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
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
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 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%. |
| 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%. |
| 2023 | 1 | 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%. |
| 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%. |
| 2022 | 1 | 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%. |
| 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%. |
| 2021 | 1 | 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%. |
| 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%. |
| 2020 | 1 | 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%. |
| 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%. |
| 2019 | 1 | 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%. |
| 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%. |
| 2018 | 1 | 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%. |
| 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%. |
| 2017 | 1 | 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%. |
| 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%. |
| 2016 | 1 | 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%. |
| 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%. |
| 2015 | 1 | 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%. |
| 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%. |
| 2014 | 1 | 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%. |
| 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%. |
| 2013 | 1 | 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%. |
| 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%. |
| 2012 | 1 | 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%. |
| 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%. |
| 2011 | 1 | 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%. |
| 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%. |
| 2010 | 1 | 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%. |
| 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%. |
| 2009 | 1 | 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%. |
| 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%. |
| 2008 | 1 | 0 | $0 | $0 | - |
| Peninsula Heritage School 403(B) DC Plan 26944 | - | 0 | - | - | - |
| 2000 | 1 | 0 | $0 | $0 | - |
| Tiaa Cref Tax Deferred Anuity Plan for Faculty and Administrators | - | 0 | - | - | - |
| 1999 | 1 | 0 | $0 | $0 | - |
| Tiaa Cref Tax Deferred Anuity Plan for Faculty and Administrators | - | 0 | - | - | - |