Civic Intelligence

Peninsula Heritage School Inc.

Plan context: Peninsula Heritage School 403(B) DC Plan 26944

EIN 95-2232586 • Rolling Hills Estates, CA • 19 filings • 7 plans

26944 Rolling Hills RoadRolling Hills Estates, CA 90274
Current Snapshot

Latest Year

2024

2024 Participants

59

2024 Assets

$3,201,784

2024 Contributions

$205,758

Historical Graphs

Total Assets Over Time

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

$3,201,784$1,600,892$0200920172024YearValue
$3,201,784Latest year 2024

Participants Over Time

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

59300200920172024YearValue
59Latest 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
2024159$3,201,784$205,758$3,487iApproximate average salary by contribution assumption: employee only about $87,186 at 4% or $58,124 at 6%; with 50% employer match about $58,124 at 4% or $38,749 at 6%; with 100% employer match about $43,593 at 4% or $29,062 at 6%.
Peninsula Heritage School 403(B) DC Plan 26944-59$3,201,784$205,758$3,487iApproximate average salary by contribution assumption: employee only about $87,186 at 4% or $58,124 at 6%; with 50% employer match about $58,124 at 4% or $38,749 at 6%; with 100% employer match about $43,593 at 4% or $29,062 at 6%.
2023153$2,818,538$174,645$3,295iApproximate average salary by contribution assumption: employee only about $82,380 at 4% or $54,920 at 6%; with 50% employer match about $54,920 at 4% or $36,613 at 6%; with 100% employer match about $41,190 at 4% or $27,460 at 6%.
Peninsula Heritage School 403(B) DC Plan 26944-53$2,818,538$174,645$3,295iApproximate average salary by contribution assumption: employee only about $82,380 at 4% or $54,920 at 6%; with 50% employer match about $54,920 at 4% or $36,613 at 6%; with 100% employer match about $41,190 at 4% or $27,460 at 6%.
2022151$2,572,654$154,888$3,037iApproximate average salary by contribution assumption: employee only about $75,925 at 4% or $50,617 at 6%; with 50% employer match about $50,617 at 4% or $33,745 at 6%; with 100% employer match about $37,963 at 4% or $25,308 at 6%.
Peninsula Heritage School 403(B) DC Plan 26944-51$2,572,654$154,888$3,037iApproximate average salary by contribution assumption: employee only about $75,925 at 4% or $50,617 at 6%; with 50% employer match about $50,617 at 4% or $33,745 at 6%; with 100% employer match about $37,963 at 4% or $25,308 at 6%.
2021152$3,021,416$158,367$3,046iApproximate average salary by contribution assumption: employee only about $76,138 at 4% or $50,759 at 6%; with 50% employer match about $50,759 at 4% or $33,839 at 6%; with 100% employer match about $38,069 at 4% or $25,379 at 6%.
Peninsula Heritage School 403(B) DC Plan 26944-52$3,021,416$158,367$3,046iApproximate average salary by contribution assumption: employee only about $76,138 at 4% or $50,759 at 6%; with 50% employer match about $50,759 at 4% or $33,839 at 6%; with 100% employer match about $38,069 at 4% or $25,379 at 6%.
2020154$2,759,657$155,041$2,871iApproximate average salary by contribution assumption: employee only about $71,778 at 4% or $47,852 at 6%; with 50% employer match about $47,852 at 4% or $31,901 at 6%; with 100% employer match about $35,889 at 4% or $23,926 at 6%.
Peninsula Heritage School 403(B) DC Plan 26944-54$2,759,657$155,041$2,871iApproximate average salary by contribution assumption: employee only about $71,778 at 4% or $47,852 at 6%; with 50% employer match about $47,852 at 4% or $31,901 at 6%; with 100% employer match about $35,889 at 4% or $23,926 at 6%.
2019154$2,695,284$134,739$2,495iApproximate average salary by contribution assumption: employee only about $62,379 at 4% or $41,586 at 6%; with 50% employer match about $41,586 at 4% or $27,724 at 6%; with 100% employer match about $31,190 at 4% or $20,793 at 6%.
Peninsula Heritage School 403(B) DC Plan 26944-54$2,695,284$134,739$2,495iApproximate average salary by contribution assumption: employee only about $62,379 at 4% or $41,586 at 6%; with 50% employer match about $41,586 at 4% or $27,724 at 6%; with 100% employer match about $31,190 at 4% or $20,793 at 6%.
2018153$2,542,000$141,756$2,675iApproximate average salary by contribution assumption: employee only about $66,866 at 4% or $44,577 at 6%; with 50% employer match about $44,577 at 4% or $29,718 at 6%; with 100% employer match about $33,433 at 4% or $22,289 at 6%.
Peninsula Heritage School 403(B) DC Plan 26944-53$2,542,000$141,756$2,675iApproximate average salary by contribution assumption: employee only about $66,866 at 4% or $44,577 at 6%; with 50% employer match about $44,577 at 4% or $29,718 at 6%; with 100% employer match about $33,433 at 4% or $22,289 at 6%.
2017150$2,549,045$121,819$2,436iApproximate average salary by contribution assumption: employee only about $60,910 at 4% or $40,606 at 6%; with 50% employer match about $40,606 at 4% or $27,071 at 6%; with 100% employer match about $30,455 at 4% or $20,303 at 6%.
Peninsula Heritage School 403(B) DC Plan 26944-50$2,549,045$121,819$2,436iApproximate average salary by contribution assumption: employee only about $60,910 at 4% or $40,606 at 6%; with 50% employer match about $40,606 at 4% or $27,071 at 6%; with 100% employer match about $30,455 at 4% or $20,303 at 6%.
2016149$2,201,649$116,830$2,384iApproximate average salary by contribution assumption: employee only about $59,607 at 4% or $39,738 at 6%; with 50% employer match about $39,738 at 4% or $26,492 at 6%; with 100% employer match about $29,804 at 4% or $19,869 at 6%.
Peninsula Heritage School 403(B) DC Plan 26944-49$2,201,649$116,830$2,384iApproximate average salary by contribution assumption: employee only about $59,607 at 4% or $39,738 at 6%; with 50% employer match about $39,738 at 4% or $26,492 at 6%; with 100% employer match about $29,804 at 4% or $19,869 at 6%.
2015148$2,005,083$120,499$2,510iApproximate average salary by contribution assumption: employee only about $62,760 at 4% or $41,840 at 6%; with 50% employer match about $41,840 at 4% or $27,893 at 6%; with 100% employer match about $31,380 at 4% or $20,920 at 6%.
Peninsula Heritage School 403(B) DC Plan 26944-48$2,005,083$120,499$2,510iApproximate average salary by contribution assumption: employee only about $62,760 at 4% or $41,840 at 6%; with 50% employer match about $41,840 at 4% or $27,893 at 6%; with 100% employer match about $31,380 at 4% or $20,920 at 6%.
2014122$1,865,284$116,419$5,292iApproximate average salary by contribution assumption: employee only about $132,294 at 4% or $88,196 at 6%; with 50% employer match about $88,196 at 4% or $58,797 at 6%; with 100% employer match about $66,147 at 4% or $44,098 at 6%.
Peninsula Heritage School 403(B) DC Plan 26944-22$1,865,284$116,419$5,292iApproximate average salary by contribution assumption: employee only about $132,294 at 4% or $88,196 at 6%; with 50% employer match about $88,196 at 4% or $58,797 at 6%; with 100% employer match about $66,147 at 4% or $44,098 at 6%.
2013149$1,675,913$104,071$2,124iApproximate average salary by contribution assumption: employee only about $53,097 at 4% or $35,398 at 6%; with 50% employer match about $35,398 at 4% or $23,599 at 6%; with 100% employer match about $26,549 at 4% or $17,699 at 6%.
Peninsula Heritage School 403(B) DC Plan 26944-49$1,675,913$104,071$2,124iApproximate average salary by contribution assumption: employee only about $53,097 at 4% or $35,398 at 6%; with 50% employer match about $35,398 at 4% or $23,599 at 6%; with 100% employer match about $26,549 at 4% or $17,699 at 6%.
2012149$1,405,333$96,170$1,963iApproximate average salary by contribution assumption: employee only about $49,066 at 4% or $32,711 at 6%; with 50% employer match about $32,711 at 4% or $21,807 at 6%; with 100% employer match about $24,533 at 4% or $16,355 at 6%.
Peninsula Heritage School 403(B) DC Plan 26944-49$1,405,333$96,170$1,963iApproximate average salary by contribution assumption: employee only about $49,066 at 4% or $32,711 at 6%; with 50% employer match about $32,711 at 4% or $21,807 at 6%; with 100% employer match about $24,533 at 4% or $16,355 at 6%.
2011152$1,341,004$92,495$1,779iApproximate average salary by contribution assumption: employee only about $44,469 at 4% or $29,646 at 6%; with 50% employer match about $29,646 at 4% or $19,764 at 6%; with 100% employer match about $22,234 at 4% or $14,823 at 6%.
Peninsula Heritage School 403(B) DC Plan 26944-52$1,341,004$92,495$1,779iApproximate average salary by contribution assumption: employee only about $44,469 at 4% or $29,646 at 6%; with 50% employer match about $29,646 at 4% or $19,764 at 6%; with 100% employer match about $22,234 at 4% or $14,823 at 6%.
2010153$1,294,777$91,027$1,717iApproximate average salary by contribution assumption: employee only about $42,937 at 4% or $28,625 at 6%; with 50% employer match about $28,625 at 4% or $19,083 at 6%; with 100% employer match about $21,469 at 4% or $14,312 at 6%.
Peninsula Heritage School 403(B) DC Plan 26944-53$1,294,777$91,027$1,717iApproximate average salary by contribution assumption: employee only about $42,937 at 4% or $28,625 at 6%; with 50% employer match about $28,625 at 4% or $19,083 at 6%; with 100% employer match about $21,469 at 4% or $14,312 at 6%.
2009152$1,141,435$87,265$1,678iApproximate average salary by contribution assumption: employee only about $41,954 at 4% or $27,970 at 6%; with 50% employer match about $27,970 at 4% or $18,646 at 6%; with 100% employer match about $20,977 at 4% or $13,985 at 6%.
Peninsula Heritage School 403(B) DC Plan 26944-52$1,141,435$87,265$1,678iApproximate average salary by contribution assumption: employee only about $41,954 at 4% or $27,970 at 6%; with 50% employer match about $27,970 at 4% or $18,646 at 6%; with 100% employer match about $20,977 at 4% or $13,985 at 6%.
200810$0$0-
Peninsula Heritage School 403(B) DC Plan 26944-0---
200010$0$0-
Tiaa Cref Tax Deferred Anuity Plan for Faculty and Administrators-0---
199910$0$0-
Tiaa Cref Tax Deferred Anuity Plan for Faculty and Administrators-0---