Annuity Plan-2$1,563,557$44,264$22,132iApproximate average salary by contribution assumption: employee only about $553,300 at 4% or $368,867 at 6%; with 50% employer match about $368,867 at 4% or $245,911 at 6%; with 100% employer match about $276,650 at 4% or $184,433 at 6%.
202212$1,204,750$37,500$18,750iApproximate average salary by contribution assumption: employee only about $468,750 at 4% or $312,500 at 6%; with 50% employer match about $312,500 at 4% or $208,333 at 6%; with 100% employer match about $234,375 at 4% or $156,250 at 6%.
The Wallace Alexander Gerbode Foundation Tax Sheltered Annuity Plan-2$1,204,750$37,500$18,750iApproximate average salary by contribution assumption: employee only about $468,750 at 4% or $312,500 at 6%; with 50% employer match about $312,500 at 4% or $208,333 at 6%; with 100% employer match about $234,375 at 4% or $156,250 at 6%.
202112$1,424,876$36,750$18,375iApproximate average salary by contribution assumption: employee only about $459,375 at 4% or $306,250 at 6%; with 50% employer match about $306,250 at 4% or $204,167 at 6%; with 100% employer match about $229,688 at 4% or $153,125 at 6%.
The Wallace Alexander Gerbode Foundation Tax Sheltered Annuity Plan-2$1,424,876$36,750$18,375iApproximate average salary by contribution assumption: employee only about $459,375 at 4% or $306,250 at 6%; with 50% employer match about $306,250 at 4% or $204,167 at 6%; with 100% employer match about $229,688 at 4% or $153,125 at 6%.
202012$1,085,976$36,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
The Wallace Alexander Gerbode Foundation Tax Sheltered Annuity Plan-2$1,085,976$36,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
201912$914,271$35,188$17,594iApproximate average salary by contribution assumption: employee only about $439,850 at 4% or $293,233 at 6%; with 50% employer match about $293,233 at 4% or $195,489 at 6%; with 100% employer match about $219,925 at 4% or $146,617 at 6%.
The Wallace Alexander Gerbode Foundation Tax Sheltered Annuity Plan-2$914,271$35,188$17,594iApproximate average salary by contribution assumption: employee only about $439,850 at 4% or $293,233 at 6%; with 50% employer match about $293,233 at 4% or $195,489 at 6%; with 100% employer match about $219,925 at 4% or $146,617 at 6%.
201822$710,002$674,073$337,037iApproximate average salary by contribution assumption: employee only about $8,425,913 at 4% or $5,617,275 at 6%; with 50% employer match about $5,617,275 at 4% or $3,744,850 at 6%; with 100% employer match about $4,212,956 at 4% or $2,808,638 at 6%.
The Wallace Alexander Gerbode Foundation Tax Sheltered Annuity Plan-2$710,002$674,073$337,037iApproximate average salary by contribution assumption: employee only about $8,425,913 at 4% or $5,617,275 at 6%; with 50% employer match about $5,617,275 at 4% or $3,744,850 at 6%; with 100% employer match about $4,212,956 at 4% or $2,808,638 at 6%.
Wallace Alexander Gerbode Foundation Pension Trust-0---
201722$766,630$35,701$17,851iApproximate average salary by contribution assumption: employee only about $446,263 at 4% or $297,508 at 6%; with 50% employer match about $297,508 at 4% or $198,339 at 6%; with 100% employer match about $223,131 at 4% or $148,754 at 6%.
Wallace Alexander Gerbode Foundation Pension Trust-2$730,929--
The Wallace Alexander Gerbode Foundation Tax Sheltered Annuity Plan-2$35,701$35,701$17,851iApproximate average salary by contribution assumption: employee only about $446,263 at 4% or $297,508 at 6%; with 50% employer match about $297,508 at 4% or $198,339 at 6%; with 100% employer match about $223,131 at 4% or $148,754 at 6%.
201612$613,595$47,614$23,807iApproximate average salary by contribution assumption: employee only about $595,175 at 4% or $396,783 at 6%; with 50% employer match about $396,783 at 4% or $264,522 at 6%; with 100% employer match about $297,588 at 4% or $198,392 at 6%.
Wallace Alexander Gerbode Foundation Pension Trust-2$613,595$47,614$23,807iApproximate average salary by contribution assumption: employee only about $595,175 at 4% or $396,783 at 6%; with 50% employer match about $396,783 at 4% or $264,522 at 6%; with 100% employer match about $297,588 at 4% or $198,392 at 6%.
201513$517,101$57,141$19,047iApproximate average salary by contribution assumption: employee only about $476,175 at 4% or $317,450 at 6%; with 50% employer match about $317,450 at 4% or $211,633 at 6%; with 100% employer match about $238,088 at 4% or $158,725 at 6%.
Wallace Alexander Gerbode Foundation Pension Trust-3$517,101$57,141$19,047iApproximate average salary by contribution assumption: employee only about $476,175 at 4% or $317,450 at 6%; with 50% employer match about $317,450 at 4% or $211,633 at 6%; with 100% employer match about $238,088 at 4% or $158,725 at 6%.
201413$3,958,554$50,385$16,795iApproximate average salary by contribution assumption: employee only about $419,875 at 4% or $279,917 at 6%; with 50% employer match about $279,917 at 4% or $186,611 at 6%; with 100% employer match about $209,938 at 4% or $139,958 at 6%.
Wallace Alexander Gerbode Foundation Pension Trust-3$3,958,554$50,385$16,795iApproximate average salary by contribution assumption: employee only about $419,875 at 4% or $279,917 at 6%; with 50% employer match about $279,917 at 4% or $186,611 at 6%; with 100% employer match about $209,938 at 4% or $139,958 at 6%.
201314$3,576,488$84,843$21,211iApproximate average salary by contribution assumption: employee only about $530,269 at 4% or $353,513 at 6%; with 50% employer match about $353,513 at 4% or $235,675 at 6%; with 100% employer match about $265,134 at 4% or $176,756 at 6%.
Wallace Alexander Gerbode Foundation Pension Trust-4$3,576,488$84,843$21,211iApproximate average salary by contribution assumption: employee only about $530,269 at 4% or $353,513 at 6%; with 50% employer match about $353,513 at 4% or $235,675 at 6%; with 100% employer match about $265,134 at 4% or $176,756 at 6%.
201214$2,978,348$76,114$19,029iApproximate average salary by contribution assumption: employee only about $475,713 at 4% or $317,142 at 6%; with 50% employer match about $317,142 at 4% or $211,428 at 6%; with 100% employer match about $237,856 at 4% or $158,571 at 6%.
Wallace Alexander Gerbode Foundation Pension Trust-4$2,978,348$76,114$19,029iApproximate average salary by contribution assumption: employee only about $475,713 at 4% or $317,142 at 6%; with 50% employer match about $317,142 at 4% or $211,428 at 6%; with 100% employer match about $237,856 at 4% or $158,571 at 6%.
201113$2,486,485$65,226$21,742iApproximate average salary by contribution assumption: employee only about $543,550 at 4% or $362,367 at 6%; with 50% employer match about $362,367 at 4% or $241,578 at 6%; with 100% employer match about $271,775 at 4% or $181,183 at 6%.
Wallace Alexander Gerbode Foundation Pension Trust-3$2,486,485$65,226$21,742iApproximate average salary by contribution assumption: employee only about $543,550 at 4% or $362,367 at 6%; with 50% employer match about $362,367 at 4% or $241,578 at 6%; with 100% employer match about $271,775 at 4% or $181,183 at 6%.
201013$2,428,133$77,443$25,814iApproximate average salary by contribution assumption: employee only about $645,358 at 4% or $430,239 at 6%; with 50% employer match about $430,239 at 4% or $286,826 at 6%; with 100% employer match about $322,679 at 4% or $215,119 at 6%.
Wallace Alexander Gerbode Foundation Pension Trust-3$2,428,133$77,443$25,814iApproximate average salary by contribution assumption: employee only about $645,358 at 4% or $430,239 at 6%; with 50% employer match about $430,239 at 4% or $286,826 at 6%; with 100% employer match about $322,679 at 4% or $215,119 at 6%.
200914$2,158,651$67,698$16,925iApproximate average salary by contribution assumption: employee only about $423,113 at 4% or $282,075 at 6%; with 50% employer match about $282,075 at 4% or $188,050 at 6%; with 100% employer match about $211,556 at 4% or $141,038 at 6%.
Wallace Alexander Gerbode Foundation Pension Trust-4$2,158,651$67,698$16,925iApproximate average salary by contribution assumption: employee only about $423,113 at 4% or $282,075 at 6%; with 50% employer match about $282,075 at 4% or $188,050 at 6%; with 100% employer match about $211,556 at 4% or $141,038 at 6%.
200814$1,596,839$62,958$15,740iApproximate average salary by contribution assumption: employee only about $393,488 at 4% or $262,325 at 6%; with 50% employer match about $262,325 at 4% or $174,883 at 6%; with 100% employer match about $196,744 at 4% or $131,163 at 6%.
Wallace Alexander Gerbode Foundation Pension Trust-4$1,596,839$62,958$15,740iApproximate average salary by contribution assumption: employee only about $393,488 at 4% or $262,325 at 6%; with 50% employer match about $262,325 at 4% or $174,883 at 6%; with 100% employer match about $196,744 at 4% or $131,163 at 6%.
200713$0$0-
Wallace Alexander Gerbode Foundation Pension Trust-3---
200613$2,195,234$49,738$16,579iApproximate average salary by contribution assumption: employee only about $414,483 at 4% or $276,322 at 6%; with 50% employer match about $276,322 at 4% or $184,215 at 6%; with 100% employer match about $207,242 at 4% or $138,161 at 6%.
Wallace Alexander Gerbode Foundation Pension Trust-3$2,195,234$49,738$16,579iApproximate average salary by contribution assumption: employee only about $414,483 at 4% or $276,322 at 6%; with 50% employer match about $276,322 at 4% or $184,215 at 6%; with 100% employer match about $207,242 at 4% or $138,161 at 6%.
200513$1,850,418$52,427$17,476iApproximate average salary by contribution assumption: employee only about $436,892 at 4% or $291,261 at 6%; with 50% employer match about $291,261 at 4% or $194,174 at 6%; with 100% employer match about $218,446 at 4% or $145,631 at 6%.
Wallace Alexander Gerbode Foundation Pension Trust-3$1,850,418$52,427$17,476iApproximate average salary by contribution assumption: employee only about $436,892 at 4% or $291,261 at 6%; with 50% employer match about $291,261 at 4% or $194,174 at 6%; with 100% employer match about $218,446 at 4% or $145,631 at 6%.
200413$1,626,111$57,081$19,027iApproximate average salary by contribution assumption: employee only about $475,675 at 4% or $317,117 at 6%; with 50% employer match about $317,117 at 4% or $211,411 at 6%; with 100% employer match about $237,838 at 4% or $158,558 at 6%.
Wallace Alexander Gerbode Foundation Pension Trust-3$1,626,111$57,081$19,027iApproximate average salary by contribution assumption: employee only about $475,675 at 4% or $317,117 at 6%; with 50% employer match about $317,117 at 4% or $211,411 at 6%; with 100% employer match about $237,838 at 4% or $158,558 at 6%.
200310$1,374,242$51,613-
Wallace Alexander Gerbode Foundation Pension Trust-0$1,374,242$51,613-
200213$0$0-
Wallace Alexander Gerbode Foundation Pension Trust-3---
200122$0$0-
The Wallace Alexander Gerbode Foundation Tax Sheltered Annuity Plan-2---
Wallace Alexander Gerbode Foundation Pension Trust-2---
200021$0$0-
The Wallace Alexander Gerbode Foundation Tax Sheltered Annuity Plan-0---
Wallace Alexander Gerbode Foundation Pension Trust-1---
199921$1,112,514$34,414$34,414iApproximate average salary by contribution assumption: employee only about $860,350 at 4% or $573,567 at 6%; with 50% employer match about $573,567 at 4% or $382,378 at 6%; with 100% employer match about $430,175 at 4% or $286,783 at 6%.
Wallace Alexander Gerbode Foundation Pension Trust-1$1,112,514$34,414$34,414iApproximate average salary by contribution assumption: employee only about $860,350 at 4% or $573,567 at 6%; with 50% employer match about $573,567 at 4% or $382,378 at 6%; with 100% employer match about $430,175 at 4% or $286,783 at 6%.
The Wallace Alexander Gerbode Foundation Tax Sheltered Annuity Plan-0---
Wallace Alexander Gerbode Foundation | EIN 94-6065226 | 2024 Form 5500 Company Profile